Lucid is mentioned as another major EV player that is currently on the verge of bankruptcy, highlighting the high failure rate in the EV startup space.
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$RIVN: The Stock That Won't Move (And Why That Could Change)
Sep 3, 2026
The creator discusses Rivian's stock, which has been trading in a narrow range for years. Despite market indecision due to the high capital intensity and failure rate of EV startups, the creator believes Rivian is undervalued given its technology, progress, and the growing EV market. The recent R2 model and expected delivery growth are seen as catalysts that could eventually lead the market to recognize Rivian's potential, supported by backing from major players like Amazon and Volkswagen.
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Tesla, the leading EV and self-driving company, is now considered overvalued by the creator after a significant 40x increase from their initial investment.
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