Dror Poleg
Economic Historian
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 16
$15.97
+3.0%
Rivian is a high-risk asymmetric bet: the only US company mastering in-house EV design and manufacturing, with licensing deals to traditional automakers; if the narrative and government support align, it could 10x–30x despite a high probability of bankruptcy.
Other
Long
Jun 16
$86.15
+0.7%
Treasuries offer safety and a more attractive upside/downside ratio today given market heat; being over 50% in Treasuries is a defensive stance that reflects the reduced potential for further huge equity gains.
Macro
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Dror Poleg has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: TLT, RIVN.