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Featured Breakdown: Rivian Auto.
The Breakdown
Rivian is a high risk, high potential EV manufacturer attempting to scale from a premium niche player into a mass market competitor through its upcoming R2 platform. The investment thesis hinges on improving gross margins and executing production efficiently before cash burn forces further dilution.
Rivian designs and manufactures fully electric trucks, SUVs, and delivery vans using an integrated platform that combines hardware, software, and battery systems. The company sells direct to consumers and fleet partners, aiming to build a scalable EV ecosystem rather than just a single vehicle line.
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