Reddit Posts
The two EV companies I would love to see got at it.
Lift Power Ltd (CSE: LIFT, OTCQX: LIFFF, Frankfurt: WS0) - Unlocking A Promising Junior Miner
Consider Li-FT Power (TSXV: LIFT; US-OTC: LIFFF) as a potential value play in the lithium mining space
Election year. Trump stocks and Biden stocks
remember when elon pumped $TSLA instead of dumping it?!
On what time scale will Waymo's success affect Alphabet's earnings
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
High Tide Recaps Key Milestones of 2023
High Tide Recaps Key Milestones of 2023
High Tide Recaps Key Milestones of 2023
Need some advice on safe places to park some cash
The smartest person in the room! Short GM
Don't dig for gold, sell shovels - $MVIS
$MVIS - "During a gold rush, sell shovels."
The first time a car dealership has spoken the truth
9 executives leave after GM Cruise robotaxi crash investigation
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
BriaCell 2023 SABCS Posters Confirm Activation of Cancer-Fighting Immune Cells and Identify Potential Predictors of Clinical Benefit
Forget NEGG it's Chargepoint CHPT that has the Fundamentals.
Autoworker strike cost GM $1.1B, a cost it says it can absorb as it announces massive stock buyback
So GM is propping up the stock with a huge buyback and dividend hike. Time to Short GM?
GM buying back 1/4 of the stock of the entire company
Fisker is worth more than 2 months of deliveries.
$TSLA going to 300 in my opinion. ADMIN-Respectfully, this is a legit post, don't believe the Chano kids that try make it out as spam.
TSLA will go back to 300+ again, those days are back.. Why?.. more below
BNN Bloomberg Highlights Grid Battery Metals' Strategic Lithium Exploration in Nevada
Company match stock program- when to consider otherwise?
“During a gold rush, sell shovels.” - Advanced driver-assistance system (ADAS) & Autonomous Vehicles
GM union workers appear poised to vote down record UAW deal
Berkshire releases updated holdings. Goodbye GM, JNJ, hello…SIRI?
$PTU Purepoint Uranium Leads the Race in High-Grade Uranium Exploration
GM's Cruise confirms robotaxis rely on human assistance every four to five miles
BB: The WallStreetBets Breakdown - YOLO or Smart Investment?
To no one’s surprise, GM’s Cruise has been lying about their driverless tech capabilities for years. Calls on FSD.
UAW has Tesla, Toyota in its sights after contract wins at Detroit automakers
I'm bully on $UBER and $LYFT but mostly UBER. Why? ....(Edited Repost with Positions-Per Moderator Request)
UAW Strike, supply chain, demand, MSRP prices, and Auto stocks
Most Important Stock Market Earnings from Today - (10/24/2023)
Integrated Cyber Solutions Is Your Disruptive Tech Play (CSE: ICS)
Suggestions on how to recover losses if I am not selling my winners
TSLA is a conglomerate not a auto company. Stop trying to analyze/value it like one.
Stocks waking up from their lows with higher trading volume: $APLM, $MIGI, $SING
GM to delay all-electric truck production at Michigan plant until late-2025
UAW Says it Scored a Key Victory with GM on Battery Plants, a Key Battleground.
All the Important Stock Market News from Today in 1 Post (10/03/2023)
UAW Strike: Is it a lose-lose for the big 3?
The Important Stock Market News from Today - (09/27/2023)
UAW threatens 2nd expansion of strikes at Detroit automakers if progress isn’t made by Friday
MYSZ Following our Projection & More than 6x Volume Yesterday!
MYSZ on Track with our Projection + 6x Volume Yesterday!
Tesla $TSLA stands to benefit as the United Auto Workers (UAW) strike against the big three automakers begins.
MYSZ and KAVL Technical Analysis Perspectives
Are GM , Ford kinda Nokia / Blockbuster of Auto industries?
UAW’s War on $GM, $F, $STLA: Lose/ Lose Situation?? (Except for $TSLA)
WSJ - Detroit automakers entered labor talks at cost disadvantage to Tesla
Jimothy is suggesting Ford and GM will hire workers to break the impending strike
Apparently, UAW Strike Is Bullish For Stocks - F, GM and STLA are up today
Biden says record profits should ensure record contracts as UAW strikes Ford, GM and Stellantis plants
UAW members go on strike at three key auto plants after deal deadline passes
UAW strike incoming. What's your strategy?
How is Vinfast generating this much Market cap? It's unreal
Yo wall street guys!!🤡 heard of the movement in GOLD(XAUUSD)?? Or still in the hangover of $GM3??🌚🌚 🤔
Typical market reaponse to spinoff? Any clue what happens to my GM stock if Cruise LLC does spinoff and go public?
Mentions
You guys are really late to the party expecting this to have any type of impact. It's been known about for sometime and the take that I got is it's most often bad bearings. Like the composition of the bearings is not correct and you get premature wear then you get increased clearance and then you get boom Which oddly enough is kind of a thing for GM. Anyone remember the C6 ZO6 and it's wonderful cylinder heads ? 😂
Just let the Chinese sell their cars here. GM is an embarrassment.
>GM’s investigation identified 28,102 field complaints or incidents in the US potentially related to failure of the L87 engine due to crankshaft, connecting rod, or engine bearing failure I'm sure the Europeans will see this statistic and be delighted to buy a new American made car. While Toyota was quick to issue a recall of their busted ass V6, it seems GM let it ride for 3 full production years and had 3 separate investigations over the course of its production before doing anything about it. https://www.theautopian.com/it-took-gm-more-than-28000-failed-v8s-and-three-internal-investigations-before-recalling-its-l87-engines/
This isn't just some software "recall" or even a simple fix like a floor mat or pedal issue. This involves a manufacturing defect in connecting rods and crankshafts meaning they may have to replace entire engines. That's not cheap in terms of parts and definitely not cheap in terms of labor involved. Would not want to be holding GM stock right now.
> You’re acting as if Tesla is an outlier of the stock market. Tesla has a PE of 161. A normal car company - GM, VW, BMW, Ford, Mercedes - has a PE of about 5 to 8. At this point, Tesla has no tech that others don't. Self-driving? Mercedes is arguably better, with a full lidar/radar/camera suite. Batteries? Tesla uses Panasonic and CATL, while Mercedes is working with startups on [silicon anode batteries](https://media.mbusa.com/releases/mercedes-benz-and-sila-achieve-breakthrough-with-high-silicon-automotive-battery). Electric cars are now a commodity. There's no justification for the hypes-and-prayers PE that is 20x higher than other carmakers.
Just because a company goes bankrupt does not mean their IP and assets just evaporate into thin air. If the assets have value, they can be utilized by another party - or you could say another set of shareholders - and prior shareholders are wiped out. The government bailed out financial institions because any freeze to credit or liquidity in the capital markets would be crippling across all industries. They bailed out GM to try and preserve the domestic industry - but they didn't do this purely by cash injection. They took ownership of the company and wiped out the prior common stock holders. WOLF isn't anywhere near the class where the government would intervene to save existing shareholders. If you're relying on this as a last ditch crutch, I think you're going to be sorely disappointed.
Ahh yes, American manufacturing for American excellence. Can’t wait to see the GM recall for a fucking million engines become the gold standard for quality. Can’t compete with foreign products and quality? Just artificially block the competition! Problem solved
I also have FSD. What we have today is not the ultimate goal, and the lessons learned through testing in Austin will likely significantly advance the system. I find that almost all of my disengagements stem from the same issues. The car struggles to handle carpool lanes in Arizona, in some bus stops it believes they are part of the lane since they are unmarked here. However, most driving is predictable and handled well. Many problems they encounter can be addressed by focusing on each area. It will be difficult and will require time, but unlike using Waymo’s approach, once the lesson is learned there’s no map to continually update. Time will tell, but I would rather invest in their efforts to develop self-driving technology than Ford or GM trying to sell 100,000 more cars for an average profit of $1k per car. Things to keep in mind, as now I see your name I’m sure you understand. Tesla is solving for generalized autonomy. Tesla has a data flywheel with millions of cars on the roads, they can collect 1k passes through an intersection in a day. Tesla also has the opportunity for an asymmetrical payoff. It makes little sense for me to use a Waymo day to day where I live. I use it to get downtown when there’s limited parking and for trips to and from the airport. Between my wife and I we drive about 30k miles a year, so owning makes much more sense than paying Waymo $75k a year (~$2.50/ mi).
Honestly this is my takeaway. How is a company supposed to finance new construction. You want GM to move factories out of Mexico and Canada? That’s great. Who in their right mind is going to lend them the money to do it when the tariffs could disappear tomorrow?
I do supply chain work and I can tell you, if the tariffs stand much longer, they will legitimately paralyze many businesses, if not drive them under. GM guidance today was the tip of the spear for these issues, and you’ll see lots more companies hiding guidance and praying for the tariffs to be dropped very soon, because the real numbers are too ugly to put out there without severe market reaction. It isn’t the banks this time, but it’s similar in that it’s a serious systemic shock that is likely to have many knock on effects throughout the economy.
Afaik waymo uses Nvidia Drive platform. This and GM deals are good for Nvidia.
Level 4 FSD vs Level 2 FSD. This is a huge win for Toyota and Lexus. Depending on what Nvdia will be doing for GM, at the moment, Lexus is probably my next car after my Model Y run its course.
Worry about GM and Ford going bankrupt in the next three years first.
That's true, but that's besides the point. The point is, it's possible to have 85% of content made in US cars that passes regulatory requirement, and that is not 3 times the cost of a made in Europe or China product, as it is claimed with iPhones. Ford, Honda and GM has models in the 75%-80% range, challenging it maybe, but not impossible for them to raise it to the 85% mark.
Are equities safe? In the legal sense, no they are not. Everyone like myself who has a securities license, that is drilled in your head to make sure you communicate to clients that equity investments involve risk, including the potential loss of principal. Now, broadly speaking are equities a good place to invest money? Absoultely. But if you bought Enron, or Lehman, or even GM, you likely lost 100% of your investment when those companies filed bankruptcy. That's why most people on here recommend broad based ETF's or mutual funds. Doesn't make it "safe" just reduces the risk.
I was having the time of my life playing CoD. MW, World at War, MW2, Black Ops1. Absolutely GOAT. Of course I’d see the news and it was significant. GM & other bankruptcies. GWB handing it all over to Obama etc. It wasn’t until I saw The Big Short movie that I really started digging in to things.
GM what a stock! 37% growth over the last 15 years and a 1% dividend. Surely a company everyone is lining up to give a fuck about for investing.
Have you ever seen AutoZone stock price? There's still a large contingent of people that think Tesla is trying to compete with Ford or GM. What it's actually trying to eventually become is electric AutoZone or Electric O'Reilly. It wasn't until I looked at the AutoZone stock and business model that I truly understood why Tesla was so expensive compared to other vehicle manufacturers. And hey, maybe you know all of this, but if you didn't -- well, it's very important context to know when trading Tesla.
I deliver finished GM vehicles. They are already saying that we may be doing partially completed vehicle moves due to an upcoming chip shortage. (Again) They are also running out of plastic trim pieces on a bunch of models, and are trying to sue the supplier for performance.
Who's buying a new car when it they are actually starting to depreciate 50% out the lot? The auto industry is fucked that;s why CVNA and the rest of those nose pickers are so high. F TSLA GM etc are all screwed.
They have more exposure to tariff risk than people realize, but they have commodity price exposure that GM doesn't have. Of course, BP can just fire 40% of their workforce if they need to, unlike GM.
Share buybacks are for businesses without a need to massively invest in its future. Something GM should, but has not sufficiently done.
It will keep going up for a while since the market is disconnected from reality at the moment. The market is overpriced, you have crazy high valuations for companies like palantir and tesla that continue to climb, its a great bubble. We have our first trade deal with India coming, who will purchase our potatoes so that GM can try to sell their cars to Indians who make less than 8000 USD a year. Aren't they about to go to war by the way? Eitherway, earnings will come on very strong until the tariffs bite in q2,3,4. I think the markets will keep pretty solid until then.
Depends on model. Ford's f150 is mostly American made. They actually miss out on $1B of yearly profits because GM moved a lot of truck production to Mexico for cheap labor. Looks like Ford's made in America mantra is going to pay off.
Costs for the recall will exceed 6 to 10 billion dollars. This is a no joke recall. 5 years worth of vehicles need complete engine replacement on top of GM changing their manufacturing process which will be very costly too. They right now list the recall as “no remedy” because they know the remedy is engine replacements since the poor castings have already done their damage even to the vehicles that haven’t failed yet. As soon as they bite that bullet, they know the stock will plummet because they will have a full 1-2 years of little to no, or even negative profit margins.
This whole thread seems to be missing something important. GM just recalled 1million+ vehicles. Every 6.2L manufactured from 2021 to 2024 for abrupt complete engine failure due to rod bearings and poor castings. They do not have a remedy yet, because the remedy is full engine replacement on top of changing their manufacturing process. They are trying to stack up cash right now to pay for this royal fuck up. Right now based on the GM supplier cost (they dropped the price of engine blocks because their contract says they have to payout what they retail for) they are on the hook for roughly $3 Billion in parts alone if they finally admit every 6.2L needs complete replacement. And that is before labor and costs related to completely revamping their engine manufacturing process to fix the issue. Likely, GM will be on the hook for $6-$10 BILLION in recall work for this issue alone. If anything, they may need to sell shares they bought back over the past years just to fund this recall. On top of cost cuts like layoffs which they are already doing. It is looking very grim for GM.
be me 2025 Enron publicly admits to using ketamine biweekly for depression investors and media start questioning his behavior meanwhile, 🥭 imposes 25% tariffs on imported autos and parts auto industry freaks out; supply chains disrupted; prices surge GM and Ford lobby hard against tariffs 🥭 softens stance, offers credits and exemptions to domestic automakers Enron tweets: “Tariffs are a drag, man. Let’s innovate, not isolate.” media speculates if ketamine influencing his policy views Enron responds: “Ketamine helps me think outside the 📦
Crazy how GM is uniquely positioned to also become one of his billionaire buddies if they play their cards right. Or are we no longer talking about business and standing on morals here?
Ya fuck GM, we bailed them out already they need to get their shit together or die. They shouldn’t be doing any buybacks right now, it should be 100% investment in restoring their parts.
They probably don't want to list the import charge as a separate line item because then people would know what kind of gross margins Amazon's making on whatever they're buying. If you're buying something from Amazon for $50 plus a $1 tariff charge, you'd know the Amazon has a 400% markup and 80% gross margins. Amazon's made it so that there's no friction when you buy. They have your shipping address, your payment method, etc. You just press a button, and it's done. You add that separate tariff line item, and you've reintroduced friction in the form of people questioning if a large GM% item may be cheaper somewhere else.
It’s because Toyota known how to deliver quality with us labour, and gm doesn’t. Little factoid. GM loses money with Opel in Germany for 30 years. Then they sell to Stellantis. Stellantis gets Opel in the green in… one year.
This is because Tesla is all USA built and tariffs won’t affect it except for specific parts being imported. F and Tesla are the ones that will survive these tariffs and GM will struggle for a few years.
Hello OP. Sorry for some of the harsh comments you've gotten. It's a good question. I don't know if it was real or rhetorical. My opinion is that since those expire May 16 it is a 50-50. Right now MSTR trades in correlation with BTC at something like 0.9. So very very close. So you're asking where BTC is going to be on May 16. The last 7-10 days I think BTC has been overly supported because MSTR came out and said that they bought a whole crap ton of it last week. I believe GM is doing the same because I think they've adopted Saylor's strategy also. I'm saying that only because I expect BTC to fall back into the 80,000. So if that happens on her before your derivatives expire it's going to work out for you. But I think it's a big gamble because even though BTC is going to go down sometimes, I personally think it's trajectory is up up up. I think it doubles in the next 4-5 quarters and then doubles again in the next 18-24 months after that. So I think you are betting against the wrong security, but then again, it could be down on May 16 and then you may win.
Let me guess, Teslas all have 85% domestic parts while GM and Ford do not.
Walmart, GM, Amazon, USPS are squealing. only a matter of time
> I assume by ride hailing you mean the taxis? So those are cars. Uber is ride hailing, they are not a car company. Lift is ride hailing, they are not a car company. Waymo is ride hailing (they don't sell cars). You're indicating you don't understand the difference between these companies and say Ford or GM. If you can't understand this simple difference you're ill equipped to analyze Tesla value, and it's a good indication your fundamental ability to do general stock research is lacking. > What AI services? Asking this is another indication you are not paying attention to what Tesla is actually doing. Everything from FSD, to robotics, to chip design, all center around AI. > What energy? Almost 10% of Tesla's revenue is residential, commercial and grid energy related... How do you not know this. > What robotics? No one is buying those humanoid robots. If robots are supposed to make our lives easier, why make them in the form of humans. Humanoid robots make sense because the world we have build is shaped around humans... Otherwise you'll end up needing niche robotics for every function. At this point, your continued display of immaturity, disregard of facts, and lack of actually reading my responses is reinforcing my original option that you're not cut out for this. I think some self reflection and personal growth are due if you want to better understand the market. Good luck.
Hmmm... F or GM for the auto tariff lotto
Yes, GM needs money to pay for R&D for EVs
GM collapsing would be a net win long term for America.
GM can't give guidance? Just get in a lady with some tarot cards to predict what Trump will do, highlight the absurdity of government trade policy.
Think there high expectations that 🥭 announces tariff relief for auto makers Meaningless in the bigger scheme because we know he will flip flop, and in a down economy people don’t buy new cars. But this upside down economy sure, calls on F and GM
Damn, GM has like 170k employees. They could have just given every GM employee 100k instead of giving it to the company.
Which earning's hard data have been a disaster so far? GM was worst I saw and its -2% on those numbers
GM makes 1 good platform, builds 3 good cars on it and the rest is rental tier bullshit.
Yeah I’d rather GM fails before buying their slave labor. Remember how so many people struggled with their 10speeds for years where they fail within a year of ownership? Yeah fuck em
GM makes trash these days. Fuck em.
Oh yeah it’s the tariffs and definitely not the 800,000 vehicle recall GM got shoved up their azz.
GM cancelled their earning call. To be rescheduled in a few days. Cancels share buyback.
sad I went small size on my GM puts.
Found the dude who thinks he’s an engineer because he has a car with an engine. Maybe if GM had made domestically like Tesla, they wouldn’t worry about tariffs so much. https://www.notateslaapp.com/news/2355/tesla-reveals-percentage-of-parts-made-in-north-america-for-2025-models The truth is GM has some vehicles that are almost entirely foreign parts, which is their problem, but it’s not one for companies that chose to make shit here.
GM: were going to suspend our financial oulook and stock buybacks UPS: we're cutting 20,000 jobs The market today: 
Didn't you guys watch Tesla last week? GM is in rough shape, stock should really soar. /s
Cool story bud, they can pay the tariff then. Other companies will make in the US and you know it. Plenty of manufacturers have vehicles that are mostly parts from North America. GM can definitely figure it out if they want.
GM is welcome to manufacture here, they should take that buyback money and use it to invest in domestic manufacturing. No more bailouts for them though, let them die this time if they can’t figure out how to not suck.
GM bud it’s up again 0.03 and the volume for extended hours almost a billion make sure you buy!!!!!!
GM delaying analyst call? “Yesssss the fire burns 🔥 “
Remember when Bush gave GM 17 billion and they just keep give bonuses and stock buyback at the expense of the American worker.
Because the supply chain is worldwide, even domestically produced cars use a ton of parts coming from elsewhere. GM just suspended their guidance I’m sure trumps team got early word of this and canceled many of the auto tariffs in panic.
GM article with Ford trucks in the pic. nice
GM retracted their earnings guidance. Spotify missed. Pfizer retracted earnings guidance. And others. But apparently - Bullish!
I’m not the one posting fords calling them GM buddy
Archive.ph can be your friend.[Here is a link without paywall.](https://archive.ph/IemVD) > General Motors Co. is pulling earnings guidance for 2025 and putting $4 billion in share buybacks on hold until it has more clarity on the impact of US tariffs. The Detroit automaker’s decision to withdraw its forecast and partly suspend stock repurchasing underscores how President Donald Trump’s trade policies are upending business plans in Corporate America. GM joins a growing list of US companies pulling earnings projections as they grapple with additional levies on imports — and retaliation from America’s trading partners. It came as the carmaker on Tuesday posted a first-quarter profit of $2.78 a share that beat a consensus estimate of analysts compiled by Bloomberg by 6 cents a share. “Because the original guidance didn’t include impact from tariffs, prior guidance can’t be relied upon,” Paul Jacobson, the company’s chief financial officer, said on a call with reporters. “We will update when we have more information on tariffs.” Prior to trump’s tariff announcement, GM told investors in January it was on track to earn between $11 and $12 a share this year. A month later, the automaker announced $6 billion in new share buybacks, with $2 billion slated for the second quarter. That one-third portion of the planned repurchase will still take place as part of an accelerated program, Jacobson said. GM’s profit outlook for the year has been in doubt mostly due to tariffs on vehicles coming into the US, which is its largest and most profitable market. The car manufacturer gets close to half its domestic sales from imports shipped out of production facilities in Canada, Mexico and South Korea. GM and other automakers have lobbied for a more lenient tariff policy. Trump hinted earlier this month that he might comply in some way and late Monday a White House official said steps will be taken to prevent the stacking up of multiple tariffs on foreign-made cars and to ease duties on some imported automobiles. A GM spokesman said the carmaker has postponed a conference call with analysts to discuss its latest results until May 1. It had previously been scheduled to take place Tuesday. Trade wars, tariff threats and logistics shocks are upending businesses and spreading volatility. The Trump administration has said previously the US will implement 25% tariffs on imported vehicles starting May 3 and will also add the levy to parts once the Commerce Department devises a system to determine what percentage of vehicle content is made abroad. Models made in Canada and Mexico that are compliant with the USMCA trade agreement, which Trump negotiated in his first term, would be exempt. But the non-US content in those vehicles will be subject to tariffs. Besides the tariff uncertainty, GM started the year on solid ground despite losing weeks of pickup truck production due to a fire at a key supplier plant, Jacobson said. For the first three months, its earnings before interest and taxes totaled $3.49 billion, surpassing Wall Street estimates for $3.45 billion but shy of the $3.87 billion it reported a year ago. Profits were dented by an unfavorable exchange rate with the Mexican peso cost it $300 million and increased warranty-related expenses. Jacobson said GM didn’t cut capital spending in the Jan.-March quarter, but that it will carefully evaluate spending plans going forward. One bright spot is China. The carmaker swung to a $45 million gain in first-quarter equity income from the Chinese market after having lost more than double that amount a year ago. GM restructured its business in China last year after several years of decline.
Wait a minute. GM beat and pulled guidance and is down? They need Elon on a conference call
The GM hesitation was out since yesterday, this is just tomfoolery.
GM is the first one to warn about tariffs
Love how, when TSLA suspended guidance, it was like "so cute" but when GM does it, all of a sudden it matters 
Yes whole entire market dumps because of frikin GM
Bad earnings. Spotify dropped -8% GM -5% And probably others
GM gave a reality check on tariffs.
So GM not even giving any forecast on future due to tarrifs uncertainty? Shit bullish as fuck, SPY +2% today 
I bet their stock didn't go to the moon on that like TSLA But that's because GM isn't a way of betting on a corrupt US government that will go to the ends of the universe to take care of friends and punish anyone who dissents
GM is tanking despite beating estimates 
$GM suspended guidance
[$GM](https://x.com/search?q=%24GM&src=cashtag_click) General Motors Q1 2025 Earnings
F and GM barely up in the pre-market.
“GM promised to bring assembly back to the USA in 5 years time, Tarrifs cancelled.” /s Auto union: 🤦🏻♂️
I think they lead US and International competition in Battery technology in a world that is overwhelming transitioning to Renewables. I think Ford and GM have flip flopped on how committed they are to EVs in the past 5 years, and Trump and Elon pulled the subsidy ladder up behind them. US competition is still struggling to secure reliable sources of rare earths. The Chinese EVs would be a problem, but North America is and always will be hyper protectionist. Throw in self-driving, connectivity and internet-of-things, and the promise of subscription services, and suddenly this is an attractive company. Of course the brand is damaged, that's why it is down 25% year on year. That doesn't mean it's worthless. But if you think EVs and Green Energy are a trend that Elon hasn't singlehandedly altered, then Tesla is still a long play, and Brands recover or time. BMW was an arm of the actual Nazis and people got over it. For as much as everyone on this site likes to complain about how investors and companies only think a quarterly earning report at a time, this entire thread is "money tommorow? But I want it now!"
Tesla is a tech company, not a car company. You can't compare it to GM.
Holding long dated GM puts. Didn’t realize earnings was so soon lol tomorrow before market open. I imagine they’ll beat them this quarter and then get subsequently obliterated for the next year or so.
There are several things that could help the valuation. I personally think that it’s overvalued (look at its p/e vs GM or Ford that sell 10x the cars). My opinion is that the rebound is a function of speculation on trade negotiations resolving sooner, and key markets opening back up for Tesla (India, possibly china). The stock pop on Friday was attributed to the DOT loosening regulations with its latest autonomous vehicle framework - which could be very beneficial for autonomous taxi/delivery expansion.
Tesla's P/E (Price to Earnings) today was 150. And this P/E is not only from selling cars but trading regulatory credits. From what i read ... i the internet.... so .... 30% of their profit in Q4 2024 came from these credits... 150 P/E is nuts and it would be worse without the credits. GM"s PE is 7 Ford is 6. So it was never about value. When Tesla was innovating and growing you can justify a high PE but not 150... Now sales are down and they have a new M3 and MY but not that new I can't tell the difference unless they are sitting next to each other. .... And I do't consider removing the blinker stalk innovation.
why GM not on the list. their earning is tomorrow before market open.
I am reading all of these responses and no one has touched on it yet. Tesla's stock price is not based upon its cars. It is not a car company in the sense that Ford and GM are car companies. It is a data collection, technology, and battery company, with a focus on how AI can help make these thing for efficient for driving. They have collected more data on autonomous driving then everyone else combined and then some. Elon is not the smoothest pound of butter we have ever seen, but gosh darn it his company is in an excellent position for the coming transition to AI and Driving. That is why the price is where it is. Nothing to do with how many cars he sells. In fact, the number of cars he sells is not relevant to the stock price. It is disingenuous to blindly hate Elon for his political views while at the same time push to get away from Fossil Fuels. We need as much data on electric vehicles going forward to get away from ICE vehicles and at the moment, there is not a better electric vehicle than Tesla. Full disclosure: I do not own a Tesla. I do not own any Tesla stock. I do not support Elon Musk. I am just an unbiased observer.
There’s an old saying, “you might be right but the market can stay illogical longer than you can stay liquid”. As I said, it’s an old saying. It’s always been that way. There’s another saying too, “the stock market is a scale, eventually it will read the right number”. Frankly I like these sayings. They keep me from doing stupid things; and keep me in the black. I know Tesla sucks. I won’t short it; but I also won’t hold it. Ford and GM make better electrics anyway. Have you been in the new Lyriq? It is awesome. 🤷♂️
Market cap is the more usable number for this Ive figured out. Tesla is stupidly over valued. Its a tech company masquerading as a car company. Ford and GM float around 55 billion for market cap last I looked compared to Teslas 400 billion cap. (Tesla isnt 400 billion these days i know)
When i buy a car am I subsidizing GM? No I'm getting a car for my money. The United States isn't subsidizing other countries we're buying from them. Trump is a fucking moron.
Lol you know that they have like 33 billion sitting as cash in the bank, almost enough to buy Ford or GM right? Even if TSLA goes to zero (you have to be a nutcase to think so) there is also something called SpaceX which will be worth half a trillion soon. Yes, yes we know you're salty because he picked the other side. Hating rich people is not new or original.
Puts on GM, Stellantis, and F. Calls on Hyundai
Pleae note that they haven’t started that business this year, their products are already being used for GM, Mercedes, Lucid, Jaguae Land Rover and more. Currently they have design wins at 135 models at different car brands
ford has been 10$ for decades GM went bankrupt and is in the 40$s TSLA is 285 and heading to 315$
why would GM announce the recall before earnings like that?
You know they have 33 billion sitting in the bank enough to buy Ford or GM right?
yeah and? Q2 2024 (super charger team fired) \- Super Charger Stations: 6,473 \- Super Charger Connectors: 59,596 Q1 2025: \- Super Charger Stations: 7,131 \- Super Charger Connectors: 67,316 so in the 9ish months from when the supercharger team got fired, they added 658 super charging stations and 7720 connectors. The network has grown since he fired the supercharger team. \- [Source](https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf) Kia just officially announced they got access to super charger network 2 days ago \- [https://www.kiamedia.com/us/en/media/pressreleases/23210/kia-ev6-ev9-and-niro-owners-gain-access-to-over-21500-tesla-superchargers](https://www.kiamedia.com/us/en/media/pressreleases/23210/kia-ev6-ev9-and-niro-owners-gain-access-to-over-21500-tesla-superchargers) Rivian has access to supercharger network \- [https://stories.rivian.com/supercharger-network-access](https://stories.rivian.com/supercharger-network-access) To name a few others, that have access to the network * Ford * General Motors (GM) * Genesis * Hyundai * Kia * Lucid * Mercedes-Benz * Nissan * Polestar * Rivian * Volvo
How many bad quarters have Ford GM and Dodge had? How many bad YEARS have they had? People make the assumption that one bad quarter is enough to tank the biggest EV company in the world, and the one that’s a decade ahead the competition in this country Nobody really gives a shit if France doesn’t sell its teslas. Tesla was so far ahead of everyone else that they could lose 1/3 of their sales and still be a top brand. And as soon as cyber taxi hits the streets in big cities uber will take a massive hit or will be going out of business 😂
Seriously 🥭 for real fucked Sanders with that truth social post. No GM wants MAGA coming for them, boycotting team etc because they don't play him right away, bench him etc. Dude prob thought he was helping too. Lol
My guess is that Rams take him in the 4th. Still pretty embarrassing, given all the "$^(2)" hype. This is a great lesson for NFL hopefuls going forward. Deion is the worst helicopter football dad ever devised, too. What GM is going to want to deal with that shit?
I’m not sure why the comparison to google. You probably should’ve used META Compared to Auto companies TESLA has 36 billion in cash with 12 Billion in debt. About 24 Billion cash after all debts are paid off. While others have massive debt. Toyota has 88 billion cash and 250 billion debt Ford has 38 billion cash and 160 billion debt GM has 27 billion cash and 130 billion debt