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[@Rivian_DD](/creator/twitter/Rivian_DD)
"Bloomberg now reporting the tariff offset extension could be finalized any day now huge for $RIVN as R2 production scales"  
[X Link](https://x.com/Rivian_DD/status/1979236696743919707) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-17T17:22Z XXX followers, 5278 engagements


"$RIVN sees a real benefit to LiDAR and isnt ruling it out as part of its multi-sensor approach"  
[X Link](https://x.com/Rivian_DD/status/1975246033602159062) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-06T17:05Z XXX followers, 8416 engagements


"Looks like a new $RIVN RCV pilot is underway. Cintas tested EVs from five OEMs back in 2022 but that never scaled into major fleet orders"  
[X Link](https://x.com/Rivian_DD/status/1977818980825100621) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-13T19:29Z XXX followers, 5047 engagements


"RJ just confirmed $RIVN plans to build up to 175k R2s/year (vs. 155k design capacity) 🤯 BRB need to update my DCF "  
[X Link](https://x.com/Rivian_DD/status/1978172376803135509) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-14T18:53Z XXX followers, 37.4K engagements


"@peytonroym Off by an order of magnitude . 175k*55k*0.20 = $1.9B gross profit"  
[X Link](https://x.com/Rivian_DD/status/1978199218792673598) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-14T20:40Z XXX followers, XX engagements


"@contrarcap Legacy OEM will have to license it most likely from Rivian who is less of a competitor and has experience licensing software/hardware to VW. The big question is whether Teslas approach can achieve the same level of safety as a multi-sensor approach (Rivian Waymo etc)"  
[X Link](https://x.com/Rivian_DD/status/1979360349393654200) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-18T01:34Z XXX followers, XXX engagements


"Crazy how much progress $RIVN has made on R2 in about a year they've gone from breaking ground to building R2s on the new line"  
[X Link](https://x.com/Rivian_DD/status/1978093684928168309) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-14T13:41Z XXX followers, 12.5K engagements


"Trump signed the tariff offset extension Friday night worth $2.1B to $RIVN by my math. Yet the stock is down in a green market after a questionable Mizuho downgrade. Markets = irrational"  
[X Link](https://x.com/Rivian_DD/status/1980309797879894328) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-20T16:27Z XXX followers, 2957 engagements


"@Bushitrades Doubt it. It didn't rally when the news first broke that Trump was considering an extension nor on Friday when Bloomberg reported it was about to happen"  
[X Link](https://x.com/Rivian_DD/status/1980336865631957303) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-20T18:14Z XXX followers, XX engagements


"@Hilbe EDV numbers might be too low. As of 6/19 $RIVN had delivered 25k EDV. So 75k remaining / XXX years works out to 13.6k / year (on average). RJ also said EDV will grow "quite meaningfully" in 2026 and 2027"  
[X Link](https://x.com/Rivian_DD/status/1980354165495984398) [@Rivian_DD](/creator/x/Rivian_DD) 2025-10-20T19:23Z XXX followers, XXX engagements