Lots of great news on $RIVN's Q2 2026 results: 1) Deliveries, Revenue and Profitability all beat expectations! 2) Deliveries for the 2nd half of 2026 were increased and are now expected to exceed 2x the deliveries of the first half, driven largely by R2. Amazing! 3) Amazon is accelerating the deployments of the EDV electric van. They've already past 40,000 units! Incredible. 4) @RJScaringe reiterated that Point-to-Point eyes-on self-driving capabilities is on track for "later this year." This is absolutely awesome! He also reiterated that "eyes-off" will come in 2027. Eyes off would imply it's better than $TSLA's *CURRENT* FSD Supervised. That's a tall order, but also incredible if achieved. 5) RJ also said "R2 Performance Edition conversion rate has been better than expected" - and that they expect to introduce the other variants of R2 in "early 2027" which implies that 2nd half of 2026 should be almost exclusively the higher-priced R2 Performance trim at nearly $60K a piece! That's extra good news for margins! 6) Rivian has over $5 Billion in cash and has access to ~$14 Billion of cash overall with future investments, loans and DOE loan for Georgia plant. Meaning the risk of running out of money anytime soon is almost non-existent. 7) Rivian Spaces have grown to 43 locations (+39% YoY), Service Centers at 104 locations (+28% YoY) and Rivian Charging Network at 155 locations (+26% YoY). These assets help accelerate the flywheel effect. I don't know how long this company can possibly be priced at just $25 Billion. All I know is that there is no other company like it with this much technology and positive momentum! What's ironic to me is that when Rivian IPOed nearly 5 years at ~$66 billion valuation, it had only delivered a handful of R1Ts (~150 units), but demand for the stock was so high that the valuation sky-rocketed to over $150 Billion. Back then, despite the insanely expensive price, everybody wanted in on the stock. Fast forward 5 years when the company has delivered over 100,000 vehicles, has 4 highly rated products, on the verge of 50%+ growth rate with tons of sales, service and chargin centers, very few people want the stock. It's easy to say "buy low, sell high" - I just don't get why people don't actually do that!

Our full interview of $RIVN Founder & CEO @RJScaringe plus a post-interview discussion between @dustinalper and I is available here: youtube.com/watch?v=utYYA_Va…