GM

Even-Leave4099

For GM and Ford to compete with the Chinese or even the Koreans, Japanese and Europeans they need government subsidies and support because all of them are doing it already. The problem with America is the short-sighted vision of these republicans.  Gutting their support for electric cars and emission controls boggles the rational mind. Their cars will be irrelevant to the world except for american boomers. 

Supertainment

Yup, I have calls for 2027 at $3 and $7.50. Aside from that I have 1k shares as a 10 year hold and I'm building it bigger every day. 2 billion DoE loan, GM joint venture; If my money burns up in this play, I can never fault myself for how I read it. Dirt cheap rn and I am astounded every day that I can keep buying below my cost.

elysiansaurus

On the other hand, GM is up 110% YoY. I like Ford, I do, but the Mach E is too expensive, which is why the Equinox is crushing it. Well, and right now they can't even sell them due to the stop sale. Feel like Ford's skunkworks team has been fucking around for years, that affordable ev needs to launch soon. GM also has the bolt launching soon.

SPQR0027

Eliminating the carbon credit spend may be helping GM and Ford today.

no_reddit_for_you

How many cars are Ford and GM selling globally? Don't see many of those across the world tbh and I'm a frequent traveler... Toyota, Honda, yes.

ramirex

they already do. GM and Ford would instantly die in both EV and ICE markets as soon as tariffs for imported cars are removed

TheTimeIsChow

At the end of the day, automakers base decisions on market demand. Not what the federal government thinks is best. If the trend points towards a global EV future? This is the direction they will go. If not? Then they won't. Trump can yell at the sky all he wants... it doesn't fucking matter. Ford/GM/etc. aren't going to just nod their head, keep pumping out gas vehicles, and watch their entire market dissolve.

Creative-Cranberry47

actually there are multiple insurers with a 75% CR. i made a list a while back but KNSL for one has a 75% CR for the long term. you have to understand that ROOT isn't your ordinary insurer. It is doing things that no other insurer has done before, and thats underwriting risk correctly, and getting the best loss ratios from it. Secondly they are bringing down SGA expenses drastically due to their tech stack, ai and automation. No insurer is doing what ROOT is doing in terms of efficiency, and when you get that type of combination, you'll get results like a 75% CR in the long term. ROOT is doing everything better than Geico other than size. i only threw Geico in there to give you an idea, but ROOT will be more efficient than Geico. Geico overhired, and when you build the company from the bottom like ROOT, management can easily maintain efficiencies, without deadweights. When ROOT can cherry pick policies due to risk, thats where ROOT comes in very similar to specialty insurers who are putting forth 75% CRs. its not your typical auto insurer. What ROOT is doing is what TSLA did to the auto industry by removing the middleman and making it more profit efficient. it deserves a valuation multiple, just like how TSLA trades at 30X GM, F but yet has less revenue. No one is comparing TSLA to legacy automakers, when legacy automakers are slowly dying. thats also the exact reason why you shouldn't be comparing ROOT to legacy insurers who are losing customers/growing at single digits. ROOT will be 2-5X more profit efficient than their legacy counterparts, and should deserve a valuation multiple due to profit efficiency, growth, and tech. The perfect example is Tsla versus legacy automakers or even HOOD versus legacy brokerages. No insurer is going to do embedded insurance like how ROOT does it. Look at the list of partners that are lining up here. Legacy insurers can't build embedded platforms period. No other insurer is going to be able to cross-sell like how ROOT does it, significantly increasing LTV of customers & margins because of it. as for cross-selling, according to JD Power, if a policy is bundled, the customer will hold the policy for about 30% longer, and it opens the market up by another 37% for customers who only shop for bundled policies. Why that is important? thats because with the 1.4Bish cash that ROOT may receive from CVNA warrants, that could potentially be used to acquire another product front loading growth, and potentially doubling revenue growth. legacy insurers have nothing against ROOT. It will only take a small amount of PIF growth, to bring in strong NI. you're simply not bullish enough.

Humble_Increase7503

HOOD $10/$12 leaps; bought in 2022. I just want to thank wsb for always being negative on HOOD. GM E dummies being bitter made people bearish in this stock, giving me plenty of time to load up on leaps. It made me a ton of money, and I just want to reiterate my belief that inversing this sub is a sure fire way to make money.

dvdmovie1

Even before Trump, legacy auto has been a lousy sector. It was clear that it was going to be a tariff focus so a sector that - with few exceptions (Toyota, Tesla, Ferrari) - already hasn't delivered compelling shareholder returns in ages just seems even less compelling. People keep giving F and GM second and third and fourth chances and meanwhile GM is up 45% since 2010. Could have done a lot better in more boring stocks not in an industry that is generally okay when times are good and lousy the moment things turn South.

dvdmovie1

"Japanese carmakers took a hit already Toyota, Honda, Nissan all down in Tokyo. " I think the issue that I have with something like this is that people now focus on the impact of every single Trump speech but not on the fact that aside from Toyota, is there a legacy car company that has done really well over the long-term? Honda stock is around where it was 20 years ago. Nissan has had issues and is back to about where it was in 1999 but even before the recent troubles it hadn't really gone anywhere much in years. You have all these companies that have done maybe okay when times are good and are in the toilet the moment times are bad. Yes, what Trump says/does will have an impact - an impact on an industry that has traditionally already not exactly rewarded shareholders over the long-term with very few exceptions. "Meanwhile, GM and Ford might get a boost short term, but their supply chains are global too so it’s not all upside" The legacy automobile industry is just not a great industry. I've seen so many people keep trying to give things like F and GM second and third and fourth chances over the years and they're inevitably disappointed (and probably could have done better in something like PG and had much less stress.)

jvro1

From my bro chatgpt Ally Financial (ALLY) – major auto loan provider Santander Consumer USA (SC) – heavily focused on subprime auto lending Capital One Financial (COF) – significant auto loan exposure Wells Fargo (WFC) & Bank of America (BAC) – large indirect auto lending arms GM Financial (owned by GM) and Ford Credit (privately held but benefits GM/Ford)

insidiousfruit

US auto companies like Ford and GM. They have revenues as large as Google and larger than Tesla, but they are only worth 50 billion dollars. At the very least, they tend to go down in value less than major growth and tech stocks in market crashes because of how low in value they are.

norcalnatv

dude, they've been trying, and losing market share, since AMD bought ATI in 2006. You say it like it's easy. I come from this industry and you have no idea how hard it is. People don't understand GPUs are Jensen's turf, not Lisa's. She's too conservative and never hires the right GM or VP ENG for GPU. She never invested in SW and now she's playing catchup. 20% Ain't going to happen. Or it would have already, shit just gets harder from here, not easier.

PopperChopper

Yes it is. Oakville assembly is shut down for retool. Windsor assembly is on rotating layoffs due to poor sales. Brampton assembly is down and has been down for almost 2 years now with retooling paused. Cami just lost a shift and is going to be moving product to the states. GM oshawa is down to 1 shift and are losing products as well. In 2023 they were pumping out a million cars per year or more between them.

True-Bet269

I did something similar with GM-E a few years ago. Honestly? You should stop fucking with options. Buy and hold and wait for dips and buy HARD and then in a few years bro the snowball effect is so real. Don’t waste anymore time, it needs to start ASAP and have time to grow.

Foodwraith

3% tax approved years ago and in compliance with NAFTA and USMCA, causing little disruption to big companies like Facebook or Google vs 50% tarriff on steel and aluminum, illegal per NAFTA and USMCA that causes significant disruption to numerous US companies. Eg Ford, GM, etc.

CharacterConstant826

5k puts july 3 for GM (48$) and ford (10.50$). Will it print considering Trump tariffs threats against Canada or am I regarded?

Decent_Project_3395

Might want to give Ford and GM a head's up as well, as they will actually be footing the bill.

LeagueHonest6580

I interviewed at two new restaurants this year, both of which belonged to well regarded groups in a top 5 culinary city in America. I was interviewing for a GM position and have experience with opening operations and I know what they involve. I've also got a pretty damn good track record at it. So I asked both these owners a lot of questions regarding the first few months, what their goals were and how they were going to measure success. What do they want to see out of these concepts and how would *they* like to see things achieved. What would you like to see out of your GM, what goals are important. I like getting a sense of what the passions and priorities are, especially because those are very important with new beginnings. 1 straight up said "I wanna make a shit load of money bro. That's the goal". *No fucking shit*. That's your ownership wisdom? Why the fuck am I even talking to you then, you provide absolutely nothing of substance. The other gave me basically the same answer but with far more worthless verbage. I told both of them they weren't worth my time and they looked appalled. I'm now moving elsewhere after landing essentially my dream job, with an owner who exuded passion and substance.

Wolfofphx

Also consider the main companies get bailed out of every economic disaster. (Not just insurance, but in general) example: GM, ford, banks, etc.

Puzzleheaded-Rush12

Tesla stock is baked into millions of 401ks and IRAs. A trillion dollar company isn't going away. Its market cap is bigger than GM+Ford+Honda+Toyota+BMW+Mercedes+Hyundai combined. As we both know, Tesla stock is immune from normal pricing pressures. The market loves Tesla. Even with all the craziness of the last 6 months, Tesla is up 80% in the last 12 months. It's gonna be around for a long, long time.

JustAFancyApe

I love my 2017 Chevy Bolt EV with just as much range. Not as nice as a Tesla, but I love it. 197,000 km and still awesome. GM 46 billion dollar market cap and 44 billion revenue, 2.78 billion net income. TSLA 1,030 billion dollar market cap (that's $984,000,000,000 higher than General Motors) and 19.34 billion revenue, 0.409 billion net income. No one, and I mean no one can justify the stock valuation. It's legitimately insane. Even with the hopes and dreams for the future it's insane. The stock market doesn't give a fuck how much you like your Tesla, the numbers don't lie, and the day of reckoning is coming.

MutaliskGluon

They are almost certaintly declaring revenues too soon and placing things on AR before they should. The way their AR AP and FCF all relate is really weird and looks like some early revenue reconciliation that is a red flag. Kinda ponzi like in a way, but since they are still growing fast nothing is happening, but you can tell by the GM% QoQ declining pretty rapidly that its gonna end soon. Theres also EXTREMELY shady stuff going on with CRWV and other hyperscalars with some revenue round tripping and fraudulent accounting practices on the depreciation of the GPUs. But SEC essentually doesnt exist now, so it will likely never become obvious until well after funds dump "for no reason" and retail wonders why the stock is selling off "for no reason". NVDA next ER is gonna have an INSANE headline number as the M2M their CRWV gains and show a stupid high profit number that will look much worse once stripping out that 1 time non operational gain. Call me a clown all you want, whatever. Im not a clown. Im a bear. Rawr

duovtak

It’s got no head room, and what do you think you know about GM that the entire rest of the world doesn’t? You have no advantage over any other trader.

ThinkingOfTheOldDays

GM is not computer

Narcissist_X

GM is the biggest POS stuck in the mud stock, fml

frizzolicious

If the geofencing is accurate they have had no contact with GM. VW is essentially powerco which they already have an agreement with.

twenson

They already confirmed two OEMs are expected to sign this year. If I had to guess one could be VW again (they’ve got history), and maybe Hyundai or GM as the second? Both are pushing into EV hard

RiskyPhoenix

No, it’s literally 12 cars supervised by workers ready to intervene. That’s not unsupervised. Waymo doesn’t need car distribution to threaten Tesla, they can run their own fleet and license the tech to be used for existing automakers, which they’re currently doing with Toyota. Plus like I mentioned, Mercedes, BMW, VW, GM, and Ford all are working on their own versions of hands free driving.

GhostofBreadDragons

Tesla went up in value more that the combined worth of both Ford and GM the day after the robotaxis even was delayed 3 times and required safety riders. I have no idea how they can consider Sunday a success. What would a failure have looked like? 

ixvst01

[Top 10% of earners account for over 50% of all consumer spending](https://www.wsj.com/economy/consumers/us-economy-strength-rich-spending-2c34a571?gaa_at=eafs&gaa_n=ASWzDAiJG6v6XLhl8RuNuVGxEGU7VsOF_eo6QAy6g4R1GM-fI0SPbruh8ELF&gaa_ts=685a14ef&gaa_sig=ytMS1myW-ntQuiRvlGHqSD6-HxaxeF-Quq7mwHX_erH-LEGMIifuN4GJMRSY_gkY8kDL08-Xqz1sloJrmjhfpA%3D%3D)

RiskyPhoenix

Because the robotaxi thing requires remote intervention at a high enough rate that they still need human supervision, which eliminates most of the financial benefits of self driving robotaxis. And if you simple consider it a value add to their usual car sales, you also somehow have to justify that their sales are simultaneously dropping in all their core markets while their self driving competitors (GM, Ford, Mercedes, BMW, VW) all are catching up and offer hands free features. That’s not even touching the brand damage side of things, because most liberal folks I know would never buy a Tesla after DOGE, and that’s traditionally Tesla’s core audience. So I guess the question is, if the self driving is so good, where is that going drive profits that justify even half of the current valuation?

iphonehome9

Tesla has revenue of 20 billion and a market cap of 1.1 trillion. GM has revenue of 44 billion and a market cap of 46 billion. Both companies make electric vehicles and have fairly advanced driver assistance tech. Someone please explain to me what has to happen for Teslas stock to drop to a more reasonable $7 per share?

whatchagonadot

well, I got a buck dividend from GM, lucky me, now I can buy some stuff at the dollar store.

thebiglebowskiisfine

Removal of the tax credit only benefits Tesla. How much money do you think Rivian, GM, and Ford can continue to lose on every unit? They have already lost billions. They have zero vertical integration. They are going to collapse - Musk was the one cheering on the elimination of the tax credit since 2021. They will eventually shutter their programs. Tesla will be the last man standing. They are also cutting solar credits - does that mean solar is going away? I'm delusional? Bro, did you do ANY research outside of CNBC before placing this bet? [https://www.transportation.gov/briefing-room/trumps-transportation-secretary-sean-p-duffy-unveils-new-automated-vehicle-framework](https://www.transportation.gov/briefing-room/trumps-transportation-secretary-sean-p-duffy-unveils-new-automated-vehicle-framework) Again - it's right there in front of you and you missed it.

Infinite-Truth-6381

It’s kind of crazy to think that, even back in the 1930s and 40s, people were speculating on the markets to try to make money while the largest war in the world was going on. Probably had friends or family drafted to the front lines and they were thinking “yeah I think GM and U.S. Steel are way too cheap right now. With all the war time production, they should be making record profits.” Fucking degens.

Secret_Account07

This is the president of the United States. If I was GM at McDonald’s you would call me an immature buffoon if I talked this way. Naturally, we put him in charge of an entire fucking country 😑

Acrobatic_Force7954

I don’t know, but it looks like that it was all hype that drove sales, especially now that the playing field has leveled a lot because there is a lot more competitors in the robotics, electric vehicles and autonomous driving businesses. I feel that Bill Gates, Jeff, Bezos, Mark Zuckerberg, or any other hyper scaler CEOs that had the tasks that Elon had would’ve been successful. If not more. I cannot deny the fact that obviously his net worth shows his impact his development of his businesses and his intelligence, those are pure facts, but in regards to the business or businesses that he has or that Tesla has I think personally he has stiff competition moving forward I think a lot of this is banking off of the Robo taxi in monetizing vehicles, let’s see if he can pull it off. I see a lot more Rivian‘s on the road. GM has sold more EV’s this year than ever. You know Honda and Hyundai are coming to play and out of nowhere, lucid motors are popping up all over the road, which is just wild to even imagine given the cost of their vehicles and from a perspective of practicality no offense that anybody that enjoys or likes Tesla, Rivian looks to be in regards the vehicle of choice not just for consumers but for businesses.

ElectricalGene6146

Big red flag that cofounder recently left to join GM.

BrewerCollie

LAC - Trading at $2.62 or something. They'll be operating the Thacker Pass lithium mine in Northern Nevada, North America's largest discovered lithium deposit, in a joint venture with General Motors to produce lithium for GM EVs.

CSCAnalytics

Now do the 70’s with Exxon Mobil, the 60’s without IBM + AT&T, the 50’s without GM, the 30’s without standard oil. Of course if you remove the market dominant mega corporations of the decade, the chart doesn’t look good. It’s been shown that the top performing ~4% of stocks contribute to the market gains annually, while 99% of individual companies don’t even beat treasury bills in the long run when you account for bankruptcies and corporate failures. That’s why Index funds exist and outperform active investing, where you’re guaranteed to reap the gains of all dominant companies every year in every sector. Also why Markowitz won the Nobel peace price and created “Modern Portfolio Theory” in the 50’s.

LCJonSnow

That doesn't mean shit for stock ownership. GM was too big to fail. GM shareholders before '08 were wiped out.

threeriversbikeguy

CapEx is locked away until its absolutely necessary at companies that depend on imports. Excluding of course dogs like GM that are always in debt up the butt and make you little money anyways.

VariationAgreeable29

Zero auto makers who aren’t currently selling cars in Europe have any interest in exporting their cars to Europe. It is a brutally cutthroat market. The EU knows that promising Trump no tariffs on imported cars from America is literally a nothingburger. GM sold all of its operations in Europe decades ago because of how unprofitable the market is.

ArseTrumpetsGoPoot

Put your crayons down and pay attention. I'm not going to go over this again. **VAT is not a targetted tax**. It is like sales tax in America - it applies to (virtually) everything you buy, whether made domestically or imported. And the reason Europeans don't buy American Fords or Chevys is that they are completely unsuited to European roads (and poorly made, but that's another story). That's why Ford has a specific business unit for Europe, building cars for European roads. And GM does the same, with their Opel brand. Your Fords and Chevys, by the way, are mostly not made in America, but in Mexico and Canada, thanks to NAFTA. If you want to buy an American car, buy a Toyota.

Ilfirion

It has been. But busses have pre-defined routes they must take, where they can stop and where not. Just two weeks ago, I went shopping. Saw a Dodge Ram block up 4 lots, because it just does not fit. We are not gonna change a continent, because the US cannot research the european market correctly. Especially since GM and Ford should have a ton of experience by now.

norcalnatv

Bro, r/investing sub HATES NVDA, just look at those downvotes. Not a good place for advice on this name, imo. I'd try r/NVDA_Stock or r/NvidiaStock \>Are you holding NVIDIA for the long term or do you see its potential as being capped? Been mostly holding >10 years. Listen to AMD's CEO when she says AI is in it's "early innings." I've been following this company closely for a long time, and they have done a few magic things: 1. They replaced the primary workhorse of computing (x86 CPUs) with a new form of computation, GPUs. Said another way, single threaded execution versus multi-thread or parallel execution. 2. They built a very robust development platform for the GPU. That platform consists of both their hardware and CUDA software that is now the default environment for next generation technology shift. 3. They have uncovered/discovered/invented a whole new set of applications that the world didn't know it needed in which GPUs are uniquely qualified to service: AI training, AI inferencing, Robotics, Physics, Self-driving, Quantum, Medical science, Materials science and on and on. 4. They have kept the competition at bay since their Kepler architecture in 2012 - a stunning feat as the popular perception is chips are easy to build (chips of this level are not). You strike me as a younger person - which is a great thing for investing. Time is on your side. Don't trade it. Don't try and time the market. Don't jump in and jump out of the stock. Just buy a few shares and put them on the shelf for 10+ years. This company has been in a shoot out with MSFT and APPL for the largest company in the world (by MC) since January. It will soon be the most profitable company the world has ever seen. $50B (200B run rate) by the end of this year and 70% margins. But they are the engine of the entire AI infrastructure segment, collecting something like $0.40 cents for every dollar spent and they retain \~90% of the compute market share. The question you are asking is: well, is the music going to stop, or do we have another bunch of rounds of musical chairs. The answer is many rounds are still to come. At least 10 years of growth in the segment and Nvidia will be the primary beneficiary. Is it all going to be straight up and rosy? No. It never is, so there will inevitably be ups and downs. But I've never seen a more well managed team, more well focused and driven company than Nvidia, so one just learns to ride through those ups and downs. Pick your entry points wisely, like this recent down turn in April. I was buying then at $96 and it looks like it may be making new all time highs in the not distant future (which honestly is not the time to be buying). I wouldn't trade it (like options), just buy a few shares when it dips and put it away for 10 or 15 years. It's like buying and holding [GM for 20 years after the second world war](https://archive.nytimes.com/www.nytimes.com/imagepages/2008/07/09/business/09place.graphix.ready.html?action=click&module=RelatedCoverage&pgtype=Article&region=Footer). To be clear, Nvidia isn't a conventional investment, it's risky -- and that's primarily why I think this stock is frowned on in this sub. Do your own due diligence. But from one whose been through the high highs and the low lows, the company is going to deliver and keep on delivering, that's just what they do.

FeMtcco

Now show us with ranking by brand plus YoY change to understand the trends better. Just checked it out and there was a 29% incease on EV sales worldwide (YoY for Q1) and Tesla managed the feat of being the only top 10 company with a decrease on sales (13%), VW is getting more share in Europe, whereas GM and Koreans are getting more in the US, and chinese are expanding everywhere else plus China. Tesla has to either come back to the drawing board to get better products out or they will get way behind in a market they completely dominated up to a couple of years ago. https://preview.redd.it/2pxh500ny37f1.jpeg?width=1200&format=pjpg&auto=webp&s=76f4aba53baec9d5b80941971d6388b316de038f

Initial-Resist-9774

She’s got 6 years at FAANG, currently a senior quality engineer. Just finished her Masters in Engineering Management. 4 years QE at GM and 2 years at DOD. Degree in Quality Engineering/Metallurgy from VT

Potato_Octopi

Haliburton is a defense contractor. GM and Ford have been as well. You can make similar comments for any big spending. War has been a fast shrinking segment, so if you want to make big bucks off the government or anyone war isn't a great bet.

threeriversbikeguy

Debt to equity at GM has been bad for a long time. This sort of BS isn't new to shareholders. Well it shouldn't be.

CleanMyAxe

GM doesn't even keep up with inflation. Might as well put your money under the sofa.

throweyxz

the sub 2000 rating board completely kills any competitive aspect of the tournament. I mean the indian guy with 11/11 and 2700 tpr is clearly playing at IM/GM level, yet farms all these 1800s. This cant be the intention of the organizers - there is a lot of money on the line after all. They need to change something in the future, maybe make it another open women board or whatever, but this is just not fair.

bltn2024

Intellectual property is much more valuable than plant and equipment in today's world. That's mainly the point of the whole analysis. The factories of GM, Ford, and Chrysler did nothing to create a moat for their products. Despite not really having their own major factories, the IP and brands of Apple, Nvidia, and Microsoft have deep and wide moats.

bltn2024

Yeah and in 1990 the top 3 in US were still GM, Ford, Exxon. The point is the top US companies are indeed much higher quality than those yesteryear. They have way better business models to drive growth, innovate, and dominate their markets.

---cheetos---

American cars have final assembly here but parts are nearly all manufactured outside the US. Mopar is mostly made in China, Ford/FoMoCo sources parts primarily from Canada and Mexico (and a bunch of other countries), and GM/ACDelco sources from numerous countries as well (with China being the biggest of them, and there is currently a class action lawsuit against GM for mislabeling their parts as being made in America). Those are the principal “American” car parts brands. They are multinational companies with DIVERSE sources, from which a surprisingly small amount is actually made domestically.

SwolePalmer

What do I short if I want to bet on a bunch of military wives getting dicked on the low while their husbands are in the desert? GM?

Far_Celebration197

They already do this. “China” isn’t doing it because that’s the country, but many of the Chinese manufacturers already have factories in Vietnam and other Asian countries. It’s like GM having factories in Canada and Mexico and shipping those cars to Europe it’s an American company but I wouldn’t say it’s a government policy. Of course the US can counter this by applying similar tariffs to Vietnam and those other 2nd countries, which is what they did before putting them on hold for 90 days. If you recall in the initial reciprocal tariffs announcement places like Vietnam were actually a little higher than China partially do to this.

Senior_Green_3630

It's pretty obvious why, the world, that is 96% of the world population are turning away from USA made products and services, investment, travel, services ( online ) . They are now buying local goods and services, they are realising that the USA is no longer the go to country. That's my personal opinion. I spend my $$s, on Australian and Asian food and goods, drive a Korean car, ( Ford and GM ceased car manufacturing).

Far_Process_5304

I mean they are currently building a massive plant a few miles south of that Orion assembly, to further support production there. Bag on GM if you want, but the big three provide a lot of good paying union jobs to people in this country.

Odd-Context4254

GM would NEVER do that

MikeWise1618

Probably the chips will accelerate their robust AI programs more than our anemic and failing industrues (Boeing, GM, Ford, etc.) will be helped by some more magnets. It will help Chinese companies like Deepsek and Alibaba train big AI models today, while Huawei ramps up production of their Nvidia killers. Meanwhile Boeing will fail to deliver on the completely unrealistic F-47 timeliness.

MrMarket2022

Totally get the concerns about Zamboni — SYME’s history hasn’t inspired confidence for many retail holders. But it’s important to note: Zamboni is not the one calling the shots at BURU. The key figures shaping the financial and operational strategy now are Matteo Ricchebuono and (more recently appointed) Giorgio Ricchebuono, who has just taken over as President of Tekne (BURU’s acquisition).These aren’t random hires — they’re highly credentialed finance professionals with long-standing institutional backgrounds. Matteo (BURU director and financial backer) has worked at Deutsche Bank, UBS, and Lazard-linked Global Funds Europe. He’s also President of S.F.E. and sits on the board of a Luxembourg SICAV. Giorgio (now at Tekne) was Deputy GM at UBI Banca and a university professor. If they are indeed related — as many are now speculating — this isn’t a coincidence. It looks like a well-structured realignment of capital and operational control across BURU, SYME, and Tekne. Then there’s Dario Barisoni, who brings heavyweight operational credibility. He previously served as CEO for SIAE Microelettronica in the Middle East and Asia, managing multimillion-dollar telecom and defence infrastructure projects across sovereign clients. His leadership in scaling subsidiaries in Asia and the Gulf, along with executive roles at Rohde & Schwarz and Marconi, makes him a serious asset. He’s not here to front for a penny stock — his profile screams institutional-grade governance and delivery. Zamboni’s real role? He’s the strategic owner of the SYME monetisation platform — the IP and tech BURU is now leveraging to unlock cashflow from Tekne’s inventory. That cash unlock is critical: Tekne has a €309M and growing order backlog, with current annual revenues at €50M+ and healthy margins. SYME’s tech would allow them to monetise stored or in-production defence inventory without debt, accelerating delivery timelines and enabling scale. So while Zamboni’s presence raises eyebrows, it’s the Ricchebuonos — Matteo on the capital side, Giorgio on the defence ops side — and Barisoni’s real-world delivery expertise that are now visibly leading the charge. That changes the entire credibility profile of this turnaround.

Naive-Illustrator-11

What happened to GM EV 1? They were so far ahead of its time. First modern mass produced of its kind.

Gator-Tail

If you ever get out of your parent’s basement, you should travel to: - Arizona and see the recently developed massive TSMC chip factory.  - Indiana and Tennessee to see the recently developed Samsung and GM/LG EV battery plants  - Ohio to see the recently redeveloped JSW Steel Plant - Ohio to see the expanded Whirlpool washing machine plant - Texas to see the new Apple facility  - Indiana to see the Honda plant Tariffs don’t work I suppose!

Gator-Tail

Tariffs do work. If you ever get out of your parent’s basement, you should travel to: - Arizona and see the recently developed massive TSMC chip factory.  - Indiana and Tennessee to see the recently developed Samsung and GM/LG EV battery plants  - Ohio to see the recently redeveloped JSW Steel Plant - Ohio to see the expanded Whirlpool washing machine plant Many more beyond Apple and Honda!

Gator-Tail

If you ever get out of your parent’s basement, you should travel to: - Arizona and see the massive TSMC chip factory.  - Indiana and Tennessee to see the Samsung and GM/LG EV battery plants  - Ohio to see the JSW Steel Plant - Ohio to see the Whirlpool washing machine plant Many more. But you’re right, goods made in China can not be made here I guess.  

Mycatspiss

Guys please the inflation is coming I promise. STAGFLATION. PORTS ARE EMPTY!!! GM reshoring from Mexico is just fake to buy time! The numbers are fake! We are in a massive depression guys please reeeeeeee

Steak_Itchy

to the tesla bots that looked at my post history no shit its the only stock i post about, wouldn't you if your puts on an objectively-poorly-priced-stock were currently getting killed because of tweets and cultism? I'm no armchair GM tesla is losing me money man

WhiteColllarCrime_69

GM my love 💋🫂👅

Intelligent_Hand_161

Interesting move does this mean GM is still hedging its bets between gas and EV? Would love to see a stronger commitment to clean energy.

chewks

FOR ALL YOU TARDS ON THE TARIFFS AND DONT HAVE COMPREHENSIVE READING SKILLS. # What’s happening? There’s a new tariff plan being proposed or implemented. You saw: * **USA gets 55% tariffs** * **China gets 10% tariffs** That **sounds** like the U.S. is getting the worse end of the deal, right? But wait — that’s **not** what it means. # What Are Tariffs Again? Tariffs are **taxes on imports**. So if the **U.S. puts a 55% tariff on Chinese electric vehicles**, it means: > It **does NOT** mean the U.S. is paying 55% to China # So when you see: * **“U.S. 55% tariff on China”** → U.S. is **taxing China heavily** * **“China 10% tariff on U.S.”** → China is **taxing U.S. a little bit** That means: → **China gets hurt more** → **China’s goods become expensive in America** → U.S. protects its local companies (like Ford, GM, Tesla) # So is it worse than before? Yeah, kind of — **for China**. Here’s the trend: * **Before Trump**: Tariffs were chill, like 2.5%-10% * **Trump era**: Big jump — 25% on Chinese goods * **Now under Biden** (2024): Raised **even more** (like 100% on EVs, 50% on solar cells, etc.) So: * **China’s exports to U.S.** = way more expensive now * **U.S. imports from China** = way more limited * **China retaliated with 10%**, but it’s a baby move compared to 55%

chewks

let’s break this down **super simple**, MSTR-maxi style. You don’t need to know politics, just vibes and numbers. # What’s happening? There’s a new tariff plan being proposed or implemented. You saw: * **USA gets 55% tariffs** * **China gets 10% tariffs** That **sounds** like the U.S. is getting the worse end of the deal, right? But wait — that’s **not** what it means. # What Are Tariffs Again? Tariffs are **taxes on imports**. So if the **U.S. puts a 55% tariff on Chinese electric vehicles**, it means: > It **does NOT** mean the U.S. is paying 55% to China # So when you see: * **“U.S. 55% tariff on China”** → U.S. is **taxing China heavily** * **“China 10% tariff on U.S.”** → China is **taxing U.S. a little bit** That means: → **China gets hurt more** → **China’s goods become expensive in America** → U.S. protects its local companies (like Ford, GM, Tesla) # So is it worse than before? Yeah, kind of — **for China**. Here’s the trend: * **Before Trump**: Tariffs were chill, like 2.5%-10% * **Trump era**: Big jump — 25% on Chinese goods * **Now under Biden** (2024): Raised **even more** (like 100% on EVs, 50% on solar cells, etc.) So: * **China’s exports to U.S.** = way more expensive now * **U.S. imports from China** = way more limited * **China retaliated with 10%**, but it’s a baby move compared to 55%

AntoniaFauci

Every company is playing to the emperor’s impressive wardrobe. Lazy and complicit media has fully embraced “this is normal” mode no matter is happening. GM is merely dialing back some EV equinoxes and finishing them as ICE equinoxes. This is the kind of story that would normally be buried on page 30. The $4 billion amount is imaginary.

Eislemike

Tesla already said he's not going to sell self driving cars to Uber. . I imagine he's going to make that stipulation when he sells the self driving type to GM and Ford and Toyota and BMW and Mercedes and Audi and SOB and Mazda And hundai and Honda. I wouldn't worry about Uber.

RepairmanJack2025

GM announces it will use current unused capacity to start building more cars in US in 2027. lmao. No new plant. No enforceable anything. Just a statement to do something 6 mos before lame duck Potus is shipped off to Elba.

whatchagonadot

funny yesterday I made the decision to dump some oldie old GM share lot, who hadn't anything for me. luckily the sell didn't go thru, so we wait again for things to happen?

Flashy_Difficulty257

Didn’t GM get millions of dollars from the Canada govt and still moved their manufacturing to the us. Pete Hoekstra was on CBC recently saying that us doesn’t want Canada to make their cars but we will have a very good relationship with the us and be prosperous just not with auto, steel or aluminum. Flavio Volpe says Canada won’t have an appetite to buy us cars under these circumstances. They should keep their cars in us because we don’t want your cars either. Just because Daniel smith puts us alcohol in the shelf doesn’t mean Canadians will buy it. The relationship is over.

Puzzleheaded-Rush12

The Model Y is still the best-selling SUV in China. In Australia, May sales of Ys have surged 122% over last year. Tesla is back over the Trillion market cap. Add the values of Ford+GM+Honda+Toyota+Hyundai+BMW+Mercedes all together and it is less than half the value of Tesla LOL.

_hiddenscout

GM to invest 4b in us manufacturing: [https://news.gm.com/home.detail.html/Pages/news/us/en/2025/jun/0611-plants.html](https://news.gm.com/home.detail.html/Pages/news/us/en/2025/jun/0611-plants.html)

done-done-london

Wait so are you saying it should be valued at less than 100 billion like ford, GM, etc??

Wiser-dude

I saw some interesting large buying of GM stock. I bought GM and BMY. 

SpiritedSpinach8882

No need to import Chinese electric vehicles, Elon Musk has the answer to the Chinese EVS. Musk is the only person in the United States that stays with and ahead of the Chinese, what happened to all the bright people that we had in the United States, what were they thinking that China and Russia were going to go away? The big businesses in this country over the last 50 to 60 years were about greed while the other countries were stealing their technology and making it better than ours, result, the largest deficit of any country in the world, ever. When a president gets in here that wants to do something about it all the losers that gave the technology away all of a sudden want to fight. General motors is going out of business, because Chinese company SAIC THE GM WAS IN PARTNERSHIP WITH, took GM's electric vehicle knowledge and made it better and stop using GMS electric vehicles now GM cars that are sold in America from China the only thing that GM makes on the cars is the emblem saying Buick or Chevrolet in 2027 the 30-year contract with CHINESE COMPANY SAIC IS DONE, and service GM, so you folks at Earth thinking you're buying Buicks and Chevys you're being lied to you're buying Chinese cars with Buick and Chevrolet emblems on them GM is not making anything off of these cars and haven't for the last six or seven years. I just hope Ford the only company that never took the money from the government, the 50 million that general motors in Chrysler each took when the Auto industry in this country was in a downturn Ford said we don't need your money we'll take care of it ourselves. I hope Ford can pull through, stalantis best selling vehicle is the ram. Everything else is downhill for them they won't last long. The only company that will survive that is American is Tesla. And maybe Ford. Lucid might have a chance.

n1ck90z

>After a phone call between 🥭 and Xi Jinping last Thursday, China on Friday granted temporary export licences for rare earth sales to the three major US carmakers, GM, Ford and Stellantis, whose production was threatened by their inability to secure supply. This is the first call with Xi that resulted in the pause. 🥭had to taco to secure those rare earths and now we are doing this all over again.

cyssormetimbers

What are they protesting? Everybody finally turned on Jerry for being a shit owner/GM?

Unfair-Builder6242

GM. And so it begins!

dvdmovie1

> Stan Druckenmiller says when he hears about something that he thinks is cutting edge he will often "invest and then investigate". Specific example of him talking about this from a year ago: https://pbs.twimg.com/media/GM_6Tq7bQAA53xk?format=jpg&name=large

mike_jones2813308004

Lol don't look up Mercedes, BMW or Porsche then. Honorable mention to Ford GM and international. Idk, show me another EV I can put 100k on in a year. I'll wait.

PM_Me_Ur_Odd_Boobs

The thing with lucid is that the Tesla owners who don’t want another Tesla but still want an electric vehicle will move somewhere. I have Rivian and Tesla dealers in my area. The nearest lucid dealer is 3+ hours away and I still have a growing number of lucids on the road. Not saying all tesla owners will go here but a measly 2k gamble that lucid will grow? All day. If it goes down the drain? Bummer but it do be like that sometimes. Sure you have big names in the electric vehicle game… - I’m not impressed with Toyota/subaru offerings. - Honda? lol…oookkkuuurrrr. - Ford? The Mach E is pretty great ngl but also pretty basic. Lightning is eh. - GM Chevy? The OG Bolts/Volts were pretty great. Modern GM/Chevy is not a gamble I’d personally make…also see Honda above. If anything, I can see a bigger name buying lucid to boost their current EV offerings.

Over-Personality7302

Elmo reposted this, he may be retarded for real Jon Erlichman @JonErlichman · 1h Stock performance over 15 years: Tesla: +18,800% BYD: +548% Tata Motors: +370% Subaru: +345% Toyota: +314% Volvo: +215% Kia: +177% BMW: +100% Honda: +49% Hyundai: +42% Mercedes-Benz: +41% Renault: +40% GM: +39% Volkswagen: +30% Porsche: +26% Ford: -11% Mazda: -27% Nissan: -45%

Cantthinkofacoolnam

$LULU Analysts ratings after earnings: Jefferies (Underperform, PT: $200) "1Q results came in mixed... Americas revenue grew just 3%... US trends remain weak... Banking on China isn't working... recommend selling shares and reiterate our Underperform rating." Goldman Sachs (Neutral, PT: $285) "This is a disappointing update... weaker comp trends suggest this was not enough to offset slower trends in the core business... slowdown in comp momentum in China and RoW... FY outlook now more fully de-risked... scope for momentum to modestly build into 2H." Citi (Neutral, PT: $270) "1Q was disappointing... China (+8% vs cons +18%) and ROW comps (+7% vs cons +15%) weak... newness not driving incremental traffic... inventory +23% raises concerns... We remain Neutral and still see a balanced risk/reward." BMO Capital (Market Perform, PT: $250) "...better GM partially offset by SG&A miss... 2Q guidance materially below... lowered FY GM and EPS... first FY EPS lowering at 1Q since FY14... strong, but overstretched brand... worry about long-term domestic revenue sizing." Piper Sandler (Neutral, PT: $270) "...beat 1Q25 sales and EPS by the smallest amount in 3 and 10 quarters respectively... international was a negative surprise... 2Q25 and FY25 EPS lowered on tariffs and markdowns... price increases 'modest in nature' raise red flags about relative maturity in the US."

TedriccoJones

I think I read that they're 70% grocery and consumables, so should be well positioned. They'll still ring up GM sales too, just fewer of them. I think this is going to be a buy your kid 1-2 toys rather than 3 kinda Christmas, and in the end that may actually be good for the kid.

mnshitlaw

Who knows? If you asked this question in 1989 the answer would be GM, General Electric, and the Japanese Mag 7 equivalent (name escapes me). Good fucking luck if that was your portfolio.

Madpup70

Tesla is a car company being priced as a tech company for absolutely no reason. A good comparison is GM. GM and Tesla have the exact same average revenue per vehicle, and Tesla's profits per vehicle are only $1000 higher than GM's ($6000 vs $5000). But at the same time GM has over TWICE the yearly revenue Tesla does. And not to mention that Tesla's vehicle offerings are slim, with their newest rollout of the Cybertruck being a disaster with the company holding onto thousands of vehicles it simply can't sell while customers overwhelm their warranty offices for repairs due to faulty design and poor quality control. While GM has its own lemons for new releases, it has nothing on the scale of the failure of the Cybertruck. And when you take all of that into consideration, knowing that their sales in the US and internationally have dropped over the past 9 months, there is no reason why Tesla's current stock price is $284 while GMs is $47.

John-AtlasGames

Yeah, I mean, there's a bear case for it all the way down to maybe $50? Even if Musk is kicked out as CEO, it doesn't change the business fundamentals, which are a failing and widely despised car brand, trying to wave away any valuation metrics with appeals to hopium over robots and robotaxis. It was priced to perfection PLUS being the GM behind a screen, controlling all the NPCs in the Federal Gov't, able to make anything happen. That's gone for good.

Extension-Pianist-36

GM uses LIDAR, and their system will only work on LIDAR mapped interstate highways.

Prudent-Corgi3793

Fundamentals of this company were awful. PE of 200 for with rapidly shrinking revenues, margins, and income. BYD and other Chinese companies were eating their lunch despite tariffs. Tesla is still ahead of other legacy automakers in EV, but their lead has rapidly diminished. There were really two reasons the faithful could justify paying for the stock despite the fundamentals. The first was FSD being planned for release. There are a lot of reasons for skepticism given that it’s been promised “by the end of the year” since 2014, but Bloomberg just released a devastating report about how it’s FSD has led to tragic fatalities. The second was his proximity to the current administration hopefully allowing his companies to benefit by gutting regulatory agencies and extend tax credits which favor his companies. Much of this premise is blowing up in spectacular fashion. Its core business in auto historically trades at a PE <10. It has a much cleaner balance sheet than legacy automakers like GM and F, so it deserves a premium there, and it is more innovative. But BYD trades at a PE <25 and it’s growing much faster despite the headwinds (tariffs from Western countries) already priced in. If Tesla falls to a similar multiple, we’d be looking at a stock price of 43.

powerlesshero111

Because the stock is hyped up on meme value, not real value. They are valued at $1 trillion, but had Q1 2025 revenue of $19 billion, and net profit of only $409 million. Compared to Apple, which is valued at $3 trillion had a Q1 revenue of $125 billion, abd a net profit of $36 billion. You want comparisons with a car company, GM (valued at only $157 billion) had a revenue of $44 billion, and net profit of $2.8 billion. Like Tesla is just built purely on hype and undelivered promises. And that's not taking into account Elon's nazi shit. They have a P/E ratio of 181. Your P/E ratio is basically how long it will take you in annual earnings to cover the price of purchase of the stock. So, for Tesla, it's 181 years. GM it's 5.2, Apple is 31.65, which is still high. The S&P 500 average is about 10. Like shorting Tesla is purely an accounting call. Financially, the company is going down, and the only people tossing money at it are ones who think the stripper really likes them.

L3onK1ng

fully autonomous? GM and whoever subcontracts for google. Lidars? **Everybody**