Motley Fool is predicting Rivian and Lucid could go to zero despite some recent stock bumps. For Rivian, they noted Q3 revenue was up and they hit a small gross profit, but the concern is volume. They are annualized at about 50k units while building capacity for hundreds of thousands. With tax credits gone and high capex spending coming up ($3.6B next year), their cash pile of under $2B looks tight. Lucid seems to be in a tougher spot. Sales are up but losses are climbing. They are burning $3.4B in cash annually and recently had to sell convertible notes to keep going. The article basically concludes that Tesla is the safer bet. Despite the noise around Musk, they are generating legitimate profit and free cash flow while the others are running on fumes.