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Rough Road for RIVN: Production & EV Headwinds Add Fog to Outlook

Rough Road for RIVN: Production & EV Headwinds Add Fog to Outlook

Schwab Network · Schwab Network

October 2, 20255m 34s

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Show Notes

While Tesla (TSLA) trades down on what George Tsilis calls a "sell the news" event, Rivian (RIVN) has more challenges. He makes the case that the company can't build enough vehicles to make scalability demands, on top of facing headwinds similar to Tesla from the EV tax credit removal. George urges investors to watch for production numbers in Rivian's next earnings.


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