Reddit Posts
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
SX is now at 2 cents, is it about to rebound with gold and recycling?
Is keeping Chinese EVs out of the US actually making Detroit stronger?
Is keeping Chinese EVs out of the US actually making Detroit stronger?
Goodyear Tire "I like the stock" [symbol GT]
Trump says U.S. will hike Canada auto tariffs to 50% as trade war escalates
$DFSC 430% CTB. Why shorts shouldn't mess with the army and people from General Dynamics.
Cycurion (CYCU) – Round 2: Upcoming Catalyst: Bullish Setup! “For those with eyes, let them read and understand.” Time to “CYC U up” (couldn’t resist) because “Knowledge is Power.”
Chinese EVs are exposing how much pricing power legacy automakers actually had.
GM Q2 Earnings Beat Estimates and Raised Guidance Twice but Net Income Fell 31% on EV Charges
GM Q2 Earnings Beat Estimates and Raised Guidance Twice but Net Income Fell 31% on EV Charges
Rocket Lab's 8B Iridium deal is the third space consolidation move this quarter, could Frequency Electronics $FEIM be next?
All the regarded SPCX doomers don’t remember TSLA
Tesla is worth $100 trillion not $1 trillion. Here's why.
Tesla is worth $100 trillion not $1 trillion. Here's why.
The “Sailing Ship Effect” & Rivian's ($RIVN) Catalysts
CHGG - shorts are building into the AI news instead of covering. what do they see?
Nikola Motors: $28B market cap. Zero revenue. One rolling truck. Now there's a settlement ongoing
Vital Farms (VITL) Insider Buying Has Gone Stratospheric the Past Week
$HPSS.c, Hybrid Power Solutions, at $0.06 on the CSE (Canada): Hybrid Power Solutions Secures Largest Order to Date Valued at Over C$1.5 Million
NRED Feels Like a Typical Junior Miner - Which Means the Next Drill Results Are Everything
HITI: NASDAQ A Hidden Gem in Its Sector
Is Ford’s dividend reinvestment strategy worth it? Let’s break down the long-term potential.
HITI: NASDAQ A Hidden Gem in Its Sector
Doesn’t seem like the war is going to be over anytime soon in my book.
The "Tesla of Trucking" Was a Hill-Rolling Illusion: Inside the $NKLA Fraud Settlement
$CLF calls — tariffs handed domestic steel a structural edge
DD: SMCI's Co-Founder Got Arrested and I'm Just Sitting Here Holding PENG
God of Entrepreneurs: No Human in History Has Done What Elon Musk Is Doing Right Now
📊 DD: Jensen Says AI Spend Hits $1T by 2027 — That Money Has to Flow to Hardware Like QCOM
Three Stocks Three Catalysts. Which One Explodes This Week
All Eyes on Nvidia GTC 2026. Will It Push NVDA Higher Again?
I Caught the Brent Oil Reversal from $95 to $102. Now Everyone Is Watching the $100 Level
Just as GM, Ford and take massive EV write-offs, oil hits $100/barrel
If oil moves toward $100 again, which sectors actually benefit?
How is the escalating Iran conflict rattling your portfolio today? Mine's down 3% already, But I'm not selling!
Stocks with best potentiel bagger30 bagger50 in USA Antimony/Tungsten/Gallium/Lithium/Uranium/Gold
Rivian, Ford, GM warn China EVs are an existential threat as Chinese market share in Europe rises 6.1% YoY
Analysis of recent and future developments of High Tide Inc
What would it look like if NVDA were GM?
What a great business looks like, please post yours that meet this definition
What everyone is missing with SaaS and the modern Day innovators Dilemma
GM Shares Soar to New All-Time High On Strong Outlook, Dividend Boost
My hypothesis for the future of the consumer logistics industry
GM to record $7.1 billion in fourth-quarter charges due to EV pullback, China restructuring
GM outperformed TSLA this year, up 55.66% vs 14.70%.
Electra is reborn with the worst behind it. I am betting on it and here is why!
Stock trading has to be an active pursuit to be successful.
Trump administration to announce new fuel economy standards Wednesday, sources say
DFLI: Why This Setup Looks Better Than the Chart Shows
Hold Your Position Strongly With DFLI
Rezolve AI (RZLV) is the next 100 bagger
Rezolve AI (RZLV) is the next 100 bagger
Gratis money hack that I used to buy GM
Made $50k on AAOI, now back for $50k+ AAOI shares YOLO
Made $50k on AAOI, now back for $50k+ AAOI YOLO
Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals
Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals
Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals
Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals
GM lays off more than 1,700 at sites in Michigan, Ohio, citing EV challenges.
GM lays off more than 1,700 at sites in Michigan, Ohio, citing EV challenges https://share.google/JdIgJSqA6R8kPNLX9
GM to cut 1,200 jobs at Detroit EV plant, hundreds more at Tennessee, Ohio battery sites
PDYN - PalladyneAI - Unleashing the power of robotics
Mentions
How is it with image generation capabilities? A year or two ago I did a one-off app for shits & giggles with Claude, but my "workflow" includes generating alot of art assets for a TTRPG campaign I'm running, alongside a sort of GM-helper module. ChatGPT is passable with the image generation, but I don't think I've seen or heard anything about Claude's image capabilities, or if it even has any. I could see breaking it out between the two, but I'd rather work with one AI service if I'm going to pay $20-30/month for it.
They'd have more than that. The people that this program is aimed at is the administrative bloat: the Levels 68 to 70 (Partner, GM, VP) employees. For those that joined around when Satya became CEO, they've experienced a 10 year bull run of salary and stock grants that puts a lot of them into the 8-figure range.
When the automakers went bankrupt, GM stock went to pennies. Investors lost everything. They were too big to fail. True. But investors weren't.
Frequently in bankruptcy proceeding the existing stock shares are just eliminated and go to zero. If the company emerges from bankruptcy restructured, management can then issue totally new shares in the "new" company and is under no obligation to exchange in kind with previous investors. I lost $800 on the K-Mart/Sears deal that way which was a lot of money to me back then. Other chapter 11 companies to completely wipe out their shareholders include: GM (2009), Delta Airlines (2005), American Airlines (2011), Hertz (2020), Regal Cinemas (2022) if you need more references. Better than 50% chance you lose all your investment especially if it's going private which means no new shares in the new business will be publicly issued at all. I hope it works out for you. But I always remember what my Gramma used to say, "A bird in the hand...can still shit halfway up your arm."
GM Mossad. You’re going to have your hands full today!
Sure. But when the economy experiences quite literally 40 years inflation in six years, and there are more people living with their parents in their 20s/30s because they can't afford $2000 rent and $5 petrol, I think we can pretty easily discern that these are not only unprecedented times, but the odds of all these people being financially illiterate is lower than an economy legitimately squeezing every penny out of laborers. Laughably wrong? I've lived in small/medium midwestern towns all my life. The average person makes $19 an hour here. Sure a house is only 250k and not 450k, but you're also making half the money. I lived in Lansing for decades which is a husk of what it was before GM left. Calling bullshit send me these decent listings.
Let me guess. They are predominantly US based. They have been with the company for a long time and have accrued stock options that are costing the company. They may be older and more costly to insure with health care. So if they take the package MS nets a profit. If they do not the package will be withdrawn and they will still be shown the door. This is the modus operandi in Silicon Valley. So much so that the TV comedy of the same name made light of it. Note the company will of course target a few in other Countries and of variable age and tenure. That blocks the potential lawsuits for age discrimination etc. What will be interesting is how many of MS' massive number of SVP's, VP's, GM's, Directors are shown the door. I mean AI has to be as good at their jobs as they are too.
Tesla just today added more market value than Ford and GM combined while having sold less cars, less revenue and less profit than either of them individually.
\> This is a brand ranking, so if you group by parent company, GM’s 25,473 EVs across Cadillac, Chevrolet and GMC and Hyundai Motor Group’s 22,254 across Hyundai, Kia and Genesis still put Rivian third for the quarter. 19k sales placing them in second place if you just decide to ignore actual manufacturing and not just “brands”. In reality they are maybe fourth and Polestar sold 61k vehicles roughly in 2025 and only don’t appear on this list because they were removed by government mandate.. Rivian only needs another 27 years to get themselves into 4th position with only 5 players? Also Rivian has no other alternatives the other brands are perfectly fine not selling EVs if customers want something else, Rivian MUST win in EV space.
The U.S. taxpayer put roughly $49.5–$50.2 billion into GM via TARP. It recovered about $39–$39.7 billion, mostly by selling its equity stake (which started around 60.8%) after GM’s 2009 bankruptcy and 2010 IPO. You can try to put all the lipstick you want on that pig. The taxpayers still got shafted for $10.4 billion (actually, 11.2B) from the GM bailout.
"and the shareholders were wiped out"... Yeah, and? GM did pay it back. What you're googling is a loss on stock the government paid for, then later sold at market price.
GM didn’t even pay back their loan. The company that was GM pre “bailout” was allowed to go bankrupt and shareholders were wiped out. The CEO and board was dismissed. The government received equity for their funding the new GM.
GM left the American taxpayer on the hook for 10.4 billion. So, I don't know where the f\*ck you're coming up with, 'GM paid their loan back in two years'. Obama gave half a Chrysler to the UAW and the other half was sold to Fiat.
GM paid back their loan in 2 years. Chrysler in 3. Because they had a fundamental business under the loan that wasn't significantly impacted. What business is a business of AI BS hype? That's 80% of their value. A big lesson: The government also can force a change in governance and much of the ownership. When it bought into these companies it forced that change. They can demand the same from Tesla and SpaceX, because if you're being bailed out to begin with, you're not being governed prudently.
It was only a couple weeks ago that he moved his Ohio rally to a high school gym - which he barely filled - because the auto plant he planned to have his photo op at was shuttered. And what happened to that Georgia EV battery plant (LG/Hyundai) which ICE raided. This occurred when their Congresswoman Majorie Taylor Green supported the Epstein Disclosure Act. No the facts do not support the post. The truth is that the Fossil Fuel Industry that has been dictating US Foreign and Domestic Policy for a Century got freaked out by the rise of Renewables, battery storage and EVs. The power utility monopolies did as well. And that Inconvenient Truth - Climate Change is not a hoax. (They covered it up since the 1980's.) Think about this. During the President Carter Administration he told the American Public the truth. If we do not change our ways we will be fighting oil wars forever. History proves he was right. He put solar panels on the White House and invested in Renewables, Hybrids and EVs (his Moonshots). All the automakers took the money and built protos. GM had the Electrovair (electric Corvair) in 1966 and the EV1 in 1995. That's 17 years before Tesla. GM also held the patents for hybrid electric systems from their 1932 diesel electric train engines - still in use today. The Cartel made SURE the public never got them. It threatened their hegemony. And here we are. They bought Trump with over a billion in donations.
I'm not certain that how it works - What appears in market is valuations of companies, ie the collective assessment of their tangible and intangible assets, including their future productive capacity. - When people start selling more, the price drops until equilibrium of buying / selling is reached again, reflecting that people think a company is worth less - At this point, *wealth is destroyed*. The world has less value. It doesn't even need more cash, as an extreme example if tomorrow for some reason a company invent teleportation for free, and if no one wants to buy GM stock, that company values goes to 0, with no cash generated. - Cash itself is not a real asset per se, it's a transient hold of money we agree we can all use to acquire other assets. It's like oil in an engine. It literally gets created by your bank when you ask for a loan (ie economic activity picks up) and get destroyed when you pay back your loan (ie economic activity gets destroyed)
currently not much, i sold out with the crash SPY, AT&T, Reddit, GM, NFLX, BIRK I like to buy after selloffs been gamma scalping Nebius the last month with great results, the RV is just so much bigger than IV
Lived through 2008. I was only a year into my career. There was nothing special to do. Same percentage of my paycheck went into my 401k every two weeks. I did take a gamble on some individual stocks in a brokerage account, and made some good short term money on that. Other than the total loss of GM. 😅 Now? Targeting early retirement in 5-10 years. I have a separate all-weather portfolio that's sized to live well for ~3-5 years without needing to touch my growth assets. 50% bonds, 20% managed futures, 20% defensive/dividend equities, 10% cash equivalents. I'm confident and comfortable with that.
The model creators can't turn a profit and have so much locked in future spend they can never pay (and that's ignoring that free, open-weight models only get better). The neoclouds are leveraged to the tits. There's not enough electrical capacity to even build all this shit, assuming there is enough demand for it (and the demand is purely speculative). The public is fighting back so hard on data centers that the politicians are going to lose their jobs for supporting it, and they aren't going to do that. I see this as DotCom 2.0. The bad names are going to drag everything else down, but the survivors will be making more money than ever after the pop bottoms out. The problem is the market is so over leveraged to AI that the pop would be huge. Ford and GM had junk credit because of macro. The Neoclouds have junk credit because their business model is a Ponzi scheme that may never hit.
Yes. I think that was immediately after the Covid crash and spike. So maybe somewhere in 2022? I remember sending my brother a message about it. I added up the top 10 market caps of Volkswagen, Toyota, Stellantis, Ford, GM, etc etc and it was still about 100 billion shy of Tesla. When I added up the sales Tesla came out to 3%. So 3% of all car sales but worth 100 billion more than ALL combined.
Yeah it's crazy. This is an AI summary but I'd guess those numbers are fairly accurate: |**Company**|**Current Market Capitalization**|Net Profit per Quarter|**Earnings Status & Notes**| |:-|:-|:-|:-| |**Tesla (TSLA)**|\~$1,530 Billion|**$787 Million**|Official Q3 2026 results (reported Oct 21, 2026); net income fell 43%.| |**Toyota (TM)**|\~$226 – $256 Billion|**\~$7.5 Billion** (Avg.)|Calendar Q3 results expected in early November. Prior quarter net profit was \~¥1.33 Trillion (\~$8.7B).| |**BYD (01211.HK)**|\~$100 – $122 Billion|**\~$1.3 – $1.5 Billion** (Est.)|Q3 2026 official earnings scheduled for release on October 29, 2026.| |**Volkswagen (VOW3)**|\~$50 – $60 Billion|**\~$2.4 Billion** (Avg.)|Q3 2026 earnings release scheduled for October 29, 2026.| |**General Motors (GM)**|\~$66.8 Billion|**$3.3 Billion**|Official Q3 2026 results (reported Oct 20, 2026); net income surged 151% YoY.|
Every time tesla reports the non-GAAP income to pump their numbers, but somehow GAAP is always lower. GAAP net income was $0.15 a share or $700 million. Compare to GM $3.7 billion in net income....
GM got earnings crash, what happens to TSLA, at higher interest rate era earnings
Why doesn't Elon just buy Rocketlab, Ford, GM, Mazda and Stellantis and make it illegal to start new car companies? Is he dumb?
You can’t name a large cap thats more overvalued than this one because there isn’t. If you replaced the CEO and gave the company a new name but the whole business stayed the same, the stock would be like $80, maybe 100 during peaks. Like GM or something
We all kinda saw this coming- but TESLA was far and away the first, had the charging infrastructure, and truthfully has the StarLink and AI power to optimize autonomous driving better than anyone else still I believe. But to have a market cap higher than Toyota and GM and Ford combined? Not sustainable. All other majors are now EV and hybrid players, and the Elon shine has turned a bit rusty IMHO
the july line is the whole story for me. collected on the 3 quiet ones, gave most of it back in one morning. and that was a 14.5% close down, not some freak tail nobody could have imagined. i only sell cash secured puts and covered calls, nothing naked, so i would not sell the straddle anyway. not selling into $GM or $NFLX today either. already rolled the puts i was worried about out to 2027, have not sold any new puts into this slide, october premium is $1,395 and i still have 30 positions open. only expiry i have on friday is a $HIMS Oct 23 $30 covered call, happy to let that one ride. with TSLA i would rather sit wednesday out and look again thursday once that 77% friday IV is gone.
I wonder how my GM calls are doing...
Exactly my point. Stripped shitty R2 with one motor and RWD has range in the 180-200 real world miles in perfect weather, no off road capability, and it's still going to be 8-10k more than cars from Toyota and GM that will outperform it on range and build quality and some will have AWD.
I think people just don't understand, that if you want to find companies that are growing at an alarming rate, you basically have to invest in tech. Buying GM for instance gives you what? 2% growth per year? NBIS is like doubling revenue every quarter.....just saying
So did GM and they are down 7%
GM is trading at 5x operating cash flows, confirmed their profits, and just announced a buyback equal to 28% of their market cap. Stock is down 7%. This is truly a remarkable market. Thanks Mango, American manufacturers are back....
Damn GM doing a share buyback , sick of this buyback shit
Damn GE and GM not lookin so hit tariffs fucked their shit up
GM beats and announces it's buying back almost 1/3 of the company stock - still down 🤦♂️
GE and GM just beat earnings. If companies continue to buck the sentiment, we should go up.....right!? right!?
I'm feeling GM puts for earnings report tomorrow morning
I lost 280k. But I wasn't trading. It also wasn't 96% of my portfolio (like 15%). Bad month for semi's. What the hell are you doing? Leveraging everything you got!!! I've done options ocasionally but they are small relative to my portfolio. And I only use them when I feel like I have a huge edge and even then I'm occasionally wrong. FYI, I like them when I know there is a binary outcome by a certain date and that binary outcome is pretty well predictable. Ex. Buying puts on the Russian economy (through a Russian economy etf) just before the invasion of Ukraine. Biden had been saying the invasion was imminent and he was going to target their economy if they went forward with it. Or buying puts on Nikola after they were caught with fraudulent truck and knowing GM had to decide to move forward on letter of intent to invest in them or not by a certain date.
GM spends 3 billion on advertising and they have to. Tesla spends zero on advertising but something similar on the Roadster development but the world took notice. Free advertising that’s the plot.
You mean like GM taking money from government agencies year after year...
You have to keep in mind that the American economy hinges on the success of the AI enterprise at this point. Just like GM and banks (ex Lehman, Bear Sterns) in 2008, the government (tax payers) could very well be the backstop to any catastrophic scenario.
Shareholders don't get rescued in a government bailout. If you invested $1000 in Citibank in January 2006, the government will have saved your investment from going to zero in November 2008, but it would barely hang on and be worth about $25 at bottom in March 2009, and climb up over 20 years to now be worth $400. If you invested $1000 in AIG in January 2006, the government would've bailed you out by diluting your stock in September 2008, your investment would've bottomed out at around $5 in March 2009, and climbed back up to about $96 today. If you invested $1000 in GM in January 2006, you would've lost everything. The government bailout of the company explicitly wiped out any existing shareholders and left them with nothing. So yeah, maybe a government bailout could happen. But that's not an investment thesis.
Ford and GM are both up today.
and people still buy that sh!t Luce too. Not to mention that Jag Type 01. And believe every word that comes out of the mouth of GM CEO Mary B. And FORD's cars are all made in China now and imported back to US.
Setting aside his personality, Elon Musk really is a genius. Toyota, GM, and Ford couldn’t build a car this incredible—not even if they had until the year 2100. It can drive on walls and adjust its orientation while in mid-air; honestly, I can’t think about anything else right now.
Is it a gimmick with no practical use? Yeah of course it is. Is it badass awesome? Absolutely. I want one. More Tesla stock has been purchased. GM over there struggling with deciding to put Apple CarPlay back in there cars and Tesla is over there making cars without steering wheels that drive themselves, and cars with spacex thrusters on them.
You are the one who claimed "spent a fortune". Whatever the definition of a fortune is to you and then to a trillion dollar company is still another thing. But showing of tech and progress as a semi tech company is a bad thing? You're an idiot. You should work at GM.
I don’t like Elon’s politics or horde of trillions of dollars, but this stunt panders to anyone who likes cool shit. If China did this we’d be saying “damn we’re way behind.” If GM did this we’d be like “fucking cool, are they now competing with NASA?” You can dislike the man and acknowledge the product is pretty sick.
Blah blah blah everything sucks I hate my life blah blah blah. GM invented active suspension in the fucking 80s and had it in just about every performance car they made in the early 2010s. NOBODY WOULD GIVE A FUCK. I am so far from a Tesla person but these dumb fucks crying about how this isn’t cool as shit are losers.
They don’t sell them here cuz the government needed to protect the traditional American automakers: Ford, GM, Chevy; those tariffs and fees were in place for a while. Similar thing they did in the 80s-90s on Japanese motorcycles to try and protect Harley Davidsons shitty fucking product from losing market share.
Ford and GM are "making" $50 billion in revenue a quarter and are actually profitable, not 'profitable before calculating expenses' garbage. Guess how much those two are worth?
Maybe it's peak, maybe it's not. But with the valuation where it's at, there's no point in holding to find out until we see GM resume an upward march. If you knew how Wall Street dcfs work you'd know that the stock is over valued and so everyone is riding the financial momentum. Peak GM will be the key to the top and any time the GM slips, the stock will slip
Product transition costs and currency fluctuations make a 1% margin variance statistical noise. Applying "Peak GM" to TSMC because of a 1% quarterly fluctuation is funny. TSM is ramping up and stable while dealing with costly transitioning to the new 2nm node. But yes, timing selloffs like this is exactly the type of shit bros on Wall Street would do. They wouldn’t call it peak GM though in this case.
You're all retarded, it sold off because the gross margin slipped, and guided with a lower floor. Revenue growth doesn't matter anymore, everyone is just tying to time the peak GM. How tf do you guys not know this.
Integrateds are fuk bro. Until CLF makes a move into long products, totally dependent on 12 yr loans on Doge and GM pickemup trucks.
> I mean they are also growing at the rate that no business has grown before. They are doing that through additional fundraising. It does nothing to refute the "it's overhyped" thesis to point out that there's a lot of hype. Anthropic has raised something like $100 billion in the last year alone, and we know of a $42 billion deal for debt from Broadcom. That money has to come from somewhere, and the macroeconomic trends are presenting headwinds for the first time in this current AI cycle: higher interest rates, high energy prices, data center projects over budget and behind schedule, etc. OpenAI's deals with Oracle and Softbank are actually threatening the solvency of both of those. An asset retaining value doesn't mean that the person who owns the asset can't run out of money operating that asset. Sometimes the best play is to wait for the current owner to run out of money, and then buy that valuable thing at fire sale prices. We have dozens of household name brands that went through that cycle, from GM to Hostess to basically everything Bending Spoons owns. Being invested in the previous owner doesn't guarantee being invested in the product in the future.
I’m sure Ford and GM was saying the same thing 15 years ago.
Adjusted for inflation GM was $245B in debt and spent $120B between 2005-2009, of course they got a gov bailout, split the company in two, declared bankruptcy and walked away from their debt...
An aside: I'm glad that some auto makers have placed service access ports for easy fuel pump replacements under the rear seats of their vehicles. HOWEVER, I wish a pox upon the other automakers (looking at you Ford and GM) who require you DROP the entire fuel tank to replace the goddamn fuel pump! Sorry, not wallstreet-related, but for those of us who have hobbies outside of this forum ;)
“You want to pay FOUR BILLION for an electric car company that has delivered like 20,000 cars!?!? That’s valued like GM who delivers hundreds of thousands!!” Yes, yes I did. I’d rather it went public earlier. But here we are.
I don’t like the guy at all but his companies have a higher payroll than GM.
GM is doing very well under Kurt Kelty.
https://www.amazon.com/gp/aw/d/B0B9Y27GM2 My headboard has a little shelf, which is why I’m able to attach it there. The hinges are a bit stiff to hold the iPad in place and not sink or droop , which consequentially makes it hard to adjust, but I think the trade off is worth it.
Dumped all my NVDA shares. Video games are a dead thing. Put it all on safe bets like Enron and GM.
Yeah, man, I think that's a great idea. I didn't want to put all my eggs in the same basket so I came up with a fullproof diversified plan. Followed all the classic advice like never invest more than 5% into any one company. And split your funds into equity and bonds. I can't go wrong with this plan: **1. US Banking 10%:** Two rock-solid titans with Lehman Brothers and Washington Mutual. **2. Insurance 5%:** AIG is the largest insurance in the world! Zero risk. **3. European banks are reputedly even safer so 5%:** Anglo Irish Bank is my bet. **4. Industrial 5%:** GM because you can't go wrong with American classics. **5. Retail 5%:** Circuit City because of all this computer building boom and stuff. **6. Transport 5%:** Frontier Airlines. These low-cost airlines are just amazing cash cows! **7. Tech and energy 10%:** Solyndra & Joost. I know these amazing guys with really promising startups so decided to put take a stake in their companies. These Joker-cards are probably the ones that will turns us into multi-millionaires while the other assets grind more slowly. **8. Real estate 15%:** Got us a fabulous new house in Florida! 15% of all our funds in downpayment and then the mortgage is quite large. But hey, as they say, real estate always goes up long-term! You've seen these guys getting rich with property in the recent years, right!? **9. Fixed-interest 40%:** Following the classic 60/40 advice I'm putting 40% into Greek governmental bonds! We went to Greece once at it was such a nice experience! Germany was such a drag in comparison, so I'm not giving my money to those lederhosen idiots! I'm like, this is all buy-and-hold so I'm even going to peek at the balance for years, just like these weirdo Bogleheads say (who knows, maybe they're onto something!). So yeah, all the family's money is now in there, although wifey doesn't know anything about it yet. She'll be so happy once I'll tell her some years later, how rich and stable we all are. Probably tell when when the kids hit high school in 2012, and we can start planning their fabulous time in elite colleges!
With 87% GM, I expect my dividends to rise. Lol
ok ive decided to halp this fella lose monie on his pre planned earnings play, nothing burger companies report for awhile except C on oct 13 before open ASML on oct 14 before open TSM oct 15 before open GM and GE on oct 20 before open NFLX on oct 20 after close IBM on oct 21 after close the big deal starts the week of oct 26, TSLA, AMZN, AAPL and all, till then nobody cares
You were probably thinking of revenues. They kept their revenues growing slightly before it declined last year. The main difference was in late 2022, they had very enviable operating margins (~16%) for an auto company, compared to the likes of GM (~6% operating) and F (~5% operating). This year, their margins are in line with the rest of the auto sector. In fact, TSLA's (4.6%) operating margins are worse than GM's (7.7% operating) and F's (6.8% operating) now.
2021-2024 was when the internal and federal investigation was launched in to someone stealing large amounts of expensive shoes: limited releases, prototypes, and unreleased designs. besides Ann Herbert nike VP and GM of north america letting her son steal and buy shoes (yeezys with his mom's corporate CC) and resell them under the moniker West Side Streetwear. 11 others were arrested for abetting, grand larceny; by using fake UPS tags attached to a shipment (the logistics floor manager was in on it). from what i remember, the reseller Coolkicks was taken down with as the owner was colluding with said floor manager
Not to mention Ford and GM had the same subsidies Tesla did and didn’t make much out of it because their main priorities are selling gas F150s and Silverados which to your point are what Americans really want.
https://eletric-vehicles.com/tesla/tesla-leads-euro-ncap-safety-rankings-in-two-vehicle-segments/ It’s genuinely a safe car. Ironically these people would say go buy car from Ford or a GM who made death traps for decades and now prioritize hulking pick up trucks as their safety benchmark.
What r u investing in GM? This is r-tarded.
You know the saddest part of this? The fucking government will step in (on our behalf, of course) and bail them out because everything in this country has turned into a *”legacy company” and can’t fail in the eyes of this administration.* *Same shit as BYD not being sold here. Don’t wanna put GM or Ford in a position to where they have to innovate and build an affordable EV.*
I did that with GM and lost it all
LAC. US based Lithium mine starting up in late 27 early 28. Good growth for the next 10 years on it. The mine is backed by DOE and GM.
MU just printed $54.2B revenue at 87% GM, guided $61.5B next quarter, says Q1 is the margin floor, supply stays tight through 2028, and most 2027 HBM is already locked at higher prices. Market calls peak cycle; I call $MU still wildly underpriced. See you at 2,000. Don’t be a panican.
Where did you get 87% GM?
This is the first quarter with Thornhill and an additional better line. Every quarter until now was about the single line, managing cash burn and proving the concept. If they had been churning out batteries at a higher rate and lower margins they would have caused more dilution. Cash burn can reduce significantly in these upcoming quarters, and they have the cash to get to GM profitability if they meet their target.
solid writeup, the Line 2 ramp masking the GM improvement in Q2 is the part most people sleeping on this are missing. the real risk isn't the thesis, it's getting chopped up on the Line 1 move to Thornhill in Q4 if Line 2 stutters at higher utilizations before then. what's your exit plan if the preliminaries don't drop within that 9-15 day window this time?
The move is in the guide. Street has $31.50 on a $31 guide, so a $32–$33 print is a shrug. The real swing is whether Mehrotra guides $35-plus with mid-80s gross margin held as the run-rate, and whether he previews the December 9 buyback unlock. listen for: Q1 guide versus the $35–$37 whisper, mid-80s GM as the run-rate, and buybacks after December 9. If those land, the $1,032 low is dead and the stock runs to $1,150–$1,200 by Friday.
Ya they did the same thing in 2008 with GM, it’s a bipartisan strategy until orange man bad
"right but Tesla is already valued as much as Ford, Toyota, and GM combined". Heard it all before
100% agree. But the data is pretty overwhelming and at some point common sense takes over. It's like saying a GM has no control over the results of the team. What is definitive is that supply side economics, which is primarily the GOP economic position, has never produced the promised widespread economic boost. Profit and shareholder value? Yes, but not in any other form.
GM had 185B in revenue last year and has a market cap of 85 Billion. Make it make sense.
I am curious what they are depreciating that yields $60M+ in D&A (slide 29). Are they depreciating a bunch of computing equipment? I wish they would put in a cash flow or more complete P&L. They have a net loss of $33M for 2025 but somehow get to a +$55M in adjusted EBITDA. What are they spending so much money on to go from $246M in revenue and 80% gross margin that yields a $33M net loss in 2025? Is this simply a highly labor-intensive consulting type business where GM doesn't really mean much in how they are reporting it?
VW is going down. About 100k jobs expected to be axed in the next years, they are closing multiple factories in Germany. Already 65% down from 5 years ago. They fired the man who wanted to pull VW into the future 5 years ago. They fired Herbert because "he was going to fast". It's only a value play if you mean negative value. The company is royally fucked. I don't see a future for it unless they become a shell sales company for the Chinese like GM just signed a contract for.
Boeing, Ford, GM, Pratt and Whitney, GE, etc. (old fucking companies that employ hundreds of thousands of people) serve a couple primary purposes: Employ american people, get them healthcare and dental coverage. They just happen to also make planes, cars, engines, etc.
GM is subsidised at like 3x Tesla and is still taken over by china
THANK YOU MR PRESIDENT FOR BRINGING BACK SUCH GREAT INDUSTRIES ESPECIALLY GM [THEY WOULD NEVER COST THE GOVERNMENT MONEY](https://en.wikipedia.org/wiki/General_Motors_Chapter_11_reorganization) NOR WOULD [STELLANTIS](https://subsidytracker.goodjobsfirst.org/parent/stellantis) OR EVEN [FORD](https://www.factcheck.org/2011/09/ford-motor-co-does-u-turn-on-bailouts/) Don’t get me wrong here, I wouldn’t consider myself to be a commie, but the fact that “Capitalism breeds innovation” is widely believed, I’m not exactly sure how the most capitalist president since Reagan openly pushing us from one of the only automotive fields *actually doing any innovation right now* is compatible with reality.
Ahhh yes forcing us into buying Ford GM n Stellantis... Most reliable car makers in the world 😂
GM forecasts $14b to $16b profits. Their market cap is $70b.
I recently had a meeting with the GM of the warehouse I work in, we were discussing our health savings plans and got on the topic of HSA. We both have one and he mentioned that his financial advisor recommended he invest his unused HSA money and how he doubled his money from it. He ended up getting pulled into another meeting so I didn't get to probe him very much on it. Just wanted to pick everyone's brain on investing your unused HSA money and whether that would be super beneficial for a smaller account. Obviously the GM of our facility is going to have much more in his account than me, I think I have less than $1k. And what would be a good investment to put it into?
What is the actual problem with CNG? I worked briefly for a company that was doing conversions to new GM trucks (pickups and medium duty) back when CNG was being pushed heavily as transport fuel (early 2010's). I know there was an issue with the pressure regulators where they would freeze up when you accelerated after driving on the interstate for a while (i.e., an hour at 70 mph then accelerate to pass, or come to a steep grade and the cruise control opens the throttle) which would be a major issue for tractor-trailers, but buses and UPS trucks and garbage trucks work fine around town with the varying throttle position. This was when pressure was 3500, before the high pressure began (5000? or 5500?, may be higher now). GM made factory CNG trucks briefly and I was thinking about getting one. I got to a point where I wasn't driving 35-40k miles a year any longer and I stopped paying attention.
GM trading at 5.75 forward is stupid. They even raised guidance for Q3 after Q2. I get the whole America bad, no hybrid vehicles point, but it is wildly underpriced. They have SUVs that are selling more YoY and V8s in their trucks vs others. They actually have decent vehicles.
ALL HAIL u/johnnyshots22 !!! 