Reddit Posts
The two EV companies I would love to see got at it.
Lift Power Ltd (CSE: LIFT, OTCQX: LIFFF, Frankfurt: WS0) - Unlocking A Promising Junior Miner
Consider Li-FT Power (TSXV: LIFT; US-OTC: LIFFF) as a potential value play in the lithium mining space
Election year. Trump stocks and Biden stocks
remember when elon pumped $TSLA instead of dumping it?!
On what time scale will Waymo's success affect Alphabet's earnings
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
High Tide Recaps Key Milestones of 2023
High Tide Recaps Key Milestones of 2023
High Tide Recaps Key Milestones of 2023
Need some advice on safe places to park some cash
The smartest person in the room! Short GM
Don't dig for gold, sell shovels - $MVIS
$MVIS - "During a gold rush, sell shovels."
The first time a car dealership has spoken the truth
9 executives leave after GM Cruise robotaxi crash investigation
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
BriaCell 2023 SABCS Posters Confirm Activation of Cancer-Fighting Immune Cells and Identify Potential Predictors of Clinical Benefit
Forget NEGG it's Chargepoint CHPT that has the Fundamentals.
Autoworker strike cost GM $1.1B, a cost it says it can absorb as it announces massive stock buyback
So GM is propping up the stock with a huge buyback and dividend hike. Time to Short GM?
GM buying back 1/4 of the stock of the entire company
Fisker is worth more than 2 months of deliveries.
$TSLA going to 300 in my opinion. ADMIN-Respectfully, this is a legit post, don't believe the Chano kids that try make it out as spam.
TSLA will go back to 300+ again, those days are back.. Why?.. more below
BNN Bloomberg Highlights Grid Battery Metals' Strategic Lithium Exploration in Nevada
Company match stock program- when to consider otherwise?
“During a gold rush, sell shovels.” - Advanced driver-assistance system (ADAS) & Autonomous Vehicles
GM union workers appear poised to vote down record UAW deal
Berkshire releases updated holdings. Goodbye GM, JNJ, hello…SIRI?
$PTU Purepoint Uranium Leads the Race in High-Grade Uranium Exploration
GM's Cruise confirms robotaxis rely on human assistance every four to five miles
BB: The WallStreetBets Breakdown - YOLO or Smart Investment?
To no one’s surprise, GM’s Cruise has been lying about their driverless tech capabilities for years. Calls on FSD.
UAW has Tesla, Toyota in its sights after contract wins at Detroit automakers
I'm bully on $UBER and $LYFT but mostly UBER. Why? ....(Edited Repost with Positions-Per Moderator Request)
UAW Strike, supply chain, demand, MSRP prices, and Auto stocks
Most Important Stock Market Earnings from Today - (10/24/2023)
Integrated Cyber Solutions Is Your Disruptive Tech Play (CSE: ICS)
Suggestions on how to recover losses if I am not selling my winners
TSLA is a conglomerate not a auto company. Stop trying to analyze/value it like one.
Stocks waking up from their lows with higher trading volume: $APLM, $MIGI, $SING
GM to delay all-electric truck production at Michigan plant until late-2025
UAW Says it Scored a Key Victory with GM on Battery Plants, a Key Battleground.
All the Important Stock Market News from Today in 1 Post (10/03/2023)
UAW Strike: Is it a lose-lose for the big 3?
The Important Stock Market News from Today - (09/27/2023)
UAW threatens 2nd expansion of strikes at Detroit automakers if progress isn’t made by Friday
MYSZ Following our Projection & More than 6x Volume Yesterday!
MYSZ on Track with our Projection + 6x Volume Yesterday!
Tesla $TSLA stands to benefit as the United Auto Workers (UAW) strike against the big three automakers begins.
MYSZ and KAVL Technical Analysis Perspectives
Are GM , Ford kinda Nokia / Blockbuster of Auto industries?
UAW’s War on $GM, $F, $STLA: Lose/ Lose Situation?? (Except for $TSLA)
WSJ - Detroit automakers entered labor talks at cost disadvantage to Tesla
Jimothy is suggesting Ford and GM will hire workers to break the impending strike
Apparently, UAW Strike Is Bullish For Stocks - F, GM and STLA are up today
Biden says record profits should ensure record contracts as UAW strikes Ford, GM and Stellantis plants
UAW members go on strike at three key auto plants after deal deadline passes
UAW strike incoming. What's your strategy?
How is Vinfast generating this much Market cap? It's unreal
Yo wall street guys!!🤡 heard of the movement in GOLD(XAUUSD)?? Or still in the hangover of $GM3??🌚🌚 🤔
Typical market reaponse to spinoff? Any clue what happens to my GM stock if Cruise LLC does spinoff and go public?
Mentions
No, its not. **Not all value companies have strong fundamentals.** Being a value company means their P/E ratio is lower on average. But it does not mean they have strong fundamentals. There are plenty of value companies that have awful fundamentals (like VZ, CMCSA, T, F, GM for example). Those are called value traps: [https://www.investopedia.com/terms/v/valuetrap.asp](https://www.investopedia.com/terms/v/valuetrap.asp)
I owned a very reliable Mutual Fund that sat on stock in GM while they were losing billions year after year. I got a 30% haircut trusting that fund. Fund managers get caught up in the hype too -- " don't want to look bad, so I'll buy XYZ, because everyone else is buying it."
TSLA worth about $16. Ref sales / multiple / ROC as compared to GM/F.
That’s not entirely true. I was a lurker on a now-defunct conspiracy forum and in early 2007 people were posting about the massive losses being incurred by auto manufacturers (think it was ford or GM?) being a sign of an impending financial crisis. As it later turned out, the credit crunch in the auto industry was directly related to the subprime mortgage crisis. By the end of 2007, the US was officially in a recession. I’m not American btw, so I wasn’t too concerned until Bear Sterns collapsed and global markets started to show signs that things were much worse than the USA had let on. I even went out and bought silver (because I was too poor to afford gold haha). Then 6 months later Fannie Mae and Freddie Mac collapsed, the bank runs started… and the rest is history. So there were definitely signs things were on the wrong track - and people pointing it out - for at least a year before the whole thing fell over. The main thing I remember about the immediate aftermath of the GFC was that people didn’t think the government would let things get that bad or let financial institutions that acted recklessly get away with it, because supposedly there were regulations in place to prevent such things. I definitely became a more cynical person from that experience.
$GM Is a Boomer Trap — Long Ford, Short GM Before Barclays conf next week **$**GM is the most over-owned boomer stock in autos right now. Retail’s chasing it because “Corvette has a manual again, bro!” as if that suddenly gives GM Ferrari margins. Meanwhile, Tesla’s out here renting FSD cars for $60 a day that smoke a Corvette on the motorway. Reality check: * GM’s product lineup is *ancient.* Silverado/Sierra = 2019 tech. Express van = 1996 relic. * Ford’s F-150 just got another full refresh, the Transit rules fleets, and both are tariff-protected cash cows. * GM’s Q3 pump was pull-forward demand + Ford’s aluminum fire. Those tailwinds die fast. * Cruise still burns billions, Ultium rollout is slow, and management will be grilled by hedge-fund PMs at the Barclays Auto conference next week. * Ford’s the real recovery story — cheap, hated, and temporarily supply-choked. **Smart money rotation:** long F, short GM. Crowded GM longs are about to meet a firing squad of analysts asking why they’re paying 8× EBIT for a company still selling 1990s vans. GM’s “peak cycle” moment is ending. Ford’s still early in its rebound. Watch the fade start once the conference Q&A hits — GM down 2–3 %, Ford flat-up.
Coffee and cigarettes. GM, y'all.
Noooo don’t fire Nico as Dallas GM. We’re having too much fun 😤
How much would it have cost the US to let GM fail? All those workers going on benefits, all the lost income tax, all the knock on effects of related companies/industries in supply chains etc?
Bailing out GM, adjusted for inflation, cost american taxpayers 3 years of snap benefits. Let that sink in.
Porsche,VW, GM, BMW, Mercedes, et al. Then half will invariably buy another Tesla & wish they could just get a BYD or Onvo (in US)
> Rivian is either bankrupt or a 10x from here. There is no in-between. Every single automaker except Tesla is in-between, and that’s probably how rivian will end up as well. Why would they 10x to become one of the largest automakers from a generic 5 seat crossover vehicle? It’s a low margin, high debt business and they’ve been so slow to roll out EVs that every automaker offers them now. What makes the R2 so different from the Mach-e, Ioniq 5, ID4, blazer, etc that it will make rivian worth more than Ford, GM, VW, and Hyundai combined?
What am I missing? Why is GM at ATH?
That's my point though. Even with him wrecking Tesla's brand image globally the last 12 months, their stock is still up 33% over that time. 2x more growth than GM, 3x more than Ford. This stock isn't up so much because of middle management, it's because it's centered on the cult of personality that is Elon.
It’s not every day you see SPY reverse down 1.2% to green! Also who knew the ultimate hedge was GM lol 😂 SPY was at its lows and it was hitting ATHs
Its not extreme fear, 2008 was extreme fear. Back then people were worried about companies like Citibank and GM going under.
FSD has 0 confirmed deaths, only humans accusing it so that they can get out of trouble. That “Tesla turns off Autopilot before crashes” rumor comes from a single misinterpreted blog post, there’s zero evidence it’s true. In reality, all driver-assist systems disengage automatically when the driver brakes or takes over, same as Ford BlueCruise, GM SuperCruise, or any Level-2 ADAS. That’s not “gaming stats,” it’s literally how safety systems work under federal rules. Did you look up where five seconds before disengagement if there’s a crash, it still counts it as FSD or auto pilot being on? Or did you glaze over that LMAO The “Tesla deaths” site you linked is not official data it’s a fan-compiled Google Sheet with unverifiable social-media reports. It even counts crashes where the Tesla was parked or rear-ended. The NHTSA and IIHS don’t list Tesla as anywhere near the “most deadly brand.” In fact, NHTSA’s real crash data shows Teslas have one of the lowest injury rates per mile driven. Government “investigations shut down”? Nope. NHTSA and the DOJ both have ongoing probes, which are public record. Nothing’s been “magically closed” it just doesn’t fit the conspiracy. If you want real stats, use official NHTSA fatality rates or Tesla’s quarterly safety reports, not Flickr albums. Your poor sources and lack of education on the subject shows what kind of sheep and echo chamber Reddit is when it comes to Tesla
There are two—and only two—groups that have figured out how to produce EVs profitably and at scale: 1. China, led by BYD and backstopped by the CCP 2. Elon Musk and Tesla That’s it. No one else in the US—and certainly not in Europe—can do it. Not Ford. Not GM. Not VW. Definitely not Rivian. Collectively, these companies have burned tens of billions of dollars on underwhelming designs and flawed marketing strategies, with little to show for it but disappointing sales, layoffs, and investor writedowns. If you support EVs and you want an industry not fully dominated by China, you need to be rooting for Tesla and Elon. Because, at this point, they’re the only chance America has.
Liberals have re bought, hi I’m liberal and bought another during the tax credits last days lmao And oh it’s selling more than any other ev in America… majority are liberals buying it LMAOOOO cry more - your tears fuel TSLA and my love for the car Idk about Elon - but the car is excellent Tesla has a 44% market share for evs - GM is send with 7% LOLOLOLOL Cry more, build a bridge and get over it 🤡
I ask ChatGPT for a list of stocks (yes, I realize some people hate AI posts). Remember some companies passed on the tariffs, some ate the tariffs, some did a combination of both. My thought would be the companies that ate most of the tariffs would get a sizeable impact to their financials if they were to get a rebate. Here are the top picks. **Toyota Motor Corporation** — *≈ $9–9.5 billion (1.45 trillion yen) expected tariff hit for the fiscal year.* Toyota publicly warned of almost a $10 billion hit from U.S. auto tariffs. **Volkswagen Group** — *several billion euros; company estimates up to \~€4–5 billion (≈ $4.5–5.7B) in tariff costs for 2025.* Volkswagen has said U.S. tariffs will cost the group multiple billions in 2025 and has taken large charges and guidance cuts because of it. **General Motors (GM)** — *projected $4–5 billion exposure for 2025 (and a disclosed $1.1 billion hit in Q2).* GM lowered guidance citing a $4–5B gross tariff exposure and reported a $1.1B quarterly hit. **Caterpillar** — repeatedly flagged \~$1.5–1.8 billion in tariff-related costs for 2025. **Apple** — has disclosed nearly $900M of higher costs in a quarter and warned of further tariff impacts.
I worked for solarcity, and then Tesla when they bought out SolarCity. I was on meeting calls with Musk and Lyndon and Pete Rive. Id wager I have a much better understanding of the company and market than most, and most likely you. I recommend you look at vehicles sold, revenue produced, financial spreadsheets showing assets and liabilities, and then market cap. Go ahead and compare Ford, GM, and then Tesla. You do not need to look beyond the bare surface to scratch your head and notice, something ain't right. It is the same thing with Palintir. And yet, I'll gladly have made $200k off idiots who continue to invest off hype alone with zero business financial understanding. No different than everyone who lost money on AMC and GameStop. I gladly cashed in on them as well. Hype investing is real, and it does crash.
Buyers valuing it like a software/AI/energy company that *just also happens to make cars*? And if you think I'm joking ... how many mWh of energy storage capacity have Ford, GM, BMW, etc. shipped into the world?
Elon isn't in the car business, anyway. He's in the lithium business. Tesla existed to push GM and Ford into mass producing electric cars at scale, so they can buy up Elon's batteries. Once they get there, Tesla doesn't need to exist anyway.
No*, but then neither does Tesla LOL. * GM actually does have an energy storage product line but it's tiny** and not vertically integrated like Tesla. ** GM also has an arguably better mass market SAE Level 2 product now with SuperCruise, with a lower accident rate and wider range of model availability than Autopilot. They're creeping up on Tesla's so-called FSD*** adding features like lane change and self parking. *** Make no mistake it's GM so they will still fuck this up
No, I can't compare them. Do you think GM has a future in AI, robotics, FSD and energy storage?
have you ridden in the GM electrics? way nicer
These are for LFP batteries that will be used in the Megapack. They need them to replace the made-in-China batteries currently in use in the US Megapack production. Tesla did buy some extra battery manufacturing equipment from CATL to make their own LFP, but it's only about 10-15GWH of capacity, vs the 40GWH they need to supply the Megapack factory in California. And they're building a second Megapack (Megablock) factory, in Texas, with a production capacity of 50gwh. Seperately, Tesla makes their own batteries in Texas and Nevada (in partnership with Panasonic) which are used in their vehicles. And fyi, this deal with Samsung will be utilizing the American factory which was supposed to supply GM's EVs with batteries. Ah, but i guess you probably already know how successful GM's EV efforts have been, right?
Look up what Megapack is and what it does. Look at the revenue being generated from it. There is a massive energy shortage in this AI boom. C'mon man. That GM deal couldn't be more different than this situation. Tesla makes a product (Megapack). Samsung put in a huge order for said product.
2$ billion dollar deal sounds a lot like the $2 billion dollar deal GM GENERAL motors did when they took a stake in Nikola motors. Even Samsung could be getting played
There are no guarantees of that, Even when backstops do happen companies don't necessarily "win". Will the government try to protect "itself"? 100%. GM, INTC, BA won't be allowed to disappear but none of those things helped shareholders. The most similar scenario is 2001 and the government response at that time was quite muted.
Coke v Pepsi McDonald’s v Burger King Apple v Samsung Ford v GM Visa v Mastercard I think you get my point. In every industry there is enough room for two large players. I think IREN and RIOT can both succeed equally.
Why I’m bullish on Hertz? HTZ is going to announcing their entry into autonomous driving. They are setup to roll out across all of their locations which mainly include airports. The reasons I believe this. First, the new CEO Gil West worked for Cruise which is a GM subsidiary for autonomous driving. They choose this CEO because Hertz board knows the long term plan is autonomous driving. Second, Bill Ackman hinted at this when buying 20% swaps and shares on hertz . He is also heavily invested into Uber which is publicly pushing towards autonomous driving. Third, their main competitor Avis (CAR) has already moved in this direction. To remain competitive HTZ will need to move in this direction as well. In addition, they are now moving into online sales to compete with Carvana (CVNA). A partnership with Amazon yada yada
I believe SMWB is an outstanding under covered stock. 100% recurring revenues from subscription data services that are growing 15-17% new subscriptions every year. 45% of the subscriptions are multiple year. 80% gross margins and only trading at 2X their revenue They are cash flow positive and expect at $400mm revenue margins will be 25%. Their data is used by global enterprises to do competitive analysis and adjust go to market strategies between web, mobile, Gen AI They serve clients in all industries from Google to JNJ to Coke to DHL to GM to JP Morgan etc. Their data is constantly updated with their feeds from global internet locations - and the AI Models Pay SMWB to feed their analyses - they need the constantly updated data. It’s an $8 stock that will earn at least $1 in a few years - and likely will get a 25-30X multiple for a high margin, growing, capital light, global data recurring subscription standard.
sometimes corporate officers make quick case by buying a stock, then making an announcement. Socking. I know. Trevor Milton. Nikola Motors. GM. ringing any bells?
GM pumped 30% and gave back nothing for almost 2 weeks. WTF is going on there?
The Fed is ending Quantitative Tightening (QT). · The U.S. dollar (USD) has dropped 12%. · There has been a 4% increase in U.S. dollar printing (money supply). · The U.S. national debt has crossed $38 trillion. · The U.S. debt-to-GDP ratio is at 119.4%. · The U.S. Debt-to-Income (DTI) ratio is high. · Inflation is up 3%. · Credit card debt is at a record high. · Medical debt has been reinstated on credit reports. · 40 million Americans are at risk of losing SNAP (food stamp) benefits. · There are 500,000 more sellers than home buyers. · Housing affordability is 25% higher (worse) than in 2007. · Home prices have posted the weakest gain in 2 years. · There are significant WARN layoff notices. · There are substantial job losses due to AI integration. · Major layoff announcements from companies like Amazon (14,000), UPS (48,000), Paramount (2,000), and GM (1,700+) in late October 2025. · Various countries have stopped shipping to the USA. · The U.S. has implemented new tariffs. · There has been a reversal of the de minimis exemption. · Global dedollarization efforts are underway. · The top 10 stocks make up ~41% of the S&P 500 (a sign of a potential bubble). · The odds of a recession are at 93% (from a UBS model). 67% of Americans surveyed live paycheck to paycheck Freight volumes are down 17% This is Fine. /s
GM holds gains and runs for over a week and Amazon sells off. Makes sense. wtf!
Classic pump and dump. Beware. Want to compare one restaurant chain with a delivery service? Might as well compare DoorDash with General Motors. I mean, DoorDash delivery many restaurants worth of foods to customers, and they might drive a GM product doing it. Chipotle is one restaurant and GM is one car brand. Neither is in each others market. Chipotle is trying to push fresh, which means labor intensive (so costly), which is where some of their target market is getting squeezed because of lack of funds. DoorDash is for people whose time is worth too much to leave the building and go get food yourself. Business people, elderly people, handicapped people, lazy people, …. Yeah - do you think both Chipotle and DoorDash are marketing to the same people, trying to steal away each other’s customers? THEY DON’T HAVE THE SAME CUSTOMERS. Idiots.
I believe SMWB is an outstanding under covered stock. 100% recurring revenues from subscription data services that are growing 15-17% new subscriptions every year. 45% of the subscriptions are multiple year. 80% gross margins and only trading at 2X their revenue They are cash flow positive and expect at $400mm revenue margins will be 25%. Their data is used by global enterprises to do competitive analysis and adjust go to market strategies between web, mobile, Gen AI They serve clients in all industries from Google to JNJ to Coke to DHL to GM to JP Morgan etc. Their data is constantly updated with their feeds from global internet locations - and the AI Models Pay SMWB to feed their analyses - they need the constantly updated data. It’s an $8 stock that will earn at least $1 in a few years - and likely will get a 25-30X multiple for a high margin, growing, capital light, global data recurring subscription standard.
GM just announced layoffs as well.
their only real hope is BYND gets bought out by GM or Tyson or something.
Meta down 10% and GM at ATH up 30% 😂
Their margins are very low, so it’s still relatively worthwhile, unfortunately. GM sold data for “pennies” per person, per the NYT. Every company is also hoping right now that they can feed AI their data to produce new insights and profits.
Um. Obama made money for the USA by buying stock in GM. It's a much better plan than just bailing them out.
Same shit happened to me on GM 😊
You’ve literally describe every single car company in the world. GM was doing this in the 90s with OnStar.
Just add it to the list. America is so back. Im tired of all this winning! * GM (1,200) * Paramount (10% or 2,000) * Amazon (14,000) * UPS (48,000) * Target (1,800 or 8%) * Meta (600) * Microsoft (9,000 after cutting 6,000 earlier this year) * TCS (6,000) * Salesforce (4,000) * Accenture (11,000) * IBM (1,000) * Cognizant (3,500) * Intel (529)
Yes please ignore the layoffs at * GM (1,200) * Paramount (10% or 2,000) * Amazon (14,000) * UPS (48,000) * Target (1,800 or 8%) * Meta (600) * Microsoft (9,000 after cutting 6,000 earlier this year) * TCS (6,000) * Salesforce (4,000) * Accenture (11,000) * IBM (1,000) * Cognizant (3,500) * Intel (529)
Now GM laying off, though small compared to UPS and Amazon. They are going to have to cook the fuck out of the unemployment data if they want to keep this fraud shit going for another 6 months.
He didn’t see 48,000 jobs loss UPS, 14,000 jobs loss Amazon, 1800 jobs Target, 1700 jobs GM, and all other companies that have already laid off or are announcing layoffs.
This: Amazon, Target, GM, F, UPS, Paramount, Meta, RIVN, Chegg, and others announced JOB Cuts in the Thousands…. We are Fuck, this 🤡 is using INDEED. PUTS ALL IN!
Not that I think it's a bad idea, but GM will go begging for a handout/bailout the second things legitimately look difficult
But GM is leading the EV revolution 😂
Lmao forreal. Im sure the million furloughed, decrease in government spending and recents jobs cuts from Amazon, intel and GM will be a great turning point for us as well!
It's neither. GM is selling twice as many EVs as they were last year. They think they'll have a brief dip post EV credits and that it's worth laying off people in the interim. Probably not a great idea, but short-sightedness isn't exactly uncommon here.
How can GM compete with Ferrari?
Lots of people want EVs, but not the garbage that GM makes.
> Trumps policies just keep paying off!! yes. GM is going to focus on making cars that people actually want to buy rather than cars politicians want them to sell.
I guess if you mean logic and truth, I agree Which is probably more correct ? GM laid off workers because Trump hates Electric Cars or GM laid off worker because They are not selling enough electric cars to keep the plants running
GM was originally planing to collaborate with Chinese EV batteries powerhouse CATL to build EV batteries factory with advanced Chinese technology in U.S. , but they were suspended by U.S. government regulators, if GM can successfully build those EV batteries factory in U.S. I bet they wouldn’t need to lay off so much workers
If GM made cabinets consumers would hate them too.
Slowing sales means American consumers hate them, too. At least EVs that GM produces.
Don’t care at all about FSD. The Mobileye AP1 system is still perfect for me on the highway. But if ADAS is important to you, GM is supposedly pushing out a true level 3 system soon. I’d buy a Lucid or Lyriq any day before another Model S or 3.
GM pumps for 4 days and gives nothing back. Make it make sense. 😂
GM fellow savvy investors! Hope 🫵make a nice bag today.
I was downvoted with vigor for offering that it's important to look at business news. It feels like the world is caving in with the politics. Then GM posts their results. They're selling cars that are insanely expensive and they're selling lots of them. Airlines don't have enough luxury travel seats to sell. Chevron says they aren't seein any signs of a recession at the pump. Etc. Granted these stories are not all in April, although Chevron's was months and months ago and there are other earnings stories from back then.
I also got .9% recently from GM but it’s 36 months
People aren't investing in Tesla for current fundamentals. There's a reason why Tesla is valued at a significantly higher premium than Ford and GM shareholders and why near 50% of Tesla is owned institutionally. People are betting on rampant AI growth being pushed onto self-driving and humanoid robots. The fact you're still talking about current fundamentals as if the company's future operations is tied to vehicle sales is why you're having a disconnect with where the company is headed. "People made money with Enron too until they didn't." Enron was enrolled in an accounting scandal. Your thesis on Tesla failing is bad fundamentals. There's only so many bad fundamentals a company could have before the share prices plummet. Certainly wouldn't reach $8.5 trillion market cap if that were the case. So my question is: Why won't ya'll short it? It's quite simple. Because there's enough resistance from Tesla shareholders to destroy the shorts. Hence, people believe in the company. It's just you losers on here who dislike Elon and can't stand that every year, he somehow becomes more successful. You're rooting for his success but end up just missing out on capital gains. Relax.
GM yall. Best wishes to all who havent done any research premarket, just woke up and ready to lose money buying puts at open
GM is the new Tesla. ATH daily
“Nobody in AI is making money” is a wild take. OpenAI is pulling in billions from ChatGPT subscriptions, AWS, Azure, and Google Cloud are minting cash from AI infrastructure, and Nvidia is not generating fake profits; they are selling real products and building an ecosystem. The circular flow people complain about is called vertical integration and it is how supply chains work. Yes, startups burn cash, that is how tech startups work. Large enterprises are deploying AI at scale: Walmart for inventory and customer service, JPMorgan for fraud detection, UnitedHealth for patient outcomes, Ford Tesla GM for autonomy, ExxonMobil, Meta for generative ads. Microsoft, Amazon, and Google have integrated AI through everything from cloud services to email to productivity tools. Klarna, Shopify, Adobe, Salesforce, ServiceNow, Datadog, Snowflake, Palantir, Netflix, Uber, DoorDash, etc., all shipping AI features that drive revenue or efficiency. Governments are pouring billions into AI and defense to modernize operations and maintain strategic advantage; otherwise they will be left behind. Is every startup profitable? No. Is there some hype? Sure. But writing off the entire industry because some players are not profitable yet is incredibly short-sighted.
Where are you getting these numbers? | [https://stockanalysis.com/stocks/NVDA/financials/balance-sheet/](NVDA) | $11,639M | $45,152M | $140,740M | | [https://stockanalysis.com/stocks/AAPL/financials/balance-sheet/](AAPL) | $36,269M | $55,372M | $331,495M | | [https://stockanalysis.com/stocks/MSFT/financials/balance-sheet/](MSFT) | $30,242M | $94,565M | $191,131M | | [https://stockanalysis.com/stocks/GOOG/financials/balance-sheet/](GOOG) | $21,036M | $95,148M | $502,053M | | [https://stockanalysis.com/stocks/AMZN/financials/balance-sheet/](AMZN) | $57,741M | $93,180M | $682,170M | | [https://stockanalysis.com/stocks/META/financials/balance-sheet/](META) | $12,005M | $47,071M | $294,744M | | [https://stockanalysis.com/stocks/TSLA/financials/balance-sheet/](TSLA) | $18,289M | $41,647M | $133,735M | | [https://stockanalysis.com/stocks/GM/financials/balance-sheet/](GM) | $15,110M | $21,902M | $288,168M | | [https://stockanalysis.com/stocks/F/financials/balance-sheet/](F) | $18,024M | $32,671M | $300,990M | TSLA has the lowest amount of cash & equivalents among the Mag 7, including AAPL and META. They also have the lowest total assets. But the automative industry is a capital-intensive one that requires more assets. For instance, GM and F have about 2.5x as much in total assets as TSLA, even though they are hardly magnificent.
Respectfully, several core facts in OP’s post are outdated or just wrong. Line-by-line: 1) “The 316M new shares are *unregistered* and *not freely tradable yet*.” ▸ Reality: The lock-up expired at 5:00 p.m. ET on Oct 16. After that, holders “will be able to sell all of the New Shares.” DTC then moved the shares out of the contra CUSIP into the *unrestricted* CUSIP on Oct 17. ▸ Sources: SEC 8‑K (Item 1.01) and Exhibit 99.1 press release with the DTC details. – https://www.sec.gov/Archives/edgar/data/1655210/000119312525240364/d60690d8k.htm – https://www.sec.gov/Archives/edgar/data/1655210/000119312525240364/d60690dex991.htm 2) “Float is still tiny (only ~70–100M tradable) until SEC registration goes effective.” ▸ Reality: As of the Oct 16 record date there were **397,607,401** shares outstanding. The “tight float until registration” angle is no longer true once the lock-up rolled off and DTC moved shares to the unrestricted CUSIP. ▸ Source: Company DEF 14A (proxy), Record Date section. – https://www.sec.gov/Archives/edgar/data/1655210/000119312525242542/d940803ddef14a.htm 3) “Short interest >100% proves a structural squeeze because float is locked.” ▸ Reality: Ortex did show SI >100% of *public shares* at one point, but that % can compress as the denominator (free float) expands when the new shares hit the unrestricted line. % of float ≠ fixed; the absolute shorts aren’t magically growing. ▸ Source: Reuters summarizing Ortex and noting shares released. – https://www.reuters.com/business/beyond-meat-short-interest-surges-past-100-public-shares-ortex-data-shows-2025-10-23/ 4) “Borrow fee 800–900% means shorts are trapped right now.” ▸ Reality: CTB spiked intraday (Oct 14–15) into the ~800–900% area, then fell hard as supply loosened. By Oct 24 it was ~20–50% on common trackers, and on Oct 26 Interactive Brokers feed showed ~9.25%. ▸ Sources: – Fintel CTB history: https://fintel.io/ss/us/bynd – IB feed snapshot (ChartExchange/CompaniesMarketCap mirrors): https://chartexchange.com/symbol/nasdaq-bynd/borrow-fee/ https://companiesmarketcap.com/beyond-meat/cost-to-borrow/ 5) “Dark pool short volume ~250M = that many *shares short*.” ▸ Reality: Daily “short volume” is **trading flow** (prints marked short), not the stock’s outstanding **short interest**. FINRA and others explicitly warn not to conflate the two. ▸ Sources: – FINRA explainer on Short Interest vs Short Sale Volume: https://www.finra.org/investors/insights/short-interest https://www.finra.org/rules-guidance/notices/information-notice-051019 https://www.finra.org/finra-data/browse-catalog/short-sale-volume-data/daily-short-sale-volume-files 6) “There’s no supply; that’s why volume is low and a squeeze is inevitable.” ▸ Reality: Supply increased materially (316,150,176 new shares issued in the exchange), and **liquidity is massive** (multiple sessions >1B shares traded). Squeezes can pop—but sustained moves fight a big supply overhang from noteholders. ▸ Sources: – SEC 8‑K issuance: https://www.sec.gov/Archives/edgar/data/1655210/000119312525240364/d60690d8k.htm – Reuters on 1.2B+ shares traded Oct 21: https://www.reuters.com/business/beyond-meat-shares-soar-planned-walmart-distribution-2025-10-21/ – WSJ/FactSet on 2B+ shares traded Oct 22: https://www.wsj.com/livecoverage/stock-market-today-tesla-earnings-10-22-2025/card/QIrRiAHyuXGJHi6gCCXR 7) “Near-term catalysts are all bullish.” ▸ Reality: BYND pre-announced Q3 rev. ≈ $70M and GM ~10–11% (okay vs expectations), but Nov 19 Special Meeting also seeks (i) Nasdaq 5635(d) approval to issue shares under the new notes, (ii) *increase* authorized shares to 3.0B, and (iii) a reverse-split framework—each a potential dilution/overhang mechanic. ▸ Sources: – Reuters on prelim Q3: https://www.reuters.com/business/beyond-meat-expects-post-quarterly-revenue-above-estimates-2025-10-24/ – Proxy (Special Meeting 11/19, proposals incl. 3B auth. shares & reverse split): https://www.sec.gov/Archives/edgar/data/1655210/000119312525242542/d940803ddef14a.htm TL;DR — The post’s central thesis (“float stays tight until a resale registration, so a mechanical squeeze is inevitable”) is **false**. The lock-up expired 10/16, DTC moved shares to the unrestricted CUSIP on 10/17, and trading/liquidity show the supply is very much present.
Teslas have become an inferior product just relative to other American cars, looking at the models and prices of just GM cars. They are more luxurious and in some cases cheaper than Tesla models
They don't have a near Monopoly. They don't even have 50% of the US electric market nor any other market. Please see the following Tesla dominates the US EV market, followed by General Motors and Ford, with General Motors recently surpassing Ford to claim the second spot. In Q2 2025, Tesla held 48.5% of the market, while GM had 15.2% (including Cadillac and GMC) and Ford held 5.5%. Hyundai was close behind Ford at 5.3%. Here are the top manufacturers by market share, based on Q2 2025 data: Tesla: 48.5% General Motors (GM): 15.2% (includes Cadillac and GMC) Ford: 5.5% Hyundai: 5.3%
This is an overly simplistic view that ends up being wrong. Tesla is already a Chinese manufacturer, in some ways like GM. The cost per hour for labor, up and down the supply chain in China is about $2-5, while in the U.S., it is an order of magnitude higher. Opening up to Chinese imports without tariffs doesn’t devastate Tesla… they will simply make more from China. Instead, it devastates ICE in the U.S. and Europe. Look inside of all the automakers in NA and Europe… how many BEVs can they make? Can they compete against BEVs that are priced around $30k for a premium SUV or sports sedan? How much of the economy would be devastated if gasoline cars become the expensive ones, with high operating costs? Tesla isn’t afraid of that future. They have been preparing for it. It is everyone else that would be devastated. In China, Tesla is at the top of their vehicle segments already.
Canadians should be banding together and driving out GM, Stellantis, Netflix, Meta a CPG brand and Starbucks. Just target those 6. Day in and Day out.
Yeah boi! HODL. Ferrarris or Foodstamps! What's an exit strategy, anyways. GM—hold up...
The price of the stock still has no grounding in actual commercial prospects. Look at the market cap compared to Ford or GM. There's no realistic narrative to justify the difference. It's a fugazi, fairy dust, it's not real.
There will be a lot of fine GM US soy now that Chinese stopped buying it.
I get your point, but the problem with that line of thinking is that is rarely how technological change happens. Today's current tech Titans were yesteryears bootstrapped startups. GM didn't kick off the electric car revolution Tesla did. IBM didn't usher in the age of personal computing Microsoft did. Moore's law is named after the founder of Intel but TSMC is pushing it to its limits.
Notable Option Flow Recap Big money still pouring into multiple sectors today 👇 • $BULL 35C (11/21/2025) – 💰 $431K @ 0.12 avg | 204% OTM • $EOSE 21C (01/16/2026) – ⚡ $814K @ 2.06 avg | 31% OTM (ER in 11 D) • $GM 80C (03/20/2026) – 🚗 $2.3M @ 2.19 avg | 15% OTM • $HUT 75C (01/15/2027) – 💻 $2.2M @ 14.23 avg | 57% OTM (ER in 11 D) • $JNJ 195C (11/21/2025) – 🧬 $1.9M @ 1.64 avg • $PATH 20C (01/16/2026) – 🤖 $19.6M @ 1.30 avg | 21% OTM • $PDD 138C (11/28/2025) – 🛍️ $14.3M @ 5.09 avg • $RDDT 250C (11/07/2025) – 💬 $2.4M @ 6.59 avg | 17% OTM (ER in 6 D) • $TLT 94C (03/31/2026) – 🏦 $2.7M @ 1.96 avg • $UUUU 33C (10/31/2025) – ☢️ $387K @ 1.27 avg | 54% OTM (Buzzer Beater) 🧠 Smart money spreading risk across growth, energy, and macro trades — both short-term momentum and long-dated conviction plays. 💡 Simplest way to see what the big boys are doing — use real-time AI data from Perplexity Browser 👇 👉 https://pplx.ai/maxmasoodi63049
Notable Option Flow Recap Big money still pouring into multiple sectors today 👇 • $BULL 35C (11/21/2025) – 💰 $431K @ 0.12 avg | 204% OTM • $EOSE 21C (01/16/2026) – ⚡ $814K @ 2.06 avg | 31% OTM (ER in 11 D) • $GM 80C (03/20/2026) – 🚗 $2.3M @ 2.19 avg | 15% OTM • $HUT 75C (01/15/2027) – 💻 $2.2M @ 14.23 avg | 57% OTM (ER in 11 D) • $JNJ 195C (11/21/2025) – 🧬 $1.9M @ 1.64 avg • $PATH 20C (01/16/2026) – 🤖 $19.6M @ 1.30 avg | 21% OTM • $PDD 138C (11/28/2025) – 🛍️ $14.3M @ 5.09 avg • $RDDT 250C (11/07/2025) – 💬 $2.4M @ 6.59 avg | 17% OTM (ER in 6 D) • $TLT 94C (03/31/2026) – 🏦 $2.7M @ 1.96 avg • $UUUU 33C (10/31/2025) – ☢️ $387K @ 1.27 avg | 54% OTM (Buzzer Beater) 🧠 Smart money spreading risk across growth, energy, and macro trades — both short-term momentum and long-dated conviction plays. 💡 Simplest way to see what the big boys are doing — use real-time AI data from Perplexity Browser 👇 👉 https://pplx.ai/maxmasoodi63049
Pickup truck & suv boom $GM $F 🇺🇸
Probably truly about tariffs we just put on GM and Stellantis. It’s all bullshit.
Amazon, Nestle, Meta, Molson Coors, Target, Applied Materials, Charter Communications, and GM have all announced layoffs in the last 2 weeks.
>*"...First home grown industries become reliant of government policies in the form of tariffs, then they stop competing and they stop making the innovative management and technological changes they need to make to succeed in world markets..."* ------ I had an argument about this with a relative just last night on the topic of Electric Vehicles and the US government's desperate attempt to block Chinese EV's from entering the US market. The relative was arguing in favor of exactly what Reagan was warning about in that *"companies like Ford, GM, and Stellantis spend a lot of money for their ICE (internal combustion engine) infrastructure and manufacturing capacity; so they need the US government to protect them from Chinese companies who are going to undercut them with cheap EV's!!!"* My argument being *"That's a problem they had the power to avoid back when they had a 10 year lead on China; but instead of even trying innovation, they self sabotaged with $110,000 EV Hummers and $95,000 F-150 Lightnings, and then when no one bought those cars, the companies ran to the government begging for protection against their own inaction. We as consumers shouldn't have to deal with the consequences of their mistakes just in the name of coddling them into making the same mistakes..."*
$GM strength, making all time highs, is short term in nature, but being extrapolated into longer term earnings power. Pull forward demand ahead of tariffs and Ford lost its aluminum supplier for F-150. I'm shorting it.
I bet it has more to do with Carney putting a quota on Sellantis and GM yesterday.
Sounds like 90% of threads on pennystock. The difference is BYND absolutely can moon if people united to f the shorts. Shorts lost ~19 billion on GM.E BYND short interest jumped to 109%. Peak GM.E short interest was 140%. This wouldn't run as hard as GM.E ofc, but could still run like crazy if we get an actual squeeze.
what the fk is happening with GM?
Tesla should have bought Ford or GM right ? LOL
So true. Stating the obvious ofcourse. How untethered from reality is Tesla hot balloon of hopes (btw am I only one to notice Musk wildly overpromises and has yet to even fulfill 2019 promise of Semi ..) Quarterly earnings $2.6B $0.9B $1.4B $1.7B GM with 25x lower share price /multiple $2.1B $2.8B $2.5B $2.7 Fair value for Tesla should be $18.. But thats before factoring huge hit to brand and end to EV credit.
I will be transparent, I haven’t bought BYND at all but I bought into Clover during their short hype. What Clover taught me is, tutes learned from GM3. Dark pools will just negate this hype same as it did for Clover. There’s no way hedgies haven’t noticed people are meme stocking again and will find a way to exit losing the least amount of money possible. For the sake of all the people yolo’ing and going crazy over this I hope I’m wrong and I’m just a jaded because I got burned by Clover. I’ve seen some crazy yolo’s so far so hopefully everyone and their mother makes money off this buying in $6+
I appreciate your view as well! It is much harder to do what TSLA is doing, but they have the advantage of full integration of all the components to make robo taxis a reality. Google does not make cars, and we have seen how trying to integrate technologies often leads to failure. While I will agree with you on TSLA and timelines in general, they are 100% focused on making this work and I see the results every time I use FSD. I have driven from FL all the way to Canada using FSD for 95% of the drive. If Google doesn't see revenue for this soon, they will drop it same as GM did.
hard to tell because GM did really good.