The creator uses Tesla as an example of a company where their personal valuation of the company was misaligned with the market's valuation for an extended period.
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$RIVN: Rivian's Big Raise, R2 Growth & the Stock Selloff Explained
Jul 9, 2026
The creator discusses Rivian's recent positive news, including exceeding delivery and revenue guidance, and raising future delivery targets. Despite this good news, the stock price has fallen significantly after a share raise to fund plant expansion and accelerate R2 production. The creator defends the share raise as necessary for a non-profitable company to avoid bankruptcy.
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Rocket Lab is cited as a positive example of using an at-the-market (ATM) capital raise strategy, which the creator prefers over Rivian's recent approach.
The creator exchanged some of their Robin Hood shares for Rivian shares, indicating a reduced conviction in Robin Hood compared to Rivian.
Despite exceeding delivery and revenue guidance and raising future targets, Rivian's stock has fallen post-share raise, which the creator views as a necessary move for a non-profitable company.
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