1. $Rivian Automotive, Inc.(RIVN)$
Rivian got $7,500 from the tax credit and $6,300 per vehicle from regulatory credits in 2024.
If you want to argue not all R1s were under the $80k limit, that's true, but ALL of R2 and R3s would get ~$13,800 more expensive.
2. $Hims & Hers Health Inc.(HIMS)$
This was an incredible answer and shows that Andrew Dudum is ALL-IN on disrupting the status quo in healthcare.
Think deeply about the WHY behind this answer to understand why I'm so bullish on Hims & Hers.
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What is happening? Did someone read the earnings report just after the market opened?
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