GM

AdamJensensCoat

I think this is a big piece that's been overlooked. In a world where brand voice isn't top down and passed through a handful of expensive gatekeepers, athletes/brand ambassadors don't have the influence they once had. The average guy on the street has no idea what a pair of LeBron XXIIIs look like. Nike has been riding on their image as a lifestyle brand for almost 10 years, but there's generational lock-in there. It's a brand that Gen-X and Millennials have an attachment to. Gen-Z isn't anchored to the brand in the same way. The other big missing piece is the professional/aspirational set. I work in a big office and all of the sweater-wearing finance bros now wear ON or Hokas. In the past, these guys would be wearing a performatively athletic Nike trainers. Now you'll see the odd pair of Killshots or General Purpose Sneakers, but overall the trend has been strongly away from Nike. Personally, I don't think Nike can dig their way out of this one. Their sneakers are iconic, so there's always room for different silhouettes to make a big comeback, but I think their days as king of the hill are over and we'll look back at them in 20 years as the GM of footwear.

ylangbango123

Is the Tariffs legal? Ford or GM can file a lawsuit.

janesmb

I think Ford is still idle while retooling. Oshawa GM sent one of their 3 Silverado shifts to the US in February.

Axerin

I mean they are garbage as they are regardless of price or patriotism. I don't even understand why anyone even bothers with a ford or a GM when you could just buy a Toyota or a Honda. I mean, if you have to buy garbage at least have some class and buy British.

ElderberryOk6790

Only making it more expensive for Americans. Watch the sales tank for GM and Dodge and his base up in arms for it.

roller_coaster325

Ingenious! Now a crappy ford or GM vehicle will cost an additional $10k. That will team the ~~Americans~~ Canadians a lesson. Right?

Top-Addendum8432

The ironic thing is that GM, Ford and Stellantis get to pay the tariffs that both countries hammer each other with - effectively destroying the companies that the Prez wants to “save”.

Lilthumper416

Restrictions on Canada's right to pursue independent global trade deals (veto power). Changes to French-language rules in Quebec. Demands to eliminate Canadian cultural content quotas (Online Streaming Act). Exclusion of heavy vehicles (Ford/GM plants) from tariff relief. Opening up procurement for public projects to American companies. Dismantling Canadian dairy supply management entirely. Demands for Canada to align domestic tariffs automatically with US trade policy. Full elimination of provincial liquor board restrictions on US alcohol imports. Forced synchronization of pesticide and agricultural chemical regulations. New US intellectual property rules extending drug patent protections. Demands for shared management or full US control over critical mineral extraction and export. Direct pressure to increase defense spending to meet strict US targets. Reductions to the 'de minimis' threshold for tax-free US cross-border purchases. BAHHAHAHHAHAHAHAHA 

Jefefrey

GM, Ford and Stellantis all build cars in Canada that are sold the the US. Unless there is a carve out for them, this hurts them. And then there’s Canada’s promise of reciprocal tariffs.

SerEx0

The demand for silicon is way outpacing the supply. When demand exceeds supply, prices go up. NVIDIA wouldn’t be raising prices if they thought their customers wouldn’t be able to afford it. This increase should more than offset the wafer increase TSMC announced in July meaning there should be a 1-5% increase in GM and probably covers the additional OPEX we have already started seeing with the hyperscalers earnings in July.

Spac55

At higher interest rate, 10 Yr 4.7 $TSLA $LCID $RIVN all EV at risk. Consumer spending less. When economy heading recession, is market cap $1.5 Trillion EV companies sustainable longer, $GM went bankrupt in 2009 downturn

Exoprime270

Too big to fail just fyi. No way the government lets the largest employer (depending on week) go under. We been through this already with banks, GM, Chrysler etc.

idkuhhhhhhh5

The problem is that the market it serves is, at its core, not the people they’re trying to sell it to. Vegan/Vegetarian people have a decent selection of food already, their advertising specifically is how it’s “just as good” as meat, as a meat substitute, for meat eaters. They did that whole collab thing with Burger King for that reason. The amount of people considering going vegan/vegetarian who currently eat meat is pretty small, and when you start pushing that as the core audience, you instead just end up with negative PR from the rest of the meat-eating crowd, and indifference from the vegan community. It’s exactly how car manufacturers have made the same mistake. Tesla broke into the EV market strong, GM has sold a pretty decent amount of Blazer EVs, and there are 5.5mil to 6mil EVs on the road in the US. You know how many Dodge Charger EVs have been sold? In total? In two years? About 8,000. Nobody who wants an EV wants a Dodge Charger EV, and nobody who wants a Dodge Charger wants an EV.

NoOcelot

Good question - the GM on finished cannabis inventory is not a metric we see used across all LPs. Id love to see standardized, legally-required comparable metrics here, but that works require legislation. At least within Auxly, that Stat and its definition have stayed consistent for its entire history.

harambeface

A GM - you're at the top of the store and responsible for literally everything and you're not getting that extra weekend pay when you're there on Saturdays and Sundays

Spac55

$CRWV 90-100 today possible Companies with \~ $50 Billion market cap, $F $GM $NKE $CAT $SWK $HOG $MMM $DE $CRWV see See how is net margin &cash flow. CRWV is miserable worse $SMH $QQQ $SPY Algo make many Situational Awareness push, like old SPAC days. Higher debt &higher rate catch reality Profit time https://preview.redd.it/mn06tdbb7yih1.png?width=764&format=png&auto=webp&s=4a5b72b920e2f94d0c908f7ec68c6ae3adce6154

Spac55

In what situation $CRWV go bankrupt for debt load. $NVDA GPU cost almost cost of a car \~$30K in 2009, $GM went bankrupt. Buying a car, and bringing this used car for collateral for home renovations, all know how both collapse as depreciation goes Now GPU as collateral, debt load high, GPU depreciation is faster, on top new GPU make old GPU obsolete. https://preview.redd.it/3kpv7l6oiuih1.png?width=759&format=png&auto=webp&s=1da1b6e1dc78451eada6b3e9fc256f3eef0a8be7

Commercial_Sound1448

Is $GM a buy because of its work with Lockheed Martin

GalacticGreaseMonkey

GM also used the bailout money to produce shitty ass cars which they sold back to…the people who’s tax dollars already paid to build their shitty ass cars

nondisgruntledgooner

ugggh. Doubt you’ll read this but here’s why I threw 20 grand today at market open… from my reply on another thread: “This one caught my eye earlier this afternoon because I saw a 200k Yolo post on it. I had no idea of a potential short squeeze and that has me more skeptical than hopeful. I am entering on Monday and I will give you the gist of why. I just looked at the 5 year chart and the story is there - they screwed the pooch with their EV fleet, Used car market cooled off, depreciation increased, and their balance sheet went to shit. Seems like wall street had this pegged (nice) for bankruptcy. But I still see them at every airport I went to for the last 2 years. A simple napkin math exercise - If I get in at 2.50 and it reclaims a third of what it dropped over the last 5 years, thats 5x... at this price that is enough asymmetric risk to reward for me I simply asked ChatGPT to find out how many locations have closed in the last 2 years, how much of that as a percentage of how many locations they had 2 years ago (11.5%) and whether or not there is a story behind the numbers (I.E. airport locations are unscathed but stand alone locations are getting annihilated). I personally don't think 11.5% of locations closing is indicative of "Catastrophic Failure". So did some more prompts. One thing that really catches my attention is them appointing a new CEO in April 2024. Admitting defeat and hiring the former COO of Delta Airlines and GM's autonomous driving company. I don't think you would leave that cushy spot and risk your professional reputation if you didn't think you could turn a company around - that is not data at all, 100% just my sentiment. This was not a singular hire, there has been significant leadership restructuring with it. Credit Markets haven't shut them out either. They are not behaving like its destined for bankruptcy, although they are naturally taking advantage of their vulnerability and charging a premium. Finally, ER are showing a legitimate financial turn around... Unless they are fudging numbers (sadly becoming more common nowadays) there is something substantial just in Revenue, EBITDA, and net income. I was planning on buying and holding for a couple years anyway, with my own price target of 10 a share just based on some arbitrary aforementioned 1/3 of a rebound is 5x return. The elephants in the room are leveraged debt, a still relatively weak balance sheet, and dilution risk. But if they can keep the numbers like this and avoid used car prices going to shit and further depreciation, I actually think this is a solid medium/long term hold. Just some thoughts from a random internet stranger/semi shitty stock market participant 🤷‍♂️

Substantial_Buy9458

And after we, the taxpayers, bailed them out to the tune of 13.4 billion, GM thanked us by building crappy, unreliable vehicles. Screw GM

SpyBagholder

No even if it does make them more productive. Because if that doesn’t translate to more money then they aren’t going to buy it. An example, I asked GM for a new keyboard. It would’ve made me type faster and more efficient(I’m a programmer) it costed 15 dollars. They wouldn’t pay for it because it had no discernible value for the company. They aren’t going to buy everyone a $2000 computer they have to replace in 3 years.

Dependent-Tone-4784

I also play D&D through it, by using it as a GM and make it allow me to cheat in the game when I want power spikes while having absolutely no such skill or justification in my character sheet.

Vast_Cricket

Next is to allow Chinese set up car factories in the US. Operated as Ford or GM same way as making and selling appliances as General Electric.

EnginrA

GM to Ford

NopeU812many

Exactly and GM still owes the money. Their product f’ing sucks.

Rosebunse

That sucks. I'm not a junior-thank God. Yeah, my dad sucks. He's doing reasonably well now but...yeah, he sucks. We have a very unique last name and that has gotten me in trouble. My dad and brother have both been to prison and were both kicked out of a major union because of their drug use and drug trafficking. And my uncle I guess screwed over GM in some sort of merger or something. I didn't realize it until my 20s but I'm basically blacklisted from several businesses because of my last name.

Educational-Play-465

To me the sell-off makes sense if you look at it as guidance rather than the quarter. Q1 GM guides to 83-85% versus 84.6% in Q4, so the market is being asked to pay for visibility, not another margin expansion. The $16.5B in financial guarantees is what gets them to 4+ years of revenue visibility, but that also means the cycle risk hasn't gone away; it's moved to the customers who guaranteed those future bits.

MysteryLozenge

No worries. I think it’s important to know which companies it was if you’re looking for a new car. I won’t buy from GM or FCA / Stellantis for multiple reasons, but their past willingness to take my tax dollars to pay out bonuses to execs definitely factors in.

MysteryLozenge

Neither Ford nor Toyota (a Japanese company) received U.S. government bailouts following the 2007 crash. GM and Chrysler did, however.

nondisgruntledgooner

This one caught my eye earlier this afternoon because I saw a 200k Yolo post on it. I had no idea of a potential short squeeze and that has me more skeptical than hopeful. I am entering on Monday and I will give you the gist of why. I just looked at the 5 year chart and the story is there - they screwed the pooch with their EV fleet, Used car market cooled off, depreciation increased, and their balance sheet went to shit. Seems like wall street had this pegged (nice) for bankruptcy. But I still see them at every airport I went to for the last 2 years. A simple napkin math exercise - If I get in at 2.50 and it reclaims a third of what it dropped over the last 5 years, thats 5x... at this price that is enough asymmetric risk to reward for me I simply asked ChatGPT to find out how many locations have closed in the last 2 years, how much of that as a percentage of how many locations they had 2 years ago (11.5%) and whether or not there is a story behind the numbers (I.E. airport locations are unscathed but stand alone locations are getting annihilated). I personally don't think 11.5% of locations closing is indicative of "Catastrophic Failure". So did some more prompts. One thing that really catches my attention is them appointing a new CEO in April 2024. Admitting defeat and hiring the former COO of Delta Airlines and GM's autonomous driving company. I don't think you would leave that cushy spot and risk your professional reputation if you didn't think you could turn a company around - that is not data at all, 100% just my sentiment. This was not a singular hire, there has been significant leadership restructuring with it. Credit Markets haven't shut them out either. They are not behaving like its destined for bankruptcy, although they are naturally taking advantage of their vulnerability and charging a premium. Finally, ER are showing a legitimate financial turn around... Unless they are fudging numbers (sadly becoming more common nowadays) there is something substantial just in Revenue, EBITDA, and net income. I was planning on buying and holding for a couple years anyway, with my own price target of 10 a share just based on some arbitrary aforementioned 1/3 of a rebound is 5x return. The elephants in the room are leveraged debt, a still relatively weak balance sheet, and dilution risk. But if they can keep the numbers like this and avoid used car prices going to shit and further depreciation, I actually think this is a solid medium/long term hold. Just some thoughts from a random internet stranger/semi shitty stock market participant 🤷‍♂️

Mail_Order_Lutefisk

The laws of man may become lax but the laws of physics still apply. GE and GM were both carrying mortgage books that were bigger than virtually everyone but the money center banks in 2008 and it bankrupted GM and nearly crushed GE. 

MitchCurry

For those that don't know, Stern went off on the TWolves and Joe Smith and that was just for a secret handshake deal, basically what the Bucks and Gary Trent Jr. pretty obviously just did. TWolves lost 5, FIVE, 1st round picks, fined $3.5MM ($7MM in today's money), Smith's contract was voided, and the owner, GM, and other front office staff were suspended for a year.

Cute-Illustrator-862

CEO is too busy playing NBA GM

AlasKansastan

If fucking GM has bad earnings they will sell off Nebius. This is the pussiest, gayest group of MM's and Hedge funds to ever fucking exist. Yall are PUSSIES

Suspicious_Ad6172

GM ☕️

imustbegthequestion

I see a Hyundai, wonder myself, then remember Kia, Toyota, Honda, GM, F....

Loose-Dream7901

People also don’t under that GTII did 50M in buybacks and are sitting on 200M more in cash waiting for the right opportunity. The consolidation of RYM on August 10 will boost GM back to 48-50% range as that licensing fee came out of COGS.

JabCrossE4E5Quark

EPS is meaningless as its mostly driven by M2M accounting on warrants and other things due to share price movements. GM was ugly, but they expected ugly numbers with ramping up a new line which adds a lot of cost with minimal revenue. I like that they lowered their guidance upper end from 400 to 350. Shows they are learning from Q4 last year and being more transparent, which is what investors should want to see (lowering is bad but we all knew 400M wasnt gonna happen anyway)

JabCrossE4E5Quark

I want to hear specifics on Line 2 performance, and I want to hear their plan on killing line 1 and moving everything to Line 2 and line 3 at the new facility. They hinted to that in the Press release which is nice. Unfortunately thats just another short term headwind because doing that will drop revenue and add costs during the transition, even though its the right thing to do and the ONLY way to get to GM+. The being down 20% seems like am assive overreaction, I imagine we will recover a lot of the losses, just like how last ER they were up 46% in PM and finished up only a couple %.

imustbegthequestion

Yesterday I found out that TSLA won't let me finance through the NCSECU. Calls on $GM & $F. $T is forever hot superfund garbage. Back at $VZW. CHARTER LET'S TALK. I'M WILLING TO NEGOTIATE.

Loose-Dream7901

The reduced gross margin can be explained. They pay RYM 16.5M in licensing fees which is basically their hemp derived shell that regardless roll into GTII. This is captured in cost of goods sold. The GM are around 48-50% normalized then you have the ability for RYM to continue growing the senorita brand. If hemp gets banned and there’s no carve out.. Gtii takes control of RYM + the 42M cash balance.

Gimli_Son-of-Cereal

When you’re government bails out GM, Chrysler, Citigroup, Bank of America, JP Morgan, Wells Fargo, AIG, etc.. out of bankruptcy instead of letting them fail and have others rise to take their place, you don’t live in a capitalist society.

skeet_scoot

The only issue is that the CCP subsidizes these companies. China would run GM out of business then raise their prices 50% overnight. It’s the same thing that ran out of a local grocery market in my area. Dollar General came in and started selling gallons of milk for under $2 a gallon, well below cost. Once the local store closed the milk became $4 a gallon.

Queasy_Olive5832

on spy/qqq or on single stocks? I feel there are some good single stocks to go bearish on - I feel like GM and possibly XLV (healthcare) might decline in the short term

PuffyPanda200

> building an EV from scratch GM built an EV in the 90s. Advances, mostly in batteries, made EVs possible.

Active_retiree1

I’ve got a bit in index funds but the majority of my brokerage is in individual stocks, mostly tech. I think Apple, goog, google, meta facebook Amazon MU, Microsoft, etc is a much safer bet than many (most) of the dogs in the sp500. These companies are not GM, GE, Sears, Kmart, etc.

hadtolaugh

Saying that GM was not a Reddit mod is defending her or criminal pedos? Jesus Christ dude, get a grip on reality.

hadtolaugh

Wasn’t that being GM debunked like numerous times?

toydan

GM frens ☕☕ have yourself a good Thursday

Smok3dSalmon

Sold my FDs for 100% gain, 2028 leaps are up 62%, and now I'm wheeling 10k shares and those 100 leaps. I'm sure there are better options, but I can't think of anything else that's more safe from political turmoil than Ford. Their employees called POTUS a pedophile protector and he didn't seek retribution against them. Now GM employees are doing it and he had to shrug it off. IMO, Ford is doing the best job preparing itself to compete with Chinese EVs. GM and Stellantis are fucked. Stellantis will probably merge with even more dog shit and spend the next decade re-organizing the company and shredding fat. Ford is at their tail end of their lost decade and it started with the Jim Hackett hiring. Hackett tried to fix the things that were within his control and then Jim Farley and Doug Fields did what they could. Pretty sure Jim Baumbick(Maverick guy) or Alan Clarke are going to take the reigns now - both are excellent.

vandalizethethief

I made money on GM in bc Trump mentioned them in late AH and it came through my Hyperliquid news feed & I bought 100 shares. I bought it at $70-$77 and sold today at $90. Trump pumps a company, buy it. He’s in on the corruption

Chumbag_love

Koningsegg olmost bought it in 09, GM fugged up

ImNotHere2023

Congrats, you've correctly identified that not all companies thrive indefinitely. IBM was a top company from the 1920's or 1930's all the way until the late 1990's or early 2000's - that's a pretty good run.  Looking at some of the other largest companies in 1990, like Exxon, Shell, GM and Ford, it's clear that the change was a massive sector rotation. While that could absolutely happen to tech, at the moment, many of the same companies are leading the way in what appears to be the next major trend.

ImNotHere2023

That's 50-60 years ago. If you're looking back 25-30 years, the largest companies were more like Microsoft, GE, GM, Wal-Mart, and Exxon Mobil (depending on whether you measure market cap or revenue). So, while some will likely fail, there are still pretty good odds that several will still be very relevant in 25 years.

No-Improvement3164

How’s GM up so much?

Mail_Order_Lutefisk

Imagine being a Boomer with two kids in Flint, Michigan when they were closing down all the GM plants in the 80’s. There ain’t no internet. You know you gotta leave town. How do you even figure out where to go? The average Millennial or younger in the United States would melt if confronted with such a dilemma and Boomers just loaded up a UHaul and YOLOed moves across the country in an era where it cost fifty cents a minute to call long distance. Being in your 20’s or 30’s in America today is the best spot among all humans who have ever lived. 

Valkorion335786

GM CEO just compared her workers to the Founding Fathers and Revolutionaries LOL

jerome-yellen

Trump: It's Amazing what tariffs will do for GM 👀

realribsnotmcfibs

People think these manufacturers build their own products when they largely don’t. I have built automation cells that support both Tesla and every other manufacturers parts in back to back shifts. Many of these tiered suppliers when you walk their floor are a large mixture of every manufacturer you can think of. In some cases like Toyota or “Toyoda” they even build parts for companies like ford, GM, and Tesla. (Coolant, Fuel, and evap lines in particular).

Mrairjake

You telling me GM to the E isn’t in there? 🙄

ConcentrateJolly5461

You just delivered the ultimate self-own. Do you know *where* Tesla got that first factory? They bought the NUMMI plant in Fremont from Toyota and GM for a heavily discounted **$42 million** in May 2010, using Elon Musk’s own personal capital from equity deals, months *before* a single dollar of the Department of Energy loan was actually disbursed. The government loan didn't fund the factory purchase or invent the car; it was a matching-fund facility used to scale up the factory assembly lines *after* Musk had already secured the facility and proven the technology with his own wealth. You keep trying to rewrite history to make it look like the state built Tesla, but the government only showed up with funding after Musk risked his entire personal fortune to buy the infrastructure first. Take the L.

notreallydeep

ex SBC maybe they're running inference at a like 70 or 80% GM, though.

Curious-Sea2184

Saab the auto manufacturer was never profitable and always an abysmal failure. NO company wanted to own or operate Saab automobiles besides GM, the Trollhättan delusions will not change that fact. That people lost there jobs is obviously sad for them but no sadder than the people building the Trabant loosing their job. The claim that Saab automobiles was ever profitable demands proof, please provide such proof.

IDrinkSulfuricAcid

Come on GM, I promise I'll go buy a Buick with the profits if you do well tomorrow...

dasunt

GM brought the Bolt back just to kill it again. The plan for the plant is to switch back to building gas cars after this year. Why? IDK. I'm half expecting gas to go up another buck, GM to respond by deciding to kill the Equinox EV as well, and the market responds by driving GM's stock price higher.

symplton

Having a plug-in car like a Chevy Bolt or scooter as a backup if you can afford it wouldn't be a terrible idea... Long GM / 1810 on the Hang Seng..

eight13atnight

My GM stock I owned in 2007 still hasn’t recovered. After the Great Recession the mother fkrs cancelled my stock and issued new fresh stock for sale. I got nothing. The company didn’t falter, they just hit the reset button. That’s when I knew the entire system was/is a farce.

TriIM1961

They canned because it basically a GM product and no where near Honda quality They are coming with a solid state battery product but both Toyota and Honda are late to the game I love both brands and I have gear luck with products but EV we are stuck with Tesla, Hyundai, Audi and BMW. Per consumer reports BMW is the only one with major issues.

chikunshak

Too big to fail refers to companies that are systemically important to the economy, because they have many employees, they possess advanced manufacturing, or they hold many deposits or secure many loans. JP Morgan, Walmart, GM, Boeing, etc., are the too big to fail companies. Not Netflix.

EscapeHistorical178

GM feeling FLY AF. you all good making money?? I saw CALLS RIGHT NOW... MSFT #GOOG #APPL lets go bulls.

Extreme_Lab_2961

Former and future Wendys employee discovers the 1 trick GM/JPM/Citadel dont want you to know

AskMeAboutMyGenitals

You got 5 years more than that car was designed for. You should feel lucky. GM only puts out trash. They got good in the 90s and early 2000s when they had to compete, but literally only put out trash now.

Ok_Cry7572

ASML Q2 results! 👉 Q2 results above guide, strong profitability 👉 H2 gross margin guide substantially higher vs css 👉 2026 sales growth adjusted upward to €43-45B 👉 Significantly ramping DUV/EUV production capacity 👉 New Capital Markets Day on June 10, 2027 📊 Q2 results Rev: €9,3B (est. €8,9B) GM: 54% (est. 51,9%) Net profit: €2,9 (est. €2,65B) EPS: €7,59 (est. €6,90) 📊 Outlook Q3 Rev: €11-12B (est. €10,4B) GM: 55-57% (est. 52,6%) 📊 Outlook CY26 Before: €36-40B Now: €43-45B (est. €39,5B) GM: 54-56% (est. 52,6%)

Cardinal_350

I think you're forgetting about when Tesla was valued more than GM and Ford despite only making profit in 3 quarters total

Churchbushonk

Say what you want, but Tesla is not worth what GM and Ford are combined and spaceX shouldn’t be in index funds until it gets into the black.

jmardoxie

I think people are excited and fascinated by the whole AI ride. I don’t really hear people getting excited about P&G or GM.

RoboticGreg

I'm telling you, it is not. I've worked at a number of big tech companies where I had to avoid being pulled into these like the plague. I've literally seen them happen from the inside at Philips, ABB, GM, SICK, and tremendous amounts of startups and scaleups. I've been on the other end of these tactics more than 10 times (meaning I was asked to bring and share inside or confidential information in an interview). It's just literally more common than most people think

General_Leader425

Here’s the Reddit-ready version with the conviction dialed all the way up: **Title: I Have Achieved Maximum Conviction and Perfectly Balanced My Portfolio** NVIDIA’s financials are still good, so obviously I ignored that information and constructed a perfectly balanced index consisting of: * Rivian puts * Bumble puts * Bitcoin calls * AMC * GME warrants * BBY * BYND calls * 300 BYND shares * 100 AMC shares * Ford * GM * NVIDIA * Adobe * SPY * SCHD * Emerging markets * Covered-call ETFs * Municipal bonds * One share of Berkshire Hathaway **Additional fundamentals:** * $16,000 on my disability debit card * $80,000 in student-loan and credit-card debt * Fixed income of $1,760 per week * No recognizable risk-management strategy My investment thesis is that Rivian is useless, meme stocks are eternal, and owning one Berkshire share legally makes me Warren Buffett. I want to be completely clear: my conviction in this allocation could not possibly be higher. I have reviewed every position, considered the risks, ignored most of them, and concluded that this is the greatest portfolio ever assembled by someone with access to a brokerage account. This portfolio was professionally allocated using the Ask Reddit feature. Not financial advice. Barely financial activity.

Ok-Environment-6346

SpaceX; Oracle; Google; GM; Yelp; Dell; Intel; Cisco; idk fucking Krispy Kreme There fixed it for ya

CryptoSamia

memory is kinda running on its own story right now, separate from the broader market. AI demand has DRAM and NAND prices spiking (DRAM was up like 44% last quarter) so Micron, SK Hynix and Samsung are all riding that wave even on red days. theres also fresh catalysts, Micron just signed a big supply deal with GM and SK Hynix starts trading on the Nasdaq July 10. so when everything else sells off, money still flows into the memory names because the pricing tailwind is so strong.

boardguy2

So their gross margins is 12%...on $60 million of revenue not even $7 million of gross margins...trading more then 2 x Forward GM. I also love their press release on digital treasury strategy It's like they know their business is nothing and they need to pivot. I don't see the upside.

Jumpy_Shoulder9043

Ford, GM, and Toyota all declared they are now AI companies. Please pump to TSLA PEs. Thank you

Odaskills

GM everyone looking over **SKYQ** Borrow Fee (CTB) Latest As of 2026-07-07 08:35:55 AM EDT, there were **0** shares available with a fee of **149.66%.** possible move due to HCB

wonklebobb

as if the US govt doesnt subsidize our auto companies? Ford and GM alone have received something like $15 billion in the last decade or so if you want your country to have big companies doing something, it makes sense to give them money to help them start. but that doesnt mean you can eternally float bad products, because of the scale of global purchasing power. eventually demand has to be real. and if you look at sales around the world, and reviews, chinese EVs are among the top rated vehicles globally and growing very very fast. BYD will probably be the king but its a tight race. the ceo of Ford himself drives a BYD as his daily under the "R&D" exception for foreign cars to not need to homologation, and went on the record saying that if BYD was allowed to sell in the US no local automaker could compete with the tech or quality

Outrageous_Ad_687

The tariffs are definitely moving some auto production to the USA. In Canada the industry is in very serious trouble because of them. Stellantis hasn't announced a product for their idle plant , GM cut a shift in their one remaining plant down to two and there are rumors of its demise and Ford only has one plant in Oakville that will make Super Duty trucks for the Canadian market. As a Canadian I think we should let the Americans have their industry and Canada just open our market to all imports regardless where they are made. We are too small to have an industry without American integration so let it die .

ChreeKnowsBest

MU: Ford contract, GM contract, blowout earnings beating even whisper expectations, contractual price floor setting to alleviate cyclical fears: -10% Samsung has blowout earnings reinforcing AI demand: -5% I take a piss and flush the toilet: -5%

Lucreth2

Like... 90% of trucks are made in the US or Canada. I can only think of 2 truck plants in Mexico (1 GM, 1 Ford) other than this Toyota plant that is moving BACK. They were built in Texas until a few years ago. Off the top of my head there's 2 RAM plants, the gladiator plant, 2 gm light duty and 1 heavy duty plant plus the Colorado plant, and, geeze, what like 3 F150 plants just in the US?

sdanielsmith

You know what? That's exactly what this is. Good point. Nothing different than buying Chevy and GM stock in 2009.

j_b_1983

MU has signed agreements with Ford and GM in the last few days. They are going to rebound soon enough. (right?)

TheDueDiligent

The reversibility point cuts hardest at the TOP of your list, not the bottom. "The regulation is the thesis" (TMQ, NEXT) is exactly what nobody sanctions an 8 year mine or an LNG train on when the rule has a 2 year shelf life & a pending court date... those are trades. The names that survive a reversal are the ones where dereg is a rounding error, GM's buyback, VST's load growth, & you'd own those anyway. so the ranking's basically upside down, purest reg play = weakest hold.

SanDisk_Made_Me_Rich

Both SCAs with Ford & GM were announced on Micron's third-quarter earnings call as part of a group of 16 deals. Micron said SCAs now account for about 40% of its business, and eventually half of the business will be tied to SCAs. How can this be a "cyclical" stock when they're locking customers up in long-term contracts. And I see SK Hynix removed price caps on their own long-term contracts.

SnooHedgehogs5162

Micron and Ford sign long-term memory supply agreement First GM, now Ford. Yes yes, this stock is cyclical. It peaked. SELL NOW SELL NOW !!!!

EntertainerDowntown3

That’s just not true. GM sells cars all over the world. the US, Canada, China, Korea, Australia, some countries in Europe. Still a lot of places.

Livid-Grocery7942

I don’t think what the rest of the world does has too much effect in that sense. GM is only in Mexico and South Korea outside the US (before moving to the US I didn’t even know they made cars lol), and they have a “build where you sell” policy, so they could adjust it in America, but not do it in Mexico and SK. And also Mexicos emissions regulations usually mimic the EPAs (although I doubt they would follow in this case).

EntertainerDowntown3

Can’t see it helping GM as they would be stupid if they didn’t keep investing in reducing emissions as 1. The rest of the world is still going that way and 2. If those rules get reversed they will be scrambling to try and come up with something and be very far behind other manufacturers. I still think GM is a very good investment though as they are very cheap and produce a lot of cash flow. So I would still invest in them but just not the reason you posted about.

MrTigerEyes

Not just that, but some of these things will put these companies behind in the global marketplace if they try to cater to what the US is pushing. Coal for example simply isn't viable for growth. GM not being required for US emissions standards doesn't stop state standards, much less convince the rest of the world to buy their junk. Maybe there are some speculative gains over the course of months but I don't even see this being a safe bet for the next two years. 

realribsnotmcfibs

1. I am not speaking to tech why do people keep making that assumption. Is tech even a real engineering degree? 2. I am speaking to manufacturing which is flooded with Indian engineers who are frankly often horrible. I used to redo their work constantly for T1/2 suppliers to companies like GM Ford etc.

Coastercraze

They also assemble AI chips in the former GM Lordstown plant. Softbank and Foxconn both have been busy lately inside.

hadizadam

GM 💚💚