리비안에 대한 폭스바겐의 투자: 테슬라에 주는 시사점

### 리비안에 대한 폭스바겐의 투자, 레거시 오토의 테슬라에 대한 두려움의 신호탄
* 🚗 지난 분기에 **15억 달러를 소진**하고 생존을 위해 전문성과 자금이 모두 필요했던 Rivian은 **현금 유입이 없으면 파산할 수도** 있었습니다.
* 폭스바겐은 리비안에 **최대 50억 달러를 투자**하여 **2026년까지 생존 능력을 연장**하기로 합의했습니다.
* 🇨🇳 중국 전기차 시장에는 상당한 경쟁이 있지만, **서방은 중국산 자동차에 대한 제재**로 인해 중국과 경쟁하지 않고 있습니다.
* 🔮 테슬라의 유일한 경쟁자인 폭스바겐의 투자는 **기존 자동차 회사들이 테슬라의 영향력을 두려워**하고 있음을 시사합니다.
* 📉 전기 자동차에 대한 도널드 트럼프의 부정적인 발언이 **테슬라에 대한 부정적인 정서**에 영향을 미쳤습니다.
* 🤖 이번 투자는 리비안의 생존을 위한 **'콜 옵션'**으로 간주되며, 레거시 자동차는 **전기차 전환의 혜택**을 기대하고 있습니다.
* 📈 연사는 개인적으로 로봇 택시 이벤트 전에 **테슬라의 긍정적인 발전이 주가에 반영될 것**이라고 믿습니다.

폭스바겐의 리비안 투자는 전기차 시장에서 테슬라의 독주에 대한 레거시 자동차의 두려움을 시사합니다.

I'm loading the boat with Tesla calls. Yes, even after it's up 4% on the day. Now, this could be a very terrible idea, but I'm going to explain why the Rivian deal. Yes, so Rivian got an investment from Volkswagen, and Rivian is a competitor to Tesla. So why would I not just invest in Rivian? Why would I make this investment into Tesla? And why would I do that using call options if I believe this is such a big deal for Tesla, but the deal has to do with Rivian? What's going on? So let's break this down. Number one, Rivian would go bankrupt without a cash inflow. Here's just the reality. They burned $1.5 billion last quarter. With the cash they had available, they'd essentially be bankrupt by the end of the year. Their cash burn is way too high. They don't know how to get some of their cost down as they're scaling production. They need both expertise help and they need both money help. And guess what just happened?

got both of those things. Volkswagen, the German automotive company, they're agreeing to invest up to 5 Billion into Rivian. That'll extend their ability to survive until 2026. Now, right now, they're only investing a bill, probably because Rivian frankly needed a bill, uh, because, again, they probably can't pay their bills. Remember, they're burning $1.5 billion a quarter, so a billion probably is like, Oh, okay, we can survive, we can pay some bills, more, that's great, but it's still a sinking ship. So why is Volkswagen coming to Rivian's rescue? It's because they're the only other option. We're out of competitors in America to Tesla. It's Tesla and then it's everyone else who loses money on electric vehicles. Now let's be real, yes, there is competition in China in the electric vehicle market. There's a lot of competition in China. China is killing it. They are cranking out EVs, and as battery costs come down, margins are coming up at the EV manufacturers. It's actually a

great thing. The good thing though in America and in the west is we're not really competing with China because everybody has sanctions against China and nobody wants Chinese cars. At this point, I'm wholly convinced that if we didn't have sanctions against China and import restrictions against China, we'd all be driving Chinese cars. They're good and they're quite frankly a lot cheaper. That would be good for the consumer, but let's be real, politicians don't really do things that are good for the people. They kind of do things that look good for the people and get votes, and then end up having the opposite effect. It's a disaster. Politics sucks, but I want you to think about this for a moment. An investment by Volkswagen into the only competition to Tesla is a way of saying that Legacy auto, including even Amazon who's invested in Rivian, and Volkswagen are woefully afraid of what Tesla can do. And this is happening at the same time as sentiment for Tesla is in the pooper. Donald Trump has helped.

with that let me be clear about that. Donald Trump has helped push Tesla into the pooper because pretty much every single time you see Donald Trump talk, he rants about how terrible electric vehicles are and how bad the range is. He actually says things that aren't fully true about electric vehicles, but they were true years ago, so he's kind of taking like a 2020, 2016 mentality and applying it to 2024. And it's popular because, you know, people, people who lean right are maybe more likely to be into, you know, real big trucks and gas guzzlers. And that's not to say that's a bad thing. Quite frankly, you put the Cybertruck next to a real truck, the Cybertruck is like a tiny little baby. It's teeny compared to a real truck. Like if I really wanted like, you know, a nice bed I can actually put drywall in and plywood in and I can actually use for work, the Cybertruck's probably just too dang small, which is unfortunate because my

initial impression of the Cybertruck was it was going to be a big old beefy car. You know, we're going to have that six seed in the front, which we didn't get, but that's okay. The Cybertruck doesn't matter here. This investment by Volkswagen into to Rivan screams that Legacy auto cannot alone figure out how to survive in a world of electric vehicles, so they have to partner with the only brand that stands against or holds a candle to Tesla in terms of quality, a vehicle, and desirability. People actually do like Rivan. You could charge them on the Tesla infrastructure. They're beautiful cars. There's a lot of money that goes into them. One of the reasons they're not profitable is because they make the cars so darn nice. So it's kind of like you're getting a wedge deal of a vehicle. Like, in other words, they've over improved, so you're getting a good deal in it. If you don't know the concept of wedge deals or, quite frankly, my, you know, alerts on how to make money or whatever.

you should join the courses on building your wealth over at meetkevin.com. We've got a coupon code expiring this Friday, and if you have questions, you could always email us at staff mein.com. But let's be real, Volkswagen's investment extends rivan survivability into 2026, which is when many would hope that, quite frankly, interest rates will be lower and cars will be able to sell more rapidly. But that's when you're going to be likely in the midst of this EV transition where Legacy Autos are going to go, Crap, we can't really figure this EV transition out. Uh, you know, hopefully our bets are paying off on rivan or the other partnerships that we have because otherwise we may go bankrupt. It's kind of like Volkswagen is dropping a call option on rivan, and we're like, Okay, okay, okay, if we go BK 'cause EVs take over, then rivan will probably be killing it at that point, and at least that money will help us survive. Uh, but this

screaming uh uh shouting announcement from institutional Auto that they are afraid of Tesla that they are afraid that Tesla's margins as battery prices come down are going to continue to rise and that Tesla once interest rates comes come down even more will be so hands down easily stronger than all of Legacy auto combined that once we get out of this rough period of time for Tesla and the interest rate sensitive sector the stock could explode now I personally think some of that is going to get priced in between now and the robo taxi event. Robo taxi event is 88 no guarantees don't suum me bro you could lose money buying YOLO call options on Tesla. I don't recommend it. I'm I'm none of this is designed to be personalized advice. I just personally think that Institute are going to wake up over the next few days and go hm let's look at rivan's financials. Oh God that's a fire pit why is Volkswagen investing in a fire pit because Tesla's

winning, yeah, it's a big deal. I asked Kathy, What about this? I go, What, what, you know? Uh, why is Donald Trump so anti-EV? And then she's like, Why do you think Donald, or um, Elon Musk is trying to start cozying up to Donald Trump? Got to convert that around. She also thinks that Dojo, I can't wait to show the interview, but Dojo is actually way bigger than we think it is, and that Elon downplays Dojo because he wanted to get his Nvidia chips. He didn't want to poooo Nvidia. Now he's got his Nvidia chips sending him to his other businesses. He's got what he needs, pushes out FSD2. Now he can go all in on Dojo again. That was a smart observation. I don't know. I want to hear what everybody else thinks about that, but personally, I, I, I don't know. I like, I'm getting a little excited about Tesla over the next few days, and maybe, maybe I'm just making a mistake here, you know? Maybe I shouldn't be buying this.

thing when it's already up a bit today, but uh yeah, I think once we clean that order book out right at $200, you're going to 220 again. Could be wrong, but the reason I believe that is at 200, you're probably going to have some sell orders, although I think most people who have already sold or Tesla or already out of Tesla or wanted to sell Tesla already out of Tesla. That we've this is why we keep kind of like slowly climbing up here. I think there could be some selling pressure at the $200 level, uh, in the order book for Tesla, but I think after after the sell pressure at 200 is gone, you know, 201, 199, whatever, wherever people put their sell orders in. Once those get cleared out, I don't know, man. I don't know. I don't know. I don't know. Don't don't sue me, bro. Uh, I could also just blow up my trading account and lose lots of money, but but I'm just putting my money where my mouth is, uh, and we're going to see.

see over the next few days if institutions are like yeah, we see what's going on here in the industry by Tesla. They might also buy both. They could buy Rivian and Tesla. The problem is you're still buying a sinking ship at Rivian. So, I'd rather like take money out of Nvidia, for example, and throw more onto Tesla. So like if I had a pair trade this, I'd be long Apple, Tesla, short Nvidia. And then I'm not opposed to long Rivian, but I'm not like super jazzed about it, mostly because I think, you know, it is still a massively money-losing company and there'll be a lot of dilution. Whereas Tesla, you know, if Rivian's going to win, Tesla's also going to win, and by default, Tesla already is winning and it's likely going to have substantially better margins and other verticals, you know, we don't even talk about Optimus and FSD and all the other stuff. So, my thesis, thank you so much for watching, we'll see you in the next one, check out.

the programs link Down Below on building your wealth. We had a really, really good options lecture this morning that we did. We talked for like an hour on educating folks on intro options and and uh, you know, strategies for options. So, hopefully, you enjoy those. All right, we'll see you soon. Thanks. Bye. Why not advertise these things that you told us here? I feel like nobody else knows about this. We'll, we'll try a little advertising and see how it goes. Congratulations, man. You have done so much. People love you. People look up to you, Kevin. PA, their financial analyst and YouTuber, meet Kevin. Always great to get your take, even though I'm a licensed financial adviser, licensed real estate broker, and becoming a stock broker. This video is not personalized advice for you. It is not tax, legal, or otherwise wise personalized advice tailor to you. This video provides generalized perspective, information, and commentary. Any third-party content I show shall not be deemed endorsed by me. This video is not and shall never be deemed reasonably sufficient information for the purposes of evaluating a security or investment.

decision any links or promoted products are either paid affiliations or products or Services. We may benefit from. I also personally operate an actively managed ETF. I may personally hold or otherwise hold long or short positions in various Securities, potentially including those mentioned in this video. However, I have no relationship to any issue or other than house Haack, nor am I presently acting as a market maker. Make sure if you're considering investing in house Haack to always read the PPM at house hack.com.

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리비안의 폭스바겐과의 거래에도 불구하고 테슬라에 투자하기

리비안은 폭스바겐과의 파트너십으로 파산 위기에서 벗어났지만, 테슬라는 여전히 강력한 투자 옵션입니다.

폭스바겐의 투자는 전통적인 자동차 회사들이 테슬라의 독주를 두려워하고 있다는 신호입니다.

리비안과의 경쟁에도 불구하고 전기차 시장에서 테슬라의 입지는 여전히 독보적이며, 특히 중국 제조업체의 도전에 직면해 있습니다.

도널드 트럼프가 테슬라와 리비안에 미치는 영향

도널드 트럼프의 전기 자동차에 대한 부정적인 수사는 그의 주장이 시대에 뒤떨어진 것임에도 불구하고 테슬라에 해를 끼쳤습니다.

가스 배기 가스출 차량에 대한 그의 지지는 전기 자동차에 대한 그의 팔로워들의 견해에 영향을 미칠 수 있습니다.

리비안에 대한 폭스바겐의 투자는 전기차 시장에서 살아남기 위한 전략적인 움직임이며, 전기차 전환기에 리비안의 성공에 기여할 수 있습니다.

Institutional Auto는 특히 배터리 가격의 잠재적 하락 이후 전기차 시장에서 테슬라의 마진과 지배력이 커지는 것에 대해 우려를 표명하고 있습니다.

이 기관은 테슬라의 강점이 기존 자동차 회사를 모두 합친 것보다 더 커질 것으로 예상하고 있으며, 이는 잠재적인 주가 폭등으로 이어질 수 있다고 전망합니다.

기관의 관점 변화와 회사의 미래 전망에 대한 기대감으로 인해 Tesla의 주가에 긍정적인 영향을 미칠 것이라는 개인적인 믿음이 있습니다.

발표자는 테슬라의 주가가 200달러에서 매도 주문을 청산한 후 220달러까지 상승할 것으로 예측합니다.

테슬라의 마진 개선 가능성과 업계에서의 전반적인 성공 가능성으로 인해 리비안보다 테슬라에 더 많이 투자하는 것이 유리하다고 생각합니다.

또한 애플과 테슬라에 대한 롱 포지션과 엔비디아에 대한 숏 포지션을 선호한다고 밝혔습니다.

케빈의 자산 형성 프로그램 및 옵션 강의

재무 분석가이자 유튜버인 Kevin은 부를 쌓는 방법과 투자 입문 옵션 및 전략에 대한 강의를 제공하고 있습니다.

공인 재정 고문이자 부동산 중개인이지만 자신의 동영상은 개인 맞춤형 조언이 아니라는 점을 강조합니다.

Kevin은 또한 자신이 홍보 상품의 혜택을 받을 수 있으며 개인적으로 적극적으로 관리되는 ETF를 운용하고 있음을 공개합니다.