GM

Sea-Personality-1685

Who here bought 0DTE GM3 23$ calls. Show yourself. Funny how that stock go up when market go down

ctnoxin

GM discontinued their overpriced EVs in Canada because much like the manufactured in China Tesla's we imported those GMs were luxury status symbols. There's a lot of demand in Canada for EVs (or combustion) vehicles below $60,000 which is the current average price. China will do quite well here if they can maintain the same $30,000 price tags their cars carry in Europe.

CellPrestigious1932

A Canadian here… I wouldn’t bet too much on Chinese EVs affecting trade with the US just yet unless pricing for those is extremely aggressive. There’s little demand for EV’s here. Most EVs are teslas and those are more of a status statement (depending on your world view of course:). GM discontinued their EV production in Canada even before trumps shenennigans just because the demand wasn’t there. This is a pasturing move for Carney more than anything.

thisisme5

If Ford or GM did that they’d be in court

AutoAdviceSeeker

Auto sector maybe, but we’re increasing exports to China now and their demand is insatiable for our natural resources to offset this. Also will be nice to get nice cheap cars from BYD vs shity 70k dust boxes from GM that fall apart

SecretFishWorshiper

Well for starters when countries impose a sanctions on a country that stock option gets delisted When assets are seized and nationalized alot depends on the situation because most of the time, those assets belong to a private company and they are basically stolen. For example look at when Venezuela nationalized its oil industry and basically stole the oil production and factories from the foreign companies. Most of the companies stock were normal. Cant say it hasnt happened but I dont think in those cases governments take over the public businesses when they are seized. Usually its a private company thats not on the market. In 2008 the government 'owned' parts of the Auto Industry and GM because they were bailed out and received a significant loan. So the company was theoretically 'seized' but they were left to operate as is despite the US Government being a major stakeholder. There are far more cases like that happening

fact_not_salty_tears

Yep, that's all the USA needs and if Denmark won't sell it then Trump should pull out of NATO and let the Europeans pay for their own defence. Putin doesn't have the troops to wage a bigger war than Ukraine and European nations need to build their own militaries, instead of relying on the USA to do the heavy lifting. Seriously, there's nothing Europe has that the USA needs as everything can be manufactured in the USA... as soon as Ferrari begins losing billions because Americans aren't buying Ferraris due to the tariffs, they'll open a plant in the USA, or else GM and Chrysler will re-open it's old shelved boutique brands ( Pontiac, Dodge, Buick, La Salle, Marquet, Viking, Plymouth, Eagle, Saab, etc) to build new lines of super cars.

SelenaMeyers2024

This is provably wrong. It's been a flat, 10.5 percent quarterly yoy growth rate for 3 years now. About what Amazon grows. Ai competition is definitely the story allowing me to capture these shares under 300 so cool, but 3 years llms have existed, 3 years video ai getting better, when will growth falter? Plus 90 percent of the revenue is at the enterprise level. You think Nike and GM are switching to canva?

SpicyLemonZest

I feel like you're misremembering something about GM in 2009. They absolutely were not "doing very well" - they entered the year with large and spiraling losses, *publicly* projecting that they would run out of money by the middle of the year.

SpliTTMark

I guess you didn't buy GM in 2011

ROSC00

I can provide an economic rebuttal as well as a national security one (and no it is not about the car snooping on you). BYD is at near Ponzi scheme levels of debt, 70% or so and burning annually whereas VW is in trouble at 2% profit. But hey, state subsidies at 0,pct in China right? There are also stunning stories of BYD lack of logistics in countries such as Australia and a number of legal concerns once they set up shops. We welcome competition and innovation, however I must caution. If the Chinese come in Canada and USA to make cars they will discover that regulatory and legal compliance, labour code compliance will double the price of cars easily. These will not be 30,000$ USD Porsche 150k $ copycats here. If BYD batteries fail here as they do in Australia, and need 3-5 months to bring one, they can expect customer backlash. If the chassis or subchassis rots in our salinity, game over. If their tech glitches due to faulty SMIC chips, they can expect bankrupting lemon law buybacks. Folks forget that even GM built its Blazer with tier 1 Chinese tech and batteries (not the equinox) and it has been a monumental flop and disaster for owners. Honda was ravaged by buyback asks for its Prologue (the GM blazer repackaged as Honda). 1 year run in Canada! Abysmal , at Honda the service rep refused to sell me the last prologue on stock, as he knew a Honda memo was coming out for stop sale. Point? It is Chinese COTS tech ! From electronic architecture 2 battery to wiring. So anyone thinking that Chinese tech is superior at 6-12 months and 20 million R&D (a claim by an Xpeng engineer) to match European R&D (BMW 10 billion euro for Neue Klasse and 7 years), is off reality. We saw what the did with the faked Rolls Royce test in China.

BreakToDawn

You mean GM? Yeah it's going to be okay in Canada without bolting together your shitty American cars.

Egad86

You’re missing the point that Trump has been harping on America first for a decade now. Then when he got back in office last year, he completely gutted all incentives for companies like Ford and GM to continue their newly developed lines of EV’s to go back to ICE vehicles. Thus stripping the US market of domestic competition and now opening the doors to the largest competitor from over seas to fill the void. All of it is the complete opposite actions that an actual America First administration should take. It has always been trump first and fuck the rest.

Ablgarumbek

GM is pretty garbage too. Cant even make a V8 that doesn't blow up any more. Same company that made SBC and LS btw.

HumidMind

Um, the Pacific is wide and America could never defeat China in a ground war for territory. We outspend the world 50 x over in milspend. We will be fine. If America sold cars China might be competition, but Ford and GM build trucks. No cars at all.

HumidMind

I will never park my Ford in my attached garage. Just too many fires over the years and models. The GM lives in the garage.

HumidMind

1211 on Hong Kong market if buy direct painful is your thing. BYDDy is the ADR traded easily in US markets. If BYD comes to America on level tariffs with Japan and Korea I will short Ford and GM mercilessly. Obviously, I am big long BYDDY. Drive one on vacation and you will see.

Legal_Ant_8900

> WASHINGTON, Jan 16 (Reuters) - U.S. President Donald Trump purchased about $100 million in municipal and corporate bonds from mid-November to late December, his latest disclosures showed, including up to $2 million in Netflix (NFLX.O), opens new tab and Warner Bros Discovery (WBD.O), opens new tab bonds just weeks after the companies announced their merger. >Financial disclosures posted Thursday and Friday showed the majority of Trump's purchases were municipal bonds from cities, local school districts, utilities and hospitals. But he also bought bonds from companies including Boeing (BA.N), Occidental Petroleum (OXY.N), and General Motors (GM.N).. >…Trump regularly buys bonds as part of his investment portfolio. He previously disclosed at least $82 million in bond purchases from late August to early October.

fallingdowndizzyvr

> So, which US stocks to concentrate today? GM. A lot of people don't realize that GM makes EVs in China. In fact, the best selling EV in China is the SAIC-**GM**-Wuling Mini.

stoked_7

Short sighted of you huh? EV sales are part of the larger vehicle sales industry. Canada's vehicle industry is a major economic force, contributing significantly to GDP (around $14-$16 billion) and exports (second-largest goods export), supporting over 125,000 direct jobs, with about 1.3 million vehicles assembled annually by major OEMs like Ford, GM, Stellantis, Toyota, and Honda

Equivalent-Pear8924

What is your source of 35,000 job loss? There is nothing in google other than the one plant that moved. So: the numbers don't add up plus * **GM (Oshawa):** Hundreds to potentially 2,000 jobs affected (assembly & suppliers) due to shift cuts, impacting [workers and suppliers](https://www.ipolitics.ca/2025/10/23/canadas-auto-sector-is-under-attack-if-we-dont-fight-back-now-it-will-be-gone-not-just-in-brampton-but-across-canada/). * **Stellantis (Windsor/Brampton):** Temporary shutdowns impacting thousands of workers and suppliers (like 4,500 workers in Windsor) due to tariffs, affecting the broader supply chain. * [**CAMI**](https://www.google.com/search?q=CAMI&sca_esv=dd02f7078e0836d1&ei=5mlqaeerBtXTp84P__uzyQY&ved=2ahUKEwj2l8v1v5CSAxX_4skDHdmiL8EQgK4QegQIAxAG&uact=5&oq=how+many+jobs+were+lost+auto+industry+canada&gs_lp=Egxnd3Mtd2l6LXNlcnAiLGhvdyBtYW55IGpvYnMgd2VyZSBsb3N0IGF1dG8gaW5kdXN0cnkgY2FuYWRhMgcQIRigARgKMgUQIRifBTIFECEYnwUyBRAhGJ8FMgUQIRifBTIFECEYnwVItAtQigVYwApwAXgBkAEAmAGlAaAB2AaqAQMwLja4AQPIAQD4AQGYAgegAvsGwgIKEAAYsAMY1gQYR8ICBRAhGKABmAMAiAYBkAYFkgcDMS42oAfjHLIHAzAuNrgH9gbCBwUwLjMuNMgHEoAIAA&sclient=gws-wiz-serp) **(Ingersoll):** Around 500 jobs lost as production shifted south. * **Parts Suppliers:** Significant job losses, with one supplier ([TFT](https://www.google.com/search?q=TFT&sca_esv=dd02f7078e0836d1&ei=5mlqaeerBtXTp84P__uzyQY&ved=2ahUKEwj2l8v1v5CSAxX_4skDHdmiL8EQgK4QegQIAxAI&uact=5&oq=how+many+jobs+were+lost+auto+industry+canada&gs_lp=Egxnd3Mtd2l6LXNlcnAiLGhvdyBtYW55IGpvYnMgd2VyZSBsb3N0IGF1dG8gaW5kdXN0cnkgY2FuYWRhMgcQIRigARgKMgUQIRifBTIFECEYnwUyBRAhGJ8FMgUQIRifBTIFECEYnwVItAtQigVYwApwAXgBkAEAmAGlAaAB2AaqAQMwLja4AQPIAQD4AQGYAgegAvsGwgIKEAAYsAMY1gQYR8ICBRAhGKABmAMAiAYBkAYFkgcDMS42oAfjHLIHAzAuNrgH9gbCBwUwLjMuNMgHEoAIAA&sclient=gws-wiz-serp) Global) cutting 250 jobs in Oshawa alone. 

fredean01

This will never happen as the USA will never surrender industrial production to the Chinese. How is the US suposed to ramp up military production (like they would using Ford and GM plants) in case of war, if China owns the plants and bankrupts Ford and GM?

Ottervol

Competition is good. Maybe they’ll build a better quality vehicle that the shit they are putting on the market. GM can’t make a reliable V8 anymore. Dodge is dodge. Ford is blowing up eco boosts faster than a turbo can spool. Anyone that does make a EV makes it cost 2x more than any base model gas version. Idk about you but car prices are ridiculous for what you get these days and EVs are even worse.

Few-River-3421

Wildly wrong, the most “American” built truck was a Honda Ridgeline last time I checked. They started switching metrics when the Camry was coming in as the most American vehicle year after year, like a decade ago. A lot of American built lists started including Canada and Mexico. The most American built vehicles are from Honda and Tesla with some random Stellantis models in the mix. If anything, the average GM or Ford vehicle uses less US parts and labor than many foreign companies. As an example, the Subaru Outback is more American than any Chevy SUV considering US parts and assembly.

Esoteric_Hold_Music

In fairness, Ford (Blue Cruise) and GM (Super Cruise) are trying to charge a lot--albeit less than Tesla--for their 'automated' features, but theirs have a small fraction of the functionality. For people that really value automated driving features, I think they'll just deal with Tesla subscription since nothing else is really comparable functionality-wise.

Andymilez

JOBY chase plane (N228GM) has also been up with it on a regular basis. Could indicate that they are doing some media/video work. Something is cooking and in the works

SirGlass

Because the point of for profit business is to make a profit. They will always try to basically maximize profits. Now some people have argued investors are too focused on the short term and companies are rewarded for short term thinking and this comes at the expense of long term profits or something like that. However I am not sure this is actually true. Look at companies like Tesla. They ship a small fraction of cars vs Toyota, Ford, GM. Yet it's marked cap is bigger than all combined. Why because investors think in 5-10 years they will have self driven cars and AI robots and will be colonizing the moon and mars Also AI, companies are spending hundreds of billions on AI , with no short term path to make money, yet AI stocks have high evaluations because investors think in 5+ years it will pay off.

Federal-Dingo-6033

Ford did not take the bailout. GM did and went to zero, delisted and was relisted after they finished bankruptcy. 

phunkphreaker

GM is down twice as much today ...

NegativeSemicolon

Ford? GM?

Hanster5

everyone is focused on legacy metrics and ignoring the 800lb gorilla. Venmo will be the ring to rule all rings. pypl will look very different in the future. they will be plugged into all small businesses and fees will come down and volume will go up. I am already paying for every day living expenses using Venmo. their GM is too high if they want to grow. EBITDA will be fine as long as they keep cutting corp cost... pypl is so bloated...

Relevant_Hat_8802

Its a margin game, their margins are poor. You need to be at 25% GM to do well. These guys are at like under 5%, and liquid only cause of their massive APs. The revenue growth numbers are impressive indeed, but how will they become more profitable, and how will they remain solvent? Don't seem eligible for IRA tax credits either. Tough industry to be in without tax credits.

toydan

GM ☕️☕️

NotEasyOne_Regard

Soooo 2026 will be the boomer stock year? Shall I also buy Coca-Cola, Ford, GM, Verizon, other boomer stock?

blacklassie

Agree with this. It would be prudent to diversify. Amazon is about as close to a blue-chip stock as you can get but that doesn’t mean it’s infallible (remember GM?).

ScribbleOnToast

tl;dr "I mean... You're sitting on a money printer here, but OK. The Trade: Liquidate HRB/OPEN → GM March/April $90 Calls."

Appropriate-Ask-9862

What the post is getting right 1. Valens ($VLN) balance-sheet strength • Net cash position (~$90M+ cash, no debt) is broadly accurate. • Inventory balance exists and is meaningful. • This does cap near-term dilution risk and argues against imminent distress. 2. Gross margin profile • High margins in machine vision / industrial SerDes are real. • Automotive drags blended margins, but 60%+ GM is still strong for a fabless analog/PHY company. • This places Valens Semiconductor above commodity analog peers on quality. 3. Customer credibility • Mercedes, Mobileye, Siemens, Samsung, Logitech are real customers or ecosystem partners. • These logos validate product relevance; they do not guarantee revenue scale, but they matter. 4. Relative valuation vs peers • On EV/Revenue, Valens does trade far below: • Lattice Semiconductor • MACOM Technology Solutions • A sub-3× EV/Revenue multiple for a cash-rich fabless semi is objectively low. ⸻ Where the thesis breaks down 1. “Ticker collision algorithm error” This is the weakest claim. • There is no credible evidence that Bloomberg, FactSet, Capital IQ, or StreetAccount are modeling Valens off a Toronto-listed ticker collision. • These systems do not ingest raw tickers blindly; they key off CUSIPs, ISINs, LEIs. • A persistent $82M phantom “inventory burn” across platforms would be a systemic data failure — which would already be flagged by: • Sell-side • IR • Exchange compliance Conclusion: Highly unlikely. This reads as a narrative inference, not a documented data error. ⸻ 2. “Algorithms haven’t corrected yet” • Quant models do not rely on single-line inventory deltas. • They price: • Revenue growth • Customer concentration • Automotive exposure • TAM uncertainty • Operating leverage • If there were a true financial misprint, human analysts would have front-run it already. ⸻ 3. Peer multiple selection bias • Lattice and MACOM are not clean comps: • Larger scale • Higher visibility • More diversified end markets • Valens is still: • Sub-$120M revenue • Automotive-weighted • Niche PHY-focused A fairer non-bull multiple is likely 4–6× EV/Revenue, not 10×+ without execution proof. ⸻ 4. The $8.40 price target math • The math itself is arithmetically fine. • The assumption (instant rerate to 10× EV/Revenue) is not. • Rerates in semis occur after: • Sustained revenue acceleration • Design-win conversion • Margin stability in auto ⸻ The real reason Valens is cheap (simpler explanation) No conspiracy required: 1. Small-cap semis are broadly discounted 2. Automotive PHY is cyclical and slow-burn 3. Revenue growth visibility is limited 4. AI enthusiasm favors compute, not connectivity 5. Cash-rich ≠ growth-rich (yet) This creates a value + optionality setup, not a broken market. ⸻ Bottom line • Undervalued? Yes, likely. • Algorithmic pricing error? Almost certainly no. • Asymmetric upside if execution improves? Yes. • $8+ without fundamental acceleration? Unlikely. A cleaner thesis would be: Valens is a high-margin, cash-rich fabless connectivity company priced like a no-growth analog supplier. If machine-vision and automotive SerDes inflect simultaneously, the multiple expands materially. That stands on fundamentals — without needing a ticker-collision story.

No_Assistance5652

Not at all. Get a Gshock full metal GM-B2100. Looks good for corporate. I love it.

S-Club-Party

Big retailers like WMT/TGT/COST, importers like LULU/DIS/AAPL. If steel/aluminum tariffs are part of this then F and GM.

5365616E48

Maybe has something to do with GM going up, people think Ford with also increase? More stable than AI?

toydan

wats funny is I posted the story wen $f took their EV charge off, but had a bunch of asshats tellin me $GM was killin it in EVs 🤡

KittyLover-7

Rubio on x lmao: I do not normally respond to online rumors but feel the need to do so at this moment I will not be a candidate for the currently vacant HC and GM positions with the Miami Dolphins. While you never know what the future may bring right now my focus must remain on global events and also the precious archives of the United States of America. Thank you

Ok_Cry7572

Apparently it’s 2021 again. Instead of “EV” plans it’s Autonomy. First $NVDA with self driving now $F with self driving. How many days before $GM makes an announcement? They usually lag Ford by about a week. We all know there’s only one @Tesla

callmecrude

I don’t think you understand what margins are if you’re making a comment like that. The fact it’s being upvoted in a stock sub is honestly terrifying. I’ll keep using Microsoft and GM because they’re easy examples: Microsoft: 70% gross margin, 35% net margin GM: 9% gross margin, 2.5% net margin Do you see the difference? One has a dominant take-rate where investors feel confident giving it a higher multiple because even if margins fall, they’ll still be incredibly profitable. The other is barely profitable during good years and is massively impacted by pricing pressure and competition. Notice how Ferrari always trades at high PE because even though they’re an automaker, they’ve carved out a niche premium product that allows them to have high margins.

callmecrude

PE ratios have been climbing for decades and will continue to do so as the largest S&P500 companies continue to shift from low margin, high debt businesses into high margin, low debt businesses. Investors will always pay a higher premium for a company like Microsoft than they will for a company like GM. That doesn’t mean it’s “different this time” or even that Microsoft is overvalued. It simply means you can’t compare the S&P500 shiller PE from times in history when GM (and other low margin companies) were the largest on earth to times when high margin tech companies are the largest.

music_is_gud

NKE, AMZN, Auto manufacturers like GM, F etc.

SamFish3r

I’ll add this to the same list as “GM pioneered American EVs and lead the way “

music_is_gud

Specifically on NKE, Ford, GM and maybe Amazon

S-Club-Party

AAPL probably, and GM/F if aluminum and steel tariffs are impacted

Madmasshole

lol I’d never consider a non German have fun with that GM shitbox

RandomGenerator_1

This company is so much more than the little piece you posted here. It's a treat to research it further, so give it a go. You have their Defense department. But the products Palladyne Pilot and Palladyne IQ have way more potential. Pilot already is partnered with Red Cat - RCAT and Draganfly - DPRO. If we go further, RCAT is partnered with Aerovironment and Redwire to integrate and this swarm with their products. Palladyne is the swarming partner and the only company to bring true swarming to the US (letting the drones reason on their own and "retrain" on the fly. Adjust in real time to what other drones are doi g in whatever environment they are in.) They have a patent to be the brain of the network of sensors. Think of all the sensors out there, on drones ,on robots, camea's, ground vehicles .. that combine data for a human to take a decision. They have been adding heavyweights to the team, where the keywords are: F-35's, Anduril's Fury, Iron Dome. And that's just for defense and public safety. They also work for manufacturing. Focussing on the Automative industry, among many other things. And end of July 2025 they were invited at the Kuka Robotics showcase. (Kuka is used by automotive manufacturers such as BMW, GM, Chrysler, Ford, Volvo, Volkswagen, Daimler AG and Valmet Automotive, as well as by manufacturers from other industrial sectors such as Airbus, Astrium and Siemens.). And PDYN IQ is also being tested on robots from ABB (soon to be Softbank) and Fanuc. And Universal Robots - Cobots. They also added a board member from Caterpillar.m recently. TAM IQ: 500 000 industrial robots each year - adds to million of robots that are already in place. PDYN can retrofit existing robots and help sell new robots for applications ppl didn't think they could be used for. TAM Pilot: new market. Drones are estimated to become a multibillion dollar market. This company was the robotics pioneer,.next to Boston Dynamics. They travelled a long sucessful road and have extensive experience, which brought them to a unique solution to be the brain for Physical "embodied" AI.

WhoJGaltis

Is it legitimate to consider the effects on some of the businesses that have been taken over by the government or had assets seized by the Venezuelan government for potential investment. I know some of them like Kellogg are no longer around but I am pretty sure those with money and that hang out at Mar-a-lago have already been whispering in the right ears to make deals and regain assets as part of deals to being money and companies back into Venezuela. This in fact is explicitly something that #45-47 has talked about. For instance in doing some research I see Crystallex (delisted but likely to see benefit through PDV Holding), GM, Williams Co., AES, Smurfit, Cemex, Verizon, Kimberly Clark, Ternium, Conoco Phillips, all of these companies seem to be doing alright and have the infrastructure to reacquire assets and be politically connected enough to be pushing or have already pushed their cause.

Affectionate-Idea690

Other Key Stocks to Watch Semiconductors & Equipment: Micron (MU): Leaped 11% in the week leading up to CES as demand for memory in AI data centers remains strong. ASML (ASML): Recently jumped 8% following a double upgrade, with analysts citing a strong 2026 outlook for chip-making capacity. Qualcomm (QCOM): Focus is on the Snapdragon X2 Elite chip, with shares currently trading roughly 12% below average analyst targets. Automotive & Industrial Tech: Mobileye (MBLY): Historically moves on autonomous driving partnerships (e.g., GM, Volkswagen). Tesla (TSLA): Remains a volatile "AI and Robotics" play, though it recently saw some sell signals ahead of the event. Caterpillar (CAT) & Hyundai: Major industrial players showcasing "Physical AI" and autonomous construction, which can influence long-term analyst models.

HatNo9667

I have a friend a PhD that works in the space and here is what they said to me: Galinpepimut-S + GM-CSF is similar to PR1 Peptide vaccine. It will induce immune response, such as antigen specific CD4/CD8+ T cells but likely limited CR, because patients with AML don't have enough T cells. They will get good results though, if they preselect patients with low blast and active T cells.

Ok-Payment5950

His worst fear is to have the same PE as GM. So many of his businesses go belly up, including him.

NewAccount428412

Freedom hating Europoors your time to rule this thread is done. GM fellow Americans

PenComfortable5269

In no world is nio undervalued. They have 300k vehicle sales in the most competitive vehicle market ever - reflected in their colossal losses. They will almost certainly need to continue diluting shareholders. They also don’t have much upside. For reference, they are worth $11 billion on 300k vehicle sales with $3 billion annual losses, while GM which owns the profitable US market, sells 5-6 million vehicles a year, and consistently turns $5-10 billion profit is worth $60 billion.

Confident-Court2171

Be careful here. Oil prices rise and fall on production levels. That’s why the OPEC meeting have more to do with the price of gas than anything else. More oil=lower prices=slimmer margins. E.g. if I sell 1 BBL at $100 and get 50% GM, then I have to sell 2 BBLs at $50 to get the same GM and support my fixed costs. Twice the work for the same NI. BKR and SLB are safer bets. Rebuilding the oil fields is incremental work for them, and will happen sooner. Also - don’t buy Monday. There’s still many unanswered questions…like…who’s really in charge of Venezuela right now? All we did was drop a few bombs and capture their President, yet the Admin talks like we’re in full control. Trust me, we’re not. Better to wait a few months to see how this shakes out. Whatever the share prices end at Monday is going to pull back as more is learned.

juanchob04

Do Ford, GM, or Mercedes have similar autonomous driving to FSD?

CEOofBeanz

Calls on Ford and GM

ScrewJPMC

Auto = GM, killer key switches get you promoted to CEO

Umr_at_Tawil

>You cant own 100% of a company there That was an old rule that was abolished 2 years ago, which is why GM China is 50/50 owned but Telsa own 100% of their stuff there.

WOW_SUCH_KARMA

>he just got there first and all these other car companies proving it’s not hard to replicate Huh? Other companies are *scaling back* EV operations. Volkswagen, Ford, GM, Mercedes, and Stellantis have all axed EV models in 2025. Don't take this comment as defending Musk, far from it, but this part is just completely incorrect. EVs just don't work for the majority of people yet.

winternight2146

bruh I remember you from thetagang from the GM days. playing both sides or flipped to only wsb now ?

INXS2022

Be honest, $TSLA is a cult with losing demands for its production. As a result, GM, TOYO, VW, Rivian are all getting some decent production increases at the expense of TESLA!

Zinch85

We are talking about worldwide sales. EVs sales are growing a lot. Who cares about GM and Ford?

INXS2022

GM sold twice as many EV's in Q4 than Q2 and 50% more than Q3. in 2025 GM nearly doubled their EV production capacity!

treetimes

Superior to humans is funny. There are actual regulatory classifications here called SAE driving automation levels. Teslas are at level 2 along with GM and Ford. Mercedes is leading passenger vehicles having achieved level 3, and Waymo has level 4. Which fully autonomous level 5 being years away by all accounts. Tesla is literally falling behind.

crazybutthole

Not exactly. Market cap is the sum of the price of all the shares available. And shares prices are based on what people and investors are willing to pay. (minus whatever the short sellers are willing to short the price) And that is based not just on what the company is worth today but what people think the company might do in the future So you have some companies like Tesla that might have a market cap way higher (or lower?) than it's really worth right now - because if you only consider Tesla car sales - it should be valued like ford or GM or others. But if you consider all its other shit - people think its a lot more than just a car company That's just the first example I thought of but you could do the same for 2500 companies.

PSUVB

Making EVs as a profitable venture and industry. Everyone else said batteries wouldn’t get cheaper. Creating the first new successful automobile company to be founded in America since 1925. Creating a car that is 85% sourced from USA made parts. I don’t think ford or GM are even close. Vertically integrate their entire supply chain Making free OTA updates standard in cars. Casting the entire frame as one part. Tesla the first to do it at scale. Copied by Toyota Volvo and VW Selling cars without dealerships. Again being copied by legacy automakers.

ValueInvestor08

Stock performance doesn’t mean that GM’s sales and organic growth matched or did better than Tesla’s

tdogger88

Only needs to be said once. Obviously the valuation is not about car sales. Albeit GM/Ford paring down EV research and production has been bullish for Tesla, as Tesla is the only company with margins when selling EV’s. Tesla is valued for their potential and Elon Musk. Batteries, energy, AV’s, and robotics. Sure they have nothing much to show now, but market believes they will get there and it will be huge. I do as well. So that’s they the valuation is high, it because of their “car sales”.

Major_Shlongage

This is unlikely. Elon was previously in good standing with Democrats, but Biden burned that bridge when he had the EV summit and didn't invite Tesla. He praised GM for leading the EV revolution (when they sold something like 30 EVs that quarter) but ignored Tesla (who sold about 300,000). The actual reason for this is that the EV summit was really a concoction of the United Autoworkers Union, and Tesla is anti-union. But this royally pissed off Musk and he disliked him after that.

No-Improvement3164

There’s no bear market til GM gives up gain.

hershculez

It’s a solid pick at the current price. The consensus target is $75.84 (24.6% upside). Used AI to forecast a 2026 projected 52-week high and the result was $100. 90% confidence band was +-26% so take that for what it is worth. In general though, there is money to be made when there is blood in the streets. Nike is shit right now but the CEO has them headed in the right direction. I bought a lot of GM when it was in the upper 20’s during the auto worker strike in 2024. Same philosophy applied.

FelixEvergreen

Why do you think launch services is money loser? They charge $70m per launch and their cost estimates are like $15-30m. Thats a solid GM per launch.

Mac_DG

Doesn't GM make other stuff though? Like wash machines and *fucking gatling guns?!*

tugrulthelol

Updated crystal ball stock picks from one regard to another: MU, GM, IVZ, CB, INCY Happy gambling to you all

Prudent-Corgi3793

Ford’s balance sheet is much worse than GM’s

Prudent-Corgi3793

GM revenue 187.4B (+2.58% y/y), operating income 9.30B (-26.46% y/y) TSLA revenue 95.6B (-1.56% y/y), operating income 4.77B (-41.44% y/y)

fluffycoookie55

Whatever feelings people have about Elon, GM is a far worse company than Tesla and it’s not even close.

Due-University8711

The chart for General Motors (GM) displays a robust uptrend over the past six months, with the price consistently making higher highs and higher lows. This indicates strong underlying buying pressure. The recent price action shows the stock trading near its 52-week high, suggesting a potential breakout above this resistance level. The pattern suggests that after a period of significant gains, the stock might experience minor consolidation or a shallow pullback before continuing its upward trajectory. The strong momentum and clear trend imply that buyers are in control, as per ChartScanner.AI analysis, and any dips are likely to be bought up.

lipmanz

Why does GM get a higher multiple than F

lipmanz

The fact that GM can even have stock after failing their pension and declaring bankruptcy is wild

NOT_MartinShkreli

PREACH!! I had 2002 VW Jetta that went to shit fast. Then had 2015 Q5 and it was the biggest pile of dog shit ever, just like you explained. I now only buy Cadillac because grandpa gets me the GM new car discount lol

BallsHardest

While GM bulls celebrate a "win" fueled by stock buybacks and legacy ICE sales, they’re ignoring the fact that you can’t value an AI and robotics powerhouse like a 100-year-old truck company. TSLA’s YTD price action is just a temporary consolidation before the FSD and Optimus supercycle makes this "underperformance" look like a rounding error. Zoom out and stop comparing a dinosaur’s dividend to the dawn of the autonomous future. Also. I AM NOT INDIAN. Stop calling me Indian sir.

manofjacks

And in the last 10 years TSLA +2,807% vs GM's 199%.

Novel_Board_6813

So what? Assuming nothing else, GM still gives your investment back in 16 years. TSLA will pay you in 310 Either TSLA will find some otherworldly growth or the only way to make money there is to wait for yhe next sucker. That actually works often enough, but “products are likely to make enough money” is hardly the reason

mrmrmrj

GM stopped lighting money on fire and TSLA announced it was going to keep lighting money on fire.

Full_Professor_3403

Tesla as a company makes some innovative stuff atleast. it’s just a stupid stock to buy because too many idiots are willing to buy at any price rain or shine. GM is one of the least innovative companies in the US. They even bought cruise and managed to do absolutely nothing with it

dentistshatehim

GM p/e: 16 Tesla: 310 Tesla is a meme stock.

No-Improvement3164

Same with GM

OrdinaryMix4013

who the fuck is buying GM cars like why? poor baby or something???

BabaThoughts

Several major car manufacturers, including GM, Ford, Toyota, Hyundai, and Stellantis, are significantly expanding U.S. production in 2025-2026, driven by incentives and tariffs, focusing on adding shifts, retooling plants, and moving some overseas production to America, especially for EVs and hybrids, leading to increased domestic sales and job creation. Whirlpool Corporation Announces $300 Million Investment in U.S. Laundry Operations, Creating 400-600 New Jobs

therealjerseytom

Some other examples to look into: Lucent Technologies. One of the big backbone companies of the tech and telecom surge in the 90's. Not one of the "dot coms" that had zero sales; Lucent was selling tens of billions of dollars worth of equipment worldwide. And yet within like a year of the 2000 slide, their stock value dropped 98%, and eventually de-listed for a total loss. Company was eventually absorbed by Alcatel and then Nokia. From a global giant to a nobody practically with the snap of a finger. Or GM. A pretty steady car manufacturer, still around today. But due to bankruptcy / re-structuring, shareholders were completely wiped out sometime after 2008. I was one of them. 😅 Concentration risk is a real thing.

CoffeeMaker999

GM Meeseeks! Hope you have an awesome sunday.

Strong-AI

Yeah that's why the F-150 Lightning was cancelled, soon to be followed by some GM products. The only companies successfully pivoting are Hyundai and Volvo

m0nk_3y_gw

Their competitors are "100% EV manufacturer, also in power storage, solar, AI, and robotics". Closest US competitor is Rivian, for "100% EV manufacturer, and some AI/self-driving". Companies like GM and Ford are 1% EV manufacturers, and scaling back on EVs. Tesla is trailing Rivian?

techperson1234

EV charging system. Theirs is really the only one that's reliable. So much so that other manufacturers like Ford and GM pay Tesla to use it.... Other than that... Not so much

Happy_Discussion_536

Those of y'all that live in rural towns with snow everywhere. Grocery store and gas station are the same thing. Nothing for miles. Everyone drives Toyota / Subaru SUV or F / GM truck. How do you not go insane?