RI RIVN Rivian Automotive Inc. Loading... : Bullish and Bearish Analyst Opinions

Favor Rivian on mass-market vehicle execution.

Author views EV names as massively undervalued due to sector rotation away from EVs toward AI; expects mean-reversion as investor attention cycles back; recommendation language without confirmed position disclosure per speaker note.

Rivian is reportedly allocating 75 percent of its share sale to just 10 investors according to the news report.

Pre-market movers report shows mixed sector reactions with Apple increasing Broadcom chip spending, Exxon expecting higher earnings, and multiple downgrades and secondary offerings weighing on stocks.

The author compares Rivian to Ethereum, implying it will disappoint investors, but does not state a personal short position.

Pre-market movers include Samsung Electronics falling on preliminary Q2 figures, Nvidia down on DeepSeek's AI chip development, Fiserv up on acquisition talks, Rivian down on share offering, Crinetics up on Vertex acquisition, and First Solar up on Deutsche Bank upgrade.

Rivian Automotive files to offer 75 million shares in a secondary offering, which typically dilutes existing shareholders.

Author notes Rivian has cash runway from Amazon deal and improving per-unit economics, positioned at intersection of AI and EV; thesis incomplete due to tweet truncation.

Author recommends RIVN noting strong cash position and improving unit economics, plus positioning at the intersection of AI, robotics, and EVs.

Avoid RIVN due to a bearish valuation and product-quality view: author says Rivian vehicles break down often and are dead weight at current valuation; no explicit short/puts.

Better outlook and new SUV.

Rivian raised its full-year sales outlook and began deliveries of a lower-cost SUV seen as critical to the company's future.

Comments like "RIVN is going to Mars on Elon’s f*ck stick" and "RIVN ABOUT TO HIT $20" have strong upvotes, indicating renewed bullish sentiment after a period of decline. The community sees RIVN breaking a key psychological level ($20), which could trigger further short covering and momentum chasing from retail. Enter long with a target near $20+, expecting continued upward movement from the rotation out of semis into speculative growth. RIVN has been volatile; no strong fundamental catalyst mentioned; profit-taking could cap gains.

Listed as part of thematic sector overview in author's market read, no directional view expressed.

Speaker lists $RIVN as an EV maker with Amazon backing and autonomous driving ambitions, citing AI/software potential for higher margins.

Author states RIVN is great long term, agreeing with parent's comment, no additional detail.

Small speculative basket of "undervalued plays" held within the ~5% crypto/misc allocation; author characterizes these as undervalued but provides no specific catalyst beyond general sentiment recovery.

Rivian burns too much cash.

Rivian is laying off hundreds of workers, a factual corporate action report with no expressed trading position from the author.

Rivian and SpaceX are noted as incurring multi-billion dollar annual losses, but no position or forward call is stated.

Speculative long Rivian for asymmetric upside.

Electric vehicle startup Rivian is laying off hundreds of workers according to a report from the Wall Street Journal.

Author discloses RIVN as a current long-term portfolio holding in the Other Undervalued Plays category; held as a long-term undervalued investment.

Author outlines a multi-sector bullish thesis on energy, AI enablers, beneficiaries, robotics, and crypto, explicitly stating they are buying and holding specific top picks like SOLS, OKLO, SMR, OPTX, ASYS, and SHMD as long-term positions.

Author notes that car plays like RIVN, NIO, and TSLA have significant overlap with robotics and AI, agreeing with a parent's holding thesis but not stating a personal position.

The author presents a large diversified basket of favorite names across sectors as where they are positioned for the next few years, but the 30+ tickers default to watch due to the basket size rule.

Author discloses current positioning in RIVN as a named holding, framing the dip as a buying opportunity with a multi-year hold thesis.

Author flags EV stocks as undervalued, with NIO (STRONG BUY) and RIVN (STRONG BUY) named in the basket; thematic read-through, no position language.

Speaker lists a basket of tickers as long-term bullish targets without explicit position language; treat as a watchlist per speaker's typical style.

Author lists RIVN in an "undervalued companies" basket with a blanket current-holdings disclosure; thematic basket per speaker note, no ticker-specific thesis.