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

owned a rivian r1s (gen 2), wanted to love it, but ended up selling it after 2 months

they are targeting the higher end luxury market with the pricing of their cars, but they are not anywhere near the quality of a luxury car. demand has fallen off a cliff and they are now providing incentives in order to sell

if they can’t make it to production of their r2/r3 they are in big trouble

expecting stock to keep on getting pummeled for the next few quarters, maybe attractive to pick up then to bet on r2 being a hit (big if imo)

building @alfaca @offmarket @perl | alum South Park Commons | previously cofounder SBLY.com, eng at Stripe | peter-kim.com

This is great intel 

If they can figure out the quality issue, do you think it’s clear path for them?

Yeah, would try the brand again in the future