One of my more non-consensus bets right now is $RIVN

With ~half the country hating Elon (and generally speaking, the rich half), they might want to boycott his products

The only sexy EV manufacturer besides Tesla is Rivian. So despite the headwinds of a Trump admin towards EVs, there's a market here

The incumbents will simply make better EVs under new nameplates ala Scout or Polestar. 

Also, Ford makes better EVs but rich people don’t want to be associated with Ford.

you probably don’t think about liquidity enough // it is what it is  // build value, not valuation

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Mustang MachE unironically a superior EV to the Model Y which is an Egg with wheels and an iPad 

But ye they should have launched a new name instead of trying the heritage thing.

Ford EVs should be banned after what they did to the Mustang

They also butchered the Bronco line