u/PositionJournal

1 thesis · first seen Jun 1, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+2.0%+2.0%
3d111100%+6.9%+6.9%
1w1100%-0.6%-0.6%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$RIVNDDbullish
u/PositionJournal · 9d agono track record yet
Long RIVN

The Full Story On Rivian's R2: The Bridge to Monetization

Rivian's R2 launch will flip vehicle economics positive with ~$36K in combined BOM and non-BOM savings, enabling $8.7K gross profit per unit at ~$66.3K ASP. Once R2 scales and gross automotive becomes profitable, the company can monetize higher-margin software, autonomy, and partnership opportunities (Uber robotaxi, VW deal) that justify significantly higher valuation.

At post $16.95Now $14.76-12.9% since postedas of Jun 10, 4:59 PM ET
1d+2.0%
3d+6.9%
1w-0.6%
1m
3m
6m
1y
original post →

End of results.