Rivian: This Might Be the Next Big (Auto) Platform.
3 months ago
Investment Ideas by Antonio
"RIVN: Positive cash from ops Q2 2025 signals platform viability. R2 model hits sweet spot ($50k SUV) w/ 50% cost reduction vs R1. Software/services rev up from $84M to $372M YoY (half from VW JV). Trading 3x P/S as emerging auto platform like Tesla, poised for non-linear FCF growth."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Rivian: This Might Be the Next Big (Auto) Platform.
Source:
Investment Ideas by Antonio
Published:
September 30, 2025
Idea Type:
Stock Idea