Rivian has yet to prove it can build cars profitably, and its self-driving effort is far more than two years behind Tesla's, a total dealbreaker. That rebuts @calistoker123's case that R2 is the second-best US EV and that Rivian, at a $23 billion market cap, could deserve $100 billion if it executes on R2, R3 and self-driving. x.com 

Rivian's plan to scale cost-efficient R2 and R3 models is unlikely to work well. Steady-state demand and price point remain unproven, an $85K loss per car is a large hole to climb out of, and even if all of that goes well it has no path to Level 4 self-driving. x.com  x.com 

Rivian's Q3 results appear to have crushed expectations, adding a record revenue quarter to its growth case. At first glance, revenue was $2.16B versus $2B estimated, and the loss was $0.48 per share versus $0.74 estimated. x.com 

Rivian's R2 is going to flop, because once a carmaker goes low cost it is game over. Rivian is burning massive cash while the auto market weakens fast on rates and inflation, and its $21B market cap should be closer to Lucid's. x.com 

Rivian is next in line for trouble once investors stop funding its cash-burning business. Lucid's stock fell 48% to an all-time low after a report that it is considering going private or filing for Chapter 11; Lucid had not commented. x.com 

Tesla's distraction with merging with SpaceX makes Rivian a great buy here. x.com 

Rivian is underweight with a $9 December 2026 target because its $16.50 price assumes the R2 ramp, positive gross margins and Volkswagen money all arrive on time. Its 62,000–67,000 delivery guidance needs H2 quarterly deliveries to nearly double during the R2 launch. $6.1B of cash plus $2B from Volkswagen gives runway, but year-end cash hinges on execution; missing positive gross margins, guided for end-2026, by a quarter means dilution, by two a restructuring. Volkswagen limits the downside. … Show more

Rivian's vehicles are too unreliable to justify its valuation, making it dead weight. One owner's Rivian had to be returned under lemon law, and a local Amazon operation required to buy Rivian vans finds they break down so often they sit unused. Any robots Rivian builds would likely fail too. This rebuts @EffortCapital, who calls Rivian the only competent US EV maker besides Tesla with a robotics option at under 2% of Tesla's market cap. x.com 

Rivian's outlook now depends on R2 adoption, after another offering of about 6.3% dilution that adds roughly $1.4 billion to its coffers. Rivian also pre-announced a Q2 revenue beat alongside the offering. x.com  x.com 

Rivian and Lucid are adding supply into a US EV market facing demand destruction and rising interest rates, which pressure prices and demand further. Cox Automotive reports US EV sales dropped dramatically over the past two quarters after the tax credit ended, and buyers are already trending to combustion vehicles. That mix makes both stocks unattractive to own. x.com