Buy Hold Rant
Elon's pay package could 'buy' Rivian (the WHOLE COMPANY) every month!
10/22/2025, 10:49:51 PM
Economic Summary
- Elon Musk's equity/compensation package implied over a decade equates to roughly $10–15 billion per month, meaning his monthly pay is on the order of Rivian's entire market cap (about $16B).
- Rivian's market capitalization is cited at roughly $16 billion, while Tesla's market capitalization is cited at roughly $1.5 trillion, illustrating a large gap between the two EV companies.
- A social-media poll (~700 votes) asked which company is more likely to 10x in five years; about 60% chose Rivian and 40% chose Tesla, showing retail sentiment favoring smaller-cap upside.
Bullish
- Poll respondents favored Rivian (60%) as likelier to 10x over five years.
- A meaningful minority (40%) still believes Tesla can 10x despite its large market cap.
Bearish
- Tesla would need to grow from roughly $1.5 trillion to $15 trillion to 10x, an extremely large leap and unlikely.
- Rivian's current ~$16 billion market cap could be fragile given that an individual (Elon Musk) commands monthly compensation comparable to that valuation.
Bullish tickers
RIVNTSLA
Bearish tickers
TSLARIVN
RIVN
Bullish
Poll respondents (60%) favored Rivian as likelier to 10x over five years.
Bearish
At roughly $16 billion market cap, a 10x to $160 billion would be a very large climb and the company could be vulnerable relative to outsized insider capital.
TSLA
Bullish
Despite scale, a notable portion of respondents (40%) still believe Tesla can 10x in five years.
Bearish
A 10x move from about $1.5 trillion to $15 trillion faces extremely high expectations and appears unlikely.
People mentioned
Elon Musk