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HyperChange
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Добавлен 20 июл 2016
Hi my name is Gali :) HyperChange is my word for the economic era we live in of perpetually accelerating disruption. This YT channel is my investing diary where I talk about ideas on stocks, economics, finance, investing and life 🤓
Dirty Details of the Rivian + VW $1B Investment leaked in 8-K filing 🔎
Rivian is selling a big chunk of its company to VW at super low prices. $10.8359 to be exact, or about 1/8 of the company's IPO price almost 3 years ago. Now that the details have emerged of the deal, it doesn't look as strong for Rivian. Clearly they are being forced to dilute heavily to get enough cash for survival. Initially shares soared on this news, but with this out it'll be interesting to see the trading tomorrow. Overall I think its still good Rivian has $1B more in cash and a new partner, but the dilution will be material and more than expected.
Rivian 8-K SEC Filing announcing VW partnership and $1B investment: www.sec.gov/ix?doc=/Archives/edgar/data/0001874178/00011931252416794...
Rivian 8-K SEC Filing announcing VW partnership and $1B investment: www.sec.gov/ix?doc=/Archives/edgar/data/0001874178/00011931252416794...
Просмотров: 3 580
Видео
Rivian stock soaring! $5B partnership with VW! 📈
Просмотров 8 тыс.14 часов назад
RJ Scaringe has just posted announcing a partnership between Rivian and Volkswagen!! VW will be investing $1B upfront, and potentially $4B more, as well as adopting some of Rivian's software. Rivian stock is soaring on this news (up more than 30% after hours). While it is great they got more cash, I'm skeptical if this changes much. The real questions are can Rivian deliver a $45K R2 Vehicle pr...
This is fucked... We need to pay Elon
Просмотров 16 тыс.14 дней назад
Tesla's upcoming shareholder meeting is on June 13th, and it may be the most important ever. Unlike most years where voting is a snoozefest, this year it really matters. There are two massive propositions on the ballot, the first is moving to Texas, the second is re-approving Elon Musk's 2018 pay package. I voted FOR both. I've been baffled that a Delaware judge has tried to retroactively cance...
Lightship L1 Tour & Sneak Peak!!
Просмотров 4,2 тыс.Месяц назад
Lightship is moving roadtrips in the electric age!! I'm in Broomfield, CO for the opening of Lightship's brand new factory!! Set to begin production of the L1 later this year, Lightship is just ~6 months away from delivering its first units!! I've been an investor in Lightship for 3 years now, and it's incredible to see them come this far. With solar panels, a huge battery, and a super cool aer...
Inference: Why Tesla will win AI 🤖
Просмотров 11 тыс.Месяц назад
On the Q1 2024 conference all Elon Musk address how Tesla's advantage in data inference was a key advantage in self-driving technology. Tesla's in-house designed chip is incredibly energy efficient and allows the cars to make split second decisions on the road. This same technology will be repurposed to make the Tesla robot think in real-time. This is a gamechanger! I was listening to the BG2 p...
Renting a Tesla instead of taking the bus
Просмотров 8 тыс.Месяц назад
Supercharging rant about how awesome it was to rent a Tesla on Turo and FSD to Grammy's house instead of taking the bus there. And it was only $240! ($290 including post trip supercharging reimbursement) vs ~$220 for the bus. And it took less time because the bus stops (and I didn't have to subway to the bus station). Shoutout Turo! On the drive while listening to BG2 podcast I had so many sche...
Tesla FSD V12 is a “ChatGPT Moment”
Просмотров 22 тыс.2 месяца назад
Elon Musk is betting on Tesla's autonomous future. The company is going all out to perfect its FSD technology and launch a Uber competitor/ride-sharing app later this year. After hearing Elon's excitement on FSD V12, on the conference call, mentioning the Cybercab, and stressing how important it was for investors to understand ... I've been doing homework on Tesla's self driving tech. I stumble...
Tesla Q1 2024 Earnings CRUSH! Cybercab coming soon 👀🤖🚖
Просмотров 31 тыс.2 месяца назад
Tesla Q1 2024 earnings are hot off the press! Tesla crushes it with a surprise $1B GAAP profit, strong guidance and and absolutely legendary conference call. Tesla is going all in on FSD with the new V12 rewrite, and its Robotaxi event on 8/8, where it looks like the 'Cybercab' will be unveiled. Elon Musk shocked Tesla fans and shareholders on the earnings call when he said the new cheaper vehi...
Unedited Bullish Tesla Rant. Elon goin "balls to the wall"
Просмотров 33 тыс.2 месяца назад
Tesla stock falls to it's lowest in years, and I'm buying. Here's my rant on everything from the recent layoffs, Elon's motivation & pay package, to the Robotaxi launch on 8/8, Cybertruck progress, Austin factory expansion, FSD taking over & so much more!! I even read my Ode to Austin & Cybertruck Poem lol. Let me know what you think in the comments below!! My X: gfilche HyperChange...
Tesla needs to Re-Swag it's Stores 💫
Просмотров 6 тыс.2 месяца назад
Moonshot Monday, Tesla should revamp its retail stores by hiring a new executive. In 2010, Tesla hired George Blankenship from Apple, and he designed Tesla's breakthrough DTC model. 14 years later, not much has changed. It's time Tesla maximized the value from its hundreds of stores around the world. There's a huge opportunity to transform these spaces with plants, baristas, new couches, art, l...
The Truth About Tesla's Q1 Delivery 'Miss'
Просмотров 21 тыс.2 месяца назад
Tesla just reported deliveries of 387,000 in Q1 2024, the stock is down 5% on the news. The bright spot is Other Model deliveries (which include Cybertruck) were up 59% to 17,000. In the long-run this seems like just a blip in the road for Tesla to achieve FSD & sell 10M EVs. What did you think of the results? Let me know in the comments. Tesla Q1 2024 deliveries: ir.tesla.com/tesla-vehicle-pro...
HCBN #4 - Tesla Delivery Estimates, Reddit IPO, Saylor owns 1% of Bitcoin, Robinhood Credit Card
Просмотров 7 тыс.2 месяца назад
Welcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on RUclips, X & all podcasting platforms!! This week we cover Tesl...
HCBN #3 - Tesla FSD Progress, First Neuralink Patient, Starship Success
Просмотров 8 тыс.3 месяца назад
Welcome to Episode 3 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on RUclips, X & all podcasting platforms!! This was a big week, wi...
I Sold All My Rivian Stock 😬
Просмотров 23 тыс.3 месяца назад
It's going to be a rough 2 years for Rivian. I decided to sell my tiny position, as I think dilution is coming. Rivian has only ~$9B in cash, and is burning $1.4B per quarter. The company can't make money on it's $100K R1S & R1T, so I'm not convinced they will be able to make a profit on the $45,000 R2. I love the company and brand, but the business is really struggling right now, and I'm worri...
HCBN #2 - Bitcoin $70K+, Grok Open Source, AI Hypecycle
Просмотров 3 тыс.3 месяца назад
Welcome to Episode 2 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on RUclips, X & all podcasting platforms!! 0:00 Intro 0:08 Grok Go...
HCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster Collab
Просмотров 4,4 тыс.3 месяца назад
HCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster Collab
Rivian R2 & R3 Unveil, Initial Thoughts!!
Просмотров 8 тыс.3 месяца назад
Rivian R2 & R3 Unveil, Initial Thoughts!!
Navier Founder Sampriti Bhattacharyya is Building Electric Flying Boats
Просмотров 4,5 тыс.3 месяца назад
Navier Founder Sampriti Bhattacharyya is Building Electric Flying Boats
Impromptu Rivian Analysis in Japan with Jfilche
Просмотров 9 тыс.4 месяца назад
Impromptu Rivian Analysis in Japan with Jfilche
I Drove Navier's Flying Electric Boat 🤯
Просмотров 11 тыс.4 месяца назад
I Drove Navier's Flying Electric Boat 🤯
CLIP⚡ What would make me sell Tesla?
Просмотров 4,1 тыс.4 месяца назад
CLIP⚡ What would make me sell Tesla?
$5.6K | Investing in Rivian + Apple Options Drama ❄️
Просмотров 8 тыс.4 месяца назад
$5.6K | Investing in Rivian Apple Options Drama ❄️
VW gets Rivian's tech. . which is good for VW. What does Rivian get? More debt. Per the press release, "Initially VW will invest $1 billion in Rivian through an unsecured convertible note that will convert into Rivian’s common stock subject to certain conditions upon the later of receipt of regulatory approvals and December 1, 2024. VW is expected to invest a further $4B as part of the transaction" With Rivian losing almost $2 bill/qtr, I don't see how this deal even slows down Rivian's certain path to bankruptcy
Such a great idea to revive the VW T1 as EV, maybe call it ID.Buzz…
Make those loser/lawers that asked for $6B or >10% of Elons pay package, make THEM pay 10% = $600M of what they asked for in penalties and no $6B pay for sure! This BS has to stop.
check the price now. Stop spreading shite
Gali showing his nips, so classic!
If volkswagen take control of rivian with Andreas Mindt as designer, Rivian will be a serious rival to Tesla.
Nice!
I hate that you are wearing glasses indoor, but the info is p valid
lol $TSLA has popped too. WTF is going on.
So they are diluted a bit more than 9% and the stock went up 30%... If this billion counts in earnings that means the quarter loss will look much better, maybe even approach zero which might fool many but really changes nothing. The simple truth is that it must be very possible to turn the company around. Vertical integration for instance so the effing headlights don't cost 1000$ each. It's packaging plastic and a couple of LEDs, the margin must be crazy. But so far zero indication that they understand cost.
Oops. Bad timing my friend
Wait, VW wants Rivian's software?? is that not a bankruptcy declaration for VW? Never mind what prospect it is for Rivian, what does that say about VW. I knew VW have been struggling with their software for years but you just fire and hire some guys. Infotainment software is not 4bn dollars hard. I would steal some game developers, they are often not paid a lot. To decide to rely on Rivian, a company that might not be here in 2 years, that's crazy. What am I missing here. This doesn't compute but I'm glad I wasn't short Rivian just now. 19% of float is shorted, that could cause some squeezing as it rises to what the clueless analyst set to 18$ a share. Could we see Rivian go to 25... until the sobriety that is the quarterly report. Maybe some kind of VW infusion will figure on earnings and make it look prettier than it is. By all means rise rise rise. We gotta know more about this deal because this doesn't make sense.
Cathie Wood/ARK will be investing another 5 Billion into this ..
Amazing, mindblowing,Rivian is the best!
... I'm sorry, what did you say? I was distracted by the hotness. :)
What is this, an onlyfans?! 😂
Cybertruxk will eat Rivian
They only sold 11000 Cybertrucks until now!
Thanks for doing this for us!
I think this makes sense for rivian. 5-10% dilution is definitely worth it if they can stabilize their business and maybe even get access to additional VW resources. Certainly not a deal done from a position of strength, but also not a stupid deal either, imho.
What are the suns rays doing in your part of the world that backwards hat and sunglasses are required indoors?
Imo it's overpriced at that level and VW is probably doing it mostly for the PR too haha.
VW is a garbage unethical company and Rivian joining hands with them..really desperate..
VW funds will bring Rivian's super attractive small SUV EVs to market. VW will help Rivian keep cutting production costs. We'll likely see some Rivian EVs rebranded as VW. For woke, Musk hating ESG investors, RIVN + VW is a viable alternative to TSLA.
Also good for investors who hate their money.
Anyone else get a check URL when trying to access the sec document?
I'm still sceptical about rivian and rj Cringe
Anyone else noticed Gali is naked? Haha
Lol, look at his video history it's all tesla he hurt . Rivian doing it, and he can't except the fact he sold his rivian shares a few months/weeks ago. The dude is biased 😅😅😅😅
Dude rivian is failing. They aren’t making money. Sell your shares.
The question is, what is the price that Rivian will have to sell the Gen 2 vehicles for to get to profitability? If it’s $80k a unit, Rivian is done. Fisker 2.0. Must be under $45K to be a competitive/compelling product. I just don’t see it happening.
😅😅😅 tesla boys mad
Garbage company
Butt hurt elon been taking your money 😅
Bro didnt have time to waste putting on shirt haha
I feel you bro. Shits upside down
Good time to short it
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Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Veronica Hoy too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
Robo Taxi, I’m not taking a taxi to go hunting or shooting in the Mohave desert, or up to the mountains camping. Electric taxi in big cites maybe, but the other 90% of us want the freedom to drive around the open country
Why are you wearing a hat indoors... and backwards? Frankly, I automatically assume guys with hats on backwards are fashion-victim knuckleheads. SMR is a good example. Don't be that guy.
I bought 30 shares last week, gonna keep building it
Gali, I don't think you're right about Uber. Uber is a company that solved a few massive problems: 1) incentivize people to drive in certain areas, 2) coordinate a time and location between people, and 3) ensure they have a good interaction. When you remove the driver from the equation, most of Uber's benefit is obsolete. Transportation as a service will be the main means of transport, but the Tesla Robotaxi app will be enough and also include Rivian cars. p.s. I was a software engineer at Uber from 2016 to 2018
How much dilution on the next 2b? and the 2b after that?
That will be very telling
Thought it was gonna be apple not vw. It only delays the inevitable. Tsla is pulling further away.
Tesla is the past!
This is great news and could be the shot in the arm that Rivian so badly needs. Still, VW is bureaucratic to an extreme and has a well-known toxic corporate culture. Hopefully Rivian will not be badly affected by this and continue to grow.
Bravo , the stock jumped 50%
Zonal auto networks are not rocket science. Speaks to VW's insecurity in this technology that they felt a need to obtain it. Yet another nail in Cariad adventure. Biggest problem with this kind of investment is that it revalues Rivian at this new level. Not unusual in the current climate for startups. Odd for an already public. Bought themselves a year or so.
VW/Porsche can't get software from Rimac? Rimac>Rivian, founder still holds significant equity and control, actual engineering and manufacturing prowess, successful partnerships with other mfgs
@@jeobodenVW also has access to advanced technology from Xpeng. I don't understand why VW even needs Rivan when Xpeng has technology and a good platform
@@jeobodenVW also has access to advanced technology from Xpeng. I don't understand why VW even needs Rivan when Xpeng has technology and a good platform
Glad we got out when we did .... Thanks for the Video
You are glad you got out when it just went up 50%?
@@Matzeswho cares… if you bought it above those levels. Your still in the red.
Why do you need to shit on Rivian when our own company's EPS is in the gutter, growth is negative, guidance is abysmal, margin is destroyed? Who da fuk cares about Rivian when we are sinking? Grow up. This is looking desperate on you.
If robotaxis come out before r2 rivian is dead
VW buys 10% into the company’s lowest price ever and gets access to Rivian’s Technology? Wonder if they get any Amazon’s van technology too? Perhaps a eVW/Rivian factory coming to Europe or Mexico? More to come for sure
They just SHELVED factory expansion in Georgia, why would they expand to Europe? The technology on the vans they have been DEAD SILENT about Amazon not exercising their option to purchase more vans? PERHAPS you don't know what you are talking about. What's coming is a FULL RETRACE. Retar Dio
Rivian doesnt have technology lmfao. They have some os software engineers thats it.
Nice!
since recording this video Rivian has put out an 8-K detailing the terms of the investment. pretty crazy, they are diluting a ton at $10.83 per share, here's my video analyzing the filing: ruclips.net/video/riihamXmgQM/видео.htmlsi=lGhMKi9v8xGtrjxF
This is just another nail in the coffin to Lucid.
Lucid is quickly approaching the end of its runway.