GM

bigsnow999

Thy should. When was the last time GM build some reliable cars? Their eco boost engine is POS

Aggressive_Ask89144

And they're startlingly high quality, feature-rich and have like good range despite being in the Nissan Leaf price range lol. I've personally only driven GM trucks (I love my little Colorados lol) and Vettes but I would totally snap an AWD one up for winter and what not.

MuricanWisecrack

ironically one of the few things that is green in my port today is fuckin GM E into which i retarded 400 because of Cohen wanting to make it a Berkshire Hatthaway or whatever.

dataCollector42069

GM fellow MSTR put buyers

lipmanz

Whatever Luka said to that GM Nico must have been bad

bobby1128

makes sense. Disney vs Netflix, Ford/GM vs Tesla same story. SaaS leaders could face the same pain with AI reshaping pricing models

rifleman209

Of course not, neither did F,GM,DIS But when you have 90% of revenue likely to flatline and go down and 10% increasing at a rapid rate, you tend to end up with bad performance for a long time. Think fall of cable and rise of streaming

Brandon23z

Yep. I’m surprised I’ve never seen anyone comment this before. Just take a look at any franchise. The CEO of McDonald’s must be under so much fucking pressure every day. I know people on Reddit will joke that he’s a billionaire so he’s not under much stress. But when you’re running a company that big and you have Customers, Shareholders, Franchisees, and Corporate Employees, every fucking decision matters. I know it’s not franchise related, but huge companies like GM also know that their suppliers have to eat. They factor that into decisions. When you look at a state like Michigan that’s mostly automotive, all the suppliers succeed when GM succeeds.

nope_nic_tesla

All the other manufacturers were making big investments in the US for their EV rampup. Kia moved EV6 production to Georgia for example, the 2025 model was actually the single most American car you could buy based on the % of parts built in America. Ford and GM were also putting lots of money into new EV manufacturing based on the subsidies. Now they are all being scaled back. Not only has Kia pulled back production, they have already canceled shipments of the 2026 model to Canada because the tariffs that we now have in place make it too cost prohibitive. I disagree that all that money should have been dumped into R&D. The technology is there today, we need to ramp up adoption.

astromouse2024

Yeah I said it a stupid way but like with brands like GM they’re always trying to meet demand and increase production when people want more, and then compete on price when supply exceeds demand. Ferrari has the exact opposite problem where they have absolute control over the number of cars they make, and even if demand rises, they don’t flood markets with more cars. So even if the demand for a new Ferrari goes up they basically say you gatta get to the back of the fucking line bro, instead of upping the production numbers.

LowSomewhere8550

“ Trump Launches $12 Billion Minerals Stockpile to Counter China By Jennifer A Dlouhy and Joe Deaux February 2, 2026 at 1:01 PM GMT+1 Save Translate 4:27 President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals. The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals. The project has participation from more than a dozen companies so far, including General Motors Co., Stellantis NV, Boeing Co., Corning Inc., GE Vernova Inc. and Alphabet Inc.’s Google. Three commodities trading houses — Hartree Partners LP, Traxys North America LLC and Mercuria Energy Group Ltd. — have signed on to handle purchases of the raw materials to fill the stockpile. Ex-Im’s board is set to vote later Monday to authorize the record-setting 15-year loan, which is more than double the next-largest deal ever executed by the bank. Trump is set to meet Monday with GM’s chief executive officer Mary Barra and mining billionaire Robert Friedland, who represent both producers and users of critical minerals. The US already operates a national stockpile of critical minerals to serve the nation’s defense-industrial base but doesn’t have a stockpile for civilian needs. Under Trump, the US also has taken the rare step of investing directly in domestic minerals companies to boost the production and processing of rare earths at home. The administration has already inked cooperation agreements with Australia, Japan, Malaysia and other countries on the issue. It will press even more nations to pursue such pacts during a summit of dozens of countries set to take place in Washington on Wednesday. The effort to reduce risk in the mineral supply chain gained new momentum last year, after China tightened export controls on some materials. That spurred some US manufacturers to dial back production and underscored the extent of Beijing’s leverage. The new venture will offer participating manufacturers a way to insulate their businesses from swings in prices for key materials without having to maintain their own stockpiles. Those types of swings can expose companies to massive volatility in key raw material inputs that wreak havoc on balance sheets. For example, nickel saw a historic price surge shortly after Russia invaded Ukraine, fed by fears buyers would no longer be able to purchase the metal from Russia, a top supplier. Some details about Project Vault’s structure were not immediately known, including the institutional investors providing the $1.67 billion. The senior administration officials said the project had been oversubscribed because investors are attracted by a credit-worthy group of manufacturers, their long-term commitments and the involvement of the US export-credit agency. The specific carrying costs that would be charged to those manufacturers, as well as the fees for the trading firms participating as procurement officers, weren’t disclosed. Under the arrangement, companies that make an initial commitment to purchase materials at a specified inventory price later — and pay some up-front fees — will be able to present Project Vault with a shopping list of preferred materials they need. The project, in turn, will seek to procure and store the materials, with the manufacturers charged a carrying cost for the expenses associated with interest on the loan and holding the elements. Manufacturers will be allowed to draw down their material stash as long as the firms replenish them. In the case of a major supply disruption, they will be able to access all of it, the officials said. A key element in the venture’s design is that manufacturers who commit to buy a specified amount of materials at a set price also commit to repurchase the same amount at that same cost in the future. The administration sees that acting as a stabilizing mechanism, helping suppress volatility.”

dj184

If tesla is valued like any ohter car company, F or GM or VW or TOyota, its value is along 12-20$. So ill leave the scenarios that will play out to your imagination.

Cryatos1

At least they aren't harvesting facial recognition constantly like GM with their "supercruise" or whatever they have in their SUVs. The bar is low though lol.

opponentpumpkin

Im glad imo. It seems like hes always planned it this way, wait to see if tesla becomes the next Toyota or GM and keep it cars, if it starts to go belly up, bring in the rockets and tech.

realribsnotmcfibs

The actual cars. The powertrains. Trust me I just called FSD a scam and Elon has long ago shown who he really is. I just bought a new car this week and it is not a Tesla because of how shady Elon is. But honestly we have put north of 300k miles on various teslas over the years generally having 2-3 of them at the house at a time. (2 model s currently). They have been SOLID. Both S and model 3. Have had one warranty claim on one model 3 from 2018. The rest have all been bullet proof. One of the model s has been beat on constantly at 1000hp and is about 80k miles in right now with only having ever replaced tires. Meanwhile our GM products like a c7 z06 or Escalade were constantly a POS.

Say_no_to_doritos

No bro. They are super profitable, just don't consider anything that adversely impacts their GM. 

dont_downvote_SPECIL

GM CEO Mary Barra said Tuesday that Canada's move to allow Chinese electric vehicles was “a very slippery slope.” Yeah, because the Chinese cars are cheaper and cooler than your overpriced clunkers 😏🙄

SherbertMindless8205

They have hundreds of millions of users who are probably gonna stay loyal, but in the end it seems like they're gonna have to stay in the consumer-facing side, like selling ads and subscriptions to monitize end users. They're losing the corporate integration game to Gemini (Apple, walmart, GM, etc), and the software development game to Claude. Not sure how profitable you can be selling ads to a couple hundred million, certainly not worthy of a 1T+ valuation or even anywhere close. The long term big money bet of AI has always been integration into corporate processes (i.e, automating work), and as of now they seem to have lost the ball on that.

No-Meringue5867

This is the NBA equivalent of Dallas Mavericks GM, Nico, trading their franchise star who took them to the finals to get players who he hopes will take them to the finals next year. LMAO.

busyHighwayFred

> companies arent paying out any dividends and that invalidates the whole concept of stocks anyways ben felix did a video about this, no dividends just means value that would be dividends stays in the company, thus pumping your stock price up. its in equilibrium. if I buy ford at $10 and hold on for 40 years and it doesnt give dividends and at the end is worth $60, i can sell for a $50 profit if i buy GM at $10 and hold on for 40 years and it does give dividends, and say its worth $40 at end, then I must have got $20 in dividends over 40 years because $20+$40-$10 = $50 profit (to be in equilibrium with previous example)

Mother___Night

GM ODTE are hella cheap

throwthrowthrow529

They also fund it through Starlink. They do work NASA can’t do (remember when they got the astronauts back?). FYI - Ford has had 10bn from grants/subsidies in the last couple of years, GM has had 3bn in the last few years.

Mimicking-hiccuping

Tried to buy 500 more this AM and these none available. Hopefully this GM meeting is a good one.

According-Prize-6714

https://youtu.be/m_rbbHyUw18?si=R2-k0Jqe3H6WU2GM

Maddog_Jets

And GM’s wondering why Canada is doing what it’s doing as they just moved another shift from Canada to the states… Canada will soon no longer be the US Automotive biggest export market. Historically surpassing auto exports to Germany, Mexico, and China combined! Congrats!

ClarkFable

GM

SangerGRBY

Lol Mango likes Ford and GM more now than TSLA

Waiting4Reccession

Kind of crazy GM is up so much, considering they are too retarded to even decide if they are going to do EV or not and keep flip flopping while wasting money

Strange_Ad_4682

Well that’s not true re US OEMs. Might be with Mercedes or BMW but definitely not GM. That’s embarrassing.

tupakkarulla

lol Toyota annual revenue 2025: 317B Ford annual revenue 2025: 190B Honda annual revenue 2025: 125B GM annual revenue 2025: 187B Volkswagen annual revenue 2025: 360B Mercedes group annual revenue 2025: 151B Tesla revenue 2025: 95.6B In fact Tesla has lower revenue than almost every car company worth mentioning. And don’t get me even started on Chinese car company revenue. If you’re just gonna say shit at least make it believable

Mimicking-hiccuping

Tungsten west has their GM tomorrow, announcing the next round of funding. I'm hopeful

wtfredditacct

As far as cars go? They're objectively "not that great", but Tesla isn't _really_ a car company in the way that GM, Ford, and BMW are.

ErinFiqsette

They will sell the maintainence/spare parts business to GM or Ford.

vertigo88

No dumbass. If Tesla deliveries were 400k units a Q that’s 1.6mm units. 3% of that is 48k. They delivered 50k units of a shitty product. Ford delivered 900k units of the F150. You Elon fanboys are salivating at annual volumes of less than what Ford delivers a month in F150s. Add in GM and Ram and let us know if cybertruck is a meaningful growth engine.

Creative-Sherbet-584

Lol Carvana is still up 20% in the last six months and still worth more than GM. My question to the reddit hoard is why doesn't the creditors go after Garcia and the bad debt? Why do they keep buying up this bad debt?

Wealth_data_dude

yeap I totally agree on ur take. In addition, I come from business and fundamental analysis background. The tesla ratios are infuriating. No sound fundamental analyst would buy into these bubbly numbers. Still, I have to add that Musk managed to break into the "automobile and oil industry mafia- monopoly, that had been running the mobility show for more than 70 years. For starters he has the first mover advantage. Tesla is a Cult Brand as said earlier. Even on the negative side "Bad publicity still publicity". When u think of electric cars u think of Tesla. Then 80 Chinese companies jumped on the train of electric mobility and those who survived have the european brands cornered and bleeding market share. He has messed things in the industry up big time. We got to give him that. He may be ill tempered and a bad with people, but he has been disrupting stuff all over the place. The autonomous mobility, robotaxis and Optimus project are not yet done. Let's just see what else the crazy bstrd, pulls out of his hat. Disclaimer: This is not an Elon Musk worship and support comment. It's just a wait and see stance of how this plays out in the next 3-5 years. And I don't own any Tesla stock. P.S. Many Researchers I follow, consider Tesla a big data, Energy Research and AI company, more likely to be in the Google, Open AI and the likes peer group. Not the GM and BMW etc peer group.

dan_pitt

People used to make the very same arguments about GM and GE.

Jacksington

Yes, Tesla managed to make a car that runs on a completely different form of energy in 20 years and both Ford and GM have failed to match them on the electric vehicle and still have issues with their IC cars.

Churchbushonk

It is a meme stock. You are telling me that Tesla should be worth more than GM and Ford combined?

ClarkFable

What are the chances GM gives up its gains tomorrow?

IDrinkSulfuricAcid

Haven't you heard, beats are now misses and misses are beats. Honestly over these last few earnings only justified response was GM.

_Sqwae

Interesting GM’s guidance said otherwise and EV’s are typically cheaper than ICE’s. Agree to disagree.

ProcedureOk8112

Printing a shit load of dollars to pay off the ever growing deficit now at 38T will absolutely increase inflation. Nations are now divesting from us and making deals with each other and we don't have the manufacturing capabilities or resources needed to sustain us affordably because we import so many raw materials. We will have to continue importing what we need at higher prices for us (like Canadian Potash for basically 90% of our agriculture) and who is to say other countries will even WANT our shit when they can get it from their mentally stable trading partners, even if it's more expensive. Unemployment will definitely increase with automation, AI, weak earnings from reduced wages (less buying if we can't afford to) and reduced foreign investment. Just look at the Canadian EV deal with China...they are selling way nicer SUVs than Ford or GM with nearly 900 miles per charge for $35k, good luck US car manufacturers. That's just one example of how we will get left behind in the coming years.

Lost_in_Torontoh

Yes but then look at the risk and the return profile and you see why QQQ would have been better every time. Plus many shareholders got wiped out by the government saving public companies from "failing". GM, C, AGI, air canada and and 10s of others

toydan

ofc and GM ☕️☕️ https://preview.redd.it/v08lvlp4exfg1.jpeg?width=340&format=pjpg&auto=webp&s=b5c17ea8dacc783ff4cd695b95c4ad5453188cfa

tinim9

0% financing, no payments for the first 6 months. Repo in the 7th month. Get another GM truck again.

Ok_Abbreviations8440

Guys should I fomo buy GM?

Independent_Wind1270

If this is true, then why is everyone out buying GM vehicles? I don't get it

orsomeshitidk

Seems like GM could stand to lower the price of vehicles a little if they can afford a 6bil stock buyback.

karlelzz011

GM said ev adoption is pretty slow, and all of europe abandoned tsla

CUbuffGuy

How has the healthcare drop in UNH,cvs, etc not even touched SPY, but GM is pumping it lol… isn’t GM like 1/8 the size

tendiemountain

GM still selling cars with decent forecast. Calls on everything.

SheBenOnMyJohnson

BOOMER LMAO How do you figure GM is the best run automaker in the world rn?

-NardDog

anyone else GM puts?

-NardDog

anyone else GM puts?

Big-News-2704

Looks like no one wants EVs anymore and GM still keep building them. This can't keep up for long.

Pereise1

Reposting from earnings thread, feel free to inverse but here's what I'm thinking for next week: > AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.

Pereise1

Reposting from earnings thread, feel free to inverse but here's what I'm thinking for next week: > AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.

DonutBourbon

I'm old enough to remember when Rick Santelli went ape over government intervention in markets and the Tea Party rallied against government buying a stake in GM.

Timbershoe

Yeah, exactly. Aside from the deal announced between China and Canada, there isn’t a deal between China and Canada. They have nothing, if you ignore lifting tariffs on electric vehicle imports to Canada and lifting Chinese tariffs on Canadian agricultural products, absolutely nothing. This won’t impact Ford, Tesla or GM at all, if you ignore the impacts on Ford, Tesla and GM. It’s important to invest carefully in what you feel is happening, and ignore what actually is happening, or you might have to pay more tax on stock earnings.

stairs_3730

Remember when Obama had to fix Bush's collapsed economy by owning a piece of GM? Wow, oh wow. The stream of con tears was nonstop. The gov't should be in the business of owning corporations. How dare they? Where are they now?

Minute-Review6915

Not completely. There’s so much bad info out there on this and what really happens. Take GM and many other companies. They took the tariffs and did not pass them on. Other companies split them with consumers and some of course fall directly on then consumer in the end. So the answer is it just depends. The other part is what is actually tariffed. Media will tell you a tariff of 50% while leaving out its 50% of the wholesale price at import not the ad valorem (final price we pay). There’s some nuance here that can add cost based on charges and other stuff but the reality is it’s based on wholesale price. This is just another topic that the media only provides partial details on

Pereise1

Some of these stocks have insane implied moves (= IV crush) or nasty bid/ask spreads and low volume. I'm thinking the following: AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.

favsep

Tariffs will likely stick through other legal avenues even if Supreme Court rules against IEEPA. The threat of Chinese exportation of deflation (purposeful industrial overcapacity with excess inventory) is a national security issue for the ROW. Biden didn't even rescind the tariffs Trump imposed in his first term. Every single goods touched by China, i.e., manufacturing industry that China had purposefully developed, has lead to deflation due to an overcapacity issue which plagues communist states as free-market principles are not adhered. What China plans is to essentially export excess inventory (deflation) out of its domestic enterprises by exporting cheap electronics with unsustainable margins, which kills and will kill almost all non-foreign manufacturing competition who cannot compete on price with Chinese peers (who are subsidized directly/indirectly, i.e., hidden). In fact, involution occurs even within their domestic industries. The logic here is then, upon the death of foreign manufacturing competition, and as they position as a global manufacturing monopoly, will raise prices to make their companies self-sustainable (as the total reliance to Chinese goods & no alternative will give them pricing power) - what China ultimately wants is to raise the quality of life of its population, and raising prices in this context and thus raising margins will accelerate average wage growth and thus improve the quality of life of its population. For this to happen, they need to be a total global manufacturing monopoly, and this also means its a national security issue for US and ROW. China has fantastic EVs, and go look at every 5Y stock chart of big OEMs that invested heavily in EVs due to regarded European ESG policies (stellantis, mercedes, renault, volkswagen, porche...etc), and these stocks went sideways even before April liberation days. Look at the big OEMS that haven't invested in EVs or rather invested in hybrids (GM, Ford, Toyota - Hyundai is kind of different case). Even Tesla suffering big drawdowns in their EV sale but its stock moons due to AI robotics hype. It's a double edge sword, as tariffs definitely do hurt the US and the ROW (except certain industries that compete with China), but it hurts China considerably more. Biggest benefactors are Korean and American shipbuilders, Korean military industrial complex, AI robotics, memory (cyclical)...etc But I think there might be a slowdown coming. Go look at the inventory levels of US shipping ports - its decreasing. Back when there were "recession fears" in 2023 which ultimately turned out to be incorrect, inventory levels in US shipping ports actually increased (showing economic reacceleration). It's still not too late for Trump to pass large fiscal flows, but there is also a case of inflation as if he does provide large direct fiscal help, sticky inflation could rebound now which could mean raising rates at the end of his term and giving the presidency to the democrats. However, he needs to also win the midterms this year, and the biggest problem for voters is inflation regardless of his parroting of "stock market all time high" - he could be sacrificing the stock market at the expense of inflation/bond market. Most likely scenario is inflation also creeps up but not as fast as Covid. Frankly, it all depends on what Trump will do and you can't really predict this except that tariffs are likely to stay. Why do you think both NDX and SPY went nowhere for three months?

Semperfi74

Puts on $GM and calls on $COST - got it !!

RODjij

Ford would get wrecked by this as they did in 2025. Canada is a huge market with many of their parts including the engine needing to cross the border several times during production. Their whole body is made from aluminum. Ford & GM are the most seen trucks on the road here. The admin has already killed their EV divisions.

ShittyUsernane1222

Ford and GM is going to enter the banking sector after FDIC approval. car-related debt bubble about to reach new heights lmao.

Tyrannosaurus_Dex

Thacker pass is the largest lithium deposit in the world and has been heavily invested in by GM and the DOE. It's still like 18 months out from production and there are some hurdles ahead, but it's also priced accordingly. 

No-Incident-9226

So Tesla moved the "safety monitor" in a single taxi to a following support vehicle? They went from one car per cutomer to two. They're evolving, but backwards. "Someone below says that Tesla profits are down because of "massive" R&D spending (especially in AI). But in total, Tesla is spending a good deal less on R&D then most other global car manufacturers. Less than Toyota, Mercedes, VW, BYD, Stellantis, GM, Ford... R&D spending is simply a part of business - and frankly, Tesla hasn't been spending nearly enough. Its aging car line-up is proof."

el_nasty_canasta

I'm biased and want it to go down to 36. I was long 2y ago because of gaudi but that turned to a nothing burger. I see it as another GM: not going to fail but will not make you money.

OhtaniStanMan

Trump publicly backed companies do not fail or go down lol Look at 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 ...