I thought we could take a break from earnings and make fun of CNBC, one of my favorite activities. Unfortunately, this will not give me time to yell at my best friend/mortal enemy, Jim Cramer. So, our first stock is Netflix.

Netflix is a winner. Netflix is absolutely a winner, but I do not see as much upside as CNBC does. Netflix is on top of the streaming market and is priced as such. The only upside is Netflix expanding into professional sports. It is no secret that pro sports like football, basketball, etc, have quite a lot of cheddar available, but there is other competition. I feel like it is priced in that not only does Netflix stay on top of their current industry, but they are also able to expand efficiently into sports. It is the worst-kept secret in the world that Netflix is going into sports. I genuinely do not understand why Netflix keeps telling the world they are not going into sports. It is painfully obvious they are. Because it is so widely assumed, the only people left out are retail traders, who, in a stock like this, do not factor much into the price. What I am saying is that Netflix is currently about where it should be. Netflix will probably be a great stock to own for the next five years, but I would be hesitant to pull the trigger. Simply, when the market is feeling this good about anything, you should be hesitant about being the last man in.

Now, this is what I am looking for when I see that CNBC is recommending stocks. CNBC’s other pick is…RIVIAN. I do not think I have hated on Rivian stock enough, mostly because I thought nobody would be unwise enough to invest in Rivian. I dislike Rivian stock. I dislike Rivian because it is trying to be a company I hate and is doing it poorly. Rivian is attempting to be Tesla. I do not say that just because Rivian is an electric vehicle company and Tesla is also an electric vehicle company, but because Rivian is trying to mimic the way Tesla took over the market. Rivian is what Tesla was in 2013 and 2014. Rivian is releasing this techy, expensive, but not too expensive, minimalist and targeting a specific crowd. If you live in North Carolina and/or have been to Asheville, you have seen a surprising amount of these Rivian trucks around. Each time you see a Rivian truck, you are pretty sure who is driving it. Upper-middle-class/wealthy caucasian who bought the Rivian because he/she (usually, I feel like it is a he, but that may just be sexist) is environmentally conscious and feels this is their way of making an impact. Rivian lacks substance. It is going to be extremely difficult for them to become profitable, and I am not sure they will ever get past the Tesla monkey. Now, they may not have to. You do not necessarily have to beat Tesla to make money, but the way Rivian is going at this industry means they will have to either scale back their aggression or become exponentially more efficient. Rivian is simply spending too much money, and they are trying to eat this industry.

Rivian is not a company you should buy right now or maybe ever. Netflix is not a company you should buy right now, but maybe later.