GM

LongjumpingDocument4

It’s called Planned Obsolescence. Patrick J Wright made reference to it in his book, On a Clear Day You Can See General Motors (about John Delorean), a fire station in Livermore, CA has a still-burning Centennial light bulb (built with robust glass and filament) that was installed in 1901❗️ Yes, 1901 and still burning 24-hours❗️ Other German glass manufacturers told the old company that they were stupid to produce such a durable product; their sales could increase with a lesser quality built bulb. The Tucker movie, 1988, starring Jeff Bridges, showed how a car built in the 1940s could still be operating for decades. There is a Tucker owners car club in existence today. Don’t forget the story of Boeing’s cabin door blowout in January of 2024, with luggage being ejected into the stratosphere loaded with designer clothing, grandma’s photos and brand new $350 passports. The buying public has been duped for a century-US products can be manufactured and sold here. Ford and GM plants were magically retooled during the Covid years to produce hospital ventilators and PPE equipment in vast numbers. Planned Obsolescence has groomed the eagerly buying public a short bill of goods and a list of frequent calling-in-sick assembly workers and overpaid management looking at their employee shtick options while only looking at P/E ratios and major stock holder returns. Someone needs to put their big leather boot way up there where the sun doesn’t shine.

Inner-Detail-553

> Are European products much higher quality? Yes. Definitely for cars (Mercedes/Volvo/BMW vs Ford/GM) But seriously the most extreme difference is in food for some reason. It’s kinda hard to believe an apple in France came from the same kind of plant as an apple in USA

internet_observer

LiDAR sensors have been steadily dropping in price by pretty big margins. As it stands right now LiDAR is showing large advantages over strictly camera based systems. The farther we go down the timeline the more tesla's cost advantage of using strictly camera based systems shrink while at the same time the more they fall behind on the research going into lidar based systems. It's also no longer just waymo doing lidar either. GM, Mercedes, BMW and more are using lidar now. That increased volume on lidar sensors drives down the price further reducing any advantage tesla's might have cost wise.

Odd_Win_6528

If I’m forced into a GM over a Toyota we got big problems folks. My fleet of Toyotas are gonna start looking like i’m from Cuba.

Knoexius

If the tariffs all go to 0 overnight (unlikely), the upcoming shortage situation won't be resolved for at least 2 months if not longer. It doesn't seem like you are paying any attention to Tesla's financial earnings or the market that they make \~80% of their revenue. You obviously, haven't been paying any attention to GM, VW, BYD or Waymo. Therefore, if you are buying based on its future performance that does not compute. It is the most overhyped stock on the market to this day. Thinking that it will go to the moon is a catastrophic strategy. It is far more likely that the stock is headed for a correction 1-3 years after the next recession. People will sell their shares because they need to make ends meet or eventually because they want to minimize their losses.

himynameis_

> GM and Ford not just failed in China. They are failing everywhere. They just don't make attractive cars anymore. Seriously. They have been way too slow to adapt and innovate.

photon1701d

It's amazing these guys are all willing to tank the economy by forcing everyone to have everything built in USA. Yes, it's a nice idea but it's a world economy now. I work in automotive industry and live in Canada. I do work for American, Japanese and European car companies. I also deal with Mexico part suppliers and machined items that come from China. Canada buy 250k alone in F-series and GM trucks. We buy trucks and we trade off by building cars here in return. At least Canada buys American cars. Mexico can't even afford what they build. Trump also complains other countries are shut out of purchasing American cars. They can't afford them and they are way to big for European countries. Navarro, I think is the one pushing this agenda. Lutnick is just along for the ride and a yes man. Merin and Miller are pure evil. The auto/steel/aluminum industries have so many layoffs or working 3 or 4days a week and one shift instead of 2. Wait until we see Q3 gdp. No more blaming biden.

allkidnoskid

GM moving jobs out of Ontario Canada to Ohio will only see their Canadian/Global Market Share drop even lower. Tarriff free trade with Japan will only be happy to lock up the rest of the customer base.

elpresidentedeljunta

Yeah, I guess he´s wrong. I don´t know how irrational the market may get, but given it´s past movements it is now fairly priced for the last quarter with only very limited impact from tariffs. The sentiment is one as if it would get better from here, while in fact even under the best possible circumstances and all trade deals fully in place it would get considerably worse, because all earnings from now on will be hit by tariffs, no matter how high they are in the end. And even a bottom line of 10 % on everything is simply to much. By the end of the next earnings season we should look pretty well below current valuations. And even if the market isn´t, the economy is likely to be in a state, that would warrant this, meaning a recession. Apple may be able to eat 900 million Dollar a quarter. GM may be able to take a 5 billion Dollar hit and still make it´s owners richer. But a lot of the underbelly meat on those Mag7 Bones can´t take these hits. But hey. I´ve been wrong before. I´m just not Cramer and no on cares.

barking420

Ford isn’t GM

nautilus1982

It is not China's EV revolution that left US automakers behind. Tesla was and still is doing fine. GM and Ford have no one but themselves to blame for. A decade ago, Ford Focus and Mondeo were best selling cars in China. Then Ford introduced 3-cylinder engines and screwed up the last gen Focus so badly that it had to be retired worldwide. The refreshed Mondeo was only sold in China and was no where close to the finess of the previous gen, no wonder sales tanked. Similarly, Buick Regal and LaCrosse used to be competitive in the b-segment, then GM sold off Opel, on whose platform the Regal was built, and basically left the Regal to die. The new LaCrosse was so fugly and cheaply built. Both models are now on permanent 40% off sale. It damages Buick's brand image so badly. Yes, other legacy car makers such as VW and Toyota are facing stiff competition in China too, but they still fare much better than GM and Ford. VW, for example, has a range of EV offerings and are selling pretty well, while Toyota Carolla and Camry are keeping up with the competition. GM and Ford not just failed in China. They are failing everywhere. They just don't make attractive cars anymore.

MMTGBS

That is going to be the first earnings call with new CEO. He is the guy who was managing Infineon’s Wolfspeed acquisition back in the days. However it was cancelled by administration due to strategic national importance of Wolfspeed. Therefore this guy knows a lot about Wolfspeed even he recently joined. There are three critical points for upcoming call; 1. Debt Restructuring (Debt due to the $6B investment for World Biggest SiC Fab) 2. CHIPS Act Fund Release ($750M expected) 3. Revenue Growth & New Fab Ramp Up If any single of these happens, we can easily see last 12 months averages which is around $60 They have 125 designs wins at different EV models from different brands such as Mercedes, GM, Land Rover Jaguar, Lucid etc. with $12B design win backlog. Due to the car design cycle, it takes time to ramp up, but once you locked in, you are in for 7-9 years. I am confident that all three will realized favor of Wolfspeed in coming days. It is a great long play for me.

DarwinGhoti

Oh hell no. The fundamental analysis on that one is horrifying. TSLA current p/e is 164, its forward looking p/e is 88. GM is 4, and Toyotas is 8. The stock has been and continues to be irrational (although I forget, who said it, but “the market can remain irrational longer than you can remain solvent”) The sales are tanking worldwide. The Altman Z score is 12.4, indicating a low risk for insolvency because of its good operating margins and low debt to value, but the tanking sales and governmental chaos will bring the price closer to intrinsic value sooner than it would have before the political storm. The recent bounce is an up wave on an Elliot pattern, with a predicted (by Fibonacci levels) down to $175, but those levels may not hold because of the fundamental breakdown. The only play I’d go with on TSLA would be a straddle (expecting chaos) or a LEAP Put. But I’m just some asshole on Reddit. I know nothing.

Spotty1957

The author of Art if Deal, basically says he lied in his book, Trump just litigated to drive opposing party broke with legal fees. That was not available against the State of Market. We are in a recession, earnings recession. Ie: GM tarriffs-tax cuts, still a 2.5 loss.

thisisjustascreename

I bought F at a dollar after the news came out that GM and Chrysler were taking government bailouts but not them.

Awkward_Age_391

How is that relevant? It’s still a bad example. Pick someone that doesn’t have a ton of debt weighing down the stock. Like GM, or Toyota.

Putrid-Chemical3438

So what's weird is jobs are vanishing, consistently. Every few weeks is another mass layoff notice in the news. Boeing, Intel, VW, UPS, GM. Unemployment is up, 4.2% is the official number last time I looked. But job growth hasn't stopped. At the same time literally no one is saying the job market is healthy, no one. Not employers, not workers, not liberals, not conservatives. No one. So where are these jobs? My fear is these people are taking on Uber and DoorDash gig work and the labor office is counting each of these as one job and then double counting people who do more than one. If that's what's happening these gig apps might be covering up a massive gaping hole in our employment numbers. You can't run an economy on Uber and DoorDash. If I'm right it's all gonna come crashing down eventually. Probably sometime between summer 2025 and Christmas 2026.

very_bad_advice

perhaps is just to make par to allow other c-level or svp level executives to come in at a higher base. if the CEO is paid 1mm per year as base, it may not be market competitive to hire GM of individual business units, unless they are willing to pay business unit leaders more than the CEO. Not to say this is impossible since some founder-ceos do take a $1 salary.

AntoniaFauci

Some random news items this evening: * Apple’s Tim Cook saying this quarter will be a 0.9 Billion hit from tariffs * Mary Barra saying GM will take a $4-5 Billion hit from tariffs this year, and possible 20% sales impact * Until now Barra has been saying GM has good tariff mitigation and would only be impacted about 40-50% compared to others * Stellantis reports huge sump in sales, extending shutdowns of their factory in Canada * Largest contraction in US manufacturing since the depths of the pandemic * Head of Trump’s Economic Council guaranteed a deal announcement today... never happened. * Overnight, the heavily right wing Chamber Of Commerce sent a red alert letter to the White House warning of irreparable destruction to small businesses. * Scott Bessent touting the narrative that tariffs will impact mostly cheap junk that Americans don’t aspire to buy anyway.

justhereforthemoneey

No it's your $1 burgers that cost like $5 that are hurting you. Also GM just recalled the 6.2l because they're blowing up... It isn't tarrifs hurting them it's their cheap quality

Constant_Profit_2996

GM's equity was worth more than it's stock price in 2008.

EnvironmentalPear695

Thank you McDonalds and GM I never knew that

Koss424

Thank God. I drive a GM but own F.

Spotty1957

Remember, ' if you miss earnings you will be punished" that will happen again. Melt up is going to be very difficult with poor hard data coming in. I am only in about 1%, not buying the fomo has been difficult. GM tarriffs 5 billion taxes relief 2.5 billion tarriffs, still a two billion dollar loss.

sreten-jr

Let me guess, investors will react to GM shit forecast tomorrow and tank 10%

Look_Up_Here

I think we will see a decline upon the start of the Q2 earnings season. We know earnings are going to be down for a lot of large companies (GM announced reduced estimates today, the airlines have pulled guidance and even Trump has acknowledged that retail inventories will be down). So, in order for the market to remain unchanged we will need margins to expand. Margins are at an historical high. Of course margins can expand, but I am not sure what leads to that.

Boys4Ever

How exactly does Microsoft and META earnings driven by AI helping to solve domestic concerns regarding why tariffs were enacted? If anything, any future with AI efficiencies will mean less working class employed paying more for goods and services and those benefiting from AI efficiency lacking the demand because they fired the work force. Circle logic and yet market thinks a couple of offbeat earnings somehow correct that better metric of our economy represented by McDonald's and GM misses plus warnings along with countless other refusing to give forward guidance because they aren't sure how this all plays out. Make that make sense today because this is nothing like 2008 self imposed no document fee driven greed supported by the Greater Fool wishful ignorant thinking.

SpiritualZucchini544

GM has been stock is trading roughly at the same price all year expect more of the same

damn_dude7

We got GM LS swapping the LS

BestJersey_WorstName

My local franchise isn't like that at all, but it a suburban McDonald's where the GM made an effort to recognize the regular work from home people coming in.

TerminaIIyOnline

GM: "We're going to make $4 Billion less this year because of tarriffs" Market: "Heard. +2.0%. Next."

sreten-jr

GM pumping on low guidance 

wmwmwm-x

GM was doing so well with their economical EV lineup. I’m still rooting for them! Although, there needs to be some work done from reliability perspective, but so far, my first GM car has been fairly reliable.

tacobellbandit

It’s almost like GM an “american” car company should be building their cars in America

BourbonRick01

Doesn’t GM know that the other countries pay the tariffs….dummies 

TedriccoJones

Very true. Power trains used to be the GM strong suit, even if the rest of the car fell apart in the course of 10 years.

zedk47

0% import tariffs across the globe won't change the fact that GM is making lemons

OkResponsibility2470

If GM is going into cost cutting mode, I’m expecting layoffs to materialize soon if no deals are reached

Kitchen_Bicycle4339

GM’s strategy: dodge tariffs by building trucks in Indiana… and park the buybacks in the Bermuda Triangle.

toppsseller

Yes. If we are lucky GM will pay us some amount to cover the depreciation.

skymagic

GM just released hostile and political guidance

PM_ME_UR_DRAG_CURVE

Heck, even GM had some bangers like the OG small-block Chevy and the pre-AFM LS engines.

Redhighlighter

In this wacky fuck market does this mean GM calls?

FaZaCon

GM is better off to offer a trade in for a significant discount on a newer model.

brokerceej

It’ll be this. GM builds a lot of shit with subframes, it’s probably a much quicker cheaper job for the dealer to drop the subframe and put a purpose prepared replacement in. This was the only saving grace for those pieces of shit when we had to swap motors on our GM taxis. That quick subframe drop capability is also what makes them rickety pieces of crap.

beauty_women__

GM pulling back is definitely understandable with all this unpredictability, though. I can’t imagine trying to make big decisions with so much uncertainty hanging over everything. Definitely a tough spot to be in.

Syotales

Tesla is the most patriotic American car than any car made in America. Its parts are almost 100% American. You can’t say that with GM or FORD. Idiots here don’t know that fact.

BreadfruitParking77

That’s wild but honestly not that surprising given how unpredictable everything's been lately. Tariffs always seem to hit way more than just the target, and now GM's pulling back just adds more fuel to the uncertainty fire. Can’t blame them though—makes sense to be cautious with that kind of pressure looming.

Historical-Wing-7687

Yep, they are only replacing engines showing an error code or failure. Everyone else gets a different viscosity oil, a new oil cap, and a note printed for the manual. Kicking the fucking can down the road. GM is fucked.

mmmmmmham

Me laughing with my 22 YO 300K GM engine. Might not have the best mpg but it just keeps chugging along.

toppsseller

there are 2 recalls for this problem. One recall number ends in 4000 and GM has not released a fix yet. The other recall ends in 4001 and this vehicles are to receive a fresh oil change with heavier weight oil (0-W40) and a new oil filter. My store currently has 12 vehicles with the unfixable 4000 recall and only 1 with the oil change repair. Dealers and customers are equally cooked because GM hasn't been able to supply engines for these problems for over 2 years

Repulsive_Lab_4871

So calls on GM using Tesla model?

iamthedanger1975

🤣🤣. More GM garbage. Haven't made a decent vehicle in 30 years. Keep going idiots, more market share for foreign vehicles.

fairlyaveragetrader

You guys are really late to the party expecting this to have any type of impact. It's been known about for sometime and the take that I got is it's most often bad bearings. Like the composition of the bearings is not correct and you get premature wear then you get increased clearance and then you get boom Which oddly enough is kind of a thing for GM. Anyone remember the C6 ZO6 and it's wonderful cylinder heads ? 😂

taobaolover

Just let the Chinese sell their cars here. GM is an embarrassment.

thebigru

>GM’s investigation identified 28,102 field complaints or incidents in the US potentially related to failure of the L87 engine due to crankshaft, connecting rod, or engine bearing failure I'm sure the Europeans will see this statistic and be delighted to buy a new American made car. While Toyota was quick to issue a recall of their busted ass V6, it seems GM let it ride for 3 full production years and had 3 separate investigations over the course of its production before doing anything about it. https://www.theautopian.com/it-took-gm-more-than-28000-failed-v8s-and-three-internal-investigations-before-recalling-its-l87-engines/

swohio

This isn't just some software "recall" or even a simple fix like a floor mat or pedal issue. This involves a manufacturing defect in connecting rods and crankshafts meaning they may have to replace entire engines. That's not cheap in terms of parts and definitely not cheap in terms of labor involved. Would not want to be holding GM stock right now.

VeryStableGenius

> You’re acting as if Tesla is an outlier of the stock market. Tesla has a PE of 161. A normal car company - GM, VW, BMW, Ford, Mercedes - has a PE of about 5 to 8. At this point, Tesla has no tech that others don't. Self-driving? Mercedes is arguably better, with a full lidar/radar/camera suite. Batteries? Tesla uses Panasonic and CATL, while Mercedes is working with startups on [silicon anode batteries](https://media.mbusa.com/releases/mercedes-benz-and-sila-achieve-breakthrough-with-high-silicon-automotive-battery). Electric cars are now a commodity. There's no justification for the hypes-and-prayers PE that is 20x higher than other carmakers.

greenpride32

Just because a company goes bankrupt does not mean their IP and assets just evaporate into thin air. If the assets have value, they can be utilized by another party - or you could say another set of shareholders - and prior shareholders are wiped out. The government bailed out financial institions because any freeze to credit or liquidity in the capital markets would be crippling across all industries. They bailed out GM to try and preserve the domestic industry - but they didn't do this purely by cash injection. They took ownership of the company and wiped out the prior common stock holders. WOLF isn't anywhere near the class where the government would intervene to save existing shareholders. If you're relying on this as a last ditch crutch, I think you're going to be sorely disappointed.

daddys_juicy_dong

Ahh yes, American manufacturing for American excellence. Can’t wait to see the GM recall for a fucking million engines become the gold standard for quality. Can’t compete with foreign products and quality? Just artificially block the competition! Problem solved

phxees

I also have FSD. What we have today is not the ultimate goal, and the lessons learned through testing in Austin will likely significantly advance the system. I find that almost all of my disengagements stem from the same issues. The car struggles to handle carpool lanes in Arizona, in some bus stops it believes they are part of the lane since they are unmarked here. However, most driving is predictable and handled well. Many problems they encounter can be addressed by focusing on each area. It will be difficult and will require time, but unlike using Waymo’s approach, once the lesson is learned there’s no map to continually update. Time will tell, but I would rather invest in their efforts to develop self-driving technology than Ford or GM trying to sell 100,000 more cars for an average profit of $1k per car. Things to keep in mind, as now I see your name I’m sure you understand. Tesla is solving for generalized autonomy. Tesla has a data flywheel with millions of cars on the roads, they can collect 1k passes through an intersection in a day. Tesla also has the opportunity for an asymmetrical payoff. It makes little sense for me to use a Waymo day to day where I live. I use it to get downtown when there’s limited parking and for trips to and from the airport. Between my wife and I we drive about 30k miles a year, so owning makes much more sense than paying Waymo $75k a year (~$2.50/ mi).

Several_Vanilla8916

Honestly this is my takeaway. How is a company supposed to finance new construction. You want GM to move factories out of Mexico and Canada? That’s great. Who in their right mind is going to lend them the money to do it when the tariffs could disappear tomorrow?

Main-Perception-3332

I do supply chain work and I can tell you, if the tariffs stand much longer, they will legitimately paralyze many businesses, if not drive them under. GM guidance today was the tip of the spear for these issues, and you’ll see lots more companies hiding guidance and praying for the tariffs to be dropped very soon, because the real numbers are too ugly to put out there without severe market reaction. It isn’t the banks this time, but it’s similar in that it’s a serious systemic shock that is likely to have many knock on effects throughout the economy.

javabrewer

Afaik waymo uses Nvidia Drive platform. This and GM deals are good for Nvidia.

Rainyfriedtofu

Level 4 FSD vs Level 2 FSD. This is a huge win for Toyota and Lexus. Depending on what Nvdia will be doing for GM, at the moment, Lexus is probably my next car after my Model Y run its course.

Kranoath

Worry about GM and Ford going bankrupt in the next three years first.

beginner75

That's true, but that's besides the point. The point is, it's possible to have 85% of content made in US cars that passes regulatory requirement, and that is not 3 times the cost of a made in Europe or China product, as it is claimed with iPhones. Ford, Honda and GM has models in the 75%-80% range, challenging it maybe, but not impossible for them to raise it to the 85% mark.

Successful-Tea-5733

Are equities safe? In the legal sense, no they are not. Everyone like myself who has a securities license, that is drilled in your head to make sure you communicate to clients that equity investments involve risk, including the potential loss of principal. Now, broadly speaking are equities a good place to invest money? Absoultely. But if you bought Enron, or Lehman, or even GM, you likely lost 100% of your investment when those companies filed bankruptcy. That's why most people on here recommend broad based ETF's or mutual funds. Doesn't make it "safe" just reduces the risk.

PurpleSausage77

I was having the time of my life playing CoD. MW, World at War, MW2, Black Ops1. Absolutely GOAT. Of course I’d see the news and it was significant. GM & other bankruptcies. GWB handing it all over to Obama etc. It wasn’t until I saw The Big Short movie that I really started digging in to things.

thisisillegals

GM what a stock! 37% growth over the last 15 years and a 1% dividend. Surely a company everyone is lining up to give a fuck about for investing.

FilthySizeEditor

Have you ever seen AutoZone stock price? There's still a large contingent of people that think Tesla is trying to compete with Ford or GM. What it's actually trying to eventually become is electric AutoZone or Electric O'Reilly. It wasn't until I looked at the AutoZone stock and business model that I truly understood why Tesla was so expensive compared to other vehicle manufacturers. And hey, maybe you know all of this, but if you didn't -- well, it's very important context to know when trading Tesla.

Pitiful-MobileGamer

I deliver finished GM vehicles. They are already saying that we may be doing partially completed vehicle moves due to an upcoming chip shortage. (Again) They are also running out of plastic trim pieces on a bunch of models, and are trying to sue the supplier for performance.

eddie991ao

Who's buying a new car when it they are actually starting to depreciate 50% out the lot? The auto industry is fucked that;s why CVNA and the rest of those nose pickers are so high. F TSLA GM etc are all screwed.

TurboSalsa

They have more exposure to tariff risk than people realize, but they have commodity price exposure that GM doesn't have. Of course, BP can just fire 40% of their workforce if they need to, unlike GM.

plorrf

Share buybacks are for businesses without a need to massively invest in its future. Something GM should, but has not sufficiently done.

ShogunMyrnn

It will keep going up for a while since the market is disconnected from reality at the moment. The market is overpriced, you have crazy high valuations for companies like palantir and tesla that continue to climb, its a great bubble. We have our first trade deal with India coming, who will purchase our potatoes so that GM can try to sell their cars to Indians who make less than 8000 USD a year. Aren't they about to go to war by the way? Eitherway, earnings will come on very strong until the tariffs bite in q2,3,4. I think the markets will keep pretty solid until then.

ShakeAndBakeThatCake

Depends on model. Ford's f150 is mostly American made. They actually miss out on $1B of yearly profits because GM moved a lot of truck production to Mexico for cheap labor. Looks like Ford's made in America mantra is going to pay off.

CLow48

Costs for the recall will exceed 6 to 10 billion dollars. This is a no joke recall. 5 years worth of vehicles need complete engine replacement on top of GM changing their manufacturing process which will be very costly too. They right now list the recall as “no remedy” because they know the remedy is engine replacements since the poor castings have already done their damage even to the vehicles that haven’t failed yet. As soon as they bite that bullet, they know the stock will plummet because they will have a full 1-2 years of little to no, or even negative profit margins.

CLow48

This whole thread seems to be missing something important. GM just recalled 1million+ vehicles. Every 6.2L manufactured from 2021 to 2024 for abrupt complete engine failure due to rod bearings and poor castings. They do not have a remedy yet, because the remedy is full engine replacement on top of changing their manufacturing process. They are trying to stack up cash right now to pay for this royal fuck up. Right now based on the GM supplier cost (they dropped the price of engine blocks because their contract says they have to payout what they retail for) they are on the hook for roughly $3 Billion in parts alone if they finally admit every 6.2L needs complete replacement. And that is before labor and costs related to completely revamping their engine manufacturing process to fix the issue. Likely, GM will be on the hook for $6-$10 BILLION in recall work for this issue alone. If anything, they may need to sell shares they bought back over the past years just to fund this recall. On top of cost cuts like layoffs which they are already doing. It is looking very grim for GM.

WendyDumpsterFire

be me 2025 Enron publicly admits to using ketamine biweekly for depression investors and media start questioning his behavior meanwhile, 🥭 imposes 25% tariffs on imported autos and parts auto industry freaks out; supply chains disrupted; prices surge GM and Ford lobby hard against tariffs 🥭 softens stance, offers credits and exemptions to domestic automakers Enron tweets: “Tariffs are a drag, man. Let’s innovate, not isolate.” media speculates if ketamine influencing his policy views Enron responds: “Ketamine helps me think outside the 📦

pojosamaneo

Crazy how GM is uniquely positioned to also become one of his billionaire buddies if they play their cards right. Or are we no longer talking about business and standing on morals here?

PoundTown68

Ya fuck GM, we bailed them out already they need to get their shit together or die. They shouldn’t be doing any buybacks right now, it should be 100% investment in restoring their parts.

HereGoesNothing69

They probably don't want to list the import charge as a separate line item because then people would know what kind of gross margins Amazon's making on whatever they're buying. If you're buying something from Amazon for $50 plus a $1 tariff charge, you'd know the Amazon has a 400% markup and 80% gross margins. Amazon's made it so that there's no friction when you buy. They have your shipping address, your payment method, etc. You just press a button, and it's done. You add that separate tariff line item, and you've reintroduced friction in the form of people questioning if a large GM% item may be cheaper somewhere else.

ModestGenius66

It’s because Toyota known how to deliver quality with us labour, and gm doesn’t. Little factoid. GM loses money with Opel in Germany for 30 years. Then they sell to Stellantis. Stellantis gets Opel in the green in… one year.

rednapkin12

This is because Tesla is all USA built and tariffs won’t affect it except for specific parts being imported. F and Tesla are the ones that will survive these tariffs and GM will struggle for a few years.

Cat-a-mount

Hello OP. Sorry for some of the harsh comments you've gotten. It's a good question. I don't know if it was real or rhetorical. My opinion is that since those expire May 16 it is a 50-50. Right now MSTR trades in correlation with BTC at something like 0.9. So very very close. So you're asking where BTC is going to be on May 16. The last 7-10 days I think BTC has been overly supported because MSTR came out and said that they bought a whole crap ton of it last week. I believe GM is doing the same because I think they've adopted Saylor's strategy also. I'm saying that only because I expect BTC to fall back into the 80,000. So if that happens on her before your derivatives expire it's going to work out for you. But I think it's a big gamble because even though BTC is going to go down sometimes, I personally think it's trajectory is up up up. I think it doubles in the next 4-5 quarters and then doubles again in the next 18-24 months after that. So I think you are betting against the wrong security, but then again, it could be down on May 16 and then you may win.

luv2block

Let me guess, Teslas all have 85% domestic parts while GM and Ford do not.

shakazuluwithanoodle

Walmart, GM, Amazon, USPS are squealing. only a matter of time

Kurso

> I assume by ride hailing you mean the taxis? So those are cars. Uber is ride hailing, they are not a car company. Lift is ride hailing, they are not a car company. Waymo is ride hailing (they don't sell cars). You're indicating you don't understand the difference between these companies and say Ford or GM. If you can't understand this simple difference you're ill equipped to analyze Tesla value, and it's a good indication your fundamental ability to do general stock research is lacking. > What AI services? Asking this is another indication you are not paying attention to what Tesla is actually doing. Everything from FSD, to robotics, to chip design, all center around AI. > What energy? Almost 10% of Tesla's revenue is residential, commercial and grid energy related... How do you not know this. > What robotics? No one is buying those humanoid robots. If robots are supposed to make our lives easier, why make them in the form of humans. Humanoid robots make sense because the world we have build is shaped around humans... Otherwise you'll end up needing niche robotics for every function. At this point, your continued display of immaturity, disregard of facts, and lack of actually reading my responses is reinforcing my original option that you're not cut out for this. I think some self reflection and personal growth are due if you want to better understand the market. Good luck.

moorhound

Hmmm... F or GM for the auto tariff lotto

mileylols

Yes, GM needs money to pay for R&D for EVs

AffectionateKey7126

GM collapsing would be a net win long term for America.

Jealous-Hedgehog-734

GM can't give guidance? Just get in a lady with some tarot cards to predict what Trump will do, highlight the absurdity of government trade policy.

I_knowwhat_I_am

Think there high expectations that 🥭 announces tariff relief for auto makers Meaningless in the bigger scheme because we know he will flip flop, and in a down economy people don’t buy new cars. But this upside down economy sure, calls on F and GM

leetshoe

Damn, GM has like 170k employees. They could have just given every GM employee 100k instead of giving it to the company.

AluminiumCaffeine

Which earning's hard data have been a disaster so far? GM was worst I saw and its -2% on those numbers

Johns-schlong

GM makes 1 good platform, builds 3 good cars on it and the rest is rental tier bullshit.

thuglyfeyo

Yeah I’d rather GM fails before buying their slave labor. Remember how so many people struggled with their 10speeds for years where they fail within a year of ownership? Yeah fuck em

homeopathic_firebomb

GM makes trash these days. Fuck em.

StevieChillinShillin

Oh yeah it’s the tariffs and definitely not the 800,000 vehicle recall GM got shoved up their azz.