GM

MaterialGuy007

Yes it is overbought. Hedge Funds prob backing upside and taking out shorts almost by the second. Takes just 100 shares to take stock up $1 - thats aggressive shorts removal (like TSLA, GS, OKLO). You need to wait for negative news to strike - expect sudden $100-200 down in a day or few. Upcoming negative news is 'Gone Tariffs' ruling by Sup Court. All automakers waiting sideline for that window to dump cars into US and throw in steep discounts. Positive news - GM, Ford designate CVNA as their Sales Agent.

After_Club6421

I do love my 2026 Tesla Y. I think he’s selling less because of haters. When all the other electric manufacturers like Rivian go under and GM/Ford/KIA go back to gas, Tesla will be the only game in town again for green nerds.

IllBuyYourCar

My new GM just signed off his email with “THANK YOU FOR YOUR ATTENTION TO THIS MATTER” LMAOOOOO I like this guy

Master-Ebb9786

He has a great channel. TBH my mom keeps asking me what I want for christmas and I'm at a loss. I do also would like live feedback from a GM. Unless you can think of what I want for christmas, my mom won't stop pestering me about it.

ComplicatedFella

The thing I am good at, is identifying bullsh\*t. I play the field, like a GM I scout talent and draw from the best. Would you like to contribute? Or be a recluse? https://preview.redd.it/6bhzscczry7g1.jpeg?width=1290&format=pjpg&auto=webp&s=6fb81742a29a8f6ed01301349ceef30d1caefb69

Fhyzikz

Also GM. They can make their monthly car payment on their 100% financed Camaro now

HarryWaters

Tesla is a meme stock. The market cap is almost 1.5T. The next twenty largest automarkers in the world have a market cap of 1.37T. Volkswagen Group, which owns VW, Skoda, Seat, Audi, Porsche, Lamborghini, Ducati, MAN, and Scania, is worth $64B, or 4.7% of Tesla. The stock is up 4.11% in the last 5 days, which is enough to buy Hyundai. Over the last month, Tesla has gained enough market cap to buy GM, Ford, Honda, Stellantis, and still have $20B, which is enough to buy Adobe, Nokia, or ASUS. And they sold about 1/5 of the cars Toyota did, 1/4 of Ford, half of Hinda or Hyundai, and about as many as Mazda.

zzzacmil

US automakers decided long ago to all but abandon most other markets and just focus on the US due to our lax emissions and safety standards. GM completely pulled out of Europe. All three US automakers stopped making cars (except for the legacy sportscars that are central to their brands, but no real cars) and instead now only build SUVs and trucks. Their play is focusing on high profit SUVs and trucks, and they will lobby the US to force out competition, like they did with the US essentially banning Chinese cars from entering the US market. The are investing in innovation as a form of risk management, not as their primary strategy. If the US doesn’t adequately restrict competition, hopefully they’ve done just enough not to go extinct. But their main bet is that competition will be kept out and they can keep doing what they’re already doing.

zonk84

Thanks - good advice. It wasn't planned - and the future of TOST is still up in the air - but I mentioned it because it tracks... I had done my time in the restaurant industry - just teens/20somthing waiter/bartender/back-house/assistant GM stuff but enough time that I felt I grasped the proposition. Not that my limited 'informal focus group' means much -- but I had been tracking TOST for a bit pre/right after it's IPO and just happened to be in NYC for work. Had dinner and drinks and with him and 6-7 other restaurant types (owners and GMs) and the subject of POS systems came up for a gal opening a new place. It was kind of amusing -- people at the table were apologizing for "shop talk" (I was the outsider) but selfishly, I felt like I was hitting the jackpot: Please, please continue. This is potential user/buyer/customer discussion people would pay good money for :-) It's an investment - not a charity or a thumbs up - so just liking a product isn't enough.... But you're right. Based on the ad hoc focus group - I tracked... and read the 10-Qs... and then bought in. I do like WF -- but I think I'll hold off and look for some growth props. They're expanding - let's see some returns as they edge into other areas. They're looking to get into some lending areas (mortgages, but more) -- and I think that's where I'll be watching below the pure bottom lines. Appreciate the perspective!

wgp3

What original lead? Do you know when the EV summit was? It was in late 2021. Shall we take a look at US EV sales for 2021? For the year GM had 25k sales. Tesla had over 300k. And for more fun, in Q4 2021 GM had just 26 EV sales. 26. Going on about the roadster, back in 2008, is even more ridiculous. GM didn't have an assembly line of EVs rolling out then. GM did nothing to lead EVs other than create the EV1 and then subsequently destroy all of them. Although there weren't many to begin with. If you want to talk about hybrid then you could bring up GM but at that point you should probably bring Toyota as your EV leader if you just mean hybrids. It was completely stupid of them to leave out Tesla. It was pure politics and it bit them in the ass for achieving their actual goals. Imagine bringing a group to the forefront of your summit, praising them as leaders in the field, and then they can only deliver 26 EVs for a whole quarter later that year. All while the commonly known leader continues on to sell hundreds of thousands of vehicles in that same quarter. And a million globally for the year.

LevelUp84

The market doesn't believe in GM, Ford, or traditional vehicle manufactures.

ikasey24

Might as well load GM instead

ken830

In some ways, Tesla had MORE competition then before a few went bankrupt. And every one of their competitors still qualified for the $7,500 tax credit so Tesla was at a $7,500 pricing disadvantage (except for GM, which followed behind Tesla 1 or 2 quarters later in reaching the cap due to their hybrid sales). This is why the tax credit was so unfair. It penalized the innovator that first breaks into the market and rewards the ones that come after. Still, with that disadvantage, Tesla was able to make profitable vehicles while others could not.

Churchbushonk

Truth is, as an automotive business they are shit and Wall Street has never valued them as a car business. They valued them for the battery tech and integrated car tech. Ford delivered 10x and sold 10x the cars Tesla did. 100x over the past decade. You telling me Tesla should be worth more than GM and Ford combined?

thebiglebowskiisfine

When it's proven that they have solved autonomy - it will take care of demand. The issue will be, will they still produce cars for the public when they can make 10X GM by renting it.

african_cheetah

Tesla is highly overvalued if they don’t crack autonomous-robots (Tesla w FSD is robot on wheels). Tesla is highly undervalued if they are first to crack and massively scale autonomy since they’re the only US industrial manufacturer with vertical supply chain of manufacturing cars, software, their own datacenter (collosus), ML engineers etc. Also including Elon having access to folks and resources at X, Grok, SpaceX. GM gave up on Cruise. Cruise could be 2nd behind Waymo. It is a massive gamble, but a non-zero probability Tesla hit their ambitions.

chava300000

Solid analysis! The shift from AI stocks to sectors like automotive and defense is definitely something to watch. TSLA and GM’s strong performance highlights that there are still opportunities in value stocks. I agree with the point about tailoring your strategy based on time horizon-sector rotation and momentum trading can offer good opportunities in this environment. Appreciate the insights!

PooPooPointBoiz

And that's true, but as far as what you see on US roads, Tesla is miles ahead of Ford and GM in terms of onboard tech, "self driving", and connectivity. But yeah, if the US didn't tariff the shit out of Chinese cars, Tesla would be smoked.

sasquatch_melee

Called it when GM and Ford said they were skipping over any more hybrids or plug-in hybrids straight to BEV. Americans were never going to adopt BEV in mass so quickly.  It took 20 years for Americans to accept hybrids as normal, amazing management thought the market would immediately adopt BEVs despite their many drawbacks vs ICE (range, refueling time, cold weather performance, serviceability, higher prices, etc).  GM and Ford should have done a generation or two of PHEVs first, normalized plugging in your car every night and get people hands-on with the smoother, quieter driving experience of an electric motor, then started pushing BEVs. 

LordFaquaad

True. But I think people drastically underestimate the work required for FSD. I realize this sub is pretty anti-Tesla but for a company to get close to what they have will require a lot of capital + expertise + time. Tinkering with black box algorithms and putting bias in the source to make it do certain things is a whole science in ofitseld and tesla is very good at it. This doesnt include the sheer level of HD videos and driving data they have. Auto manufacters are struggling because at its core, management of auto manufacturers are not tech people and many companies e.g. Japanese/ Germans are very set in their ways Id love nothing more than to see multiple FSDs but given how absolutely limited ans shit my experience on super cruise (GM), blue cruise (Ford) and the other semi autonomous modes has been in various cars, Im not really holding my breath. Now the Chinese on the other hand, thats a different story.

ImpressFragrant1427

GM doing GM things

No-Improvement3164

It’s over! GM is red

AtomicSymphonic_2nd

I’m honestly taking all this news to mean that battery tech is *still* too expensive to sell broadly to the general public *without any* governmental assistance in adoption. That’s honestly heartbreaking for any future-focused or environmental-focused people out there. I’m guessing R&D costs along with resource mining (Lithium) is still too high to start discounting EVs like normal ICE cars. It’s a bit frustrating… nearly the entire automotive industry bet the farm on EVs completely replacing ICEs within a decade. Even Volkswagen is taking something of a beating on going full-EV, too. Congrats to Toyota for taking things slow… apparently their slow-to-adopt-new-tech strategy has fucking paid off massively. -signed, An F and GM bag holder

bluehairdave

I got a Silverado EV and its by far the best vehicle and truck ive ever owned. I save around $400 a month before maintenance and all that is figured in. Its faster, drives better and has a better interior... its fast! Handles amazing in weather too. Hope GM doesn't follow suite. I. Buying another one after this. And my teen wants one.

omahaomw

At this point all the car companies are fubaring it seems. Newerish GM pickups and suvs burning oil like crazy too.

Final7C

All of the big 3 do a shitty job with EVs. Let me explain. Either they don't actually want to make a good car. Or they don't know how to make a good car. The EVs have been underpowered, with middling ranges, with prices that are too high to make sense for almost anyone. The hybrid is what they should have been doing 20 years ago. but instead they laughed in oil. They kept full ICE vehicles and put an outrageous markup on EVs and anything close to a Hybrid. Teslas would probably still sell really well if Elon hadn't gone and got into politics. The problem is, conservatives tend to dislike EVs. And there is a lot to dislike EVs from a visceral level. 1.) They take at a minimum 30-45 minutes to fully charge. At best. Is that a long time, well, when you're used to 2-5 minute fill up times, yes. It's a long ass time. If you run out of energy on the side of the road, a tow truck or an electric generator is the only thing that can help you now. 2.) They cost more than comparable ICE Cars. They use less parts, but the parts are more expensive. They also know that people who want an EV will pay through the nose for it. At least that was the thought. They saw Teslas and thought - Boy, I bet we could crank out a piece of shit EV and it would sell like hot cakes... Except, The reason why Teslas were so coveted, is Elon made an expensive car, that was fun. It seemed futuristic, and it didn't feel like he was shitting them out as the lowest bidder. And the ones that he was shitting out, those were priced similar to a midsize sedan and STILL went faster and further than the Big 3's EVs. paying an extra 20k for a car, just doesn't work. 3.) They don't have as many options as ICE cars. They are so worried about making a car that goes as far as an ICE car, that they cut out all the bells and whistles because it reduces range. 4.) They are heavier, and thus cannot pull as much as an ICE vehicle. And lose charge when under load (not much different than a big engine using more gas, but the difference is, the ICE F150 has a towing capacity of 8,200lbs - 13,500lbs. vs the Lightning of 7,000 -10,000lbs.) 3,500 lbs is significant. especially if you're buying the truck to tow. 5.) They have a maximum range that is less than a current ICE vehicle, and the re-fill structure isn't nearly as well developed as ICE vehicles. And they haven't cracked the code on fast refill. 6.) EVs are a direct competitor to most of the secondary market for the auto industry. - The companies that make the parts (replacement and otherwise) for the cars are suddenly not going to have as many parts, meaning hundreds of thousands of manufacturing jobs are gone. Your car doesn't need an exhaust, anything in the engine block, it needs 4 identical motors, (well maybe 2 sets of 2), you need chassis and suspension, you need, electrical, a heater, an AC, a wiper system. But the big ticket items of a transmission and engine are gone. replaced with a battery pack and wiring harness. 7.) Range anxiety is a stupid but real thing. Oh no, my car only gets 200 miles to the charge. The average rural driver drives around 40 miles per day. Do some drive more than that? yes. But we're talking averages. That is from home, to work, and all side trips, 40 miles. In the harsh winter that means you're probably needing to charge due to the 39% drop in efficiency (ICE vehicles tend to use 15-24% more gas on cold days). But it's still WELL within the range that most people drive per day. but because it's not 500+ miles, we all freak the out. 8.) The Oil and gas industry is literally a MAJOR part of the american economy. It is one of the largest employers in the US, and you won't find most of its workers switching to EVs anytime soon. That's like watching someone from GM drive a Toyota. Here's what Tesla did to make themselves successful. 1.) They pulled an APPLE. They made something fun, that just seemed to work. 2.) They were a vertical monopoly. They build all the components themselves. ALL of the software/hardware was developed by Tesla, all of the batteries were built by Tesla. That's HUGE difference in how the software worked. It's why most other makers touchscreens and media centers feel like total dogshit. Because every component was made by a different manufacturer. And all told to "Just work together". Instead of building a single unified software/hardware package. They had tons of individual lines doing a segment, then slapped them into a different hardware package. And it feels clunky and unintuitive. Because they KNEW we'd buy it no matter what. afterall, almost no one chooses a car based on the media center. So why spend the money on it, just make it mostly functional. The problem is, most of the parts to these cars are the same way. They work, and they mostly work together, but they don't feel made for the vehicle they are going in. instead they feel like they are just sourced from a big bin of "generic parts" and made to fit. It's really just a slap in the face of anyone who wants to be in one. They are actively made them underpowered. You know what sold 50% of the people on a tesla. Insanity mode. The ability to go from 0-60 in about 3 seconds. That sold more Teslas than ANY OTHER THING. The next biggest thing was "He released an update over the air, increasing range , no need to take it in, it just updates wirelessly." It was cool, dangerous as fuck and not a great idea to allow a car to be "always tied to the manufacturer" but cool. It is hard to sell "We purposefully made your life harder, to help you". Hybrids are a good route for them to take. it allows them to figure out the fucking battery problems, it gets everyone used to the angel halo sounds, and excitement at getting more than 20mpg while still driving a big ass SUV. and they can charge "a bit" more. Not waaay more, but a bit more. Politics of the current admin wanting to gobble Oil Exec's giblets while handing their asses to OPEC. All while basically cutting out ANY price incentives AND adding tariffs to all foreign cars and any EVs and EV parts. It makes sense that for the next 3 years or so Ford, and GM are going to say "We can't survive a lack of demand" And instead of learning the "lesson we keep trying to teach you old man" they are going to just stop, and switch only to hybrids. Which is still a step, but a 1/2 step at best. But you know what... maybe this will give them the chance to figure out how to make a decent car.

steakpienacho

I always say I drive an F150 because while still a piece of shit, if you need a truck, it is less of a piece of shit than anything else on the market right now. Ram is shit, GM can't make a reliable engine in 2025 and if you live anywhere with inclement weather, their frames are paper. Toyota completely fucked the only thing worth buying their trucks for and is still accounting for more engine recalls for 2022+ trucks. They all suck shit, but the ford is the best at the moment

Shit-throwing-monkey

Calls on teleportation. Puts on TSLA JETS F GM SPACEX

mohelgamal

Ford, GM and stellantis are effectively throwing their own future in the trash by not embracing EVs fully, especially after charging networks are already rolling out and it is easy now not to get stranded on a long trip. The future is EVs, nothing to do with regulation, or tax credits or government support. They are easy to build automatically, cost less to maintain, more performance, and a bunch of other advantages that make anyone go electric almost never go back. Their prices are dropping to beyond what ICE cars cost. Even if they can stop Chinese manufacturers from entering the American market, they are already giving up on their Asian and European markets By the time they try to get into it again, they won’t only be competing against new BYDs, teslas and Rivian, they will be competing against their used market as well.

thx1138guy

Ford didn't take a bail out or declare bankruptcy. Only GM and Chrysler did. Ford got a private line of credit.

moorhound

Very bullish on Ford going in on hybrids. The only US brand to take hybrids seriously was Polestar, and they stupidly gave that up to switch to boring-ass EV crossovers. Hybrids are the in-between America needs on the transition to full EVs. We're not China, we don't have an electricity surplus. Hybrids keep the US gas cartels happy, improve performance and mileage, and you don't have to plug them in. Now Ford just has to work on making cars that aren't absolute pieces of dogshit. Being the go-to "murica" government fleet brand for decades and getting a bunch of cost-cutting MBAs that have never touched a wrench in their lives to have design input has scarred the brand on quality. I've given up on Stellantis, and GM is even worse at modern adaptation, so F needs to carry this torch.

CVobach

Ford didn't take a bailout in 09, that was GM and Chrysler

GrumblyData3684

Considering GM just announced a new Bolt, I wouldn't be surprised. The fact that they even went the the F150 first - shows they are just obsessed with the cash cow that is the full size pickup and don't want to focus on engineering.

canders9

Does this mean my GM puts will work out?

BoozyMcBoozehound

I’ve never owned a Ford Truck. Only GM and Toyota full-size. I will definitely consider a F-150 hybrid if it can tow my trailer. Why not? I get 9 miles to the gallon towing currently, if I can double that it would save me thousands of dollars a year.

No-Improvement3164

I guess I’m just going to have to buy GM.

spincycleon

You can say whatever but GM Obi picks be hitting, did the free trial to see if it was a scam and turned out to be the only discord I’ve seen so far that does what it advertises

BringbacktheFocusRS

GM has a better product at the moment. Solid state batteries may make all the R&D every EV carmaker is doing on batteries obsolete very soon. Politics are not on EVs side at the moment. I think Ford focusing on hybrids and gas vehicles right now makes sense, but they need to be prepared to pivot very soon as politics and advancements in battery technology may make pivoting to EVs again in 2 to 4 years a good move.

BuffaloSabresFan

I saw a commercial for GM residential battery storage the other day. Yeah...I'd prefer not to have weird GM electrical system idiosyncrasies when it comes to getting electricity to my house. Not sure how comfortable I'd feel with Ford in this space either.

hitrichelovek

I'm on my third Chevrolet volt, which was the first EREV. Leased the first two and then bought this one in 2019. I love the flexibility. Most days I just need the electric drivetrain and battery with a 40 mile range to get me to work and back. But if I need to drive a long distance I can just rely on gas. I charge at home. I probably stop at the gas station 4 to 5 times a year. GM stopped making this car because they were only selling 20-30k per year. They are somewhat less profitable because they do mechanically have both an electric drive train and still much of what you need to have gasoline. (Though I'm at expert enough to you know how that stacks up against a much larger battery that you would need in a pure play EV) But the concept is great. I lament that more manufacturers don't make these kinds of vehicles.

OhtaniStanMan

Mommy Barry's and another ATH for GM today. That's 9 of the last 10 days. 18 of the last 20.

canders9

$GM is way overbought, puts gotta pay out soon

EngRookie

fannie may, freddie mac, GM, chrysler, AIG.

OhtaniStanMan

Mommy Barra riding green GM dildos yet again to new heights today for 🥭 

Safe_Manner_1879

You know that Tesla the company will manufacture the stock options out of thin air, and get payed by Elon then he execute the stock option. The stock holder will suffer a delusion, but I think they can live with about 11% delusion for about 800% gain. \>Thuper theriouth company for thmart investors If Elon fail, he gain noting. Compare to GM Mary Barra who have got $305 million, to have GM stagnate.

3141592652

Sure that was just an example but a broad one. If you want a fair comparison how about comparing it to Ford or GM taking government bailouts? Or maybe there's some other thing Tesla is doing that you failed to mention. 

3141592652

I'm talking about the large investors. People backing it with billions, the government as well. As long as they see potential it ain't going anywhere. See Netflix, Amazon, Ford, GM, Marvel, the list goes on. Tesla didn't even pay federal taxes last year. In this market I definitely don't see Tesla disappearing anytime soon. 

IllBuyYourCar

Any vehicle that is primarily leased has horrendous resale value, they aren’t any worse than any other EV realistically. EV GM products are undoubtedly at the bottom lol

Ill-Ad3188

What strategy would have been better during that time? Some popular stocks in 2001 and 2008 were down 90%+ during each crash. Amazon, Cisco, Yahoo, Nokia, GM, Ford, GE, Bank of America, Citigroup, American Express, Boeing etc. Also if you DCA from 2000 to 2010, you would be 20% up versus lump sum would be 20% down.

ctv3bvh7GCFzfdamg

Sir is a dealership GM that just got fucked on a AutoTrader listing that he forgot a 0 in the price.

Skittler_On_The_Roof

Manned Space is different.  I've worked in it for a decade.  Your heavily-funded giants like Boeing and Lockheed have too much red tape to compete with agile companies like SpaceX or Blue Origin, and that only gets worse with time.  This is similar to Ford or GM being way behind on the EV wave and basically giving up on making consumer cars at all. In space if you want to do the really large projects you need 10s of billions of dollars and your ROI MIGHT be 10 years out.  And unlike other industries it's not like you're generating huge revenue in those 10 years.  It's just straight engineering development costs.  You might be lucky to get a NASA contract but that generally is still less than your costs and ties you down in so many ways and demands even more resources to verify adherence to the contract and regular reporting. Look at Axiom as an example.  Tons of government funding, still was at risk of not being able to keep the lights on a few times now. It's no coincidence that the only 2 companies on earth making headway in manned space are led by the 2 richest people on earth, ever.  You're not going to raise enough funding telling investors you need a trillion dollars and 20 years.  Oh, and you're going to blow up billions of dollars on and off the launch pad on the way.

stocksandvagabond

No one in the 2000s or even the early 2010s thought EVs were the future, most people thought it was a pet project. If everyone had known then companies like Toyota, GM, Ford, Honda would’ve started their EV and hybrid models 10 years earlier rather than playing catchup

No-Improvement3164

With GM??

no_okaymaybe

GM kept rising. At some point 490 looked like the top. I did end up opening my short around 472, though.

OhtaniStanMan

Mommy Barra pushed GM to new highs riding big green dildos for 🥭 

Lakrahara

This post is very misleading. Not surprisingly, given that not a gram of effort has been put in it, no data, no numbers. Just blank statements based on nothing. Please find below the actual total returns since 1985 for the stocks you mention, dividend reinvested and already adjusted for inflation, with the exception of GM for which the data only goes back to 2010, I guess because of their bankruptcy. $DD +1,397.08% total or +6.83%/yr $FORD −86.79% total or −4.82%/yr $XOM +1,578.13% total or +7.13%/yr $IBM +898.40% total or +5.78%/yr $GE +2,114.05% total or +7.86%/yr $T +2,556.57% total or +8.34%/yr So while the other comments suggesting to invest in the index are spot on, with the S&P500 delivering total +2'868% total returns i  the same period, or +8.71%/yr above inflation, you would still have solid returns just holding those 7 stocks.

OhtaniStanMan

Well boys. I pulled out of 80% of my leap GM puts. Dumb ber lose 20k this year. Made 28k last year.  Onto 2026!!!

OhtaniStanMan

Mommy Barra pushed GM to yet another daily ATH.  Thats 11 of the last 13 days pushed new ATHs

OhtaniStanMan

Mommy Barra riding another green GM dildo again today 

OhtaniStanMan

Mommy Barra pumping GM rocket going to blast to $90

rdblaw

What a headline. Proves the American dream still exists if you’re determined and work hard enough. Also helps if your dad knows how to con the system: Carvana is Now Worth More Than GM, Ford or Stellantis

chris_ut

Yep, props to Ford for not taking a bailout and wiping out their shareholders like GM did.

D1rtD3mon

Why is GM up every damn day wtf

ImmySnommis

I mean, yeah, 40 years? Hell our entire society has changed in that time. I'm sure the people holding La-Z-Boy, Olin and Avnet in 1975 didn't do too well either if they held forever. I'm not even sure where you got that list. The list I saw was: IBM ExxonMobil GE Philip Morris GM Amoco Shell But at any rate... Active is a relative term. What would the returns be if you had realigned once every 5 years to the current top 7 stocks? I wouldn't call that "active" but I'd say it's reasonably lazy. Let's see what changes. By 1990, GM and Amoco are out and Bristol Meyers Squibb is in along with Merck. 1995 we lose IBM, and Bristol Meyers Squibb but gain Coca Cola and AT&T. In 2000 the shift gets bigger. We lose newcomer Coca Cola as well as Merck, Philip Morris and Shell but gain Pfizer, Cisco, Citi, Walmart and a little company called Microsoft. 2005 brings P&G, BoA and J&J as Cisco, Citi, Pfizer and Walmart drop out. I could go on, but you get the idea. You don't have to be an "active trader" to do well, but prudence says you should at least check in occasionally and readjust.

jetmd

We don’t have to wonder. These are total returns. Portfolio Performance: A $1,000 investment grows to $3,583, a 258% cumulative gain (3.5% annualized). This lags the market due to drags from GM’s bankruptcy (near-total loss) and underperformance in legacy industrials/chemicals (e.g., DD and GE faced restructuring challenges). Strong performers like IBM (+1,292% cumulative) and XOM (+1,284%) offset some losses, but not enough. S&P 500 Comparison: Grows to $9,381, an 838% cumulative gain (11.71% annualized). This benchmark benefited from broad diversification, tech growth, and compounding dividends. The portfolio underperforms by ~580 percentage points cumulatively.

dkcubed

Except that split was in 1989..which was before GM went bankrupt in 2009…in which you would’ve lost the entire investment.

Doraschi

Please, just because the market cap is the same as GM + Ford doesn’t make it overpriced. They sell other used cars too!

SmokedCowTaint

Ford and GM producing an automobile can only scale so much for society. Meta creating a free app with endless entertainment (reels) that everyone in society is currently addicted to printing endless money from ads is different. AI is only going to create more free content in the years that it gets better. That is why this post is nonsense as Meta did not exist in 1985 and was the main point of my comment

draculabakula

This is why people say invest in index funds. Also GM had a 2:1 stock split at one point. Even without any growth or dividends, that's a 2.5% yearly growth.

iDontLikeItHere00

From chat gpt. Fact vs cap at the bottom. This is a classic high-conviction Reddit pitch, so let’s break it down cleanly and unemotionally—what’s real, what’s hype, and what actually matters if you’re thinking about SES AI ($SES). --- What SES AI actually is SES AI (formerly SolidEnergy Systems) is a lithium-metal battery company, not a lithium-ion tweak. Key distinction: Lithium-ion → graphite anode (today’s EV batteries) Lithium-metal → pure lithium anode (higher energy density, harder to commercialize) Lithium-metal theoretically enables: Longer EV range Lighter batteries Faster charging Better performance for aviation, drones, defense But it’s technically brutal to scale (dendrites, safety, cycle life). --- The partnerships (this part is real, not fake) SES does have legitimate partnerships: GM Honda Hyundai Important nuance: These are joint development programs, not mass-production contracts Automakers always hedge with multiple battery vendors “2026” is target validation timing, not guaranteed revenue So: ✅ Real partners ❌ Not guaranteed revenue yet This is pre-commercial tech risk, not a cash-flow story. --- “MU-in-a-Box” — what that actually means This is the most interesting part of the post. MU = Molecular Universe SES uses AI + simulations to model electrolyte chemistry Instead of building endless physical prototypes, they run massive simulations MU-in-a-Box = On-prem AI hardware + software Lets customers run battery R&D locally No cloud, no IP leakage Why that matters: Defense & aerospace hate cloud Auto OEMs guard chemistry IP like nuclear codes Governments require on-prem systems This is not a battery product — it’s battery R&D infrastructure Think: > “NVIDIA for battery chemistry before NVIDIA sold GPUs” Still early, but strategically smart. --- Where the Reddit post goes off the rails 🚨 1. “ONLY lithium-metal player” False. Competitors include: QuantumScape Solid Power Toyota (internally) CATL (quietly) SES is one of several, not the only one. --- 2. “Stupidly undervalued” That’s opinion, not fact. SES is valued low because: No mass production yet Negative cash flow Commercial risk is still high Battery timelines always slip Markets discount execution risk, not ideas. --- 3. “$4 by January 1st” That’s pure Reddit chest-beating. To hit $4 quickly, SES would need: A production contract announcement Or a government/defense deal Or OEM confirmation of lithium-metal adoption Without that → price action = speculative swings only. --- The real bull case (short and honest) SES wins if: Lithium-metal becomes commercially viable OEM partners choose SES chemistry over competitors MU-in-a-Box becomes a recurring revenue platform Defense/aerospace adopts their tech first (likely earlier than EVs) This is a venture-style equity, not an investment-grade stock. --- The real bear case SES loses if: Lithium-metal remains unsafe or too expensive OEMs delay adoption past 2027–2028 Cash burn forces dilution Competitors beat them to scalable production Battery tech is notorious for: > “Always 2–3 years away” --- How to think about this stock (important) This is NOT: NVDA NBIS A cash-flow compounder This IS: A speculative deep-tech option Binary-ish outcome Needs patience + risk control If you play it: Small position Treat it like a LEAP, not a core holding Expect violent volatility --- Bottom line Fact: SES has real tech, real partners, and a smart AI angle Cap: Guaranteed success, “only player,” near-term moon If you want, I can: Compare SES vs QuantumScape vs Solid Power Break down dilution risk Look at insider ownership Or map a defined-risk options play instead of shares Just tell me how you want to play it.

OhtaniStanMan

Mommy Barra loading the rocket ship for 🥭 GM gonna blow

canders9

$GM puts look like easy money…

robbieACL

buying more $LAC, bought in at \~$2.50 and doubling down now. With GM and US Gvmt backing it, it shouldn't run out of cash. Sitting on world's largest confirmed LIT reserve

OhtaniStanMan

Mommy Barra and Daddy 🥭  Match made in heaven.  GM pumping baby

OhtaniStanMan

Mommy Barra pumping GM to new highs by stroking 🥭 ego

OhtaniStanMan

Mommy Barra strokes 🥭 ego. GM basically manufactures rocket ships now

OhtaniStanMan

GM blasting off!!!!! Turn on those bailout dollars to Mommy Barra

OhtaniStanMan

GM screaming green ready to pop to $90 Daddy 🥭 loves this stock and is buddy buddy with their ceo. Mega pamp

OhtaniStanMan

Wow GM has some big boy volume this morning she's gonna rocket to $90

OhtaniStanMan

GM gonna break $83 today lol

Due-Freedom-5968

True, but we're not in a downturn. If OP had invested in GM at the start of the year they'd be up about 80%, Ford 50%,

Unhappy_Hedgehog_808

I’d rather ride a rickshaw everywhere than ever own a GM vehicle.

No-Improvement3164

At least GM is outperforming most of FANNG if not all of it. Even GOOG

EvolvingDior

Did you ever own or have to maintain any 80's GM product?

OhtaniStanMan

Is GM gonna hit +5% today LOL

OhtaniStanMan

Because they went too far in on the EV market and invested in Mexico instead of the US. 🥭 told them go eff yourself GM stroke 🥭 ego and got assistance

TomatoSpecialist6879

People stopped trusting pure automobile sector after '08, Ford and GM liquidated lots of boomers

No-Improvement3164

What am I missing other than gains. CMI and GM up 5% Lag 7 is lagging again

callmecrude

Good write up that mirrors much of what I’ve believed for years now. The argument that the S&P500 is too concentrated in a handful of names ignores the fact that Amazon, Microsoft, Google, etc are some of the most diverse companies in history. The argument that PE is too high today ignores changes in accounting, and also ignores changes in the business model of top companies. People are always going to pay a higher multiple for a high margin, low debt company like Google than they will for a low margin, high debt company like GM. That doesn’t make Google- or the S&P500- overvalued compared to historical data. It simply means top companies are becoming more resilient.

OhtaniStanMan

GM now 4.5% green today. Shit is literally the rocket you're all missing. 

OhtaniStanMan

GM right with it 

OhtaniStanMan

GM going parabolic  It's the new Tesla

OhtaniStanMan

Holy GM you gotta chill man.  Up 4%+ today lol

OhtaniStanMan

GM quietly just broke $80 Lol this thing going to $90 quick

OhtaniStanMan

GM is full steam ahead new highs everyday 🥭 met with their ceo and started signing bills retracting the "green" laws that lose them profit. 

No-Improvement3164

GM never has a red day

OhtaniStanMan

GM been ripping aths everyday for weeks buddy

OhtaniStanMan

Seriously though GM is on a tear. 5 red days in the last 25. Those days were down like .2%. Just rips 1-2% daily.

OhtaniStanMan

GM screaming green with new ATHs in the sea of red.  Has had like 3 red days last 25

realribsnotmcfibs

I mean I sure got from A to B safely unlike GM that sold a 100+k car that had the suspension literally fall apart in the first few days of ownership on the highway.