We came across a bullish thesis on Rivian Automotive, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on RIVN. Rivian Automotive, Inc.'s share was trading at $14.68 as of September 30th.
Rivian has entered a critical inflection point, with positive cash from operations achieved in Q2 2025, signaling the growing viability of its vertically integrated platform. The company’s upcoming R2 model, a two-row SUV priced under $50,000, sits in the most popular U.S. vehicle segment and leverages the R1 platform at a...
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