ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa
EdwardHughes
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Amazon to buy AMC already up a dollar in Germany PM. This will force the crooked HF hands to cover! 🦍🦍🦍🚀🚀🚀$AMC Entertainment(AMC)$
Rivian: Priced To Perfection; Little Room To Misstep
Rivian: Priced To Perfection; Little Room To Misstep
Not real impressed with Cathie Wood's performance for some time. Though I didn't invest heavily in her expertise, I have held for some time and am down in ARKK 13%, ARKG down 43%, ARKW down 22% and ARKF down 21%. I am happy I am diversified in other funds that have done well, or I might wind up doing flip flops for hot cakes on skid row. More than likely, her good pick Tesla is what has prevented even a further disaster. Her picks look like good shorts for the most part.$ARK Innovation ETF(ARKK)$ $ARK Genomic Revolution Multi-Sector ETF(ARKG)$ $ARK Next Generation Internet ETF(ARKW)$ $ARK Fintech Innovation ETF(ARKF)$
AGC has high short interest = ticking time bomb$Altimeter Growth Corp.(AGC)$
New to SEV. Just loaded fresh amount under $20 👍👍👍👍 Thank you panic sellers allowing me to buy more . Tesla want solar Car, New EV standards race is starting, Sono licensing their Patents and systems to other companies, 2022-2023 will be EV solar boom, buy the Dip. Look for a partnership soon. Easily triple the price. Get in while it’s low. 🚀$Sono Group N.V.(SEV)$ $Tesla Motors(TSLA)$
Thats it, Im cashing out my other dog and putting it all on $NAKD. should put me around 6500 shares. Lets squeeze theze loozers$Naked Brand(NAKD)$
People forget. Last time rates when up, Amazon was trading at 185 times/ NVDA 45 times/ FB 45 times...etc etc....growth stocks did great. Its all fake noise to scare people out. Maybe they are dumping margin...ok...but when that ends money will pile back into growth. So, don't worry. $AMD(AMD)$ $Amazon.com(AMZN)$ $NVIDIA Corp(NVDA)$ $Meta Platforms, Inc.(FB)$
AGC will get around 1.6% of Grab. With the current share price, the valuation is around $53B. 1.6% of $53B is approx $840M. However, Merger probably won’t happen until the end of the first Q or early second Q - this one is a patience stock$Altimeter Growth Corp.(AGC)$
Shares of SoFi have dropped very steeply since November, although the firm's third-quarter showed commercial success regarding customer acquisition and product growth. SoFi also raised its forecast for FY 2021 revenues. Because of the 34% drop in pricing since November, SoFi's revenue and member growth is now heavily discounted again. SoFi - next to PayPal, Alibaba and Palantir - is a stock I am buying during this year-end sale!$SoFi Technologies Inc.(SOFI)$ $PayPal(PYPL)$ $Alibaba(BABA)$ $Palantir Technologies Inc.(PLTR)$
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