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@KevinMelnuk
"Rivian technology saves VW $3000-$4000 per car. No doubt this will be in all X million annual vehicles by 2035thats $XX BILLION in annual cost reductions for VW. Thats why their partnership is important. $RIVN This XXXXXX Euro VW ID1 or ID up is the first Volkswagen with Rivian te. via @YouTube"
X Link @KevinMelnuk 2025-10-13T16:51Z 4444 followers, 7980 engagements
"@GregTomaselli Lucid is very different. Tesla is almost cash flow neutral. Their business has a lot of excess capacity its carrying. Rivian has dramatically reduced burn as theyre scaling and by 2027 may be net income positive. Theyll be fine"
X Link @KevinMelnuk 2025-10-15T15:40Z 4445 followers, XX engagements
"Be kind to one another Love your neighbor Have conversations Dont resort to violence These are common sense ways to live your life"
X Link @KevinMelnuk 2025-10-05T14:38Z 4444 followers, 7486 engagements
"@Tesler914 @munster_gene Hes on Tesla payroll for sure. Tune has changed. He just gobbles up $TSLA everything"
X Link @KevinMelnuk 2025-10-16T01:19Z 4445 followers, XX engagements
"@arkham @BitMNR @fundstrat Stacking it but damn the price doesnt move"
X Link @KevinMelnuk 2025-10-15T23:12Z 4446 followers, XXX engagements
"@GregTomaselli Oh just a dozen but certainly not a $XXX billion deal to save my company $XX billion a year. I imagine that one is a little harder to get out of when I'm investing in the company I'd be breaking away from for no reason"
X Link @KevinMelnuk 2025-10-15T13:54Z 4446 followers, XX engagements
"@moregainzs @TravisKetchum @Rivian Haha totally and how Uninformed"
X Link @KevinMelnuk 2025-10-16T11:02Z 4442 followers, XX engagements
"@TravisKetchum @Rivian I LOVE that they went to look at Cadillac hahaha Dont support CarPlay and/or phasing it out. You have an opinion but your voice isnt loud its not right and you dont work for Rivian or run a $XX B company. So Ill Trust the guy that does"
X Link @KevinMelnuk 2025-10-16T10:58Z 4442 followers, XX engagements
"@RJScaringe Stock drops the day after this is shown. Literally zero credit given to Rivian. $RIVN"
X Link @KevinMelnuk 2025-10-08T23:12Z 4446 followers, XXX engagements
"Very very fair estimate I think. I expect with all theyve learned the last X years and designing R2 to be way easier to build than even Gen X which cut line time by 1/3 from Gen X we will see a decently smooth ramp. I support 40000-50000 R2 next year with deliveries topping 70000-80000. $RIVN"
X Link @KevinMelnuk 2025-10-15T00:45Z 4444 followers, XXX engagements
"Let the record show the shallowness of presentation. Travis didnt google to see if CarPlay was in Cadillac evs (its only in one and going away) didnt even already know this being in the Ev space and extrapolates one message to some greater concern that every genius buyer NEEDs CarPlay"
X Link @KevinMelnuk 2025-10-16T11:29Z 4444 followers, XX engagements
"@TravisKetchum @Rivian THIS IS THE TYPE OF TAKE THAT MAKES YOU PUT LESS VALUE ON CREATORS OPINIONS. THE EGO GETS INFLATED AND THEY THINK THEYRE ALWAYS RIGHT AND KNOW BETTER THAN @RJScaringe OR A CEO WHOSE ACTUALLY DONE SOMETHING"
X Link @KevinMelnuk 2025-10-16T11:01Z 4444 followers, XX engagements
"GOLD HAS PEAKEDstuff is useless. $XX Trillioncommon"
X Link @KevinMelnuk 2025-10-16T13:15Z 4442 followers, XXX engagements
"@FudKim @jonathanwstokes @freshjiva Uber exists all over the world and that's all Tesla is doing. Limited Uber. An Uber driver with their own Model X can do exactly what Tesla is doing. No difference"
X Link @KevinMelnuk 2025-10-14T20:20Z 4446 followers, XX engagements
"@jonathanwstokes @freshjiva Waymo and Uber exist today. This will be a great addition but its only new to Tesla"
X Link @KevinMelnuk 2025-10-14T18:52Z 4444 followers, XXX engagements
"@DannialHayes @SGrassett22870 @Rivian"
X Link @KevinMelnuk 2025-10-13T20:17Z 4439 followers, XX engagements
"@EvJetty_blogy @RivianUpdates @EVguyZach Its actually an accurate and conservative amount they should comfortably sell. This factory will run at capacity by end of 2027 which is what you want"
X Link @KevinMelnuk 2025-10-14T22:07Z 4445 followers, XX engagements
"@TrevorScottReal @grok @JoshPat22028204 They stopped updating HW3"
X Link @KevinMelnuk 2025-10-16T17:06Z 4444 followers, X engagements
"@Hilbe @zigziggityzoo @grok what would it cost to add car play to a car that doesnt support it Are there any royalties or payments to Apple to integrate it Hardware costs"
X Link @KevinMelnuk 2025-10-16T13:42Z 4444 followers, XXX engagements
"@TrevorScottReal @JoshPat22028204 In the US"
X Link @KevinMelnuk 2025-10-16T16:58Z 4443 followers, XX engagements
"Add on some JV software revenue and weve got ourselves a $XXX billion company. $RIVN"
X Link @KevinMelnuk 2025-10-09T12:56Z 4444 followers, 2275 engagements
"@WantYouToBeFree @jonathanwstokes @freshjiva Ill use it when its available like I use uber or my car today. Good for consumers but race to $X profits for companies"
X Link @KevinMelnuk 2025-10-14T21:10Z 4444 followers, XX engagements
"@Hilbe XXX% and R1 costs come down by XX% when R2 takes up plant capacity. So the financials improve a lot as R2 scales"
X Link @KevinMelnuk 2025-10-15T01:04Z 4442 followers, XXX engagements
"If Teslas inventory moves from XX days to XXX days theyll eat up all of their cash holding more inventory. $XX B aint a lot of money in automotive. Thats why Ford and GM have hundreds of billions of dollars on their books. $TSLA"
X Link @KevinMelnuk 2025-06-09T12:15Z 4445 followers, 1.7M engagements
"This is a bit shocking or indicative of how quiet Rivian really is. We are seeing the R2 equipment runningits been programmed to an extent already andsoon theyll actually make dozens then hundreds and next year thousands of these things. Big news in my stupid opinion. $RIVN"
X Link @KevinMelnuk 2025-10-08T15:12Z 4444 followers, 11.7K engagements
"HUGE NEWS 🍆 is a great veggie $RIVN"
X Link @KevinMelnuk 2025-10-14T19:27Z 4443 followers, XXX engagements
"@dictionaryhill We owe just so much to China and everyone. Its like OpenAI copying the US government with financing"
X Link @KevinMelnuk 2025-10-15T21:47Z 4447 followers, XX engagements
"@Aviator_Pete Thats right. XX% of the world doesnt use X. They use Meta platforms"
X Link @KevinMelnuk 2025-10-15T11:31Z 4445 followers, XX engagements
"Except it does because Waymo does hundreds of thousands of rides a week without drivers. Paid rides. No safety cuck. They can explore other options but at least they have one that works. Tesla is still trying to make vision only work. XX years in its not there. A couple cars a day in Austin with a safety passenger isnt success"
X Link @KevinMelnuk 2025-10-16T14:24Z 4444 followers, 1519 engagements
"@TZingGP @Rivian They are quiet and conservative"
X Link @KevinMelnuk 2025-10-13T17:28Z 4439 followers, XX engagements
"@CheungPatr46802 I always wonder who writes something like thisbut then I realize youre probably a phone taped to the wall in Cambodia or some shit. 😘"
X Link @KevinMelnuk 2025-10-15T12:25Z 4445 followers, XX engagements
"OH FUCKRivian factory reopens October 4th Lets see the R2 production line. That shutdown went almost as fast as my first time with my wife. $RIVN"
X Link @KevinMelnuk 2025-10-03T01:02Z 4446 followers, 5590 engagements
"@TZingGP @Rivian I certainly dont but I know its significant and the relationship is important and the benefits will be shared one way or another"
X Link @KevinMelnuk 2025-10-13T17:15Z 4436 followers, XXX engagements
"Absolutely. Way before that. For R1 to achieve gross margin positive with the factory running at XX% capacity is remarkable. At scale and full capacity for Normal R1 costs will come down 30%. So R2 at 175k thats $11-$12 B in revenue. I think normal at capacity could get Rivian to slight net income positive because theyd have $X Billion in gross profit to cover operating expenses"
X Link @KevinMelnuk 2025-10-14T22:29Z 4446 followers, XX engagements
"I WAS WRONG. RALLY ON"
X Link @KevinMelnuk 2025-10-17T01:11Z 4444 followers, XX engagements
"@Hilbe And sped up if Rivian wants"
X Link @KevinMelnuk 2025-10-15T11:30Z 4446 followers, XXX engagements
"Do most people you know own any $BTC"
X Link @KevinMelnuk 2025-10-15T16:10Z 4444 followers, XXX engagements
"@Hilbe How big do we suspect the battery to be"
X Link @KevinMelnuk 2025-10-05T14:53Z 4441 followers, XXX engagements
"@KeyOn_M6 No idea 🤷🏽♂ whats that"
X Link @KevinMelnuk 2025-10-16T00:35Z 4442 followers, XX engagements
"@GregTomaselli Theyve improved their cash burn and theyll continue as R2 scales. Currently at their burn rate if nothing changes they have about X years of cash on hand. Thats plenty. Tesla has like X months max on hand. VW is struggling. Many of their brands are killing it like Porsche"
X Link @KevinMelnuk 2025-10-15T14:35Z 4445 followers, XX engagements
"@RedPillReality_ @grok please explain the financial outlook for Rivian achieving 215000 deliveries out of Normal Il by 2027 then 650000 annually once Georgia is online What would their revenues be and profits assuming XX% NOI Thanks 💋"
X Link @KevinMelnuk 2025-10-09T12:33Z 4443 followers, XXX engagements
"@TravisKetchum @Michael_L_Rauch @Rivian I dont value the buyer that needs CarPlay. Go buy a minivan if you want CarPlay. Doesnt mean Rivian makes a bad vehicle or are wrong"
X Link @KevinMelnuk 2025-10-16T11:00Z 4446 followers, X engagements
"@pepnsal @Hilbe @grok please give us Rivians Georgia factory plans and timeline for construction and ramp up of R2/R3"
X Link @KevinMelnuk 2025-10-15T11:29Z 4445 followers, XX engagements
"@external_idea @jonathanwstokes @freshjiva Except there is plenty of competition local regulations and Waymo is doing the same. Race to $X profits. Good for consumers"
X Link @KevinMelnuk 2025-10-14T21:11Z 4445 followers, XX engagements
"@djfrerichs @moregainzs @TravisKetchum @Rivian Absolutely. Its only use is the car software sucks so its an okay bandaid. I used it last week in a rental car. Missed my Rivian software but it worked better than the rental car standard crap. In fact CarPlay sucks compared to Rivian or Tesla OS"
X Link @KevinMelnuk 2025-10-16T14:09Z 4445 followers, XX engagements
"Spotted a Rivian Delivery Van XXX - YouTube $RIVN makes sense"
X Link @KevinMelnuk 2025-10-13T16:26Z 4444 followers, 7451 engagements
"@TrevorScottReal Ive been around a long time. There will be a dozen robotaxi companies. Tesla may be third to the party. Good for me as a consumer"
X Link @KevinMelnuk 2025-10-16T15:30Z 4444 followers, XXX engagements
"@TheEVuniverse @Waymo This is Waymothe one rolling out robotaxis"
X Link @KevinMelnuk 2025-10-15T11:56Z 4445 followers, XX engagements
"@external_idea @jonathanwstokes @freshjiva I've been watching this roll out for the last XX years"
X Link @KevinMelnuk 2025-10-14T20:01Z 4446 followers, XX engagements
"@moregainzs @TravisKetchum @Rivian YeahRJ has my vote. Not desperate YouTubers puking 🤮 the same info as X other accounts every weekIll take the guy building R2. Comical"
X Link @KevinMelnuk 2025-10-16T11:27Z 4444 followers, XX engagements
"@external_idea @jonathanwstokes @freshjiva"
X Link @KevinMelnuk 2025-10-14T20:38Z 4445 followers, XX engagements
"@TeslaTim2 Just complain enough or ask the influencers who do buybacks like takeout dinners"
X Link @KevinMelnuk 2025-10-15T17:18Z 4442 followers, XX engagements
"@grok @Hilbe @zigziggityzoo Thanks. So Rivian wouldnt want to waste the engineering expense on this when they make their own. Makes sense"
X Link @KevinMelnuk 2025-10-16T13:48Z 4445 followers, XX engagements
"@recliner256 Thats backed by receivables for auto loans they all hold"
X Link @KevinMelnuk 2025-10-13T23:25Z 4436 followers, XXX engagements