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 weekly upside case rests on aggressive call buying. Its October 30 $12 calls showed about 5,230 contracts filled at the ask in one burst, with $282,200 in premium. 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 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 

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 trades well below newly raised analyst targets after lifting its 2026 delivery outlook. Full-year guidance is now 65,000-70,000 vehicles, more than 30% growth, as R2 SUV deliveries began and the model drew a record 57,000 demo drives. Piper Sandler upgraded to $20, Deutsche Bank moved to $24 and TD Cowen raised to $21, against a $16.97 share price. R2 Premium arrives in late 2026, with the standard trim following in 2027. x.com 

Rivian's move from its $80K R1 into a $45K mid-priced SUV is the best brand-leverage opportunity right now and could significantly expand its addressable market. Rivian built its brand for quality and reliability on the R1 and R1T, much as Tesla established Models S and X before Model 3 and Y took off in 2017-2019. The risk is that going downmarket stretches the brand too far or drives premium customers away. x.com  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 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