Electric Last Mile Solutions Inc (ELMSQ)

[worthylion]

ELMS will deliver more vehicles this year than RIVN with its +$100 B market cap. RIVN led with its truck which will have TSLA, GM and Ford selling competing models soon. RIVN has 100,000 order from AMZN for delivery vans through 2030. While that may take the largest potential buyer off the table for ELMS, it might also pin RIVN down to fulfill that order and make them less competitive seeking additional orders. I like having RIVN as a competitor and a comp, as it will get ELMS more visibility and credibility IMO.