Buy Hold Rant
Why I'm doubling down on Rivian, the R2 launch and the upcoming autonomy day
10/8/2025, 10:28:24 PM
Economic Summary
- Rivian (RIVN) is preparing an Autonomy Day in December that could reveal substantial self-driving features, potentially shifting investor expectations and increasing the stock's upside if capabilities impress.
- The R2 vehicle line reportedly has hundreds of test vehicles on the road and appears poised for an early-2026 (possibly Q1) launch; if successful, R2 plus advanced autonomy could expand Rivian's addressable market and growth trajectory, though execution risk remains.
Bullish
- Autonomy Day in December may reveal advanced self-driving capabilities, surprising markets and raising expectations.
- R2 program reportedly has hundreds of test vehicles and appears ready for an early-2026 (possibly Q1) launch.
- Combination of R2 and point-to-point hands-free driving could materially boost demand and company valuation.
- Investor conviction demonstrated by buying additional shares after a ~10% pullback.
Bearish
No bearish cases captured.
Bullish tickers
RIVN
RIVN
Bullish
Autonomy Day surprises and an R2 launch with hundreds of test vehicles could drive significant demand growth; point-to-point hands-free driving is a major upside.
Bearish
Execution and timing risk: heavy reliance on future autonomy and R2 launch; delays, technical setbacks, or competitive pressures could hurt valuation.
People mentioned
RJ Scaringe