retail trader.
Joined February 2025
- Tweets4K
- Following724
- Followers420
- Likes15.8K
Soooo $RIVN isn’t going bankrupt? AND they have 5 years of cash runway? AND automotive gross profits are trending upward? AND FSD is rapidly advancing?
Thought the company was going to zero. Good to know.
$RIVN bulls stand up
I've seen people post this comparison before, so this is not an entirely novel idea, but I think it's now or never for $RIVN. I'm picking up a relatively large position prior to today's earnings and planning to hold for the long-term.
Below is a list of reasons I'm bullish on Rivian.
- Rivian is more than just an EV company and also has upside due to it's investment in robotics and AI
- First 2 years of Trump's second term were the worst time for EVs from a policy perspective, but the upcoming shift of Congressional power to the Dems in the midterms and a possible Dem president in 2028 will be much more favorable. I think the worst for the industry is almost behind us.
- Other auto manufacturers have moved away from EVs over the last 2 years due to the political environment, but RIVN has continued to build.
- Structurally higher oil prices will lead more people to buy electric vehicles.
- Musk has ruined his relationship with most Dems due to his politics, so they are less likely to buy Teslas and are likely to pursue other options.
- Autonomous vehicles will be huge and RIVN's lidar technology should compete with, and possible outperform, Tesla's FSD
- Successful launch and buildout of the new R2 model should be a big catalyst for growth
Probably nothing, but maybe something... $RIVN
A Rivian commercial van in Walmart+ livery was spotted on a car hauler today
Walmart has never been named as a Rivian customer. It reserved 5k BrightDrop vans in 2022, and GM discontinued the van in October 2025
$RIVN
reddit.com/r/RIVNstock/comme…
Found out why BTC whales are swapping their BTC for ZCASH 🤪
zcash:native
I think the TAM is far larger than what most people can comprehend. Global private wealth ranges between $12-$15T.
If 0.1% of that wealth wanted to be shielded and transacted privately using a battle tested, ZK proof block chain, Zcash is the only chain with 10 years of product testing and iteration, that has finally won the regulators to exist broadly.
For context on what this magnitude of capital inflow would do to market cap. If 0.1% wealth moved to zcash, that would be ~$20B. The typical crypto market cap multiple is 10x.
$200B is the bear case.
$10,000 per Zcash is programmed.
I followed @notthreadguy into the ZCASH thesis and came out a bigger believer than he ever was. Hopefully I'm rewarded handsomely for it.
I don't care how doomy and gloomy the world is...bro literally bear pilled himself. All love and respect. ZCASH gods, time to send it without him.
zcash:native
OverClicker retweeted
most people still think @Quotrons404 is an nft play.
it's a bet on where tokenized stocks trade.
@krakenfx built @inkonchain. xstocks gives you equities onchain. quotrons is building the xstocks liquidity rails on ink.
trading on those pools makes fees. royalties and fees go back to the holders. hardwired terminals take supply off the market.
you're not buying a jpeg. you're buying a piece of the toll road.
lol buying more RIVN 🤪🤪
This is either gunna age incredibly well or imma be a community member for the next decade 🫡
