Rivian should benefit from Uber's success because Uber is invested in Rivian's success. Per @N017_kng, Rivian's robotaxis will be available exclusively on Uber's platform. 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 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 

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

Uber's large, successful network and marketplace give it a moat. The stock is in stage 4, but its fundamentals still appeal. x.com