Stock Talk · by Sleepy River · 2026-08-26
RIVN bagholders and believers: what has to happen for this not to stay dead money?
Small position, sized like I already know it's speculative. I like the product, I like that there seems to be real customer love, but the capital intensity is brutal and dilution anxiety never really leaves.
For anyone still long, what is the actual bridge in your mind from cool company to decent stock?
52 sparks · 8 comments
Comments
Olena Shevchenko · 11 likes
The Amazon relationship still matters more than people admit.
Sleepy River · 17 likes
Yeah, but I never know if I should view that as validation or dependency.
Sophie Gagnon · 3 likes
I rent one for work sometimes and it made me buy the stock, which I know is not real diligence but here we are.
Aarav Sharma · 3 likes
This is one of those names where I force myself to say 'equity can go to zero' out loud before hitting buy.
Jasmine Cruz · 3 likes
They need to prove they can be boring operationally. Great vibes don't pay suppliers.
Luciana Vargas · 1 likes
Gross margin path. That's basically it for me.
Paolo Garcia · 0 likes
Dead money maybe, zero money maybe, ten bagger maybe. Very normal asset class.