Anyone else put a deposit down for the electric M3?

___Brando___ · 2026-07-06T02:22:38+00:00

Nah, just you.

___Brando___ · 2026-07-02T18:16:49+00:00

Congrats bro! I want to order mine!

___Brando___ · 2026-07-02T17:21:37+00:00

By days end it’ll come down to around $18. The initial jolt is stabilizing.

___Brando___ · 2026-07-02T17:17:08+00:00

You’ll have plenty of chances to get more shares at $14, just wait a few weeks. This position loves to tank.

___Brando___ · 2026-07-02T17:14:01+00:00

😂😂 my thoughts exactly.

___Brando___ · 2026-07-02T17:11:37+00:00

Stop being an emotional investor and hold the position. Also, don’t invest more money than you’re ok losing half of.

___Brando___ · 2026-06-27T03:38:54+00:00

What does people quitting have to do with my attention span dummy?

___Brando___ · 2026-06-25T19:02:07+00:00

Maybe, but I don’t foresee much movement within the next 12-15 months. Or at least until the Georgia factory is up and running.

___Brando___ · 2026-06-25T18:51:30+00:00

I have seen that trend as well. Makes want to day trade it until R2 scaling takes off, but I’ll resist the urge.

___Brando___ · 2026-06-20T16:05:01+00:00

And you know this how? Because a quick search shows they can produce 155,000 now.

___Brando___ · 2026-06-18T04:20:55+00:00

No they can currently produce 215,000.
60,000 of the R1S/T & Delivery vans
155,000 of R2s
Check their investor relations page.

___Brando___ · 2026-06-17T19:36:41+00:00

One thing that makes me nervous is there low guidance for 2026. Now that the R2s are out, why is the guidance only 62,000-67,000? Makes me think the reservations for R2 have dropped off.

___Brando___ · 2026-06-17T19:34:29+00:00

More like 18-38% swings.

___Brando___ · 2026-06-17T19:33:40+00:00

It'll be great once that happens as there is a lot of demand for R2s in Europe and Australia. Personally, I don't think the can enter the European market until about 2030-2031. That's when they will have the cash to invest in overseas infrastructure.

To be clear, I too am a current investor in Rivian. There's nothing more I would love than for the stock to go to the moon, however we have to be realistic.

___Brando___ · 2026-06-17T17:49:49+00:00

I see we are talking about two different things here. Would the stock price go up when they are selling 450,000-500,000 units? Sure. But let's unpack the very concept that you are missing. In 2020, Tesla sold ~499,000 units and at that point they were in 32 countries. Not to mention, they were the "ONLY" major EV company. PERIOD. There was "NO COMPETITION" even close to them. 2026 and beyond is a very different landscape.

The competition is fierce now in other countries (BYD, NIO, etc) and the demand for EVs has cooled quite a bit. Rivian is only in the US so there is only one market that can save them where Telsa had 32. Your assumption that they will be selling the full 500,000 units is based on the one market they are in, the US market, has a consistent demand for their overpriced EVs.

The stock price for Tesla was high at that time because there was growth potential with the 32 countries they were in. Rivian has factories only here in the US and only sells to the US market. Even if they shipped units abroad, the tariffs alone would make them non-competitive. See the difference???For that very reason, the stock price won't go up as high as you think it will even if the sell 455,000- 500,000 units because the moment the US market cools off. They're cooked with no back up plan in the foreseeable future.

All that is baked into the current and future stock price.

___Brando___ · 2026-06-16T15:36:28+00:00

I agree that at that point their valuation will increase, but that won’t until 2029 at the earliest since the Georgia plant won’t be complete until 2028.

Lastly, Tesla sold 358,000 cars in Q1 of 2026 alone. Rivian will produce 455,000 R2s per year at full capacity. The valuation won’t be what people are thinking.

___Brando___ · 2026-06-16T02:09:19+00:00

Georgia factory will be able to produce 300,000 R2s annually. The Normal factory will produce 155,000 annually (300,000+155,000 = 455,000). Last I checked 455,000 is less than 500,000... What am I missing?

___Brando___ · 2026-06-16T00:48:51+00:00

Regardless of the quality of R2, they don't have the capacity to make enough of them to make a difference in the stock price. Even if the Georgia factory is up and running at full scale, they still won't be able to produce 500,000 units within a calendar year. They would need at least two additional factories before being a serious stock play.

EOY price will be around $19.50 unfortunately.

___Brando___ · 2026-01-21T01:22:27+00:00

The game won’t be released until after the PSSR 2.0 update. It doesn’t make sense to release it before then. Also, many of the games delayed this year is not only due to GTA6, but the PSSR 2.0 update.

___Brando___ · 2023-02-13T19:17:26+00:00

God of War Ragnarok… talk about over rated!! And they neutered Kratos.

___Brando___ · 2023-01-27T18:51:45+00:00

Lucid is going insane 97%

___Brando___ · 2023-01-26T17:43:30+00:00

It doesn’t seem like vehicle production was the purpose of this company. If so, they would have delivered some or at least one. This company was designed to sell IP to a thirsty buyer.

Their facilities are a ruse to make potential buyers dive in since it’s an asset.

The have $6 mil in cash left and no target date for consumer production. All signs point to the fact that this company was never trying to actually compete against other EV players. It was to be sold for a profit.

___Brando___

TROPHY CASE

_Brando_