I bought TSLA stock back when the Model S was announced. At that time, people didn't know if TSLA would be able to make it. Their market cap was less than $5

I bought TSLA stock back when the Model S was announced. At that time, people didn't know if TSLA would be able to make it. Their market cap was less than $5 billion. There were less than 100 million shares outstanding. Buying some shares was a big risk - it was either going to 0 or going to the moon. But when you bought shares, you weren't super diluted. It seemed like a reasonable bet for a small amount of my portfolio. At >$100B market cap, I am having a hard time making that same value judgement on Rivian. Their factory has a capacity of 150,000 vehicles; they say it can be increased to 200,000 and in less than 10 years they can be running at 1 million vehicles per year. If they make it, they will be a very valuable company!!! Is it worth taking that bet, right now? Wouldn't I be better off waiting for more confirmation?