By skyforbes 
• R2 is the whole story. First real mass-market play, huge interest already, and way better unit economics than R1. If R2 lands even decently, Rivian’s numbers flip fast.
• Software revenue is creeping up almost 350% yoy. Once more Rivians hit the road this becomes high margin oxygen. Also VW plans to put sw in ice cars not just ev’s
• EV credits didn’t go Rivian’s way, but the real win is that most hobbyist EV makers are basically dead now. Less noise in the EV market helps Rivian a lot.
• RJ’s package deal finally shows adult supervision. Pay tied to performance, no stupid golden parachute, and strong alignment with long term shareholders. The Street actually likes that.
• Amazon vans still matter. Even slower volume keeps production lines alive and predictable.
• Costs coming down. They’re not lighting money on fire like before. Manufacturing efficiency is getting real.
• Brand is strong as hell. R1 owners hype the product nonstop which is basically free marketing.
I am going full regard