I borrow money at 0% and generate 4.5% monthly in the stock market 📈 All in $RIVN investor —0——0—

PNW 🌲
US equities, bonds, real estate, venture capital and private equity have outperformed the world since 1990. Happy forth of July you fucking patriots 🇺🇸 #250YearsStrong
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STFU. You have zero idea what you are talking about.
Shit starts breaking at 5.25%. Financial Armageddon at 5.75%. I don’t make the rules.
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Yeeesh $UPS guess making a girl boss your CEO wasn't a good idea after all.
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Dear Mr @hulu please renew @alwayssunny for more seasons you bitch.
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It’s hard to fathom how RJ can be so good at engineering AND fundraising. Only other exec like this that I can think of is @elonmusk
One thing I think gets overlooked in the R2 ramp: Rivian’s liquidity. At the end of Q2: • $5.31B cash, equivalents & short-term investments • $1.32B raised in July • $536M available under the ABL • $1.0B VW non-recourse loan targeted for Oct. 2026 • $250M Uber milestone investment targeted in 2026 • $460M additional VW investment targeted by early 2028 • Up to $700M more from Uber through 2031 • Up to $4.5B DOE loan Rivian puts total available liquidity + targeted future capital at roughly $14.1B. R2, Georgia and autonomy will take serious capital — but Rivian has a lot more funding paths than people sometimes realize. $RIVN tipranks.com/news/private-co…
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12K R2 VINs for $RIVN is extremely bullish. My bags are ready.
R2 VINs are already into the 12.1K range, with some marked as delivery booked. My rough Q3 delivery estimate now: ~17.5K–18K total • R2: ~8.5K • R1: ~5.7K • Vans: ~3.5K If Rivian clears 20K, that would be a pretty strong Q3 before the second shift really shows up in Q4.
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I love it when this happens $RIVN 😎
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WHAT. These guys are called married.
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ambient insight retweeted
We never get tired of seeing an R2 coming off the line.
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ambient insight retweeted
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ambient insight retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead. You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement. I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible. But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier. Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want. Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well. So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it. If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
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Jeep Recon EV. Starts at $65K w/ max range of 230 miles. At least you can take the doors off. ...oof

ALT Frustrated World Cup GIF

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Waymo is now in 14 cities. Waymo can't scale apparently.
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$RIVN R2 VINs jumped +2K in 2 weeks and BEFORE the second shift has even started. 2026 R2 production target looking like 34K...Isn't highest Street est. Ben Kallo @rwbaird w/ 15K. WTF 😂? Rivian is going to BLOW OUT Wall Street’s R2 expectations for 2026.
Rivian’s R2 VIN Count Passes 11,400 Two Weeks Before Second Shift Begins — EV $RIVN via @EV_CARBA eletric-vehicles.com/rivian/…
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Paid shill, exhibit A
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ambient insight retweeted
aaaand it’s gone
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$PYPL is a total mess. No wonder they are unable to sell their VP portfolio. They look to be exiting their own companies.
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The full Cybercab influencer pump has been given back.
Full presentation by Tesla CyberCab and Robotaxi team!!
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$TSLA Cybercab
Key words you'll hear from Elon tonight. 1. Could 2. Likely 3. Probably 4. I believe 5. May 6. A good chance 7. I think 8. $10 Trillion 9. Cautious $TSLA
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Week after week after week $RIVN #options
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