🚗⚡📈 Rivian’s Inflection Ignites: I’m Betting $RIVN’s Maiden Gross Profit Triggers a Multi-Year Rerating Cycle 📈⚡🚗
@Barcode:
$Rivian Automotive, Inc.(RIVN)$ $Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ 🎯 Executive Summary I’ve spent the past few hours dissecting Rivian’s Q3 2025 print, and I’m convinced this marks the moment the narrative flips from cash-burn survival to scalable profitability. Revenue hit $1.56 billion, a 78% year-on-year leap. EPS came in at −$0.96 with a net loss of $1.17 billion, but the headline that matters is the first-ever consolidated gross profit of $24 million. That flips a −$206 million gross loss from Q2 into positive territory and proves the cost curve is bending in Rivian’s favour. Production surged 79% quarter-on-quarter to 10,720 vehicles, deliveries