# ![@Rivian_DD Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1861467937732993026.png) @Rivian_DD Rivian DD

Rivian DD posts on X about rivian, $rivn, tesla, profit the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1861467937732993026/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861467937732993026/c:line/m:interactions.svg)

- [--] Week [------] +757%
- [--] Month [-------] -60%
- [--] Months [-------] +200%
- [--] Year [---------] +1,329%

### Mentions: [--] [#](/creator/twitter::1861467937732993026/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861467937732993026/c:line/m:posts_active.svg)

- [--] Month [--] -83%
- [--] Months [---] +57%
- [--] Year [---] +447%

### Followers: [-----] [#](/creator/twitter::1861467937732993026/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861467937732993026/c:line/m:followers.svg)

- [--] Week [-----] +4.20%
- [--] Month [-----] +6.80%
- [--] Months [-----] +130%
- [--] Year [-----] +429%

### CreatorRank: [-------] [#](/creator/twitter::1861467937732993026/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861467937732993026/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[automotive brands](/list/automotive-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [financial services](/list/financial-services)  [formula 1](/list/formula-1)  [currencies](/list/currencies) 

**Social topic influence**
[rivian](/topic/rivian) #47, [$rivn](/topic/$rivn) #39, [tesla](/topic/tesla), [profit](/topic/profit), [in the](/topic/in-the), [credits](/topic/credits), [dd](/topic/dd) #79, [r1](/topic/r1), [beat](/topic/beat), [software](/topic/software)

**Top accounts mentioned or mentioned by**
[@hilbe](/creator/undefined) [@kevinmelnuk](/creator/undefined) [@moregainzs](/creator/undefined) [@hamids](/creator/undefined) [@riviantrackr](/creator/undefined) [@bulltradefinder](/creator/undefined) [@dictionaryhill](/creator/undefined) [@xbearishbullx](/creator/undefined) [@rivian](/creator/undefined) [@rivianupdates](/creator/undefined) [@rjscaringe](/creator/undefined) [@evjettyblogy](/creator/undefined) [@chadmoran](/creator/undefined) [@daredarr3n](/creator/undefined) [@kent_simi](/creator/undefined) [@djfrerichs](/creator/undefined) [@markturner0920](/creator/undefined) [@frahen30](/creator/undefined) [@richiesimpsons](/creator/undefined) [@wholemars](/creator/undefined)

**Top assets mentioned**
[Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Tesla, Inc. (TSLA)](/topic/tesla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GM (GM)](/topic/$gm) [Lucid Group Inc (LCID)](/topic/$lcid) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"How Rivian $RIVN hits gross profit in Q4 Rivian is set to achieve its first-ever quarter of positive gross profit in Q4 [----] a major milestone on its path to profitability. This is a big jump from their current gross loss of $38.5k/vehicle (TTM) and is primarily driven by the R1 redesign lower fixed costs and strong ZEV credit sales. Based on Rivians financials and guidance I estimate a Q4 gross profit of $36.4M or $2.6k/vehicle (assuming [-----] deliveries). Lets break down the key drivers. 🧵"  
[X Link](https://x.com/anyuser/status/1872734359322517820)  2024-12-27T20:00Z [----] followers, [----] engagements


"ZEV credit sales ($19.9k/vehicle) Management disclosed $300M of ZEV credit sales for [----] with $275M expected in Q4 (subtracting $17M from Q2 and $8M from Q3). This comes out to $19.9k/vehicle. $275M/13854 = $19850/vehicle"  
[X Link](https://x.com/Rivian_DD/status/1872734360920834329)  2024-12-27T20:00Z [--] followers, [---] engagements


"Gen [--] material cost reductions ($12.9k/vehicle) Rivian expects a 20% reduction in R1 material costs with the Gen [--] vehicle introduced in Q2. However material cost reductions for EDV which represents 32% of Q4 deliveries are expected to be much less. Total cost of revenues in Q1 was $1731M or $127.4k/vehicle. Subtracting known expenses like depreciation and SBC and making assumptions for other costs such as labor and logistics I estimate material costs at $1172M or $86.3k/vehicle. A 15% reduction in materials cost (20% for R1 5% for EDV) results in $12.9k/vehicle of savings in Q4"  
[X Link](https://x.com/Rivian_DD/status/1872734362741162131)  2024-12-27T20:00Z [--] followers, [---] engagements


"Efficiency initiatives ($6.7k/vehicle) Q1 saw $127M in one-time efficiency costs related to Gen [--] to Gen [--] supplier transitions. By Q3 this had dropped to $37M. Even if Q4 remains at Q3 levels this adds $6.7k/vehicle in gross profit. $127M/13588 - $37M/13854 = $6676/vehicle"  
[X Link](https://x.com/Rivian_DD/status/1872734365270392889)  2024-12-27T20:00Z [--] followers, [---] engagements


"Depreciation savings (2.0k/vehicle) Q1 depreciation expense of $210M was elevated due to accelerated depreciation associated with the Gen [--] re-tooling. By Q3 this had dropped to $186M. Assuming depreciation remains flat this improvement adds $2.0k/vehicle in gross profit. $210M/13588 - $186M/13854 = $2029/vehicle"  
[X Link](https://x.com/Rivian_DD/status/1872734367690248607)  2024-12-27T20:00Z [--] followers, [---] engagements


"Higher ASP ($1.8k/vehicle) Two factors are driving higher average selling prices (ASP) in Q4 the expiration of pre-order pricing and increased sales of the Tri Max variant. Its difficult to estimate the precise impact of these but if we assume that 5% of Q1 deliveries utilized the price voucher ($18k) and that 10% of Q4 deliveries are Tri Max ($15k ASP boost * 60% margin) then we should see a combined boost of $1.8k/vehicle. Pre-order pricing = 5% * $18k * 100% margin = $900/vehicle Tri Max = 10% * $15k * 60% margin = $900/vehicle"  
[X Link](https://x.com/Rivian_DD/status/1872734369678258296)  2024-12-27T20:00Z [--] followers, [---] engagements


"Labor cost reduction ($1.4k/vehicle) Rivians Gen [--] changes improved the R1 production line rate by 30%. Assuming a 15% reduction in labor costs (due to limited fixed cost absorption) this adds $1.4k/vehicle to gross profit. 8k employees * [--] hours/week * [--] weeks * $28/hour = $116.5 M $116.5M/13588 - $99.0M/13854 = $1426/vehicle"  
[X Link](https://x.com/Rivian_DD/status/1872734371041378640)  2024-12-27T20:00Z [--] followers, [---] engagements


"Higher warranty expense (-3.3k/vehicle) Warranty expenses increased from $55M in Q1 to $74M in Q3 possibly due to the Gen [--] ramp-up. If Q4 levels remain flat this results in a $3.3k/vehicle decrease in gross profit per vehicle relative to Q1. Something to keep an eye on when the financials are released in February. $55M/13588 - $74M/10018 = -$3339/vehicle"  
[X Link](https://x.com/Rivian_DD/status/1872734372794626550)  2024-12-27T20:00Z [--] followers, [---] engagements


"Upside potential There are several areas where gross profit could beat these estimates: Efficiency initiatives: If supplier transition costs are fully behind them this could add up to $37M or $2.7k/vehicle. Depreciation: Management expects a continued decline in depreciation in Q4. The decline from Q2 to Q3 was $17M if that trend continues it could add $1.2k/vehicle. LCNRV write-downs: Minimal write-downs could boost gross profit by up to $68M or $4.9k/vehicle. Deliveries: As long as deliveries are within the range provided by management in November gross profit/vehicle shouldn't deviate by"  
[X Link](https://x.com/Rivian_DD/status/1872734374614937803)  2024-12-27T20:00Z [--] followers, [---] engagements


"Final thoughts This quarter is huge for Rivian. Theyve been guiding toward a positive gross profit for nearly two years and as long as there are no major surprises they appear likely to hit this target. Next up: Q4 delivery numbers which are expected in less than a week"  
[X Link](https://x.com/Rivian_DD/status/1872734376263622737)  2024-12-27T20:00Z [--] followers, [---] engagements


"@ValueAnalyst1 @MKBHD What exactly is your Rivian short thesis"  
[X Link](https://x.com/Rivian_DD/status/1873783775160918507)  2024-12-30T17:30Z [--] followers, [----] engagements


"@ValueAnalyst1 Its picked up a lot since the election. If you spend some time looking through Rivian delivery posts many people explicitly mention this"  
[X Link](https://x.com/Rivian_DD/status/1873784375386792038)  2024-12-30T17:33Z [--] followers, [--] engagements


"Im sure you know that its not an apples to apples to comparison. TSLA had a significant first mover advantage zero competition/pricing power and the full benefit of the $7.5k tax credit for every vehicle sold. Rivian also ramped up production in the midst of an extremely challenging supply chain environment commodity prices etc. But all that aside what do you think will happen when they post a gross profit in Q4"  
[X Link](https://x.com/Rivian_DD/status/1873788926231798217)  2024-12-30T17:51Z [--] followers, [--] engagements


"@BoochaDon @ValueAnalyst1 Model S/X did get the original credit. It was manufacturer specific and phased out after 200k vehicles. https://www.wired.com/story/terrible-timing-teslas-expiring-tax-credit/ https://www.wired.com/story/terrible-timing-teslas-expiring-tax-credit/"  
[X Link](https://x.com/Rivian_DD/status/1873833293533376879)  2024-12-30T20:47Z [--] followers, [--] engagements


"@BoochaDon Thanks. I think theyll hit their guidance possibly at the high end of the range due to 1/ 4k EDV deliveries 2/ tax credit pull forward demand 3/ lack of widespread EOQ incentives relative to previous quarters 4/ anti-Musk sentiment following election 5/ Tri Max release"  
[X Link](https://x.com/Rivian_DD/status/1873916073231474796)  2024-12-31T02:16Z [--] followers, [--] engagements


"@RivianTrackr They should hit gross profit even at the low end of the delivery range. https://x.com/rivian_dd/status/1872734359322517820s=46 How Rivian $RIVN hits gross profit in Q4 Rivian is set to achieve its first-ever quarter of positive gross profit in Q4 [----] a major milestone on its path to profitability. This is a big jump from their current gross loss of $38.5k/vehicle (TTM) and is primarily driven by the https://t.co/Cb2uUmQQtU https://x.com/rivian_dd/status/1872734359322517820s=46 How Rivian $RIVN hits gross profit in Q4 Rivian is set to achieve its first-ever quarter of positive"  
[X Link](https://x.com/Rivian_DD/status/1874109421837836454)  2024-12-31T15:04Z [--] followers, [---] engagements


"@EVguyZach @Rivian Is it just me or are there more RCV than usual"  
[X Link](https://x.com/Rivian_DD/status/1874158114964177371)  2024-12-31T18:18Z [--] followers, [--] engagements


"@tygrepath Thanks for sharing. Its a good sign things are moving forward but there may be other CP that still need to be satisfied before the loan is finalized"  
[X Link](https://x.com/Rivian_DD/status/1874520336584393084)  2025-01-01T18:17Z [--] followers, [--] engagements


"@RivianUpdates It could still be today -- they've posted updates late in the morning before. https://x.com/Rivian/status/1708885444627476916 Q3 numbers are in: Vehicles Produced: [-----] Vehicles Delivered: [-----] These results reflect our ongoing focus to increase R1 deliveries to customers across the US and Canada and remain on track with our [-----] unit annual production guidance. More at: https://t.co/Mp5xmHExkQ https://x.com/Rivian/status/1708885444627476916 Q3 numbers are in: Vehicles Produced: [-----] Vehicles Delivered: [-----] These results reflect our ongoing focus to increase R1 deliveries"  
[X Link](https://x.com/Rivian_DD/status/1874843541232595395)  2025-01-02T15:41Z [--] followers, [---] engagements


"Rivian $RIVN is likely to release Q4 production and deliveries tomorrow (1/3) at 8:30am EST This timing deviates from the usual pattern where the report is published on the first business day after the start of the new month. Notably the only other deviation in the past two years occurred in Q3 [----] when the report was delayed until Friday October 4th. That quarter saw much lower than expected deliveries - hopefully Q4 won't be a repeat"  
[X Link](https://x.com/Rivian_DD/status/1875022986693992847)  2025-01-03T03:34Z [--] followers, [--] engagements


"Rivian $RIVN is likely to release Q4 production and deliveries tomorrow (1/3) at 8:30am EST This timing deviates from the usual pattern where the report is published on the first business day after the start of the new month. Notably the only other deviation in the past two years occurred in Q3 [----] when the report was delayed until Friday October 4th. That quarter saw much lower than expected deliveries - hopefully Q4 won't be a repeat"  
[X Link](https://x.com/Rivian_DD/status/1875024290132684846)  2025-01-03T03:40Z [---] followers, [----] engagements


"@trackingerror1 EDV revenue is 25% of total which comes out to 32% of deliveries (due to lower ASP)"  
[X Link](https://x.com/Rivian_DD/status/1875034000416506167)  2025-01-03T04:18Z [--] followers, [--] engagements


"@trackingerror1 $50M is doable if they hit deliveries. Ive forecast $37M above with very conservative assumptions. VW milestone is $50M in two quarters OR $1M for two consecutive quarters. Either way I think its [----] not Q4 24"  
[X Link](https://x.com/Rivian_DD/status/1875037154814087650)  2025-01-03T04:31Z [--] followers, [---] engagements


"@Hilbe Very likely. https://x.com/Rivian_DD/status/1872734359322517820 How Rivian $RIVN hits gross profit in Q4 Rivian is set to achieve its first-ever quarter of positive gross profit in Q4 [----] a major milestone on its path to profitability. This is a big jump from their current gross loss of $38.5k/vehicle (TTM) and is primarily driven by the https://t.co/Cb2uUmQQtU https://x.com/Rivian_DD/status/1872734359322517820 How Rivian $RIVN hits gross profit in Q4 Rivian is set to achieve its first-ever quarter of positive gross profit in Q4 [----] a major milestone on its path to profitability."  
[X Link](https://x.com/Rivian_DD/status/1875176409423118683)  2025-01-03T13:44Z [--] followers, [---] engagements


"@FredericLambert Due to Q4 dynamics they'd most likely still be gross profitable even with deliveries at the low end of the range. https://x.com/Rivian_DD/status/1872734359322517820 How Rivian $RIVN hits gross profit in Q4 Rivian is set to achieve its first-ever quarter of positive gross profit in Q4 [----] a major milestone on its path to profitability. This is a big jump from their current gross loss of $38.5k/vehicle (TTM) and is primarily driven by the https://t.co/Cb2uUmQQtU https://x.com/Rivian_DD/status/1872734359322517820 How Rivian $RIVN hits gross profit in Q4 Rivian is set to achieve"  
[X Link](https://x.com/Rivian_DD/status/1875198278750593237)  2025-01-03T15:11Z [--] followers, [---] engagements


"Nice beat by $RIVN. [-----] deliveries which is 5.3% higher than consensus (13472) and 2.4% higher than the midpoint of managements guidance in November (13104 - 14604). It will be interesting to see where [----] guidance lands. In [----] Rivian forecasted "low single-digit growth in deliveries" and flat production for the year. The macro environment is expected to be largely unchanged this year so their outlook may be similarly conservative. However if management observes new demand trends and/or expects meaningful RCV fleet sales then I wouldnt be surprised to see them forecast a 10% YoY growth"  
[X Link](https://x.com/anyuser/status/1875235688985100350)  2025-01-03T17:40Z [----] followers, [----] engagements


"Would love to get an update on this data point from the investor day. Anecdotally it seems there has been an uptick in Tesla owners purchasing a Rivian since November"  
[X Link](https://x.com/Rivian_DD/status/1875236701200855323)  2025-01-03T17:44Z [---] followers, [---] engagements


"@trackingerror1 You're right. It seems to imply it can happen whenever Rivian hits the milestone"  
[X Link](https://x.com/Rivian_DD/status/1875644241701171609)  2025-01-04T20:43Z [---] followers, [---] engagements


"@LivyResearch @r_ivian @KevinMelnuk https://x.com/Rivian_DD/status/1872734369678258296 Higher ASP ($1.8k/vehicle) Two factors are driving higher average selling prices (ASP) in Q4 the expiration of pre-order pricing and increased sales of the Tri Max variant. Its difficult to estimate the precise impact of these but if we assume that 5% of Q1 deliveries https://x.com/Rivian_DD/status/1872734369678258296 Higher ASP ($1.8k/vehicle) Two factors are driving higher average selling prices (ASP) in Q4 the expiration of pre-order pricing and increased sales of the Tri Max variant. Its difficult to"  
[X Link](https://x.com/Rivian_DD/status/1876297799756857359)  2025-01-06T16:00Z [---] followers, [--] engagements


"@KevinMelnuk True but right now pre-owned volumes are tiny"  
[X Link](https://x.com/Rivian_DD/status/1876301619991822378)  2025-01-06T16:15Z [--] followers, [--] engagements


"@KevinMelnuk The "pre-roamed" section on Rivian Roamer only shows [--] vehicles and has been around that level (or lower) for a while"  
[X Link](https://x.com/Rivian_DD/status/1876308744218583142)  2025-01-06T16:43Z [--] followers, [--] engagements


"@KevinMelnuk For pre-owned I assume most/all of the vehicles are on the shop but who knows. They'd need to be reselling at least 10-20/day for it to start providing a meaningful lift to margins"  
[X Link](https://x.com/Rivian_DD/status/1876309808611315874)  2025-01-06T16:48Z [--] followers, [--] engagements


"@TZingGP @Hilbe https://x.com/evguyzach/status/1869089331337707819s=46 Normal IL #Rivian Plant Drone Photos R2 Plant walls are going up Lots of construction progress A thread(As of Dec. [--] 2024) #Rivianplant https://t.co/zyIj9lcPxE https://x.com/evguyzach/status/1869089331337707819s=46 Normal IL #Rivian Plant Drone Photos R2 Plant walls are going up Lots of construction progress A thread(As of Dec. [--] 2024) #Rivianplant https://t.co/zyIj9lcPxE"  
[X Link](https://x.com/Rivian_DD/status/1876327614211842486)  2025-01-06T17:58Z [--] followers, [--] engagements


"Gov. Pritzker comments on DOE loan to $RIVN during press conference (1/7) Look were fighting like heck and weve done a lot here to solidify the Stellantis grant that would come. And the loan to Rivian you know weve talked to Rivian to make sure were doing everything we can to make sure that thats secured for the future. I would find it hard to believe that they really want to put people out of work. That thats what the goal of Vivek and Elon Musk really is. That they want to put people out of work. So you know its a fine threat I hope it isnt the self dealing that Im referencing. Theyre also"  
[X Link](https://x.com/Rivian_DD/status/1876777107168088574)  2025-01-07T23:45Z [---] followers, [----] engagements


"@Hilbe Switched back to rail transport"  
[X Link](https://x.com/Rivian_DD/status/1876992967472238980)  2025-01-08T14:02Z [---] followers, [---] engagements


"@trackingerror1 Just a waiting game at this point"  
[X Link](https://x.com/Rivian_DD/status/1876994000231542913)  2025-01-08T14:06Z [--] followers, [---] engagements


"@Hilbe Looks like their entire fleet is [---] vans"  
[X Link](https://x.com/Rivian_DD/status/1877182836169400722)  2025-01-09T02:37Z [---] followers, [---] engagements


"@Hilbe Probably the vast majority are doing urban routes. Timing wise looks like they plan to electrify the fleet over the next few years"  
[X Link](https://x.com/Rivian_DD/status/1877198562573898112)  2025-01-09T03:39Z [---] followers, [--] engagements


"Funding secured. $RIVN"  
[X Link](https://x.com/anyuser/status/1877883473618149442)  2025-01-11T01:01Z [----] followers, 29.3K engagements


"@moregainzs It hasnt been made public yet"  
[X Link](https://x.com/Rivian_DD/status/1877896090613072352)  2025-01-11T01:51Z [---] followers, [----] engagements


"When a project closes financing LPO creates a project page (e.g. For Rivian that would be /lpo/rivian or /lpo/horizon. Navigating to the /lpo/rivian page now shows an error message of "Access denied" where previously it showed Page not found. This suggests the page has been created but is not yet public. Expecting an official announcement Monday or Tuesday. http://energy.gov/lpo/evgo http://energy.gov/lpo/evgo"  
[X Link](https://x.com/anyuser/status/1877915502036844603)  2025-01-11T03:08Z [----] followers, [----] engagements


"@Erik_Bins Its new news. Conditional commitments are believed to be vulnerable to clawback under new admin. A finalized loan is secure"  
[X Link](https://x.com/Rivian_DD/status/1877917379876851793)  2025-01-11T03:16Z [---] followers, [---] engagements


"@mbmurdo @EvJetty_blogy This has already been confirmed by multiple articles"  
[X Link](https://x.com/Rivian_DD/status/1878174011789635734)  2025-01-11T20:15Z [---] followers, [--] engagements


"@rajjpatel2 Do you mean a few thousand replacements per year Theyre already at 13k+ EDV deliveries for FY2024"  
[X Link](https://x.com/Rivian_DD/status/1878187195053346994)  2025-01-11T21:08Z [---] followers, [---] engagements


"@rajjpatel2 I think those numbers will be negligible. Delivery growth will come from RCV and/or a new order from AMZN once they hit 100k"  
[X Link](https://x.com/Rivian_DD/status/1878188295642837328)  2025-01-11T21:12Z [---] followers, [---] engagements


"@Hilbe Awesome hope to see it soon. Somehow Seattle got left off the tour 🤦♂"  
[X Link](https://x.com/Rivian_DD/status/1878193943575175576)  2025-01-11T21:35Z [---] followers, [---] engagements


"@InsideEVs One correction on Q3 profitability article should read the automaker had a gross loss of $39130 for every vehicle it sold not the automaker lost $39130"  
[X Link](https://x.com/Rivian_DD/status/1878520979451756759)  2025-01-12T19:14Z [---] followers, [---] engagements


"@kylejoshuaking Not possible without a big credit sale"  
[X Link](https://x.com/Rivian_DD/status/1878590681595465815)  2025-01-12T23:51Z [---] followers, [--] engagements


"@kylejoshuaking Yes but sort of pointless to make one at this point given we dont know Q4 actuals or [----] guidance. All else equal it should be slightly better than Q4 given continued improvements in material costs depreciation expense etc"  
[X Link](https://x.com/Rivian_DD/status/1878592332091810174)  2025-01-12T23:58Z [---] followers, [--] engagements


"Still no official word as of 1:30pm EST on 1/14. The only site change Ive noticed was the environmental report document was updated today. Also for those curious about other pending LPO loan commitments sites have been created for PG&E and Plug Power (/pge & /plug-power)"  
[X Link](https://x.com/Rivian_DD/status/1879279949410136324)  2025-01-14T21:30Z [---] followers, [----] engagements


"@kylejoshuaking Yes"  
[X Link](https://x.com/Rivian_DD/status/1879293955839492271)  2025-01-14T22:26Z [---] followers, [---] engagements


"@tygrepath Just the title and date stamp shown in the search results. The document itself had already been finalized as of 12/31"  
[X Link](https://x.com/Rivian_DD/status/1879328663080198225)  2025-01-15T00:44Z [---] followers, [---] engagements


"What are thinking in terms of Peregrine refresh I doubt theyll switch chemistry but they could make the same changes to LFP packs (e.g. high-pressure die casting redesigned skid plate) if they havent already. Propulsion is where most of the cost savings are but EDV will still benefit from some of the other Gen [--] improvements (e.g. electrical wiring and ECUs)"  
[X Link](https://x.com/Rivian_DD/status/1879615134005674063)  2025-01-15T19:42Z [---] followers, [---] engagements


"@Hilbe Zonal architecture should already be in EDV. Not sure on parts but I'd guess the overlap with R1 isn't very high"  
[X Link](https://x.com/Rivian_DD/status/1879618984657698861)  2025-01-15T19:57Z [---] followers, [--] engagements


"@Hilbe Seattle seems obvious IMO kinda odd its not on the tour"  
[X Link](https://x.com/Rivian_DD/status/1879620210107547806)  2025-01-15T20:02Z [---] followers, [---] engagements


"@ElectrekCo @EVPeteJohnson Can you provide a source for this The recent sightings were for HelloFresh not DHL. "Over the past few weeks Rivian electric vans with different brandings have been spotted testing including logistics giant DHL.""  
[X Link](https://x.com/Rivian_DD/status/1879641557944685041)  2025-01-15T21:27Z [---] followers, [---] engagements


"@ameri_p @Mikekantorski It was an estimate . the last time someone discovered a similar page the loan was announced [--] or [--] business days later"  
[X Link](https://x.com/Rivian_DD/status/1879727352793686108)  2025-01-16T03:08Z [---] followers, [--] engagements


"Getting close official announcements usually go out between 8:30-9am or 4-4:30pm EST"  
[X Link](https://x.com/Rivian_DD/status/1879752953944535238)  2025-01-16T04:50Z [---] followers, [---] engagements


"@Mikeys_tweets24 This afternoon or tomorrow morning is likely but it's also widely expected at this point"  
[X Link](https://x.com/Rivian_DD/status/1879962209914351660)  2025-01-16T18:41Z [---] followers, [--] engagements


"@ElectrekCo @EVPeteJohnson This should read As soon as Thursday As soon as Friday the US Department of Energy (DOE) is expected to announce billions in financing for Rivians new EV plant in Georgia"  
[X Link](https://x.com/Rivian_DD/status/1879966248039248264)  2025-01-16T18:57Z [---] followers, [---] engagements


"Rivian officially closes $6.6B DOE loan to support construction of their Georgia facility $RIVN https://www.energy.gov/lpo/project-horizon https://www.energy.gov/lpo/project-horizon"  
[X Link](https://x.com/anyuser/status/1880006381119623363)  2025-01-16T21:37Z [----] followers, [----] engagements


"@TravisHoium @KevinMelnuk How is it tough to pencil out Your own (deeply flawed) model shows them hitting profitability as early as 2028"  
[X Link](https://x.com/Rivian_DD/status/1880678913531375978)  2025-01-18T18:09Z [---] followers, [--] engagements


"@Hilbe Just needs a QR code for RCV fleet sales 😂"  
[X Link](https://x.com/Rivian_DD/status/1881097094553088061)  2025-01-19T21:51Z [---] followers, [---] engagements


"@KevinMelnuk @EVguyZach @Hilbe @Rivian And [---] RCV"  
[X Link](https://x.com/Rivian_DD/status/1881163734825201866)  2025-01-20T02:15Z [---] followers, [---] engagements


"@KevinMelnuk @EVguyZach @Hilbe @Rivian Ya most likely mobile service as we saw a similar volume of RCV in the Q3/4 drone shots"  
[X Link](https://x.com/Rivian_DD/status/1881166962304397670)  2025-01-20T02:28Z [---] followers, [---] engagements


"@RivianTrackr Any idea how many times theyve done this promotion"  
[X Link](https://x.com/Rivian_DD/status/1881789455625056278)  2025-01-21T19:42Z [---] followers, [---] engagements


"@KevinMelnuk $10k"  
[X Link](https://x.com/Rivian_DD/status/1881908469726626119)  2025-01-22T03:35Z [---] followers, [---] engagements


"@Hilbe Is a [---] van order ( 1% of annual EDVs) even worth announcing"  
[X Link](https://x.com/Rivian_DD/status/1882564396570083433)  2025-01-23T23:01Z [---] followers, [---] engagements


"@moregainzs @Hilbe We don't -- HelloFresh US fleet is only [---] and it's going to be years before they fully transition them to electric. I wouldn't be surprised if the majority of the RCVs in these shots are mobile service vans"  
[X Link](https://x.com/Rivian_DD/status/1882566087327601138)  2025-01-23T23:08Z [---] followers, [--] engagements


"@EvJetty_blogy Announce = achieve"  
[X Link](https://x.com/Rivian_DD/status/1882567471028445337)  2025-01-23T23:13Z [---] followers, [--] engagements


"@teletubbiesGo @moregainzs @Hilbe Didnt say that. It will happen at some point but no evidence of one yet"  
[X Link](https://x.com/Rivian_DD/status/1882632888367386950)  2025-01-24T03:33Z [---] followers, [--] engagements


"@Hilbe I'm not sure I follow -- if the EDV has [--] ECUs and R1 has [--] ECUs all with different location and purpose how could Vidya say "we have the same ones in both vehicles" while discussing hardware scalability"  
[X Link](https://x.com/Rivian_DD/status/1882901137470394483)  2025-01-24T21:19Z [---] followers, [--] engagements


"@Hilbe Two other aspects of Gen [--] cost reductions (supplier cost reductions and commodity tailwinds) also apply to EDV. From Q1 [--] earnings call: "We are also beginning to see some of the benefits from R2 sourcing on R1 and EDV cost downs with strategic suppliers.""  
[X Link](https://x.com/Rivian_DD/status/1882909086515405034)  2025-01-24T21:51Z [---] followers, [---] engagements


"@Hilbe Where do they publish them Do you happen to have the equivalent for 2024"  
[X Link](https://x.com/Rivian_DD/status/1882937730512117829)  2025-01-24T23:45Z [---] followers, [---] engagements


"@Hilbe @Mattlinn01 @RJScaringe @Rivian @nikolamotor The damage to their reputation for backing out of Georgia would be massive . not to mention the associated costs/liabilities"  
[X Link](https://x.com/Rivian_DD/status/1883235103029203092)  2025-01-25T19:26Z [---] followers, [---] engagements


"My updated estimate for Rivian $RIVN Q4 gross profit is $74.6M or $5.3k per vehicle. This reflects an increase of $2.7k per vehicle compared to the prior estimate (below) and is primarily driven by: - Higher than expected deliveries which reduces fixed costs per vehicle - Reductions in estimated depreciation expense and cost of efficiency initiatives - Change in estimated material costs due to inclusion of LCNRV impact https://x.com/Rivian_DD/status/1872734359322517820 https://x.com/Rivian_DD/status/1872734359322517820"  
[X Link](https://x.com/anyuser/status/1883918234157772845)  2025-01-27T16:41Z [----] followers, [----] engagements


"Proformas are shown below. Everything above the dashed line is directly from the financial statements and the rest is estimated"  
[X Link](https://x.com/anyuser/status/1883918235537662296)  2025-01-27T16:41Z [----] followers, [----] engagements


"@AhmedH_007 Interesting any other details you can share"  
[X Link](https://x.com/Rivian_DD/status/1883963542430441477)  2025-01-27T19:41Z [---] followers, [---] engagements


"@KevinMelnuk @UPS True. Perhaps they will share more details on their earnings call next week"  
[X Link](https://x.com/Rivian_DD/status/1885088227369026006)  2025-01-30T22:10Z [---] followers, [--] engagements


"@TZingGP @Rivian Youll be surprised if they use the pack and cells they specifically designed for the vehicle Ok"  
[X Link](https://x.com/Rivian_DD/status/1885439189237588049)  2025-01-31T21:25Z [---] followers, [--] engagements


"@RivianTrackr If the creator check Premium cost wouldnt X make more money with you dropping Premium"  
[X Link](https://x.com/Rivian_DD/status/1885770229793616102)  2025-02-01T19:20Z [---] followers, [---] engagements


"What happened to $RIVN warranty expense in Q3 From Q1 [--] to Q2 [--] Rivians warranty expense averaged $4.4k/vehicle or 5.0% of revenue. Then in Q3 [--] the first quarter of mostly Gen [--] deliveries the warranty expense spiked to $7.0k/vehicle or 8.0% of revenue. For comparison Teslas warranty expense has consistently been between 2-4% of revenue. Whats driving the increase Ive seen a number of threads documenting issues with Gen [--] some of which appear to be quite serious (e.g. battery drivetrain). Its always difficult to know how frequent these issues are but the companys own warranty reserve is"  
[X Link](https://x.com/anyuser/status/1886118789030494716)  2025-02-02T18:25Z [----] followers, [----] engagements


"@rockyspike64 Thats a bummer. Hope its resolved soon"  
[X Link](https://x.com/Rivian_DD/status/1886135803723858085)  2025-02-02T19:33Z [---] followers, [--] engagements


"@KarenWhitworth Part of it but not the primary factor. Rental fees exacerbate the cost of a given repair but dont lead to more repairs"  
[X Link](https://x.com/Rivian_DD/status/1886136587119194223)  2025-02-02T19:36Z [---] followers, [--] engagements


"No worries. The numbers Im referencing above are for cars sold during the quarter warranties issued in period and reflect managements best estimate of expected warranty costs. These are recorded as a liability in warranty reserve account. Over time claims will come in and management will adjust the warranty reserve accordingly"  
[X Link](https://x.com/Rivian_DD/status/1886139361508708711)  2025-02-02T19:47Z [---] followers, [--] engagements


"@dare_darr3n @dictionaryhill @hamids @RJScaringe @BullTradeFinder Bull case is simple. They need to continue improving gross margin scale R2 successfully and keep opex in check. Bear case is the opposite"  
[X Link](https://x.com/Rivian_DD/status/1886608588241821741)  2025-02-04T02:51Z [---] followers, [---] engagements


"@RivianTrackr @moregainzs Motor Intelligence numbers are not even directionally accurate. They shouldn't be relied on not even for a rough estimate"  
[X Link](https://x.com/Rivian_DD/status/1886828439765946793)  2025-02-04T17:25Z [---] followers, [---] engagements


"@RivianTrackr Has anything changed on timing Website still says "Q1 2025" and according to this article deliveries start in February. https://www.freep.com/story/money/cars/mark-phelan/2025/01/16/not-just-for-amazon-any-more-rivian-adds-ev-delivery-van-customers/77701699007 https://www.freep.com/story/money/cars/mark-phelan/2025/01/16/not-just-for-amazon-any-more-rivian-adds-ev-delivery-van-customers/77701699007"  
[X Link](https://x.com/Rivian_DD/status/1887232807145247194)  2025-02-05T20:12Z [---] followers, [---] engagements


"@moregainzs @rajjpatel2 Price went down a few thousand"  
[X Link](https://x.com/Rivian_DD/status/1887245214072643941)  2025-02-05T21:01Z [---] followers, [---] engagements


"@Hilbe Interesting. Did they say why Seems odd to turn down orders from pilot customers if they were ready to go"  
[X Link](https://x.com/Rivian_DD/status/1887549290362642928)  2025-02-06T17:09Z [---] followers, [----] engagements


"@dictionaryhill @Babyrocko1908 Don't have them all handy. Many years ago I scraped Norway/Netherlands data from and You could probably track them all down if you so desired. In any case the latest totals are here https://electrek.co/2025/02/05/tesla-sales-dropped-60-in-germany/ https://opendata.rdw.nl/ https://teslastats.no/ https://electrek.co/2025/02/05/tesla-sales-dropped-60-in-germany/ https://opendata.rdw.nl/ https://teslastats.no/"  
[X Link](https://x.com/Rivian_DD/status/1887562830473535985)  2025-02-06T18:03Z [---] followers, [--] engagements


"@Hilbe Theyll probably stick with Mercedes they worked together to develop the refrigerated eVito van they use in their Euro fleet (500 total)"  
[X Link](https://x.com/Rivian_DD/status/1888317867785130345)  2025-02-08T20:03Z [---] followers, [---] engagements


"@Hilbe 1-3k RCV per year sounds about right. Maybe 4-5k with an ATT/DHL size order. The market is not as big as people think it is"  
[X Link](https://x.com/Rivian_DD/status/1889341538297372983)  2025-02-11T15:51Z [---] followers, [---] engagements


"@DG_MMRDA EDV is likely flat but expect a few thousand incremental RCV. VW deal wont affect R1 gross margin unless it translates into supplier discounts"  
[X Link](https://x.com/Rivian_DD/status/1889415667469721978)  2025-02-11T20:46Z [---] followers, [---] engagements


"If youre talking about [----] gross profit they did not guide for that. Claire said its their goal/aspirational target and theyll provide formal guidance on the Q4 earnings call. Prices only increased in Canada due to exchange rates. I agree bargaining power has improved due to VW and R2 especially"  
[X Link](https://x.com/Rivian_DD/status/1889431008757666249)  2025-02-11T21:47Z [---] followers, [---] engagements


"@sherry1111111 @BullTradeFinder Where do you see that My estimate for Q4 is $1.56B"  
[X Link](https://x.com/Rivian_DD/status/1889487483643240881)  2025-02-12T01:31Z [---] followers, [--] engagements


"@KampnerSam @Hilbe Will be helpful but closer to $600/vehicle than $6k. Tesla FSD take rate is only 10-20%"  
[X Link](https://x.com/Rivian_DD/status/1889490693598618059)  2025-02-12T01:44Z [---] followers, [--] engagements


"@sherry1111111 @BullTradeFinder That's $ k/vehicle not $"  
[X Link](https://x.com/Rivian_DD/status/1889493314166215127)  2025-02-12T01:54Z [---] followers, [--] engagements


"@notfncladvice The 20% BOM reduction they guided is from Q1 to Q4"  
[X Link](https://x.com/Rivian_DD/status/1889533187996713452)  2025-02-12T04:33Z [---] followers, [---] engagements


"$RIVN will generate over $1B in revenue in [----] from software and services at 30%+ gross margin. Wow. This is how they will get to positive gross profit for the year despite the low delivery outlook. That also implies YoY revenue growth of 10%"  
[X Link](https://x.com/anyuser/status/1892992745201115611)  2025-02-21T17:40Z [----] followers, 12.8K engagements


"Ben and Jerrys RCV spotted in Irvine 👀 $RIVN"  
[X Link](https://x.com/anyuser/status/1895653336080327050)  2025-03-01T01:52Z [----] followers, [----] engagements


"$RIVN. Currently $12-13B market cap a lot of upside if they execute on R2. First major ADAS update coming this week. Bankruptcy is still being priced in despite significant de-risking over the last 6-9 months (VW JV cost structure improvements R2 production moved to Normal and 95% sourced)"  
[X Link](https://x.com/Rivian_DD/status/1899185209708589108)  2025-03-10T19:46Z [---] followers, [----] engagements


"@KevinMelnuk @BeatGreatFilter Interesting. Why does Tesla deserve $400B of premium on top of their auto business"  
[X Link](https://x.com/Rivian_DD/status/1899185965589254172)  2025-03-10T19:49Z [---] followers, [---] engagements


"@KevinMelnuk @BeatGreatFilter Automotive biz is strong no doubt. I think I just have trouble with the market assigning so much value to products that haven't even shipped. And with an assumption that there's zero competition on autonomy and robotics"  
[X Link](https://x.com/Rivian_DD/status/1899188891405677004)  2025-03-10T20:01Z [---] followers, [---] engagements


"@BeatGreatFilter @KevinMelnuk Energy is around 10% of the valuation. Doesn't explain the gap. On robotaxi how is there a "clear path" Miles between disengagements is still way too low for any robotaxi business to be realistic"  
[X Link](https://x.com/Rivian_DD/status/1899191465001296322)  2025-03-10T20:11Z [---] followers, [--] engagements


"@BeatGreatFilter @KevinMelnuk There is a mountain of evidence that disengagements are frequently safety critical"  
[X Link](https://x.com/Rivian_DD/status/1899193456859525484)  2025-03-10T20:19Z [---] followers, [--] engagements


"@muskokainvestor @amitisinvesting There are certainly headwinds for [----] but all of those are already priced in. Long-term fundamentals are tied to R2 R3 and beyond (not R1). Core tech is also important and can be a massive tailwind as Rivian becomes a supplier to traditional OEMs"  
[X Link](https://x.com/Rivian_DD/status/1899194982881534431)  2025-03-10T20:25Z [---] followers, [---] engagements


"@trackingerror1 @kylejoshuaking BTW here's the justification from the 10-K"  
[X Link](https://x.com/Rivian_DD/status/1899512351663202500)  2025-03-11T17:26Z [---] followers, [--] engagements


"$RIVN Enhanced Highway Assist highlights: At launch it operates on [------] miles of highway in the U.S. and Canada with significant expansion planned in the next yearincluding off-highway roads. Next year a hands-off/eyes-off feature is planned for controlled conditions with our current Gen [--] vehicles. This will allow the models to run on different vehicles with different sensor arrangements enabling incredible headroom not only on each Rivian today but also in future vehicles. While being first to market with new capabilities is important our #1 goal is being the most trusted."  
[X Link](https://x.com/anyuser/status/1899530163228184632)  2025-03-11T18:37Z [----] followers, [----] engagements


"@ChadMoran That would crush it in the PNW"  
[X Link](https://x.com/Rivian_DD/status/1900275531347878013)  2025-03-13T19:59Z [---] followers, [---] engagements


"@BasetTom @dictionaryhill @JoshWest247 @dare_darr3n No they cannot. At 8k deliveries automotive gross margin is going to be ugly"  
[X Link](https://x.com/Rivian_DD/status/1901708020079562758)  2025-03-17T18:51Z [---] followers, [--] engagements


"Next up the R2 battery pack. $RIVN https://x.com/RJScaringe/status/1902027888649781370 R2 body built with production dies https://t.co/lc3BYmuoYW https://x.com/RJScaringe/status/1902027888649781370 R2 body built with production dies https://t.co/lc3BYmuoYW"  
[X Link](https://x.com/anyuser/status/1902089687025774842)  2025-03-18T20:08Z [----] followers, [----] engagements


"RJ discusses challenges in the commercial van market (3/18). This is why they haven't made any RCV related announcements -- there's nothing to announce (yet). One reason why '25 delivery guidance was lower than expected. $RIVN"  
[X Link](https://x.com/anyuser/status/1902091960875413529)  2025-03-18T20:17Z [----] followers, [----] engagements


"RJ on R2 production ramp and learnings from R1 (Wolfe Research Autos Summit on 3/18) $RIVN"  
[X Link](https://x.com/anyuser/status/1902435156000149526)  2025-03-19T19:01Z [----] followers, [----] engagements


"@djfrerichs Transcript here you can also listen on Quartr. https://m.investing.com/news/transcripts/rivian-at-wolfe-research-strategic-shifts-in-ev-market-93CH-3934893ampMode=1 https://m.investing.com/news/transcripts/rivian-at-wolfe-research-strategic-shifts-in-ev-market-93CH-3934893ampMode=1"  
[X Link](https://x.com/Rivian_DD/status/1902481953343062205)  2025-03-19T22:06Z [---] followers, [--] engagements


"Early signs point to a Q1 delivery beat for $RIVN According to Cox Automotive Rivian sold more than [----] units in February (compared to [----] in January). That puts them quite close to the Q1 delivery guidance of [----] with another month left to go. https://www.coxautoinc.com/market-insights/ev-market-monitor-february-2025/ https://www.coxautoinc.com/market-insights/ev-market-monitor-february-2025/"  
[X Link](https://x.com/anyuser/status/1902781627308355796)  2025-03-20T17:57Z [----] followers, [----] engagements


"@gregm12 Gotcha. Main thing youre missing is that COGS ASP"  
[X Link](https://x.com/Rivian_DD/status/1902815350397473142)  2025-03-20T20:11Z [---] followers, [--] engagements


"@gregm12 Def not. Only GP due to credits"  
[X Link](https://x.com/Rivian_DD/status/1902819938970296750)  2025-03-20T20:30Z [---] followers, [--] engagements


"@RivianTrackr @BasetTom @LoyaltyTravelz Agree. Last month of the quarter is often the strongest month and theyre already at 7k. Which raises the question why was guidance so low"  
[X Link](https://x.com/Rivian_DD/status/1902885946741362998)  2025-03-21T00:52Z [---] followers, [---] engagements


"@LoyaltyTravelz @RivianTrackr @BasetTom"  
[X Link](https://x.com/Rivian_DD/status/1902888940002259281)  2025-03-21T01:04Z [---] followers, [--] engagements


"@MarkTurner0920 @RivianTrackr @BasetTom @LoyaltyTravelz Whether or not they anticipated it they were well aware by 2/20 when they issued guidance"  
[X Link](https://x.com/Rivian_DD/status/1902897554674577528)  2025-03-21T01:38Z [---] followers, [--] engagements


"@EVguyZach @Rivian @RJScaringe This (plus more)"  
[X Link](https://x.com/Rivian_DD/status/1904603055284510996)  2025-03-25T18:35Z [---] followers, [---] engagements


"@plebwithdreams R2 will stop the bleeding and they have plenty of cash to get to there"  
[X Link](https://x.com/Rivian_DD/status/1904618180015956462)  2025-03-25T19:35Z [---] followers, [--] engagements


"Reminder to take these $RIVN estimates with a grain of salt. Even the most reliable sources (KBB S&P) have turned out to be inaccurate for Rivian. That said management's guidance of 8k is a very low bar to clear (similar levels as Q1 '23). https://x.com/Rivian_DD/status/1902781627308355796 Early signs point to a Q1 delivery beat for $RIVN According to Cox Automotive Rivian sold more than [----] units in February (compared to [----] in January). That puts them quite close to the Q1 delivery guidance of [----] with another month left to go. https://t.co/JSrnN8Tzv7"  
[X Link](https://x.com/anyuser/status/1907116795816767542)  2025-04-01T17:04Z [----] followers, [----] engagements


"Just one data point but NY state seems to be flat compared to last year 😎"  
[X Link](https://x.com/Rivian_DD/status/1907128145699840218)  2025-04-01T17:49Z [---] followers, [---] engagements


"@KampnerSam 8.5-9.5k. 10k+ just makes them look bad (unless there was a large unforeseen boost)"  
[X Link](https://x.com/Rivian_DD/status/1907174090861092972)  2025-04-01T20:51Z [---] followers, [---] engagements


"@KevinMelnuk @KampnerSam Thats part of the story but there must be something else. Its not LA fires. Agree they should just break em out but 10Q does give us the EDV volume (roughly)"  
[X Link](https://x.com/Rivian_DD/status/1907183871214452813)  2025-04-01T21:30Z [---] followers, [---] engagements


"@Frahen30 @EvJetty_blogy @rajjpatel2 Investment"  
[X Link](https://x.com/Rivian_DD/status/1907393883979309172)  2025-04-02T11:25Z [---] followers, [--] engagements


"@rajjpatel2 They cant R1 line is too complicated to repurpose"  
[X Link](https://x.com/Rivian_DD/status/1909164989698482518)  2025-04-07T08:42Z [---] followers, [---] engagements


"@Hilbe I think the model year changing in June was a one-off due to Gen [--] release. Historically its been at the end of the year. Maybe they do it for NACS but only if its a big deal to consumers (MY is just marketing after all). Incentives still likely due to inventory/soft demand"  
[X Link](https://x.com/Rivian_DD/status/1909585908145304060)  2025-04-08T12:35Z [---] followers, [---] engagements


"@Hilbe Agree more likely than not its part of the MY changeover. Timing could coincide with the planned shutdown in H2"  
[X Link](https://x.com/Rivian_DD/status/1909593007340298516)  2025-04-08T13:03Z [---] followers, [--] engagements


"According to CFO Claire McDonough $RIVN could rely on VW to expand its presence outside of the US. https://www.bloomberg.com/news/newsletters/2025-03-30/rivian-rivn-and-red-sox-cfos-discuss-evs-trump-tariffs-baseball https://www.bloomberg.com/news/newsletters/2025-03-30/rivian-rivn-and-red-sox-cfos-discuss-evs-trump-tariffs-baseball"  
[X Link](https://x.com/anyuser/status/1909616017212309567)  2025-04-08T14:35Z [----] followers, [----] engagements


"HelloFresh + Rivian announcement. So far they have [--] RCV operating in [--] different markets. $RIVN https://stories.rivian.com/hellofresh-last-mile-rcv https://stories.rivian.com/hellofresh-last-mile-rcv"  
[X Link](https://x.com/anyuser/status/1912498103673897081)  2025-04-16T13:27Z [----] followers, [----] engagements


"@KampnerSam @rajjpatel2 @RivianRoamer Havent reviewed in detail but it doesnt seem surprising. Theres $2.5B of VW equity investment still coming which would take them well over 20% ownership (at todays market cap)"  
[X Link](https://x.com/Rivian_DD/status/1913982193195532344)  2025-04-20T15:44Z [---] followers, [--] engagements


"@realjackeal Dont have the link handy but NY has an open data portal where they post vehicle registrations"  
[X Link](https://x.com/Rivian_DD/status/1917606913128206643)  2025-04-30T15:48Z [---] followers, [--] engagements


"@alojoh . auto gross profit *improved* to -$7523 per vehicle in Q1 (excl. credits) not -$21875. ($92M - $157M) / [----] deliveries = -$7523 per vehicle"  
[X Link](https://x.com/Rivian_DD/status/1920565438775275575)  2025-05-08T19:44Z [---] followers, [---] engagements


"@SCOOTERDOLL @FredericLambert 1/ Deliveries include EDV not just R1T/S 2/ Drop in Q1 deliveries is not related to Enduro shortage (reasons cited were seasonal demand pull forward of van sales in Q4 and LA fires) 3/ Rivian lowered delivery guidance for [----] (this is mentioned later but the wording here is confusing)"  
[X Link](https://x.com/Rivian_DD/status/1920594933473579449)  2025-05-08T21:41Z [---] followers, [---] engagements


"In Q1 $RIVN reduced its warranty expense to $3.9k per vehicle or 4.4% of automotive revenue (excl. credits). This is a meaningful improvement from the $7.0k per vehicle we observed in Q3 [--] and is bullish for the long term cost structure of R1"  
[X Link](https://x.com/anyuser/status/1920885338077106368)  2025-05-09T16:55Z [----] followers, [----] engagements


"In Q1 $RIVN delivered only [----] Amazon EDV compared to [----] in Q1 '24. The drop is due to the pull forward of Amazon deliveries in Q4. Assuming EDV deliveries normalize to [----] in Q2 and R1 demand is unchanged compared to Q1 then we can expect Q2 deliveries of 10000"  
[X Link](https://x.com/anyuser/status/1921913500764647509)  2025-05-12T13:01Z [----] followers, [----] engagements


"@dare_darr3n Yes guidance implies between 10.5k - 12.5k deliveries in each of the next three quarters. Just making the point that they should clear 10k as long as R1 demand doesn't get worse (vs. Q1)"  
[X Link](https://x.com/Rivian_DD/status/1921932082298655123)  2025-05-12T14:14Z [---] followers, [--] engagements


"Heres the latest summary of $RIVN analyst ratings following Q1 earnings. Even Bernstein 🐻 raised their PT from $6.10 to $7.05 😂"  
[X Link](https://x.com/anyuser/status/1921996174606622827)  2025-05-12T18:29Z [----] followers, [----] engagements


"@KevinMelnuk There was a question about this on the call -- Javier said it's due to efficiency/JIT improvements that allowed them to reduce the need for stockpiles of raw material"  
[X Link](https://x.com/Rivian_DD/status/1922321360858030219)  2025-05-13T16:01Z [---] followers, [---] engagements


"@ChadMoran @TravisKetchum @RivianRuckus @jssingh @KarenWhitworth @DomDoesMedia I'm down if there's room for future owners 🦛"  
[X Link](https://x.com/Rivian_DD/status/1922723165530128838)  2025-05-14T18:38Z [---] followers, [---] engagements


"@moregainzs He gets a lot wrong with respect to Rivian. https://x.com/Rivian_DD/status/1920565438775275575 https://x.com/Rivian_DD/status/1920565438775275575"  
[X Link](https://x.com/Rivian_DD/status/1922732382274150892)  2025-05-14T19:14Z [---] followers, [---] engagements


"Today is the first of [--] trading days which will be used to price Volkswagen's upcoming $1B investment into $RIVN"  
[X Link](https://x.com/anyuser/status/1923004186666651729)  2025-05-15T13:15Z [----] followers, 17.9K engagements


"@moregainzs The negative comments on RJ/Rivian posts are almost always TSLA fanboys. Sad. The early TSLA days were the best"  
[X Link](https://x.com/Rivian_DD/status/1923051638937223397)  2025-05-15T16:23Z [---] followers, [---] engagements


"In Q1 $RIVN Software & Services delivered a 35.8% gross margin on $318M in revenue ($1.27B annualized). This is tracking significantly ahead of mgmt'sguide for 30% gross margin on $1B of revenue. And it will keep growing from here (JV Connect+ FleetOS autonomy in H2 etc)"  
[X Link](https://x.com/anyuser/status/1923084191496909046)  2025-05-15T18:32Z [----] followers, [----] engagements


"@realjackeal Its unrelated VW doesnt fund until 6/30 and ithey will purchase the shares directly from Rivian"  
[X Link](https://x.com/Rivian_DD/status/1923089902054396034)  2025-05-15T18:55Z [---] followers, [---] engagements


"@moregainzs Not sure I follow. VW is buying the shares directly from Rivian not in the open market. The price they pay is based on the closing prices over the 30d window"  
[X Link](https://x.com/Rivian_DD/status/1923158990650831278)  2025-05-15T23:30Z [---] followers, [---] engagements


"@KevinMelnuk @moregainzs Exactly. If it stays here theyll be buying at $20/share (incl. the premium). Much less dilution than the prior investment"  
[X Link](https://x.com/Rivian_DD/status/1923160289731645830)  2025-05-15T23:35Z [---] followers, [---] engagements


"@Frahen30 Yes"  
[X Link](https://x.com/Rivian_DD/status/1923479895386227076)  2025-05-16T20:45Z [---] followers, [--] engagements


"@kylejoshuaking Theyre far from being profitable . closer to 2028/2029"  
[X Link](https://x.com/Rivian_DD/status/1923502670939291837)  2025-05-16T22:15Z [---] followers, [--] engagements


"$RIVN price target was increased this morning by BNP Paribas ($18 to $20) and RBC Capital Markets ($10 to $14). Analysts cited improvements in gross profit strong liquidity and Rivian's ability to navigate the challenging tariff environment"  
[X Link](https://x.com/anyuser/status/1924510307076211199)  2025-05-19T16:59Z [----] followers, [----] engagements


"@EvJetty_blogy Some are slower than others"  
[X Link](https://x.com/Rivian_DD/status/1924525499617050641)  2025-05-19T18:00Z [---] followers, [---] engagements


"@eric_york @KevinMelnuk Why VW pricing window doesn't affect the share price"  
[X Link](https://x.com/Rivian_DD/status/1924539683822043219)  2025-05-19T18:56Z [---] followers, [--] engagements


"@eric_york @KevinMelnuk Yes but the share price is not going up bc of VW. So why would it go down after the window closes"  
[X Link](https://x.com/Rivian_DD/status/1924540129936654830)  2025-05-19T18:58Z [---] followers, [--] engagements


"@KevinMelnuk @drewwelker64 @Hilbe Thats just the companys outstanding share count"  
[X Link](https://x.com/Rivian_DD/status/1924623885628223552)  2025-05-20T00:31Z [---] followers, [---] engagements


"@KevinMelnuk @drewwelker64 @Hilbe RJ owns 4.1M shares and another 7.3M in unexercised options. There may be additional options that aren't counted yet due to performance conditions. https://www.sec.gov/Archives/edgar/data/1874178/000162828025026617/xslF345X05/wk-form4_1747689966.xml https://www.sec.gov/Archives/edgar/data/1874178/000162828025026617/xslF345X05/wk-form4_1747689966.xml"  
[X Link](https://x.com/Rivian_DD/status/1924627984801267890)  2025-05-20T00:47Z [---] followers, [---] engagements


"According to Bloomberg $RIVN is in discussions to raise up to $2B of debt in order to refinance $1.26B of debt due in Oct [----]. Remember that these bonds need to be amended or repaid in order for Rivian to draw on the $6.6B DOE loan. https://www.bloomberg.com/news/articles/2025-05-30/rivian-eyes-new-debt-deal-as-expected-vehicle-deliveries-slump https://www.bloomberg.com/news/articles/2025-05-30/rivian-eyes-new-debt-deal-as-expected-vehicle-deliveries-slump"  
[X Link](https://x.com/anyuser/status/1928515284010217805)  2025-05-30T18:14Z [----] followers, [----] engagements


"@moregainzs Why They're just exploring refinancing existing debt at better terms. I do wonder what the rush is unless they think the debt market will be worse a year from now"  
[X Link](https://x.com/Rivian_DD/status/1928525962754277706)  2025-05-30T18:56Z [---] followers, [---] engagements


"@moregainzs $700M more maybe or just the $1.3B to replace existing debt. After R2 production ramps the terms would be better but at that point they wont really need it"  
[X Link](https://x.com/Rivian_DD/status/1928530093225423330)  2025-05-30T19:12Z [---] followers, [---] engagements


"@HedgeMogul @KevinMelnuk @moregainzs Its the market rate for debt has nothing to do with Claire. The smart move would be to refi after R2 starts production to lower the risk premium but that assumes nothing changes in the macro environment"  
[X Link](https://x.com/Rivian_DD/status/1928601932882653693)  2025-05-30T23:58Z [---] followers, [---] engagements


"@KevinMelnuk @HedgeMogul @moregainzs Id prefer they not dilute anymore lol"  
[X Link](https://x.com/Rivian_DD/status/1928609855700447277)  2025-05-31T00:29Z [---] followers, [---] engagements


"@HedgeMogul Interest rate will be similar to existing 10% note the others are lower bc they're converts"  
[X Link](https://x.com/Rivian_DD/status/1929610813926789339)  2025-06-02T18:47Z [---] followers, [--] engagements


"Senate revisions to the Big Beautiful Bill would accelerate the EV tax credit phaseout by immediately ending the leasing loophole and removing the [----] extension for low-volume manufacturers like $RIVN and $LCID. https://www.autonews.com/technology/mobility/an-ev-tax-credit-180-days-0617/ https://www.autonews.com/technology/mobility/an-ev-tax-credit-180-days-0617/"  
[X Link](https://x.com/Rivian_DD/status/1935049916260475029)  2025-06-17T19:00Z [---] followers, [----] engagements


"@moregainzs I think all of the purchasing criteria (content price cap etc) would apply to leases"  
[X Link](https://x.com/Rivian_DD/status/1935088255063785812)  2025-06-17T21:32Z [---] followers, [---] engagements


"@RichieSimpsons @Hilbe Its virtual only"  
[X Link](https://x.com/Rivian_DD/status/1935092336331210975)  2025-06-17T21:48Z [---] followers, [--] engagements


"@RivianTrackr Under the proposal Rivian lease credit would end immediately"  
[X Link](https://x.com/Rivian_DD/status/1935380480783945800)  2025-06-18T16:53Z [---] followers, [---] engagements


"Nothing new from todays $RIVN annual shareholder meeting. Brief Q&A no notable updates"  
[X Link](https://x.com/anyuser/status/1935402760566096211)  2025-06-18T18:22Z [----] followers, [----] engagements


"@KarenWhitworth Expected. No investor day this year -- main event will be the AI day in the fall"  
[X Link](https://x.com/Rivian_DD/status/1935408692306014326)  2025-06-18T18:46Z [---] followers, [----] engagements


"@KarenWhitworth No problem I was probably on the other side of the table. I'll remember to say hi next time 🤠"  
[X Link](https://x.com/Rivian_DD/status/1935490395921862803)  2025-06-19T00:10Z [---] followers, [--] engagements


"Manufacturing equipment for R2 is beginning to arrive at Normal. $RIVN expects to complete installation and commissioning by the end of September setting the stage for Production Validation Builds (PVB) in early Q4. https://stories.rivian.com/america-vehicle-assembly-javier https://stories.rivian.com/america-vehicle-assembly-javier"  
[X Link](https://x.com/anyuser/status/1937554436894884329)  2025-06-24T16:52Z [----] followers, [----] engagements


"Baird estimates $RIVN Q2 deliveries at 9.9k below consensus of 10.6k. Note that Rivian needs to average 11.5K per quarter to meet the midpoint of its annual delivery guidance (43k). https://www.investing.com/news/stock-market-news/baird-maintains-neutral-stance-on-rivian-stock-amid-production-changes-93CH-4110272 https://www.investing.com/news/stock-market-news/baird-maintains-neutral-stance-on-rivian-stock-amid-production-changes-93CH-4110272"  
[X Link](https://x.com/Rivian_DD/status/1937926337450430819)  2025-06-25T17:30Z [---] followers, [---] engagements


"@alc2022 That will change in 6-12 months"  
[X Link](https://x.com/Rivian_DD/status/1937939025916268592)  2025-06-25T18:20Z [---] followers, [---] engagements


"Mizuho's latest $RIVN note reveals some interesting developments on R2: 1/ Configurator will open early [----] 2/ VW joint volume sourcing to include displays (ECUs/displays are 15-20% of the BOM) 3/ LG AZ NMC cells may be available in 2H26 (vs. early '27 in last earnings call)"  
[X Link](https://x.com/anyuser/status/1938653618657427608)  2025-06-27T17:40Z [----] followers, [----] engagements


"@godsgreat_87 Configurator will open shortly before Start of Production. General public won't see R2 until late '27"  
[X Link](https://x.com/Rivian_DD/status/1938656294094938317)  2025-06-27T17:50Z [---] followers, [---] engagements


"Volkswagen will invest $1B in $RIVN at a price of $19.76 which represents a 33% premium to the [--] day weighted average price of $14.82. Funding will occur on June 30th subject to customary closing conditions. https://x.com/Rivian_DD/status/1923004186666651729 Today is the first of [--] trading days which will be used to price Volkswagen's upcoming $1B investment into $RIVN https://t.co/azxJAfTNHp https://x.com/Rivian_DD/status/1923004186666651729 Today is the first of [--] trading days which will be used to price Volkswagen's upcoming $1B investment into $RIVN https://t.co/azxJAfTNHp"  
[X Link](https://x.com/anyuser/status/1938676469691191629)  2025-06-27T19:11Z [----] followers, 13.3K engagements


"@k_josh98 Premium was negotiated as part of the deal"  
[X Link](https://x.com/Rivian_DD/status/1938683150663852348)  2025-06-27T19:37Z [---] followers, [---] engagements


"@Hilbe Yes and that 3-6 months will be the slowest part of the ramp likely less than 10k R2s"  
[X Link](https://x.com/Rivian_DD/status/1938689249123213681)  2025-06-27T20:01Z [---] followers, [---] engagements


"@Frahen30 @BullTradeFinder @godsgreat_87 Correct. Important to remember that the ramp starts out very slow [----] production will probably only be 30k vehicles"  
[X Link](https://x.com/Rivian_DD/status/1938733422320791906)  2025-06-27T22:57Z [---] followers, [--] engagements


"@HedgeMogul @Frahen30 @BullTradeFinder @godsgreat_87 Depends when they start production ramp speed etc. Itll certainly be faster than R1 but that was already a few months into production by the beginning of 2022"  
[X Link](https://x.com/Rivian_DD/status/1938799334415573447)  2025-06-28T03:19Z [---] followers, [--] engagements


"@xbearishbullx Where do see a miss being priced in"  
[X Link](https://x.com/Rivian_DD/status/1940165689953935614)  2025-07-01T21:48Z [---] followers, [---] engagements


"$AMZN recently reported its U.S. EDV fleet has surpassed 30k vehicles up from 20k as of Nov 27th. Using conservative assumptions that implies 4.5k EDV deliveries in Q2 or 12k total deliveries assuming R1 demand holds at Q1 levels. $RIVN https://x.com/Rivian_DD/status/1921913500764647509 In Q1 $RIVN delivered only [----] Amazon EDV compared to [----] in Q1 '24. The drop is due to the pull forward of Amazon deliveries in Q4. Assuming EDV deliveries normalize to [----] in Q2 and R1 demand is unchanged compared to Q1 then we can expect Q2 deliveries of [-----]. https://t.co/vVTRYGUcWn"  
[X Link](https://x.com/anyuser/status/1940174773444878756)  2025-07-01T22:24Z [----] followers, [----] engagements


"$RIVN Q2: [----] produced [-----] delivered. Full-year guidance unchanged at 40-46k. Closed $1B funding from VW. https://rivian.com/newsroom/article/rivian-releases-q2-2025-production-and-delivery-figures https://rivian.com/newsroom/article/rivian-releases-q2-2025-production-and-delivery-figures"  
[X Link](https://x.com/anyuser/status/1940392218512195636)  2025-07-02T12:48Z [----] followers, [----] engagements


"@xbearishbullx @KevinMelnuk @moregainzs What makes you think earnings will beat"  
[X Link](https://x.com/Rivian_DD/status/1940423430664503435)  2025-07-02T14:52Z [---] followers, [--] engagements


"@xbearishbullx @dare_darr3n Inventory should be 10.3k"  
[X Link](https://x.com/Rivian_DD/status/1940424254211887235)  2025-07-02T14:56Z [---] followers, [--] engagements


"@KevinMelnuk @xbearishbullx @moregainzs OPEX increased last quarter and will probably continue to increase as we approach R2. GM is going to get worse relative to Q1. $400M sounds about right"  
[X Link](https://x.com/Rivian_DD/status/1940426130219307426)  2025-07-02T15:03Z [---] followers, [--] engagements


"$RIVN just outsold $TSLA in the luxury segment for the first time"  
[X Link](https://x.com/anyuser/status/1940448222851588253)  2025-07-02T16:31Z [----] followers, 96.3K engagements


"@notfncladvice Luxury van 😉"  
[X Link](https://x.com/Rivian_DD/status/1940452415008104711)  2025-07-02T16:48Z [---] followers, [----] engagements


"@rajuvamsi007 Rough market right now"  
[X Link](https://x.com/Rivian_DD/status/1940463499161096561)  2025-07-02T17:32Z [---] followers, [----] engagements


"@eric_york Yes"  
[X Link](https://x.com/Rivian_DD/status/1940464731988640215)  2025-07-02T17:36Z [---] followers, [---] engagements


"@eric_york Tesla deliveries are global . and the title could just as easily read "EVs $70K""  
[X Link](https://x.com/Rivian_DD/status/1940465300644024809)  2025-07-02T17:39Z [---] followers, [---] engagements


"@moregainzs Cumulative production - deliveries stands at 10301"  
[X Link](https://x.com/Rivian_DD/status/1940477178795512177)  2025-07-02T18:26Z [---] followers, [---] engagements


"@ChrisDungeon Its a fact. Rivian outsold Tesla on EVs $70k. And Rivian only sells in the US "  
[X Link](https://x.com/Rivian_DD/status/1940499942071849086)  2025-07-02T19:56Z [---] followers, [---] engagements


"@x_2the_y Yep Rivians total includes EDVs but theyre still outselling Tesla in EVs over $70K. Wild especially since Tesla sells globally"  
[X Link](https://x.com/Rivian_DD/status/1940533556390121791)  2025-07-02T22:10Z [---] followers, [---] engagements


"@Frahen30 @KevinMelnuk @xbearishbullx @moregainzs Two separate things"  
[X Link](https://x.com/Rivian_DD/status/1940557748292538597)  2025-07-02T23:46Z [---] followers, [--] engagements


"@rebel1996 @notfncladvice Its a distinction without a difference. Replace luxury with vehicles over $70K"  
[X Link](https://x.com/Rivian_DD/status/1940578329532551172)  2025-07-03T01:08Z [---] followers, [--] engagements


"@KevinMelnuk @moregainzs @thebasemint1 @propilot123 @grok This point is under appreciated. Tesla's done so many "full rewrites" I've lost count"  
[X Link](https://x.com/Rivian_DD/status/1940824896189383092)  2025-07-03T17:28Z [---] followers, [--] engagements


"Amazon quietly revised its $RIVN EDV tally down by [----] from [-----] to [-----]. Two weeks after the original post.🤔"  
[X Link](https://x.com/anyuser/status/1940825163689611522)  2025-07-03T17:29Z [----] followers, [----] engagements

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