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Rivian Automotive launched the R2, marking a pivotal shift toward more affordable EVs and reigniting sales momentum. The EV manufacturer raised 2026 delivery guidance to 65K–70K vehicles, reflecting robust Q2 deliveries and improved production outlook. The stock trades at only ~2x 2026 sales targets, with valuation supported by strong positioning in the $50K midsize SUV/Crossover segment. The investment thesis remains ultra Bullish, emphasizing accelerating production, growing addressable market, and positive delivery surprises. Rivian Automotive Inc.  ( RIVN ) finally launched the R2 and the momentum in the company appears to have finally turned. The EV manufacturer now has a more affordable vehicle to sell, leading to a long  period of sales growth ahead. My  investment thesis  remains ultra Bullish on the stock still trading within the yearly range despite the vastly improving story. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. ...

  XPeng delivered a standout Q3'25, with sales up over 100% and EV deliveries surging 149% year-over-year. XPEV's affordable Mona EV lineup drove record volumes, while the company pushes into robotaxi and humanoid robot markets, boosting its tech profile. Despite strong sales and improving margins, XPEV remains unprofitable, but forecasts a small Q4 profit and holds a solid cash position. Shares trade at a low valuation versus peers, offering an attractive risk/reward as XPEV evolves into a global tech leader beyond EVs. Only a year ago, the Chinese EV market appeared overly competitive, now, players like  Xpeng Inc.  ( XPEV ) are expanding far beyond just manufacturing vehicles. The company reported a solid Q3'25 with EV volumes far above prior year levels, but the  real excitement is in the robotaxi and humanoid robots opportunities. My  investment thesis  is Bullish, though one buying now has already missed a lot of the easy money over the last year or s...

  Rivian Automotive is poised for major growth with the upcoming R2 SUV launch, targeting a broader, more affordable EV market segment. RIVN's strong Q3 results, robust technology initiatives, and partnerships with Volkswagen and Mind Robotics highlight its evolution into a tech-driven EV leader. The company has ample liquidity, ambitious production expansion plans, and trades at a significant valuation discount to peers like Tesla and Lucid. With the R2 launch and upcoming Autonomous & AI Day as catalysts, RIVN is a compelling buy on any weakness before its next growth phase. Rivian Automotive, Inc.  ( RIVN ) is making huge progress towards launching the R2 SUV, vastly broadening the market opportunity. The new vehicle allows the EV manufacturer to enter mainstream auto with a list price below  the current average selling prices. My  investment thesis  remains ultra-Bullish with the launch of the R2 and other tech. Initiatives reinvigorating the growth stor...

  Rivian is making significant progress towards profitability due to major cost reductions, despite current sales challenges in the premium EV sector. The upcoming R2 and R3 models are set to dramatically boost sales, with production ramping up at the Normal, Illinois facility in 2026. Tesla's recent struggles and Elon Musk's political distractions create an opportunity for Rivian to capture market share in the domestic EV segment. I'm ultra bullish on Rivian at current levels, especially if the stock dips near $11, as future growth catalysts remain strong. As Elon Musk is still distracted by politics,  Rivian Automotive, Inc.  ( NASDAQ: RIVN ) continues to progress towards launching the next-generation vehicles expected to dramatically boost sales levels. The EV maker has made significant progress towards turning profitable while  Tesla, Inc.  ( TSLA ) has floundered a massive lead in the EV race. My  investment thesis  remains ultra Bullish on Rivian...

  Rivian's expansion plan includes a DOE loan for a Georgia plant, aiming for 615K annual production by 2030, despite potential political risks. The upcoming Q4 results are crucial due to the focus on achieving positive gross margins for the 1st time, allowing the market to shift away from large losses. The EV manufacturer moved the focus towards the R2 ramp in 2026, aiming for annual sales of 200K to lead to EBITDA profitability by 2027. The stock is cheap due to the massive opportunity to ramp up production over 10x in the next 5+ years. As the calendar turned to 2025,  Rivian Automotive, Inc.  ( RIVN )  gets closer to fully unleashing their EV platform. The Normal, Ill. plant expansion is in full force and the company recently obtained a government  loan to build the Georgia plant in order to produce R2s and R3s. My  investment thesis  remains ultra-Bullish on the stock. Read the full article on Seeking Alpha.  Disclosure: No position mentione...

Rivian is focused on long-term growth, aiming to produce over 600K EVs annually by the end of the decade despite current production setbacks. Investors should not be swayed by short-term issues; Rivian's retooling and cost-reduction efforts are expected to improve gross margins and profitability. The company's production capacity has increased, and new vehicle models like the R2 and R3 will drive future growth and revenue. Rivian's current market cap of $10 billion presents a buying opportunity, with significant upside potential as the company scales and improves efficiencies. Rivian Automotive, Inc.  ( NASDAQ: RIVN ) is busy building an EV brand and platform for the future while investors are trading the stock based on everyday moves. The EV manufacturer has definitely hit some speed bumps this year, but investors shouldn't trade  the stock based on short-term details. My  investment thesis  remains ultra-bullish on Rivian heading towards the business turning gross ...

  Rivian is benefiting from less competition in the EV space as other automakers pull back from EV production. The company has hit its EV production targets and should have a key shift to profit gross margins later this year. The stock is cheap in comparison to peers, especially considering the forecasted higher growth rates topping 40% through 2027. As some automakers pull back from producing EVs,  Rivian Automotive  ( NASDAQ: RIVN ) should be a beneficiary of less competition. Oddly though, the stock is slumping due to the current negativity on the EV space. My  investment thesis  is  even more Bullish now that the stock has slumped due to fears on EV demand while Rivian has hit EV production targets. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page or more details. 

  Albemarle has fallen to yearly lows due to lithium oversupply fears. The company failed on a bid to acquire Liontown Resources adding to the unwarranted negative on the lithium miner.  The stock is cheap based on long-term growth targets, placing the stock at just above 2x '27 adjusted EBITDA targets. Out Fox The Street members get exclusive access to our real-world portfolios. See all of our investments  here »   Lithium miner stocks have collapsed in the last month due to lower metal prices and fears of an oversupply, as some EV productions ramps have slowed down. Naturally,  Albemarle  ( NYSE: ALB ) has fallen to 52-week lows in the  process, in part due to a failed bid adding to the negativity around the company and the ability to meet financial targets. My  investment thesis  remains ultra Bullish on the lithium miner, especially with the stock trading at the lows and the long-term supply dynamics unaltered. Read the full article ...

  Update - Sept. 28, 2023 Not really sure what to make of NIO  possibly seeking even more investments. The converts were a disaster, but the stock has probably bottomed here on the potential Mercedes deal.  -NIO (NYSE:NIO) tracked higher in early trading on Thursday off a report that the Chinese electric vehicle maker has held exploratory talks with Mercedes-Benz Group AG (OTCPK:MBGAF) for a strategic tie-up. -Sources told Reuters that the proposed partnership would include the German automaker investing in NIO (NIO) in exchange for technology. NIO (NIO) CEO William Li is said to have discussed the potential collaboration with Mercedes-Benz (OTCPK:MBGAF) CEO Ola Kaellenius earlier in the year. However, there has been resistance within Mercedes-Benz (OTCPK:MBGAF) to pushing ahead with a deal and the talks reportedly did not reach a stage where details on the technology to be transferred and terms of a financial investment were discussed. Original article posted on Aug. 28 ...

  Livent Corporation has sold off due to falling lithium prices, but offers upside potential from the demand for EVs and new mining assets. The stock is already cheap, with a market cap of $3.7 billion, and trades at only 6x EBITDA targets. The merger with Allkem Limited provides cost synergies to further boost profits. Even as lithium prices fall,  Livent Corporation  ( NYSE: LTHM ) has become exceptionally cheap. The stock has fallen from a recent high of nearly $30 to below $18, but the opportunity is to ride potential future lithium shortages  higher. My investment thesis is Bullish on the lithium miner, while the merger with  Allkem Limited  ( OTCPK:OROCF ) provides more upside from a boost to profits. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

  Rivian Automotive has rapidly increased EV production and has the potential to become a leading contender in the EV race. The company is still facing significant losses and needs to cut costs to reach its long-term gross margin goal. Rivian has a cheaper valuation compared to Tesla and has faster growth rates, making it an appealing investment option. With the legacy automakers facing major union strikes and potential cost increases,  Rivian Automotive, Inc.  ( NASDAQ: RIVN ) has the potential to quickly become a leading contender in the electric vehicle ("EV") race. The company has ramped up EV  production, and the stock dip last year has provided a much better valuation. My investment thesis is Bullish on Rivian, though a September swoon would provide a more opportune entry point. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

  NIO Inc. reported mixed March monthly vehicle deliveries of 10,378. The Chinese electric vehicle company still forecasts vehicle deliveries reaching a goal of 250K this year, which appears aggressive after only 31K in Q1. NIO stock is cheap at 1x EV/S multiples, with major multiple expansion possible on hitting breakout EV delivery targets for the year. The Chinese electric vehicle ("EV") space continues to struggle to rebound from covid restrictions and the lack of subsidies that caused a rush to purchase vehicles at the end of 2022.   NIO Inc.  ( NYSE: NIO ) has  fallen flat to start 2023, with sales growth not matching internal targets, though the EV company is making progress. My  investment thesis  remains ultra-Bullish on the breakout potential in the sector, though NIO continues to struggle to grow beyond prior sales peaks. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please read the disclaimer page for more det...

  EVgo is rallying on a quarterly revenue beat, but the company continues to pile on large losses. The fast-charging company forecast another year of massive losses and investments in 2023. EVGO stock trades at a very rich valuation of nearly 20x low-end '23 sales targets of $105 million. EVgo  ( NASDAQ: EVGO ) is surging on a quarter that beat analyst estimates. The market needs to carefully reassess the results of the EV fast charging company before deeming any value in the stock. My  investment thesis  remains ultra bearish on the stock after the company guided to substantial losses in 2023. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.  

  XPeng Inc. reported mixed Q4 2022 results and guidance for 2023. The CEO was very bullish on the traffic around the P7i launch and the potential of the new G6 vehicle. XPEV stock is cheap at 1x '23 sales targets with plenty of catalysts for growth, while the cash balance will limit downside risk if the company fails to hit targets. The Chinese EV manufacturer reported generally  mixed Q4'22 results , but the market is more focused on what  XPeng Inc.  ( NYSE: XPEV ) projected for 2023. The Chinese market has only slowly reopened, in a major disappointment to investors expecting a  quick ramp-up in demand. My  investment thesis  remains ultra-Bullish on the stock trading at the recent lows, while the rebound opportunity remains massive. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

XPeng Inc. got 2023 off to a slow start with weak January deliveries. With the Tesla, Inc. price cut, covid and the Chinese New Year, most Chinese consumers stayed on the sidelines looking for price cuts. The Chinese EV manufacturer predicts a big year ahead due to the new G9 SUV. XPeng stock is cheap, trading at only 1x '23 sales targets. The Chinese electric vehicle ("EV") market got off to a slow start in January, with  XPeng Inc.  ( NYSE: XPEV ) reporting a major sequential decline in monthly deliveries. The Chinese New Year and  Tesla, Inc.  ( TSLA ) price cuts impacted customer demand in the quarter. My  investment thesis  remains Bullish on a rebound in the Chinese EV sector, as much as on an XPeng gain with the stock still trading close to the lows. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

  ChargePoint insiders have filed to sell up to 13.8 million shares. These selling shareholders will still control ~140 million shares after the offering, placing a cap on the stock until more selling is done. The stock remains insanely expensive at 17x FY24 sales targets. Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street.  Learn More » In no huge surprise, insiders are filing to sell shares of  ChargePoint Holdings  ( CHPT ) with the stock up substantially from the IPO and PIPE prices. The timing though is questionable since ChargePoint has recently fallen from the highs and took another 10% hit on the offering news. My  investment thesis  remains very negative on the stock and the EV charging station space due to weak financial results and ramping up competition. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.  Update - July ...

  Nikola has started making real progress towards becoming a legitimate BEV manufacturer. The company forecast delivering up to 100 units by year end after starting trial production this month. The company needs more capital and normal production delays are likely to disappoint shareholders. Investors should wait for a dip to buy the stock as a 9x EV/S target for 2025 is still expensive for the risk. Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street.  Learn More » As someone ultra bearish on  Nikola  ( NKLA ) after the company went public via a SPAC to an irrational valuation, my view is now more neutral on the stock. The BEV company has made substantial progress towards becoming a legitimate manufacturer of trucks. Ultimately though, my  investment thesis  is neutral on the stock as the current price is still over 9x 2025 sales targets. Read the full article on Seeking Alpha.  Disclosure: No position mentioned...