SueCsie
2021-11-11

$Rivian Automotive, Inc.(RIVN)$ In my opinion this is overvalued even though Amazon invested in RIVN by planning to order 100k of vans, but no obligation. Still, RIVN has not sold any EV to the market yet. Currently the sales are internal only. Do note that the agreement with Amazon does not contain any MOQ, but it’s just an exclusive right of 4 years to Amazon. This agreement is beneficial to Amazonbut not RIVN. Imagine 4 years of exclusive rights toAmazon, and RIVN is unable to capture other market through other sales channel. Everything could happen in 4 years, other EV will be able to capture this market fast, it will be a super competitive market… For now, I will just sit back and monitor [Sly] 

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精彩评论

  • joker1
    2021-11-16
    joker1
    ev is dot-com bubble 2.0
    • SueCsie
      Totally agree! Everybody wants a piece of EV
  • 46e3ffec
    2021-11-15
    46e3ffec
    See you on 200usd. 🤣
  • limitup
    2021-11-14
    limitup
    hoot咯
  • Venture118f
    2021-11-16
    Venture118f
    Huat huat fir all
  • Dazz
    2021-11-16
    Dazz
    thanks for sharing. good point on the exclusivity with Amazon.
  • ggwei
    2021-11-16
    ggwei
    Let's wait and see
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