Reddit Posts
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
EVGO high growth in electric vehicle charging stations
GM, Stellantis to Lose Part of Canada Tariff Break on US Autos
United we stand, unbroken and fearless. We crushed them once with $GM* — and we’ll do it again. The people rise. 💪🔥 @pes together strong.🦍💎
GM plans to launch eyes-off driving, Google AI and other new in-vehicle tech by 2028
GM stock soars as automaker raises guidance, beats Q3 earnings
Unlimited potential: Rare Earth week is here!
Lithium Americas Reaches Agreement with GM and U.S. DOE Regarding First Draw on DOE Loan
Lithium Americas Reaches Agreement with GM and U.S. DOE Regarding First Draw on DOE Loan
Lithium Americas Reaches Agreement with GM and U.S. DOE Regarding First Draw on DOE Loan
Auto Parts Manufacturer Bankruptcy: Impact on the parts retailers?
Lithium Americas stock soars 90% on news of potential government stake
Education / Discussion: Essay and video about how Short Investing (Especially Naked Shorts) Damage the Integrity of the Stock Market and make Investment Risky
Former Morgan Stanley Trader: Wealth by 48! Avoid These 3 Right Now
Detroit automakers to save billions as Trump rolls back emissions rules. GM, Ford, Stellantis shift focus to gas vehicles
Trump emissions rollback could save Detroit automakers $3B+; GM, Ford, Stellantis shift focus to gas-powered vehicles
Analyst warns EV sales may plunge 50% after US tax credit ends Sept 30; Tesla, GM, Ford at risk
Hot Chinese AV Companies to Dominate the Global AV Market - Pony AI & WeRide
Mentions
Also look at market cap vs other car companies like GM and Ford considering the number of cars they produce. It's crazy even when you consider the other stuff Tesla does.
Grok is leasing to Anthropic Can you imagine if at the height of the boom at the start of cars being affordable, Ford said “hey GM, you wanna use our production line?”
Good point on the bailout flip. It genuinely is ironic. US rescued AIG, Citi, GM, SVB depositors, Boeing forever. China let Evergrande collapse with $300B in liabilities, plus the whole EV graveyard. Imagine the US letting Lehman and GM fail without TARP. Wouldn’t happen. Two things though. China bails out plenty, just quietly. Local government debt gets rolled constantly, zombie SOEs from the 90s are still on life support. So it’s more “private firms can fail, state-adjacent ones get saved.” Not that different from the US bailing out the politically connected. On regulation, that’s where I’d push back. US regulation runs through published rules and courts. You can sue the SEC and win. China’s version is Party discipline and discretionary enforcement. Didi IPO’d in NY in June 2021, regulators destroyed it by July for not waiting. Jack Ma made one speech and Ant’s IPO died two days before listing. No appeal, no court. That’s not regulation, it’s political power dressed up as it. So yeah, both systems pick winners. Americans just lie to themselves about it. The mechanisms aren’t the same though.
War. Ford and GM are in talks to help in supplying war equipment for both EU and US.
You're right, that 2008 isn't a good comparison to the present. IF gen AI is all that it is said to be, the dot com bubble might not be either. dot com was a bubble, but eventually (in less than 5 years) a lot of the infrastructure that was created shortly before the dot com crash became the stepping stones to current digital economy and tech businesses. Looking back, the same could be said for railroads: there were too many people getting into the business, followed by bankruptcies, followed by recovery, i.e. ten years later, new rail transit companies benefited greatly from all the prior infrastructure development. Lots of new commerce leading to new tech innovation resulted from the transition to railroads. If genAI is all that is anticipated, then I don't know what new jobs will result from its success. Anthropic CEO guy keeps warning us that there will be 30% unemployment... which implies a huge drop in tax revenue for government, so UBI would be even less feasible than now). At the moment, there isn't much ROI from genAI according to OpenAI's CFO in 2025. Currently, the big "tech" companies (Meta, Amazon, Microsoft, Alphabet/Google, Oracle) anticipate spending $720B in 2026 on AI with revenues of 20% **Also be aware that 90% of AI startups went bankrupt which is a lot higher than the 70% that is typical for startups. This might not mean much because there were a lot of automobile companies in the US in the 1910s through 1930s and most failed. There were a dozen or so that survived, which were enough to avoid becoming an oligopoly, even after they consolidated into Ford, GM, AMC, Chrysler and a few others.
Two of the last 3 years. Point taken. But, total up how many GM vehicles, Ford Vehicles, Toyota vehicles versus Tesla.
They are level 2 along with GM’s Super Cruise. Mercedes has a level 3 system, and Waymo is at level 4. Tesla’s system will never get there with the physical tech they’re using.
Seriously. 40 years ago the equivalent top stocks were IBM, GE, GM, and Philip Morris. That's a portfolio that has massively underperformed since then and I guarantee there were identical discussions to what we're hearing right now of people saying you should just buy those stocks and nothing else because it's easy money and beats the market every year. People never learn.
Wonder if people were asking these kinds of questions, when automation decimated the auto industry workforce, or when auto manufacturers headed south to Mexico. Who was weeping for cities like Flint Michigan, that was crippled when GM left. Boohoo I am not going to cry for software engineers who were probably making 2 to 3 times the national average. If they come for the guy across the street and I say nothing, then come for my neighbor and I say nothing, who is going to say anything when they come for me. The alternative is too scare people who wants jobs but don't want the infrastructure to support those jobs. Data centers are not the devil, yet devious people are out there scaring people.
In terms of car sales GM outsells Tesla 6 to 1. GM's annual revenue is double Tesla's. Yet Tesla's market cap is 20 times GM's. Nothing about Musk's companies makes sense.
100% GM is impossible sir. Please lookup markup vs GM chart.
Dude get an original thought and get yourself a spreadsheet and a finance education. NBIS is already 40% adjusted GM on $1.4b ARR. AMZNs cloud margins are unaffected fromAI and not dropping materially. GPU rentals and token revenue is climbing be measure. Lifetime value of GPU revenue over cost is already 9x, or 90% GP. $3 per hour x 24h x 365d x 7y / $20k average (average gpu cost between custim and NVDA). AND DONT start with GPU lives. Theyre already proven to by 4 to 5 years. Look it up. Im done.
This will at least double like $GM after its massive buy back
There is no reason why our society is not sustainable with a gradual transition to renewables, our economy would actually be better for it. Renewables are cheaper and won’t destroy the climate and or kill millions with air pollution. [https://www.ox.ac.uk/news/2022-09-14-decarbonising-energy-system-2050-could-save-trillions-oxford-study](https://www.ox.ac.uk/news/2022-09-14-decarbonising-energy-system-2050-could-save-trillions-oxford-study) It is more expensive to not fight climate change now (https://youtu.be/2i0XJDNQ3GM?si=7AqAi9VUrkQ5Mlj\_). Even in the relatively short term. Plenty of studies show this (https://www.nature.com/articles/s43247-023-01173-x) (https://www.nature.com/articles/s41467-023-41888-1) (https://www.nber.org/papers/w32450)
RACE. Price targets in the upper $400s means a potential +45% upside from where the stock sits now. Units are constantly selling out through the year with a backlog into the next year, strong clientele retention, more people are becoming insanely wealthy, and they’re deep into lifestyle monetization. And unlike other companies like F and GM, they have 100% control over the supply side of the supply and demand curve by capping number of units produced and sold, thereby keeping demand insanely high and prices high.
That’s exactly how it worked for GM. Workers worked harder and company became more competitiv… oh wait…
What you're missing is Elon Musk. It's his company, your essentially betting on him, not the actual business metrics or valuations. Tesla is worth > 1.5 trillion by market cap, thats roughly 5x Ford, GM and Toyota COMBINED. Tesla, the actual company is not worth what the market values it at based on a traditional definition of "worth". SpaceX is going to be more of the same. Ridiculous market cap, a P/E multiple that's not in any way rooted in reality, and volatility based solely on Musk's tweets and not at all on the health of the business. That's what you're investing in if you buy, it's Elon's ability to over inflate the "value" of the business based on his reputation alone.
not sure why this was downvoted, it's an honest question. > Is there any stock that just never recovered? well, let's define 'never recovered'. (1) there are companies that just go out of business and disappear. examples include: - Sears, once the top American retailer and part of the Dow Jones Industrial Average. The entire company collapsed in slow motion and the stock became worthless. - Lehman Brothers, an investment bank started in the 1800s that went bankrupt. - Washington Mutual largest bank company bankruptcy in US history at at that point. - General Motors, once the top stock in the S&P 500 but the company declared bankruptcy and original stockholders were wiped out. GM stock now is a different company legally. (2) there are companies who stay in business but their stock deteriorates far below their peak and never recovers. AIG, the insurance company and Cisco the IT company come to mind, they were both major players in their industries. Cisco is very dominant and well managed, but the stock still hasn't recovered from the dot com crash. look up a chart of AIG stock There's a tiny company called NL Industries that used to be part of the Dow under the name National Lead before people understood how toxic lead could be. Also Goodyear; Xerox and Kodak were once hot technology stocks of the day, in a sense, because 60 easy photocopies and instant cameras were revolutionary.
I did this once with stock in GM and Rollins an old company I worked for. Had to put xyz (I think it was like 3500) into the account to get $500 free $ or some shit. My return was no where near as nice but it sat for 6 years before I found it. My account just sat happily collecting dividends and growing while the emails went into the trash in my aol. Pretty fun stuff, personally I’d cash out and roll it into something more respectable like SPY or some other index. Congrats
Their biggest blunder was the small battery version. They should have just not released it. They have no problems stuffing lots full of $95k F150 Lariats, they should have made the lightning with a 400-450 mile range like GM did with the Silverado.
With 🥭 China glazing, we'll have BYD cars in the US for sure. Puts on Ford and GM
Are stop losses a boomer strategy when they used to buy Walmart or GM stock In the modern volatile tech focused market, the swings can be crazy and do you end up hitting a stop loss before a run up. I could be wrong though. Does it work for others?
Yet they still make shitty evs with GM batteries
Microsoft had to fire their Israeli GM and senior staff because using European Azure servers for surveillance data was creating a huge legal liability. Moving management to France is just a way to deal with EU regulators while they look for new leadership. This is the same reason companies put data centers in places like Qatar or Chile—to stay away from US government oversight and the Cloud Act. It’s all about navigating a body of regulations that are basically trashed or never enforced anyway.
“According to Globes, a Microsoft investigative team began work last month over concerns that the Israeli subsidiary was exposing the company to legal liability in Europe. The Azure servers used by the Israeli government to store surveillance data were based in Europe, potentially putting Microsoft at risk from scrutiny by EU regulators. After investigating Haimovich and his team, Microsoft ousted the GM and other, unnamed senior staff at the subsidiary. While the company searches for a new GM, Microsoft Israel has been placed under the management of Microsoft France.”
(S) Sentinel One seems like it would benefit a lot from the AI cybersecurity executive order 🥭 is to sign soon. Key partners or companies that use S are Anthropic, Google, Nvidia, Amazon, JPMorgan, Tesla, Apple, GM, Verizon, United Healthcare Group. They already use it to test AI models etc for cyber security.
The 4 hyperscalers? Yes, they have the cashflow and balance sheet to support it. But the ORCL/CRWV/NBIS of the world don't, neither do OpenAI or xAI. Even for the hyperscalers, their FCF and balance sheet is degrading and causing concern with investors already, META being the prime example. If the expected ROI isn't realize, I would expect significant pull back from the hyperscalers in all the high Capex investment. Keep in mind that the reason why many of the FAANG did so well during the last decade+ is the because they're asset light and generate extremely high gross margin (META was at 80+% GM). Also, one thing that haven't being discussed much since most of the planned DC haven't started is the opex. Between energy cost and unit replacement cost is failure (or just before failure) parts won't be cheap neither, thus eroding some of the operating margin of the hyperscalers. All of these could potentially point to a rerating of the multiples of the hyperscalers going forward.
Everything is drilling except SPY and QQQ. WMT DG TGT PEP GIS GM. What is going on
Well in the automotive world anyway, we are trying like mad to drop QNX from the compute platform. The only reason they are so prevalent is all the legacy manufacturers got caught flat footed by the SDV craze so they leaned on qnx amd autosar to fill the gap. I know for a fact Ford, VW, GM, and Hyundai are trying feverishly to drop them. They might have a few years left but then they are toast in the auto sector. Probably why they’re going to robotics pivot. It’s a lot easier to justify avoiding the nre if you’re a small startup. Auto companies have such scale that qnx doesn’t make sense.
You know how if a stock rises 10% and falls 10%, that doesn't mean it's back to where it started? Same mechanism. https://en.wikipedia.org/wiki/AM%E2%80%93GM_inequality
Trevor Milton was a college dropout my guy, and GM is nowhere near Toyota's size. But thanks.
IMO almost all the big tech companies are done being growth. its simple age. the concept they were founded for has been optimized and their growth is over. They will try to expand into new areas, but it will not go well and certainly not keep the company growing. A better smaller company will do it. There are not too many 70 year old companies that are still growth companies. they are dividend or value. I think a few of the big tech will go under or be taken over due to AI. I dont think it will be MSFT, maybe google or oracle or META. I mean kodak GM, and IBM were growing and dominant and now they are not. my thoughts are based on simple age. Show me a growing 100 year old stock and I will reconsider. companies are like people. I stopped buying MSFT awhile back. I dont buy any tech company separate stocks now. Not even buying a tech sector, like VGT. Once you calculate who much you really own, due to it being a top stock in a 500 etf, i dont want the added risk. Selling? I am interested in dollar averaging out, but not sure when I should start that. when the war ends or some other thing that jumps the entire market?
I just want to caution you on partnerships being any kind of signal of legitimacy or success. GM partnered with the total scam that was Nikola
Mobileye might be a good partner for Tesla, the two had a partnership early on but ended it in 2016. Mobileye's approach relies on camera vision and lidar while Tesla has been focused on camera vision only. The industry leader, Waymo does use lidar heavily. Tesla's justification has been that they need to compete with human vision, they just needed to be better than a human driver. Mobileye basically said, we are going to focus on cameras to keep costs low but also add some lidar. Alphabet basically said cost is no issue, solve this so Waymo uses lots of sensors. Now the landscape has changed, Waymo is the industry leader and they use lidar as well as camera vision. Tesla's approach to compete with humans probably doesn't work anymore, they have to compete with Waymo if they want regulatory approval to operate robo-taxis. From that point of view it would make a lot of sense for Tesla to try to acquire Mobileye or partner with them. The problem would probably be that Mobileye has a lot of customers/partners. They are working with Uber, GM, Volkswagen, BMW, Ford, Honda, etc... which Tesla competes with. Throwing money at Mobileye if they sell their product to everyone is probably not something Tesla wants to do.
Go to a crowded mall parking lot and count how many GM, Ford, Chrysler/Dodge vehicles are there. Outnumbered by an 8-1 margin.
GME moaas won’t happen. It had a fantastic run up but shorts got out eventually and the rest has just ridden on people holding a stock that uas since found an ok level of value. I was there. It was a great short squeeze play at the time but when it was going from like 2 to 100+ that was the squeeze. People holding on since have just got sucked into the movement side. People hate it, because GME “investors” could not let go. It’s been 5 years and they’re still posting about how Moass will happen any day now. They still try to inject GME into any other stock discussion. It’s insufferable and most mods decided to just cut it out rather than moderate it. Hence those GM3 supporters consolidated into their own subs. Also for someone investing for a “short” while, you’re active in GME subs and have been for at least a year. You can always ask them since you post there. The rest of us have been done with it for years and moved onto other stocks and trades
From Dave G on X 🚀Partnering with Raytheon on demonstrating capabilities for space based interceptors 🚀Booked largest launch contract yet (5 Neutron Launches and 3 Electron launches for the same confidential customer) 🚀 New 3 Launch Haste contract with ANDURIL 🚀 New Motiv Space Acquisition to add Robotics Technology Financials: ✅Revenue Beat: $200.3M vs Guidance 185-200 ✅GAAP GM Beat: 38.2% vs 34-36 ✅Backlog Now $2.2B - up 20.2% QoQ ✅Record Liquidity - 2B in Cash on hand Guidance for Q2: ✅Revenue of 225M-240M (new record) ☑️GAAP GM of 33%-35% (Down QoQ, but some lumpiness is to be expected)
Donald J Trump White House Office other | GENERAL MOTORS CO SENIOR UNSECURED DUE 10/01/2027 06.800%AO 01 DISCRET... BUY$1,000,001 - $5,000,000 Transaction Date: 2026/03/24 Filing Date: 2026/04/25 DJT is getting 6.8% on unsecured notes with GM. How about you? 🤪
NVDA and MSFT the GM and Ford of tech stocks
AMD Q1 2026 Earnings Summary (Released May 5, 2026): • Revenue: $10.3 billion (+38% YoY, flat QoQ) — beat expectations (~$9.8–$9.9B). • Non-GAAP EPS: $1.37 (+43% YoY) — beat (~$1.28–$1.30). • Non-GAAP Gross Margin: 55% (vs. guided ~55%). Key Segments: • Data Center: $5.8B (+57% YoY) — strong EPYC + Instinct GPU ramp. • Client: Strong Ryzen demand. • Gaming/Embedded: Solid but smaller contributors. Q2 Outlook: Revenue ~$11.2B ±$300M (+~46% YoY midpoint); Non-GAAP GM ~56%.
AMD will pop on a beat and raise, but what they say on the conference call will determine whether the gains will hold into tomorrow's open. Sue Bae will have to hype up the narrative on increasing server CPU demand while laying down her massive cawk on Intel's push to regain share. A lot of analysts are currently neutral on AMD, so if they post blowout numbers and strong outlook commentary then that could be enough to draw reratings at higher multiples. Sitting at 30x FY27MW EPS rn but we'll likely see PTs at over 35x ($400+) tomorrow morning if all goes well tonight. Implied move: ±8% Consensus + whisper: $1.30 EPS / $9.90B revenue / 55% GM Positioning score: 6 Retail sentiment: Bearish Unusual flow: 346.5 long call 05/22/2026 $2.1M, 330 long call 08/21/2026 $6M Su's most recent comments: ""We have to increase compute by another 100 times over the next four or five years. I introduced a term, the yottaflop. A yottaflop is actually 10 to the 24th in terms of flops. So that's a 1 followed by 24 zeros. To give you a view of just how much things have really increased, that's another 100 times more compute than we have today. The models we have today are great. They do amazing things. But it can get so much better. AI is really going to be everywhere and it's really for everyone. We're still in the very early innings of really unlocking the power of AI." I have a large shares position that I've been holding since sub 200, so I've been bullish but I don't think it'll break 400 yet so I wrote a ton of weekly 400c today
GM everyone. Where is OIU bae 😤
No one cares They didn’t get enough of a reaction because the market was trash. If you were right at all I would tell you but you’re wrong Q4 FY2026 (reported Feb 25, 2026 — quarter ended Jan 25) ∙ Revenue $68.1B, +73% YoY, +20% QoQ — beat guide ($65B) by ~$3B ∙ Data Center $62.3B, +75% YoY, +22% QoQ (~91% of total) ∙ GAAP EPS $1.76 / Non-GAAP EPS $1.62 ∙ GAAP GM 75.0% / Non-GAAP 75.2% (up from 73.4% in Q3 — Blackwell margin ramp) ∙ GAAP net income ~$43B (+94% YoY) FY2026 totals ∙ Revenue $215.9B, +65% ∙ Non-GAAP EPS $4.77 / GAAP EPS $4.90 ∙ FCF $97B, returned $41B via buybacks + dividends Q1 FY27 guide (the print due May 20/27) ∙ Revenue $78.0B ±2% → ~77% YoY growth ∙ GM 74.9% / 75.0% non-GAAP ∙ Excludes any Data Center compute revenue from China ∙ Supply commitments jumped from $50.3B (end Q3) to $95.2B (end Q4) — visibility extends into calendar 2027
Agreed, allowing any additional GM E content on WSB could destroy the entire planet as we know it. Thanks for being on that wall for us brave mod
I have a future proof portfolio of GM, Sears, Kodak, Xerox, and KMart.
Trax is selling very well. https://news.gm.com/home.detail.html/Pages/news/us/en/2026/apr/0428-GM-letter-shareholders-Q1-2026.html
Cars and coffee this morning. 70 and sunny. Life is good. Calls on GM for making reasonably priced SUVS that are decent.
Actually it was the Biden Chips Act investment - those new semiconductor fabs are coming online and contributing to their bottom line AND making the US more independent. They needed money BECAUSE Trump pulled the plug right in the 11th hour. Just as he did with EV charging rollout and incentives. Meanwhile the CEO of GM said that four out five people who have bought EV's state they will never go back to internal combustion. Tesla - regardless of its CEO - was a US company leading the way and Project 2025 and the Fossil Industry it serves are killing US competitiveness.
Exactly. I'm still trying to wrap my head around Carvana being worth more than Volkswagen, BMW, Mercedes, GM, Ford, you name it.
Was GM near the top in 1935? Good stuff goes up, then sometimes plateaus, sometimes fluctuates, but good stuff eventually goes up again. More importantly, it is somewhat different with individual stocks, but investing in the S&P 500 at its all-times highs outperforms investing in the S&P 500 after it dips of 10%. You should not fear all-time highs; you should embrace them... if again we are talking about stocks with good forward prospects.
I mean I get that, but like GM for example doubled over the course of a very short time, then has been flat. When things skyrocket, at some point you are near the top. If you buy stocks that swing a lot day to day, that can be significant
While current ratio is looking good, revenue is stagnant for the past years, there’s $4bn long term debt sitting in its books. With recent GM of 27%, investors are probably worried of risk of debt repayment. The minimum acceptable GM is around 60% whereas WEN is far below with 27%. My verdict is that it might not be a good buy•
“Could Ford Motor Co. (NYSE:F) be mulling an entry into the Robotaxi race? CEO Jim Farley, during the automaker’s first-quarter 2026 earnings call, hinted at the possibility. Jim Farley’s Cryptic Response During Ford’s earnings call, Farley was asked about whether the automaker had any plans for Robotaxis with companies like Uber Technologies Inc. (NYSE:UBER) and Nvidia Corp. (NASDAQ:NVDA) investing heavily in the sector. Farley shared that Robotaxis are something that Ford has been “watching carefully as it evolves.” Read Also: GM To Roll Out Google Gemini AI Across 4 Million Cars: Here's What Owners Need To Know He then outlined Ford’s Argo AI efforts in the past. Argo is a now-defunct autonomous driving technology enterprise that was backed by the Detroit-based automaker. “We kind of knew from Argo what to look for as robotaxis,” and the self-driving systems “became more proficient,” Farley said. However, the CEO then shared that Ford was focused on lowering the cost of ownership, as well as developing efficient EVs in North America, but he also outlined that Ford’s Pro business has strengthened the automaker’s fleet management skills. The capabilities “can be applied to all sorts of different fleets…and I think that’s all we’re prepared to say at this point,” Farley said.” From Benzinga
Let’s compare that to a company like GM that bought back 10% of its total float last year. Somehow they were able to pay their execs, generate a profit, and RETURN value to shareholders
GM fellers, just sat down in my reddit watching chair at work. Positions for the day 10 MU 530C 5/1 24 USO 140P 5/1 feeling so so on both.
Its the big AI/date/software/memory stocks that are literally powering the market. Couple that with GM saying that high gas prices arent affecting sales. Fed chair said today that the economy (we) are powering through this inflation lol. They are figuring out that we as a whole cant grow, cant cook, we cant trim our subscriptions, and will just continue to live life as usual because its the only way people know how.
While the GM story seems neat for the GOOGL bull case, what's the real world application other than pumping both tickers with AI/DAU story? Androids and iPhones are both gonna be running Gemini and my car already runs Gemini when my phone connects to it wirelessly. What more is the car gonna do, other than override my navigation and try to take me to the dealership for some $2500 "preventative maintenance?" Serious question. Even as a GOOGL bull, I don't really see how this helps the bottom line
The White House is actually under construction. Veterans affairs. Still haven’t received a concept for healthcare. Air traffic control needs updated. Education. All the things that were cut this last admin will just get rebuilt by the next. Maybe better or maybe worse, but money will be spent. I mean money is for sure being spent now (example: Noem’s $200M on advertising) but it will ballon. And it’s not free market. It’s already quasi-communist. Money gets funneled to big business. To prop them up. So stocks will climb. There’s direct bailouts (spirit airlines). And there’s tariffs. Consumer gets tariff expense passed to them, and now company’s can claim the refund. GM just increased their profit projection by the $500m they expect to get back from tariff refund that was mostly paid by the consumer.
GM is getting a massive tariff refund. The same could come into play for Ford.
Hilarious that GM stock is going up when it’s just government orders, not a sustainable model
Don’t worry next quarter is gonna be Hella bullish. For example GM just got 500 million back in tariffs. And the only way the customers can get her back by reaching out to GM and possibly even fighting a lawsuit cause you know they’re not gonna hand it over without a fight
GM booking $500M tariff refund. American tax payers screwed again.
#Rant time I dont think a crash is possible anymore like it used to be. Too many counter factors. The fed, for one, has shown its willing to crank up the money printer at the first sign of one. Second, theres enough people buying puts to fund reinvestment to infinity. On paper a crash looks like it could easily happen due to all the free float and dillution but theres just so much bias towards the corperate conglomerate that its kind of nostalgic to look back upon the days when we got angry about a GM bailout - if only they knew then it was just the tip of the iceberg. Todays companys rise up and become a part of the functional body of the nations identity. We are on the brink of insurmountable odds for new buisness. Companies that began 10 years ago had to operate at a loss that entire time to even compete. The old addage of "only 15% of buisness succeed" would be laughed at today where that number is closer to 1%, many of which are still operating at a net loss. Its actually trending now to "exit" in other words sell out your company at the first opertunity rather than grow it long term. Eventually this type of economy will get its own label and college courses becouse its not anything weve ever had in the history of mankind. Who knew that a so-called free country would innevitbly lead to a more indirect aristocracy? Which is arguably the worst kind of society to live in.
Memory pricing has gone through the roof. In their guide, MU said they are expecting 81%(!) GM--I don't recall if that was the next fiscal quarter or if they expected to grow to that over several quarters. I think that would be record gross margin for MU. They can't increase supply very quickly, but they can, and have been, increasing price. That's been driving their stock prices, because their manufacturing costs are \[close to\] flat but their revenues are much higher in this pricing environment. So EPS goes up, and thus stock price. The bigger concern for the memory guys is that if they start working to ramp up supply (MU $25B CapEx this fiscal year, SK Hynix just announced kicking off a $13B factory) they might overcorrect and produce too much. These are historically cyclical businesses, and new capacity takes 2+ years to come online. If they misjudge future demand and go into oversupply, things get lean REAL damn quickly.
Military stocks such as Ford & GM
Sears, Enron, GM and Lehman All very different sure but there is always the possibility. If it were to fail I’d assume there would be a government bail out just like GM
Wtf? There's a whole training process lil bro. No cap, I had to watch like 4 hours of videos on the computer in the breakroom before i put on the grey hat (employees at Burger king wear black, management wears grey). Next step, GM 💯
IBM now has lower p/e than GM.
In terms of American trucks, GM’s shit is very much the most dependable you can get. Ford has a bunch of “built tough” marketing and has a very checkered past for reliability. Stellantis/Chrysler is equivalent to Land Rover in terms of reliability, which is abysmal. lol
The only OEMs that you listed are GM, Mercedes, and Honda. Mercedes discontinued their level 3 PILOT system, Honda has discontinued electric cars altogether, and I have a very hard time believing GM doesn’t require you to be on the highway, in specific areas, at a specific speed, etc. none of those options allow me to get in my car in my driveway and have it drive me to the grocery store and back.
Waymo (Alphabet), Cruise (GM), Zoox (Amazon), and Apollo Go (Baidu) are all operating robotaxi services at FSD level 4 (fully unattended within a defined area). Mercedes Benz and Honda have FSD level 3 (attended with eyes off the road in limited situations). Tesla is at FSD level 2 (attended with eyes on the road), along with a bunch of other companies. Their trials of driverless taxis in Texas are allowed only because Texas doesn't care about FSD levels or safety.
Did you just claim GM did $190 Billion in revenue in a single quarter? You truly do belong on this sub.
The only people who buy GM are the poors who couldn't afford anything better.
Yo son.. I’m gonna tell em solar is for pussies and GM cars are gay AF while F150s are yuge. Position yourself accordingly
GM trucks are great. And they sell a shit load of them.
who tf wants a GM car unless its your only option basically
Tesla has a 1.45T market value on 90 billion in their last quarter. GM has a 95B market value on 190 billion in their last quarter. 💀
Not sure where I'm crying and blaming. If you cannot support this debate with facts then punch out. lil bro....let's dig in on the auto bailout. GM for instance. $50 billion of taxpayer money was spent to prop up a dying company, we lost 11.2 billion that was not repaid. Who won? Does GM produce better or cheaper cars? No? Who won? UAW chiefs, lobbyists, and large, rich shareholders who would have been hurt if the shares went to zero. Ford took no gov money. "Yes, but saved jobs!". No. Demand for cars does not change depending on players on the board; purchases and jobs would have flowed to other manufacturers in sghort time Still waiting to hear where in the US Constitution bailouts are enshrined. No bailouts....ever.
Was it a bailout or a government backed loan are different. Hate GM all you want but this was a banking crisis and not an automaker caused crisis. The banks didn't have the liquidity to help automakers with the crisis caused by lack of banking regulations, so the government stepped in. This wasn't a crisis caused by automakers, it was a banking crisis. The banks should have failed
I dont think that changes it. The goal of the bailout wasnt to make interest it was to keep GM alive. GM should have died from its failures.
The automotive bailouts were actually more like loans. America made money on the interests that GM and other groups when they paid back the loans. It wasn't just a cash handout so that specific bailout shouldn't bother you as much as the short sighted company culture and cost cutting at all costs should
Not to mention that we the taxpayers lost millions bailing out GM and that they have not paid us back yet.
Bailing out American auto was a big mistake. GM should have died and been replaced by car companies that make cars that actually run.
Similar in that regard, yes, but they weren’t running around just saving any ol company. It was very controversial and if they would have let a company like GM fail, the fallout could have possibly been worse than the Great Depression. Remember, those presidential administrations actually had smart people working in them and weren’t just full of grifters making guesses.