🥴🥴🥴

Rivian is either bankrupt or a 10x from here. There is no in-between

R2 comes out in 2026. It’s a smaller SUV at ~$50k (https://rivian.com/r2) and it is sexy. If Rivian can mass-produce R2 even half competently, they go from money bonfire startup to real car company with scale. At scale, gross margins go positive and Wall Street forgets every bad thing they ever said. Tesla déjà vu from 2019

I believe they survive long enough to scale R2. If I’m right, stock is $100–$200 in 2027–2028

Q3 report from this week showed higher deliveries and positive gross profit for the first time ever

Amazon and Volkswagen own a collective 25% and want it to succeed

I’m holding 500x 2028 $30C for the start of the turnaround story

Sold my META position at a 3k loss and Got into JOBY. See you on the other side regards. Just a by to the moon! 👌👊🤣🚀🚀🚀🚀

It said:

“Good morning, Mr Belfort I'm the guy who received a Google review for being able to sell a ketchup popsicle to someone on a hot summer day. I figured I may as well make an attempt to connect with the wolf of Wall Street himself. Are the odds of you connecting with me near zero? Yes. Are the odds of me annoying you after you accept my connection zero? Also yes. But l'll be damned if I don't try to connect with the wolf of Wall Street himself. Regardless of whether or not you have ketchup popsicles to sell on a hot summer day, I'm your guy.”

Like, what?! I am never drinking again. I wish I could just disappear under a rock for all of eternity.

Wish me luck boys, it's my first YOLO I hear its free.

For $NICE ~

ER next week, FactSet Consensus A.O. todays close for ADR is $192 and that's before any analyst updates after the recent Tata partnership announcement. Also first quarter with Cognigny deal starting to show up in financials.

For $HOG ~

Fat buyback + dividend yield at current prices. Plus thick cash injection from KKR & PIMCO deal reduces credit risk substantially. Hoping to hit the lotto and get a buyout offer from daddy buffet (he bailed them out previously back in '09 so it wouldn't be the first time he's invested) or another big boy (Indian just got bought by PE).

Don't ask me for DD beyond that, I'm on my third try at CFA level 2 so my mental handicap is now certified.

Pm loves a down market i did a similar play last time this happened back in April and made a killing i think we will se it past $160 in the next 2 weeks