GM

padfoot0321

I think customers do respond. Look at Nissan, I think the individual demand for Nissan has reduced significantly over the years. People favored better products. I think only GM comes to mind for a good US quality product.

elictronic

Hard to teach someone who is incentivized not to listen. Car dealerships earn 50% of their gross margins on vehicle repairs. Half of the money coming in the door is from that small repair shop on the property. Convince someone to give up half their business that is much of the driver for even existing in the first place. GM went through this with some of the EV releases and bought out many of their dealers who just hard refused to support.

Torczyner

I owned an electric Focus. The fact you don't know it existed is funny. Ford did what the other big companies did and limp wristed the EV effort. The focus EV range was trash, the Mach E charging and quality was garbage, the truck is not an EV platform but a redone regular f150 etc. Dodge did the same BS and same with GM. Instead of developing actual EVs, they keep trying to use Ice platforms covered to EV. Until they design an actual EV platform, and overcome dealer issues, they'll continue to drown.

Skittler_On_The_Roof

They're between the same rock and hard place companies like Harley Davidson are.  Even if they want to innovate, a lot of their key demographic is allergic to it. Harley learned by building an actually good product in the V-Rod.  American HD owners HATED it.   Regarding the Bolt- it was reported/believed GM took an $8-$9k loss on every one sold.   Outside of high-end trucks and SUVs, in much lesser volume than now, I don't see how the big 3 will survive beyond the next decade.  The pivot to small, efficient and innovative cars is an uphill battle their competitors don't have.  UAW costs, red tape, investors who see the billions lost on EVs here, and alienating the existing customer base that's keeping them afloat.  And now even Japan and Korea need to be worried about China.

dalivo

GM went hard on electric SUVs, not trucks. But the really large ones are insanely expensive, so saw very small volume. Electric CUVs are still seeing some business, though.

TheLord_Of_The_Pings

All I said was that Ford would never realistically decline bailout money unless they had reasons. And those reasons would not be altruistic. I never told you to buy GM. If I were going to tell you to buy a vehicle it would not be a domestic car. Stop fanboying things. It’s weird.

Hot_Maintenance7461

I'll never buy GM between the ignition killings and the bailout. Same as I don't buy nestle products. Ford knows the value of its name and protects it.

Skittler_On_The_Roof

That's the only spot they had margin on.  Nobody under 40 wants a Ford anyway, and they certainly didn't want to pay the US production cost premium when Toyota and Honda are churning out good cars cheap.   It really was one of the few good decisions Ford, and GM for that matter, have made in many years.  

Low-Froyo908

you target the demographics of owners. GM/Ford already dominate the large SUV market. If you've visited a school in anytown, USA you'd realize how prevalent these are as family vehicles. my argument is that truck owners have a very diverse set of needs. you cannot look at total sales of f150s and say "wow, we sell so many of these, an EV is a sure thing!" how many of the needs does an EV pickup overlap? I argue the needs of a family SUV are almost perfectly overlapped by an EV-SUV. Thus, the adoption rate would be much higher, and overall higher than a small percentage of truck owners willing to switch.

Junior-Lychee2755

I have no idea, but the orange shitstain sure loves harrassing Carney Canada. Maybe Ford and GM will be compensated to a certain extent for their losses, like farmers are? Insane, of course, but Trump *is* insane.

TheLord_Of_The_Pings

Even if you ignore the engine. The rest of the truck around it is also a giant piece of shit. If you want non-stop electrical problems, buy yourself a GM. Absolute garbage vehicles.

LowSkyOrbit

I think GM is getting better. Buick and Caddy are looking much better. Chevy reminds me of Toyota 5 years ago. VW/Audi really need to step it up. The ID line is blander than unflavored yogurt. The Atlas reminds me of a 90s Ford Explorer. Honda can make fun looking cars. They just keep them in Japan. Acura needs a win so bad or is it time to just drop the facade? Toyota Prius looks amazing. They need to do more of that. BMW is all over the place. The pig nose is amazing and bigger the better I say! Mini finally moving away from the historic look is a good way forward. MB needs to think about the exterior more than the interior. Stellantis - oh jeeze. Do they even design new looks or keep recycling the same look?

Valuable_Falcon6330

Dude, US automakers have already been laying off Canadians for months now and playing games with our jobs. GM just shut down their EV plants here after swindling our government out of millions of dollars of funding. Why would we keep working with a partner that is flaky at best? Better to diversify and be open to deals with Chinese automakers maybe opening plants here in Canada rather than letting the US continue to strangle our market. The amount of cars being imported at the reduced rate is exactly how many Teslas have been sold in canada, in terms of the EV market it's opening the door, and allowing actual competition into a closed market.

Fishtoart

Both GM and Ford have decided to give up on the automobile business. Within five years both companies will only exist as a brand that is slapped onto Chinese EVs.

Waiting4Reccession

Ford and GM retarded ceos have flipflopped on EV multiple times. Especially GM.

Jeeperg84

It’s funny with them leaving the market you can see GM going HARD further into it, Ford could have easily made that Lightning plant more productive and even with the Dealer network being clowns continued to make it alas here we are with a massive sunk investment.

quiteCryptic

GM paid it back

BagPitt

This was true maybe 5 years ago but not anymore. The Chinese car market is arguably the most competitive in the world right now. It's an absolute bloodbath and only the top companies like BYD are surviving unscathed. There was an interview a while back from a GM executive who spent time in China under a GM-Nio collaboration and he highlighted how insanely aggressive the Chinese market was with zero mercy. If the Chinese auto makers are allowed to compete in the US even with 20, 30, 40% tariffs the American automakers are doomed.

Techun2

Oh, I was positive you weren't talking about the current GM truck engines. They are failing left and right, absolute botch job.

onusofstrife

GM makes the equinox ev and blazer ev. I have an equinox ev myself only minor complaints with it. It's also not expensive.

Low-Froyo908

if they would have made an electric explorer or expedition instead of the lightning it would have killed. i cannot fathom the decision to make a pickup electric over a family hauler SUV. really shocked GM/Ford went so hard on pickups instead of SUVs. Or, make an electric Maverick. A small work truck like that could have been fleet status for plumbers/electricians etc.

Ok_Instance7667

GM was bailed out back in the day - and has spent USD $30 Billion on stock buy-backs in the last decade. Ford is missing out on that sweet corporate welfare.

Due_Capital_3507

I'm pretty sure GM paid back their loan from TARP

vil-in-us

Even inside the US, if you want an affordable, reliable, efficient and AMERICAN-MADE car, SUV or pickup truck? Buy a Toyota. Seriously, they just make great vehicles that last forever and more of their manufacturing process is inside the continental US than GM, Ford, or whatever Chrysler got amalgamated into

Due_Capital_3507

Ford and GM are probably done for in the long term. They just cannot seem to innovate or build decent cars for a decent price

Akovsky87

I exited both my GM and Ford positions this year for nice gains. I feel smart

Clean_Bake_2180

I blamed what on protectionism? I said the only reason US car manufacturers are surviving is because of protectionism. They’re inherently uncompetitive and tariffs aren’t exactly going to incentivize Ford/GM into better engineering and faster innovation cycles. The only thing it’s doing is delaying their deaths.

Illustrious-Hawk-113

Ok so you’re just looking for whataboutisms got it. No intelligent discussion to be had. Tsla is a shitstock and in the next recession will get absolutely smoked. Also on a yearly chart GM has way outperformed TSLA. I think you may be slow

NotEasyOne_Regard

GM is up 72% so what? TSLA is underperforming and still has stock price increase. BYD operates in EV market. Ford also has EVs and it does not manage to sell EVs. If you look only at shares, you are blind.

Illustrious-Hawk-113

Are you slow? GM is up 72% in a year

Junior-Lychee2755

This can't be emphasized enough - it's the tariffs. GM is suffering from this, too. That's what you get for electing a moron who loves turning partners into enemies. And he *still* hasn't learnt his lesson :-/

DA6_FTW

Didn’t they do what they did right before GM and Chevy took all that Gov bail out money? I forget but I feel like a year or two ago Ford took out a big loan or something similar 

TheCommonGround1

Actually, Ford was not bailed out. They had borrowed 24 billion during the great recession through private equity. You are thinking of GM.

kylemh

Sorry. Who’s talking about GM in here?!

Neilleti2

GM was bailed out. Ford was not.

Neilleti2

Ford wasn't bailed out. GM was.

Hot_Maintenance7461

That's fucking bullshit. GM took a bailout and didn't pay back shit. Tax payers ate it. Ford took a loan and paid it back with interest. Ford avoided bankruptcy by taking a private 23 billion loan in 2006 against it's assets.

jgatto123

Not leaning in either direction, in 2008, when the government decided they would bail out the American auto industry, GM and Chrysler took the deal, this saved over 4 million jobs over the course of 2 or 3 years (I didn’t realize then how much as attached to just those two companies). The collateral damage to this however cost taxpayers somewhere north of 10 billion dollars just from this single event. Ford was the only one that was financially responsible enough and showed some level dignity and refused the bailout. That aside, I do agree that all auto makers, including Ford are out of control with the pricing of new vehicles. I’ve watch many carlines nearly double in price over the last 15 or so years. A car/truck that was $38k basically fully loaded now live in the $60-$65k ish price range. A main contributor to this is standardized modern safety equipment which, as a consumer, we can’t really do shit about. It’s wild to see things like the Navigator and the Escalade reach prices of $110k plus. Like wtf is going on there?!?

hgqaikop

GM can’t even build a V8 correctly

Hot_Maintenance7461

Ford didn't take a bailout in 2008 like GM and Chrysler 

NotEasyOne_Regard

Man, I know. Tell that to the regards here who think that the tariffs are killing Ford. Their strat for 2025 was crap, they are outplayed by chinese crap, Ford’s stuff is crap. In 2024, Ford was still bad but there were no tariffs. But whatever, Orange man bad, everything that happens is because of Orange man and so on. People don’t want to accept that Ford, GM and other companies suck.

PacosTacos88

He gave them all loans to bail them out and keep them afloat after the crash. The loans were all paid back with interest saving tens of thousands of jobs and keeping GM and Ford going

IllBuyYourCar

VW/GM heated seats >>

DaemonTargaryen2024

Any time. It's a dangerous logical fallacy to conclude – with 20:20 hindsight – that picking the few best performing stocks means you should concentrate your portfolio. It's not remotely repeatable on a go forward basis. [https://www.finra.org/investors/insights/concentration-risk](https://www.finra.org/investors/insights/concentration-risk) [https://www.visualcapitalist.com/ranked-the-largest-sp-500-companies-over-time-1985-2024/](https://www.visualcapitalist.com/ranked-the-largest-sp-500-companies-over-time-1985-2024/) See Enron, Lehman, Kodak, AIG, Cisco, GM, GE etc.

slam_1970

💯 I started around ‘96-‘98 and had to go through ‘01 an ‘09 add in one large bad investment rt before GM restructured (lost 40k) and it ended up taking me way longer than my original forecast. Things have been rosy for everyone lately but the 💩 will hit the fan at some pt. Been retired for 6 yrs now and can confirm at the 500k mark the compounding really starts to bear fruit.

daninsatx

no kidding haha.. index funds the way i really go. this kind of experiment shows that is the way i should go. got lucky with nvidia.. GM, XLF, Fed X and a few more were positive but lost my shirt on Enphase, Paypal, and Square.

ah-boyz

Watch American Factory on Netflix. The Chinese workers looked young energetic and eager to work while the American workers are obese and looked like they still have a hangover from the day before. There was 1 lady lamenting how much the old GM factory paid. Well that factory like most of American industry is long gone now.

hotDamQc

The Republicans led by Trump like to say they need nothing from Canada but GM, Ford and Stelantis sales in Canada are 700 000 cars in 2025 and these numbers include a massive drop. They panic because they know we can easily replace them.

cyberdork

The top 3? More like the top 20. VW, Hyundai and GM are all just at $80bn. Ford is just at $50bn. Only outlier is Toyota with $300bn. Teslas marketcap at $1300bn is easily higher than the rest of the entire auto industry combined.

geggleto

stop valuing tesla as a car company. 1/ its about to make robots 2/ its cameras are a literal real time data source for a significant portion of the US 3/ the FSD technology is the best in the industry 4/ they make their own AI chips/computers for the cars its not a car company, stop comparing it to GM, Ford, and Toyota.

Droo99

It's probably less about the action and more about the motivation. Obama bailed out GM to save the company from bankruptcy. Right wingers bitched because they hate anything Obama does, but he did it to save a huge American company and jobs during a financial crisis. Trump is doing it with no motivating crisis, in order to exert control and corruptly steal money for himself and his cronies using the full weight and force of the US government as his leverage. If you (or anyone) truly believes trump is doing it to help America then I guess maybe it looks the same and I doubt you can be convinced otherwise, but to anyone who sees trump as a corrupt thief and con artist it is easy to understand why it's viewed differently from other countries / the US in the past.

Alternative-Grand-77

Government motors? GM and Ford have received $15B in subsidies since 2000. Do you know about the Chicken tax? It keeps all affordable trucks out of the US market.

Outrageous_Ad_687

Trump and the Republicans don't make sense at all. They are determined to decouple our auto and auto parts industry. The Republicans broke the existing free trade agreement in vehicles and parts that has existed for 60 years . Now Canada is going to partner with China to build vehicles in Canada to replace the factories closing from American companies leaving here to move production to the USA. The Americans wanted the divorce and are now upset when we move on to something else. Give me a break. 70% of our current auto production in Canada is Japanese brands Toyota and Honda. If we can replace GM and Ford with Chinese and Korean partners thats fine by me. I've driven American vehicles my whole life and will gladly switch to the asian brands. China is already the largest economy in the world by GDP PPP and will soon be #1 in absolute terms in the near future. It would be stupid not to deal with them, no country can afford not to.

Successful-Tea-5733

I actually think the TSLA example is a better example. I remember for years, they were selling EV's at a loss. Investing in the company for who they were at that time made absolutely no sense. Yet, if you were willing to take that risk it paid off big time. And what's intersting, even as much as Musk reminds everyone that TSLA should not be bought as a car company, they are the only car company that can seem to sell EV's at a profit. Ford, Stellantis and GM have alll pivoted to hybrids. No doubt the EV subsidy helped TSLA but it shoulld have helped the others too. No, I don't know that SpaceX and xAI will have the same outcome as TSLA, but I don't understand people acting like this will be a failure because of Musk when we can see what TSLA has become and we can see his past success with Zip2 and PayPal. Musk has said multiple times he doesn't care about wealth, he cares about space. I think that's silly, but he has put his money where his mouth is so really it's just a question for investors if they think this will be a profitable venture.

Mobile-Bar7732

Well so far the Japanese and German cars I have owned have been a lot better than the garbage Ford and GM cars that I have owned.

Mobile-Bar7732

Yeah, cause American car companies have been so good to us. /s [GM Canada layoffs hit Oshawa plant, putting up to 1,200 autoworkers out of work Friday](https://www.cbc.ca/news/canada/toronto/gm-oshawa-to-lay-off-1-200-workers-friday-9.7065457)

Envy_MK_II

Hell, the US government at every level quite literally subsidizes manufactures by purchasing their vehicles from the likes of Ford and GM. Your tax dollars are going straight to them. Part of the reason stuff like the F150 or the Explorer sell as well as they do is because of all those government purchases. Look at pretty much every Police force across America.

bigsnow999

Thy should. When was the last time GM build some reliable cars? Their eco boost engine is POS

Aggressive_Ask89144

And they're startlingly high quality, feature-rich and have like good range despite being in the Nissan Leaf price range lol. I've personally only driven GM trucks (I love my little Colorados lol) and Vettes but I would totally snap an AWD one up for winter and what not.

MuricanWisecrack

ironically one of the few things that is green in my port today is fuckin GM E into which i retarded 400 because of Cohen wanting to make it a Berkshire Hatthaway or whatever.

dataCollector42069

GM fellow MSTR put buyers

lipmanz

Whatever Luka said to that GM Nico must have been bad

bobby1128

makes sense. Disney vs Netflix, Ford/GM vs Tesla same story. SaaS leaders could face the same pain with AI reshaping pricing models

rifleman209

Of course not, neither did F,GM,DIS But when you have 90% of revenue likely to flatline and go down and 10% increasing at a rapid rate, you tend to end up with bad performance for a long time. Think fall of cable and rise of streaming

Brandon23z

Yep. I’m surprised I’ve never seen anyone comment this before. Just take a look at any franchise. The CEO of McDonald’s must be under so much fucking pressure every day. I know people on Reddit will joke that he’s a billionaire so he’s not under much stress. But when you’re running a company that big and you have Customers, Shareholders, Franchisees, and Corporate Employees, every fucking decision matters. I know it’s not franchise related, but huge companies like GM also know that their suppliers have to eat. They factor that into decisions. When you look at a state like Michigan that’s mostly automotive, all the suppliers succeed when GM succeeds.

nope_nic_tesla

All the other manufacturers were making big investments in the US for their EV rampup. Kia moved EV6 production to Georgia for example, the 2025 model was actually the single most American car you could buy based on the % of parts built in America. Ford and GM were also putting lots of money into new EV manufacturing based on the subsidies. Now they are all being scaled back. Not only has Kia pulled back production, they have already canceled shipments of the 2026 model to Canada because the tariffs that we now have in place make it too cost prohibitive. I disagree that all that money should have been dumped into R&D. The technology is there today, we need to ramp up adoption.

astromouse2024

Yeah I said it a stupid way but like with brands like GM they’re always trying to meet demand and increase production when people want more, and then compete on price when supply exceeds demand. Ferrari has the exact opposite problem where they have absolute control over the number of cars they make, and even if demand rises, they don’t flood markets with more cars. So even if the demand for a new Ferrari goes up they basically say you gatta get to the back of the fucking line bro, instead of upping the production numbers.

LowSomewhere8550

“ Trump Launches $12 Billion Minerals Stockpile to Counter China By Jennifer A Dlouhy and Joe Deaux February 2, 2026 at 1:01 PM GMT+1 Save Translate 4:27 President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals. The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals. The project has participation from more than a dozen companies so far, including General Motors Co., Stellantis NV, Boeing Co., Corning Inc., GE Vernova Inc. and Alphabet Inc.’s Google. Three commodities trading houses — Hartree Partners LP, Traxys North America LLC and Mercuria Energy Group Ltd. — have signed on to handle purchases of the raw materials to fill the stockpile. Ex-Im’s board is set to vote later Monday to authorize the record-setting 15-year loan, which is more than double the next-largest deal ever executed by the bank. Trump is set to meet Monday with GM’s chief executive officer Mary Barra and mining billionaire Robert Friedland, who represent both producers and users of critical minerals. The US already operates a national stockpile of critical minerals to serve the nation’s defense-industrial base but doesn’t have a stockpile for civilian needs. Under Trump, the US also has taken the rare step of investing directly in domestic minerals companies to boost the production and processing of rare earths at home. The administration has already inked cooperation agreements with Australia, Japan, Malaysia and other countries on the issue. It will press even more nations to pursue such pacts during a summit of dozens of countries set to take place in Washington on Wednesday. The effort to reduce risk in the mineral supply chain gained new momentum last year, after China tightened export controls on some materials. That spurred some US manufacturers to dial back production and underscored the extent of Beijing’s leverage. The new venture will offer participating manufacturers a way to insulate their businesses from swings in prices for key materials without having to maintain their own stockpiles. Those types of swings can expose companies to massive volatility in key raw material inputs that wreak havoc on balance sheets. For example, nickel saw a historic price surge shortly after Russia invaded Ukraine, fed by fears buyers would no longer be able to purchase the metal from Russia, a top supplier. Some details about Project Vault’s structure were not immediately known, including the institutional investors providing the $1.67 billion. The senior administration officials said the project had been oversubscribed because investors are attracted by a credit-worthy group of manufacturers, their long-term commitments and the involvement of the US export-credit agency. The specific carrying costs that would be charged to those manufacturers, as well as the fees for the trading firms participating as procurement officers, weren’t disclosed. Under the arrangement, companies that make an initial commitment to purchase materials at a specified inventory price later — and pay some up-front fees — will be able to present Project Vault with a shopping list of preferred materials they need. The project, in turn, will seek to procure and store the materials, with the manufacturers charged a carrying cost for the expenses associated with interest on the loan and holding the elements. Manufacturers will be allowed to draw down their material stash as long as the firms replenish them. In the case of a major supply disruption, they will be able to access all of it, the officials said. A key element in the venture’s design is that manufacturers who commit to buy a specified amount of materials at a set price also commit to repurchase the same amount at that same cost in the future. The administration sees that acting as a stabilizing mechanism, helping suppress volatility.”

dj184

If tesla is valued like any ohter car company, F or GM or VW or TOyota, its value is along 12-20$. So ill leave the scenarios that will play out to your imagination.

Cryatos1

At least they aren't harvesting facial recognition constantly like GM with their "supercruise" or whatever they have in their SUVs. The bar is low though lol.

opponentpumpkin

Im glad imo. It seems like hes always planned it this way, wait to see if tesla becomes the next Toyota or GM and keep it cars, if it starts to go belly up, bring in the rockets and tech.

realribsnotmcfibs

The actual cars. The powertrains. Trust me I just called FSD a scam and Elon has long ago shown who he really is. I just bought a new car this week and it is not a Tesla because of how shady Elon is. But honestly we have put north of 300k miles on various teslas over the years generally having 2-3 of them at the house at a time. (2 model s currently). They have been SOLID. Both S and model 3. Have had one warranty claim on one model 3 from 2018. The rest have all been bullet proof. One of the model s has been beat on constantly at 1000hp and is about 80k miles in right now with only having ever replaced tires. Meanwhile our GM products like a c7 z06 or Escalade were constantly a POS.

Say_no_to_doritos

No bro. They are super profitable, just don't consider anything that adversely impacts their GM. 

dont_downvote_SPECIL

GM CEO Mary Barra said Tuesday that Canada's move to allow Chinese electric vehicles was “a very slippery slope.” Yeah, because the Chinese cars are cheaper and cooler than your overpriced clunkers 😏🙄

SherbertMindless8205

They have hundreds of millions of users who are probably gonna stay loyal, but in the end it seems like they're gonna have to stay in the consumer-facing side, like selling ads and subscriptions to monitize end users. They're losing the corporate integration game to Gemini (Apple, walmart, GM, etc), and the software development game to Claude. Not sure how profitable you can be selling ads to a couple hundred million, certainly not worthy of a 1T+ valuation or even anywhere close. The long term big money bet of AI has always been integration into corporate processes (i.e, automating work), and as of now they seem to have lost the ball on that.

No-Meringue5867

This is the NBA equivalent of Dallas Mavericks GM, Nico, trading their franchise star who took them to the finals to get players who he hopes will take them to the finals next year. LMAO.

busyHighwayFred

> companies arent paying out any dividends and that invalidates the whole concept of stocks anyways ben felix did a video about this, no dividends just means value that would be dividends stays in the company, thus pumping your stock price up. its in equilibrium. if I buy ford at $10 and hold on for 40 years and it doesnt give dividends and at the end is worth $60, i can sell for a $50 profit if i buy GM at $10 and hold on for 40 years and it does give dividends, and say its worth $40 at end, then I must have got $20 in dividends over 40 years because $20+$40-$10 = $50 profit (to be in equilibrium with previous example)

Mother___Night

GM ODTE are hella cheap

throwthrowthrow529

They also fund it through Starlink. They do work NASA can’t do (remember when they got the astronauts back?). FYI - Ford has had 10bn from grants/subsidies in the last couple of years, GM has had 3bn in the last few years.

Mimicking-hiccuping

Tried to buy 500 more this AM and these none available. Hopefully this GM meeting is a good one.

According-Prize-6714

https://youtu.be/m_rbbHyUw18?si=R2-k0Jqe3H6WU2GM

Maddog_Jets

And GM’s wondering why Canada is doing what it’s doing as they just moved another shift from Canada to the states… Canada will soon no longer be the US Automotive biggest export market. Historically surpassing auto exports to Germany, Mexico, and China combined! Congrats!

ClarkFable

GM

SangerGRBY

Lol Mango likes Ford and GM more now than TSLA

Waiting4Reccession

Kind of crazy GM is up so much, considering they are too retarded to even decide if they are going to do EV or not and keep flip flopping while wasting money

Strange_Ad_4682

Well that’s not true re US OEMs. Might be with Mercedes or BMW but definitely not GM. That’s embarrassing.

tupakkarulla

lol Toyota annual revenue 2025: 317B Ford annual revenue 2025: 190B Honda annual revenue 2025: 125B GM annual revenue 2025: 187B Volkswagen annual revenue 2025: 360B Mercedes group annual revenue 2025: 151B Tesla revenue 2025: 95.6B In fact Tesla has lower revenue than almost every car company worth mentioning. And don’t get me even started on Chinese car company revenue. If you’re just gonna say shit at least make it believable

Mimicking-hiccuping

Tungsten west has their GM tomorrow, announcing the next round of funding. I'm hopeful

wtfredditacct

As far as cars go? They're objectively "not that great", but Tesla isn't _really_ a car company in the way that GM, Ford, and BMW are.

ErinFiqsette

They will sell the maintainence/spare parts business to GM or Ford.

vertigo88

No dumbass. If Tesla deliveries were 400k units a Q that’s 1.6mm units. 3% of that is 48k. They delivered 50k units of a shitty product. Ford delivered 900k units of the F150. You Elon fanboys are salivating at annual volumes of less than what Ford delivers a month in F150s. Add in GM and Ram and let us know if cybertruck is a meaningful growth engine.

Creative-Sherbet-584

Lol Carvana is still up 20% in the last six months and still worth more than GM. My question to the reddit hoard is why doesn't the creditors go after Garcia and the bad debt? Why do they keep buying up this bad debt?

Wealth_data_dude

yeap I totally agree on ur take. In addition, I come from business and fundamental analysis background. The tesla ratios are infuriating. No sound fundamental analyst would buy into these bubbly numbers. Still, I have to add that Musk managed to break into the "automobile and oil industry mafia- monopoly, that had been running the mobility show for more than 70 years. For starters he has the first mover advantage. Tesla is a Cult Brand as said earlier. Even on the negative side "Bad publicity still publicity". When u think of electric cars u think of Tesla. Then 80 Chinese companies jumped on the train of electric mobility and those who survived have the european brands cornered and bleeding market share. He has messed things in the industry up big time. We got to give him that. He may be ill tempered and a bad with people, but he has been disrupting stuff all over the place. The autonomous mobility, robotaxis and Optimus project are not yet done. Let's just see what else the crazy bstrd, pulls out of his hat. Disclaimer: This is not an Elon Musk worship and support comment. It's just a wait and see stance of how this plays out in the next 3-5 years. And I don't own any Tesla stock. P.S. Many Researchers I follow, consider Tesla a big data, Energy Research and AI company, more likely to be in the Google, Open AI and the likes peer group. Not the GM and BMW etc peer group.

dan_pitt

People used to make the very same arguments about GM and GE.

Jacksington

Yes, Tesla managed to make a car that runs on a completely different form of energy in 20 years and both Ford and GM have failed to match them on the electric vehicle and still have issues with their IC cars.

Churchbushonk

It is a meme stock. You are telling me that Tesla should be worth more than GM and Ford combined?

ClarkFable

What are the chances GM gives up its gains tomorrow?

IDrinkSulfuricAcid

Haven't you heard, beats are now misses and misses are beats. Honestly over these last few earnings only justified response was GM.

_Sqwae

Interesting GM’s guidance said otherwise and EV’s are typically cheaper than ICE’s. Agree to disagree.

ProcedureOk8112

Printing a shit load of dollars to pay off the ever growing deficit now at 38T will absolutely increase inflation. Nations are now divesting from us and making deals with each other and we don't have the manufacturing capabilities or resources needed to sustain us affordably because we import so many raw materials. We will have to continue importing what we need at higher prices for us (like Canadian Potash for basically 90% of our agriculture) and who is to say other countries will even WANT our shit when they can get it from their mentally stable trading partners, even if it's more expensive. Unemployment will definitely increase with automation, AI, weak earnings from reduced wages (less buying if we can't afford to) and reduced foreign investment. Just look at the Canadian EV deal with China...they are selling way nicer SUVs than Ford or GM with nearly 900 miles per charge for $35k, good luck US car manufacturers. That's just one example of how we will get left behind in the coming years.