Rivian's chart is growing more bullish as Uber invests up to $1.25 billion in the company, though the stock is still battling high-time-frame resistance. A post the author replies to notes that resistance looks to be weakening. x.com  x.com 

Rivian is positioned to be second only to Tesla in consumer autonomy, and R2 deliveries have finally begun. Self-driving is becoming real for those with the data and compute, Uber recently struck a deal with Rivian, and no automaker outside Tesla and Rivian has vertically integrated as far. It won't be a profitable machine soon, but the coming quarters will show whether R2 has its Model 3/Y moment, and after an 18% drop on dilution news a $20 billion valuation looks worth holding. x.com 

Rivian's appeal depends on full self-driving, and its premium R1S is not targeted for FSD, which makes premium EV pricing hard to justify. CEO RJ Scaringe is smartly aiming FSD at the mass-market R2. The stock could take off, but only if a semi-capable FSD arrives on the R2 rather than on the strength of the vehicle itself. x.com 

Uber's network could become more important in an autonomous world, not less, which the market underestimates. Robotaxi fleets will still need someone to aggregate demand, optimize utilization, route supply, handle payments and bring liquidity to both sides, and Uber already has those layers plus relationships in almost every major city as autonomy rolls out market by market. The chart is ending a two-year $50-80 consolidation above its prior breakout zone. x.com 

Uber looks cheap, and insiders who know the company best are buying, a point @SteurJonas69716 raises. The stock is a solid buy as long as robotaxis do not kill the business, which is doubtful. x.com  x.com 

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 

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

Uber's asset-light platform makes it a direct winner of autonomous driving, because AV operators can't match its network's dispatch efficiency. AV rides on Uber grew over 10x year over year in Q1 2026, with launches in up to 15 cities by end-2026, and Waymo partners rather than competes. Its 200M+ monthly users cut empty miles, and human drivers add elastic capacity. It made about $9.8B of 2025 free cash flow, Q1 bookings rose 21% to $53.7B, and buying Delivery Hero could lift bookings to $160B. … Show more

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 

Uber's network effects could make it the app robotaxi fleets need to keep their cars fully operational. It is one of the best platforms on earth and a five-year buy at today's valuation, with opportunity too compelling to pass up despite shares falling about 25% in the past year on robotaxi fears. Bookings grew 24% last quarter and trailing free cash flow exceeded $10 billion. Waymo and Tesla could choose to bypass Uber; Waymo already runs its own app in most of its cities. x.com