GM

SolomonGrumpy

Dude. They are nowhere near as bad as GM. GM has had govt bail outs.

Tar_alcaran

I redid the maths by hand. They're correct. You're failing to include the Earth's diameter in your logic. You're not going -6 to 200km, you're going from 6378-6=6372km to 6378+200=6578km. That makes Starship have a semi major axis of the average of those two, or 6475km. With a GM of 398600 for earth, Vis Via gives me those numbers above. Feel free to show me the correct maths if you think I'm significantly wrong. They're less than 70m/s off from a circular orbit, which is less than 1% more speed. It's not "orders of magnitude" for this orbit to circularize. Again, feel free to show me wrong with some numbers.

Vast_Builder1670

GM is looking to get in on sodium based batteries. 

Ill-Train6478

Franz is in charge of design however who do you think gave a green light for cyber truck to move forward? For reference Franz pinned pontiac solstice and saturn sky at GM. Do you think he picked the design himself and told Bob Lutz or CEO at the time that he will move forward with his design proposal? Musk wanted the cybertruck to be shaped like it is now hence he green lighted the project to move forward

ApedGME

I'm a bartender/server, and the GM is making as much if not more than me. Wtf

Leading_Form_8485

GM strong as fuck

the_doodman

Hi! Here's your 3-year update: Tesla still valuable and leading the industry. Stellantis: * Reported first annual net loss in 2025 * Postponed multiple EV programs * Pivoted away from all-EV plans in favor of multi-powertrain Toyota: * Delayed US EV production by a year * Slashed global EV targets by 1/3 * Walking back aggressive EV approach in favor of hybrids GM * Severe battery production failures leads to output decline and missed targets * Postponed launches, cancelled Ultium branding Ford * $12B losses over 2.5 years * Delayed next-gen Lightning, profitability issues * Idled mach E production due to severely low demand * Pivoting more towards hybrids VW * Software issues lead to delayed models * ID.Buzz paused due to soft demand BMW * Plagued with recalls and reliability issues * Paused US EV production in 2025 Mercedes * Paused EQ lineup and cut prices to clear inventory and sharp sales declines * Forecasting that ICE vehicles will remain well into the 2030s * High inventory and depreciation issues with high end models

Real-DrUnKbAsTeRd

We're one more crisis away from GM unleashing their water powered car they've shelved for 40 years.

TheSleepyTruth

If they have contracts with the Chinese military then those designations arent that unreasonable depending on the context. I would not blame China for labelling companies like Microsoft, Palantir, Amazon etc that have large cloud or software contracts with the US military as similar. Alibaba and Baidu probably does similar in China. BYD probably provides vehicle parts to the Chinese military similar to GM in the US.

landon0605

The rational reasoning is potential future earnings. It's pretty clear the car industry is going to be moving to electric and self driving. No one thinks Ford or GM are going to do it first or best. However, Tesla could and gain a huge market share before anyone catches up or they could license their tech. Now, do I think Tesla is a good deal at it's current valuation? No. But I get why some people do. Same thing goes for SpaceX. Space is a relatively untapped industry which I think most people would agree that it will only grow.

oopsallhuckleberries

Same reason Tesla stock is $390 while GM is at $82 and Ford is at $15 despite Ford and GM far out producing and gaining far more revenue and profit. Elon stocks are vibe stocks, they trade like crypto. There isn't any rational reason for Tesla's stock being that high just like there ain't any reason for SpaceXs initial value to be as high as it is. The amount of revenue SpaceX is going to have to produce over the next 10 years to justify its IPO price is so high that it's all but impossible for them to reach.

hadizadam

GM everyone

Old-Pomegranate3634

Supplier to GEV. Said on their last earnings call we are entering a super cycle and our Q1 numbers will be our low for the foreseeable future. Key customers are sold out for years which means their order book will fill up. Sold off unprofitable wind business and going all on on gas power generation. This is seriosuly a hidden GM. I am expecting this will be my 5-10x trade. I am already 2x.

Prudent-Corgi3793

XRT -7.63% total returns over last 5 years. Here are some bagholder stocks and ETFs that have outperformed over the same time period. NVO +16.25%, F +28.69%, GM +33.74%, SBUX -3.98%, BND -0.00%.

Parking_Act3189

I'm a retail shareholder that bought TSLA at the all time high in 2014, and at that time people like you were happy to share very similar stats on why TSLA was overpriced then. It seems possible that your analysis doesn't include potential growth of the company and you are only looking that the current state of space internet, much like how the people in 2014 thought that "GM and Toyota can make an EV cheaper than a Model S"

bengosu

That worked great with GM

orcassharks

It’s bizarro world when govt buyout is bullish. Didn’t work great for GM at the time.

viperabyss

The only example I can think of was GM and Chrysler, and the reason was because they were in distress. GOP also hammered this issue on Obama pretty badly too, which was one of the reasons why GOP won hugely in 2010. Are you saying the AI companies are currently in distress?

Fit_Mango7142

GM doesn’t hv autonomous cars or robot eh

Juice0188

I see a bunch of GM cars driving around too. GM trades at 29x earnings, Tesla trades at 360x earnings.

MichiganAngler

How has Elon fucked humanity? Kept the Tesla patents open? Benefited the other automakers using his technology from the early days. GM, Toyota, Ford, all used the same ideas as a Tesla from the 2010 era. Can't hate on that, he wants the push for electric. Again, tell me how he hates humanity

Consistent-Alarm3496

There is no bubble. SOME investments are bubbles — Bitcoin, probably SpaceX, probably Tesla, and others, but like the Internet, it will end up being even bigger than people think now, it’s just that some of the winners won’t be who people think they will be (ie, how Google surpassed Yahoo). I feel very confident that in 5 years, NVDA stock will be more than 2X what it is now, and probably more than 4X. In the golden age of automobiles, Ford was more than 3% of the US’s economy, and then GM was more than 3% of the US’s economy, and the AI revolution is going to be bigger than the automobile revolution.

Zueter

I make it a point to not invest in a company I work for. You are either optimistic or pessimistic from being too close. Plus, I don't want to have my job and my retirement savings in the same company. Too many GM's, MCI's and Enrons

imustbegthequestion

Lucid. GM. Give me my mf cars. I earned them.

TheDadThatGrills

They have $2.5B in annual profits and are successfully pivoting into using battery tech to power AI data centers. They are many things, but Ford is not a dying company. The only domestic car manufacturer with a healthier balance sheet and cash flows is GM. So short Stellantis if you genuinely believe this. Good luck!

iShitBloodandCumShit

I’d rather cover myself in dogshit and go to a job interview than buy GM

SmoothOperator423

Casual 21x return on a company with the same revenue as a Wendy’s GM, makes sense to me

Thisispaartaaa

What you are talking about is new companies not making it....like auto companies back in the day, or tech companies in the 2000's etc....yeah, lots of companies will try and fail, that's business. But the ones with the right "stuff" not only survive, they thrive. So by saying that "investors getting completely blown out" insinuates that EVERY INVESTOR GETS SMOKED, and nobody makes money, which is not the case. In every single instance, you are correct, investors lost their shirt betting on the wrong horse....but quite a bit more money has been made on the survivors...GOOG, AAPL, MSFT, ORCL, DELL, MU, F, GM....the list goes on and on.

xKricienx

Shit. This retard might be onto something. GM spiked the same time GME pumped back in 2020-2021. Maybe this market is full of illiterates 🤔

LarryStink

PURR is the next GM3 setup. 

You-Asked-Me

WSB is not here to " fuck the hedgeis," it was created to BE the hedgies. Sure, maybe a hedge fund gets fucked by a bunch of dumbasses on the internet, but that is not the point. This is not social justice warrior shit, its getting rich off of stupid gambles. GM E will probably never happen again. You will probably get deleted and banned shortly.

Bizbuzzfinanzecuz

.com bubble is 1999, 2008 was Lehmens and GM

cripy311

Ok real talk. This sounds tinfoil hat, but I actually think this is pretty grounded. The IPO event is a liquidity exit event for private equity that has so far dumped in \~$11.9 billion dollars of private equity funds..... while seeing the company only produce operating costs higher than expenses that output around -$4.9b per year. So they put in $11b+..... current projection appears to be the company burns the entirety of the total funding put into it so far in under 3 years from now assuming they never spent any dollars. Oh they've been spending (we see these explosions that cant be cheap) so their time to death/extreme debt is even shorter than 3 years. It may be as short as "within this year" thus the race to get this out onto the market. Private equity CAN NOT support this burn rate. They do not have enough capital available. At the same time private equity is in so deep on this one if it fails the entire "business funding mechanism" in the USA could collapse from its failure. This would mean theres no money to invest in tech/AI/anything new at all and pretty much all economic expansion would stop in the USA. Given the US publics general distaste for bailouts at this point they can't just run out and bailout Elons company on this one. Public perception would be so bad..... so the "fast track it into the indexes so index balancing buys us out" plan was generated. This about to be the biggest bailout the american people have ever provided to private investors..... and due to the mechanism there isn't even a rake back opportunity like we had with the past events (GM for instances paying back the loans).

aspiringactuary

"Announcement of investments" is not a binding agreement and cannot be banked on. In general, these should be regarded as lip service to the president in return for his support. It gives Trump a win on paper, but effectively a non-starter. Here is a small list of announcements that resulted in nothing, which will ultimately include many of your list from above... Kore Power (Buckeye, Arizona): The lithium-ion battery maker canceled its planned $1.25 billion factory in 2025. Originally expected to bring 3,000 jobs, the project stalled as the company shifted priorities. General Motors EV Plant (Lansing, Michigan): GM retooled its strategy, abandoning or at least heavily modifying a proposed $4.3 billion EV plant build to focus instead on producing gas-powered vehicles. Stellantis Battery Facility (Belvidere, Illinois): The automaker canceled plans for a $3.2 billion battery plant as consumer demand shifted and federal tax credits came under review. Foxconn LCD Campus (Mount Pleasant, Wisconsin): Initially announced in 2017 as a $10 billion investment promising 13,000 jobs, Foxconn repeatedly downsized the project. The planned Gen-10.5 LCD factory was never built, leaving behind a much smaller operation. Apple Data Center (Athenry, Ireland): While international, this reflects a broader trend of large-scale tech investments falling through. After announcing an $850 million European campus in 2015, Apple officially canceled the project in 2018 due to years of permitting delays and legal challenges.

_kempert

You seem to be awfully slow at recognizing when a stock is starting to boom and when it’s starting to go towards a certain doom. My history: -bought 20k TSLA at 267 (pre all splits) in 2017-2018, sold in summer 2018 at 215ish. It proceded to moon in the coming months and years. Basically missed out on a free house. Bought my first ATVI call in 2020, made a 150% gain. Yay, first one is free. Dabbled in more options and lost a good few k. Bought 500€ GM (E) in november 2020, added more during the course of december. I held ~5,5k€ all shares by NYE. It mooned until 98k and I sold on the way down with 27k net profit. Then two months later it mooned again and I turned 297€ into 7,6k with only 2 option contracts on gm (e) lmao. Then I bailed on the stock market because trust was gone after that crazy shit. Only now started again with SPCE, because the DD is good.

Punchee

Now do Ford/GM vs Tesla.

el_senior

Yes!!!! All my homies bought tweeter! And those people buying Delta and GM before the new shares came out lol

NW-McWisconsin

Institutionally held stocks tend to have high turnover based in dividends, future capex, etc. And since the U.S. has just a few auto makers remaining (Ford, GM, Tesla...?), I suspect institutional products tend to hold at least one of them. (?)

realkrestaII

The railroads themselves hated their passenger lines and wanted to be rid of them, (The wreck of the Penn Central page 129 from the mouth of Stuart Saunders Himself “it’s a drag and a drain”). Also GM owned EMD for the relevant years of this conspiracy theory.

TimingEzaBitch

or the OG GM fat finger play for GME

burner456987123

GM is still a better value by far

Metacog_Drivel

The market cap would surpass F and GM at that point, lmao.

gervs99

GM? How kind of you

n0m0rem0ney

wendy’s GM

toydan

$DELL: WALL STREET PRICE TARGET HIKES Barclays: Raises PT to $550 from $168. Citi: Raises PT to $475 from $290. JPMorgan: Maintains Overweight, raises PT to $500 from $280. Piper Sandler: Raises PT to $497 from $167. UBS: Raises PT to $440 from $243. Wells Fargo: Raises PT to $505 from $270. JPMorgan cited a materially raised FY27 outlook, extended pipeline visibility, and demand tracking well above expectations. GM ☕️☕️

Substantial_Ring9690

I’m one. In 2000 I owned all the go-go dot com stocks and the older guys owned KO, JPM GM. I got my ass handed to me (-75%) and they were down 8-10%. This bloated bitch is gonna blow at some point.

WilliamBlack97AI

The $1 billion means it will control 30% of the EU and national cannabis supply. How will it drive it out of business? Furthermore, it will be able to determine prices that will increase GM and profitability.

Whipitreelgud

Who the fuck cares about this IPO? Is Costco going to run out of hotdogs because SpaceX IPO’s? Ford, Boeing, and GM are all going to crater? The economy is big and is not dependent on SpaceX’s sale of common stock to the public

That_anonymous_guy18

Reminds me of the time people bought GM instead of GME lol

TwitchyTwitch5

Investing in studebager when ford GM and chrystler are all churning out 1st and second Gen cars

DonaldPump1

GM Autists.

OneJellyfish5980

GM Corsair Gamers!

tika_dengu

[Japan finds lapses in 🥭 treatment facilities](https://www.msn.com/en-in/news/insight/japan-stops-indian-mango-imports-after-inspection-findings/gm-GM3DE7567A?gemSnapshotKey=GM3DE7567A-snapshot-1)

No-Improvement3164

Could have bought F or GM but no I bought Microsoft

Easy-Act3774

Do you need the $ or is it a long term investment? If the latter, hope for dips and double down! I hope the market goes down 15% tomorrow. Because I don’t need my invested $ tomorrow, and I have more $ to invest tomorrow. I trust the long term growth in the market based on proven history. I also recognize that we are living in perhaps the most innovative and opportunity-rich time that any generation has ever seen, from a stock market investment perspective. If everything stayed the same over time (Sears, McDonalds, GM, Exxon, Delta, etc) then growth in the stock market would be minimal. Innovation in services and products, with new industries emerging, and new companies being formed, is what drives the stock market higher. There will be bubbles and companies that won’t survive, but this wave will continue!

WetPinkMarshmallow

Nah their best friend. Would of "effected his promotion" and cameras conveniently lost the footage and HR obviously protects the company. Sad thing is the GM is female and labled as an advocate for women too.

DonaldPump1

GM lovely autists. & to my haters & losers

DonaldPump1

GM lovely autists. & to my haters & losers

Emotional_Tie_7927

> than all the people/companies investing billions of dollars of their own money though! Because people investing their own money definitely make great decisions, like Theranos! Or hell, how about GM investing billions into a trucking company (Nikola) that never even produced a working truck and just rolled it down a hill? That's not a convincing argument and the reality is that these LLMs have no serious use cases.

TailRudder

Also look at market cap vs other car companies like GM and Ford considering the number of cars they produce. It's crazy even when you consider the other stuff Tesla does. 

hadizadam

GM 🤍🤍

turbo_dude

Grok is leasing to Anthropic Can you imagine if at the height of the boom at the start of cars being affordable, Ford said “hey GM, you wanna use our production line?”

acu

Good point on the bailout flip. It genuinely is ironic. US rescued AIG, Citi, GM, SVB depositors, Boeing forever. China let Evergrande collapse with $300B in liabilities, plus the whole EV graveyard. Imagine the US letting Lehman and GM fail without TARP. Wouldn’t happen. Two things though. China bails out plenty, just quietly. Local government debt gets rolled constantly, zombie SOEs from the 90s are still on life support. So it’s more “private firms can fail, state-adjacent ones get saved.” Not that different from the US bailing out the politically connected. On regulation, that’s where I’d push back. US regulation runs through published rules and courts. You can sue the SEC and win. China’s version is Party discipline and discretionary enforcement. Didi IPO’d in NY in June 2021, regulators destroyed it by July for not waiting. Jack Ma made one speech and Ant’s IPO died two days before listing. No appeal, no court. That’s not regulation, it’s political power dressed up as it. So yeah, both systems pick winners. Americans just lie to themselves about it. The mechanisms aren’t the same though.

shitholejedi

War. Ford and GM are in talks to help in supplying war equipment for both EU and US.

FreshOutOfGeekistan

You're right, that 2008 isn't a good comparison to the present. IF gen AI is all that it is said to be, the dot com bubble might not be either. dot com was a bubble, but eventually (in less than 5 years) a lot of the infrastructure that was created shortly before the dot com crash became the stepping stones to current digital economy and tech businesses. Looking back, the same could be said for railroads: there were too many people getting into the business, followed by bankruptcies, followed by recovery, i.e. ten years later, new rail transit companies benefited greatly from all the prior infrastructure development. Lots of new commerce leading to new tech innovation resulted from the transition to railroads. If genAI is all that is anticipated, then I don't know what new jobs will result from its success. Anthropic CEO guy keeps warning us that there will be 30% unemployment... which implies a huge drop in tax revenue for government, so UBI would be even less feasible than now). At the moment, there isn't much ROI from genAI according to OpenAI's CFO in 2025. Currently, the big "tech" companies (Meta, Amazon, Microsoft, Alphabet/Google, Oracle) anticipate spending $720B in 2026 on AI with revenues of 20% **Also be aware that 90% of AI startups went bankrupt which is a lot higher than the 70% that is typical for startups. This might not mean much because there were a lot of automobile companies in the US in the 1910s through 1930s and most failed. There were a dozen or so that survived, which were enough to avoid becoming an oligopoly, even after they consolidated into Ford, GM, AMC, Chrysler and a few others.

Churchbushonk

Two of the last 3 years. Point taken. But, total up how many GM vehicles, Ford Vehicles, Toyota vehicles versus Tesla.

PaloLV

They are level 2 along with GM’s Super Cruise. Mercedes has a level 3 system, and Waymo is at level 4. Tesla’s system will never get there with the physical tech they’re using.

AdNo7908

why GM stonk liked

1WordOr2FixItForYou

Seriously. 40 years ago the equivalent top stocks were IBM, GE, GM, and Philip Morris. That's a portfolio that has massively underperformed since then and I guarantee there were identical discussions to what we're hearing right now of people saying you should just buy those stocks and nothing else because it's easy money and beats the market every year. People never learn.

Valace21

Wonder if people were asking these kinds of questions, when automation decimated the auto industry workforce, or when auto manufacturers headed south to Mexico. Who was weeping for cities like Flint Michigan, that was crippled when GM left. Boohoo I am not going to cry for software engineers who were probably making 2 to 3 times the national average. If they come for the guy across the street and I say nothing, then come for my neighbor and I say nothing, who is going to say anything when they come for me. The alternative is too scare people who wants jobs but don't want the infrastructure to support those jobs. Data centers are not the devil, yet devious people are out there scaring people.

Big_Wave9732

In terms of car sales GM outsells Tesla 6 to 1. GM's annual revenue is double Tesla's. Yet Tesla's market cap is 20 times GM's. Nothing about Musk's companies makes sense.

Mitchelliscious

100% GM is impossible sir. Please lookup markup vs GM chart.

Crazy_Donkies

Dude get an original thought and get yourself a spreadsheet and a finance education.  NBIS is already 40% adjusted GM on $1.4b ARR. AMZNs cloud margins are unaffected fromAI and not dropping materially.  GPU rentals and token revenue is climbing be measure.  Lifetime value of GPU revenue over cost is already 9x, or 90% GP. $3 per hour x 24h x 365d x 7y / $20k average (average gpu cost between custim and NVDA).   AND DONT start with GPU lives.  Theyre already proven to by 4 to 5 years.  Look it up. Im done. 

National-Bad-5178

This will at least double like $GM after its massive buy back

SurroundParticular30

There is no reason why our society is not sustainable with a gradual transition to renewables, our economy would actually be better for it. Renewables are cheaper and won’t destroy the climate and or kill millions with air pollution. [https://www.ox.ac.uk/news/2022-09-14-decarbonising-energy-system-2050-could-save-trillions-oxford-study](https://www.ox.ac.uk/news/2022-09-14-decarbonising-energy-system-2050-could-save-trillions-oxford-study) It is more expensive to not fight climate change now (https://youtu.be/2i0XJDNQ3GM?si=7AqAi9VUrkQ5Mlj\_). Even in the relatively short term. Plenty of studies show this (https://www.nature.com/articles/s43247-023-01173-x) (https://www.nature.com/articles/s41467-023-41888-1) (https://www.nber.org/papers/w32450)

astromouse2024

RACE. Price targets in the upper $400s means a potential +45% upside from where the stock sits now. Units are constantly selling out through the year with a backlog into the next year, strong clientele retention, more people are becoming insanely wealthy, and they’re deep into lifestyle monetization. And unlike other companies like F and GM, they have 100% control over the supply side of the supply and demand curve by capping number of units produced and sold, thereby keeping demand insanely high and prices high.

lurkkkknnnng2

That’s exactly how it worked for GM. Workers worked harder and company became more competitiv… oh wait…

LetsGetStonks

What you're missing is Elon Musk. It's his company, your essentially betting on him, not the actual business metrics or valuations. Tesla is worth > 1.5 trillion by market cap, thats roughly 5x Ford, GM and Toyota COMBINED. Tesla, the actual company is not worth what the market values it at based on a traditional definition of "worth". SpaceX is going to be more of the same. Ridiculous market cap, a P/E multiple that's not in any way rooted in reality, and volatility based solely on Musk's tweets and not at all on the health of the business. That's what you're investing in if you buy, it's Elon's ability to over inflate the "value" of the business based on his reputation alone.

harrison_wintergreen

not sure why this was downvoted, it's an honest question. > Is there any stock that just never recovered? well, let's define 'never recovered'. (1) there are companies that just go out of business and disappear. examples include: - Sears, once the top American retailer and part of the Dow Jones Industrial Average. The entire company collapsed in slow motion and the stock became worthless. - Lehman Brothers, an investment bank started in the 1800s that went bankrupt. - Washington Mutual largest bank company bankruptcy in US history at at that point. - General Motors, once the top stock in the S&P 500 but the company declared bankruptcy and original stockholders were wiped out. GM stock now is a different company legally. (2) there are companies who stay in business but their stock deteriorates far below their peak and never recovers. AIG, the insurance company and Cisco the IT company come to mind, they were both major players in their industries. Cisco is very dominant and well managed, but the stock still hasn't recovered from the dot com crash. look up a chart of AIG stock There's a tiny company called NL Industries that used to be part of the Dow under the name National Lead before people understood how toxic lead could be. Also Goodyear; Xerox and Kodak were once hot technology stocks of the day, in a sense, because 60 easy photocopies and instant cameras were revolutionary.

Btm24

I did this once with stock in GM and Rollins an old company I worked for. Had to put xyz (I think it was like 3500) into the account to get $500 free $ or some shit. My return was no where near as nice but it sat for 6 years before I found it. My account just sat happily collecting dividends and growing while the emails went into the trash in my aol. Pretty fun stuff, personally I’d cash out and roll it into something more respectable like SPY or some other index. Congrats

questionablejudgemen

Their biggest blunder was the small battery version. They should have just not released it. They have no problems stuffing lots full of $95k F150 Lariats, they should have made the lightning with a 400-450 mile range like GM did with the Silverado.

Dull_Broccoli1637

With 🥭 China glazing, we'll have BYD cars in the US for sure. Puts on Ford and GM

elysiumplain

Not a fan of GM?

TipEmpty8429

Are stop losses a boomer strategy when they used to buy Walmart or GM stock In the modern volatile tech focused market, the swings can be crazy and do you end up hitting a stop loss before a run up. I could be wrong though. Does it work for others?

ttb1347

Yet they still make shitty evs with GM batteries

DonaldPump1

GM Autists

DonaldPump1

GM Autists

NoScallion2856

Microsoft had to fire their Israeli GM and senior staff because using European Azure servers for surveillance data was creating a huge legal liability. Moving management to France is just a way to deal with EU regulators while they look for new leadership. This is the same reason companies put data centers in places like Qatar or Chile—to stay away from US government oversight and the Cloud Act. It’s all about navigating a body of regulations that are basically trashed or never enforced anyway.

Luka77GOATic

“According to Globes, a Microsoft investigative team began work last month over concerns that the Israeli subsidiary was exposing the company to legal liability in Europe. The Azure servers used by the Israeli government to store surveillance data were based in Europe, potentially putting Microsoft at risk from scrutiny by EU regulators. After investigating Haimovich and his team, Microsoft ousted the GM and other, unnamed senior staff at the subsidiary. While the company searches for a new GM, Microsoft Israel has been placed under the management of Microsoft France.”

DonaldPump1

GM Autists

DonaldPump1

GM Autists

Icy-Motor-8519

(S) Sentinel One seems like it would benefit a lot from the AI cybersecurity executive order 🥭 is to sign soon. Key partners or companies that use S are Anthropic, Google, Nvidia, Amazon, JPMorgan, Tesla, Apple, GM, Verizon, United Healthcare Group. They already use it to test AI models etc for cyber security.

jarMburger

The 4 hyperscalers? Yes, they have the cashflow and balance sheet to support it. But the ORCL/CRWV/NBIS of the world don't, neither do OpenAI or xAI. Even for the hyperscalers, their FCF and balance sheet is degrading and causing concern with investors already, META being the prime example. If the expected ROI isn't realize, I would expect significant pull back from the hyperscalers in all the high Capex investment. Keep in mind that the reason why many of the FAANG did so well during the last decade+ is the because they're asset light and generate extremely high gross margin (META was at 80+% GM). Also, one thing that haven't being discussed much since most of the planned DC haven't started is the opex. Between energy cost and unit replacement cost is failure (or just before failure) parts won't be cheap neither, thus eroding some of the operating margin of the hyperscalers. All of these could potentially point to a rerating of the multiples of the hyperscalers going forward.

No-Improvement3164

Everything is drilling except SPY and QQQ. WMT DG TGT PEP GIS GM. What is going on

Pelvis-Wrestly

Well in the automotive world anyway, we are trying like mad to drop QNX from the compute platform. The only reason they are so prevalent is all the legacy manufacturers got caught flat footed by the SDV craze so they leaned on qnx amd autosar to fill the gap. I know for a fact Ford, VW, GM, and Hyundai are trying feverishly to drop them. They might have a few years left but then they are toast in the auto sector. Probably why they’re going to robotics pivot. It’s a lot easier to justify avoiding the nre if you’re a small startup. Auto companies have such scale that qnx doesn’t make sense.

kiwimancy

You know how if a stock rises 10% and falls 10%, that doesn't mean it's back to where it started? Same mechanism. https://en.wikipedia.org/wiki/AM%E2%80%93GM_inequality

Slow_Security_1764

Trevor Milton was a college dropout my guy, and GM is nowhere near Toyota's size. But thanks.

aquavelva5

IMO almost all the big tech companies are done being growth. its simple age. the concept they were founded for has been optimized and their growth is over. They will try to expand into new areas, but it will not go well and certainly not keep the company growing. A better smaller company will do it. There are not too many 70 year old companies that are still growth companies. they are dividend or value. I think a few of the big tech will go under or be taken over due to AI. I dont think it will be MSFT, maybe google or oracle or META. I mean kodak GM, and IBM were growing and dominant and now they are not. my thoughts are based on simple age. Show me a growing 100 year old stock and I will reconsider. companies are like people. I stopped buying MSFT awhile back. I dont buy any tech company separate stocks now. Not even buying a tech sector, like VGT. Once you calculate who much you really own, due to it being a top stock in a 500 etf, i dont want the added risk. Selling? I am interested in dollar averaging out, but not sure when I should start that. when the war ends or some other thing that jumps the entire market?

Waiting4Reccession

I just want to caution you on partnerships being any kind of signal of legitimacy or success. GM partnered with the total scam that was Nikola

ThePandaRider

Mobileye might be a good partner for Tesla, the two had a partnership early on but ended it in 2016. Mobileye's approach relies on camera vision and lidar while Tesla has been focused on camera vision only. The industry leader, Waymo does use lidar heavily. Tesla's justification has been that they need to compete with human vision, they just needed to be better than a human driver. Mobileye basically said, we are going to focus on cameras to keep costs low but also add some lidar. Alphabet basically said cost is no issue, solve this so Waymo uses lots of sensors. Now the landscape has changed, Waymo is the industry leader and they use lidar as well as camera vision. Tesla's approach to compete with humans probably doesn't work anymore, they have to compete with Waymo if they want regulatory approval to operate robo-taxis. From that point of view it would make a lot of sense for Tesla to try to acquire Mobileye or partner with them. The problem would probably be that Mobileye has a lot of customers/partners. They are working with Uber, GM, Volkswagen, BMW, Ford, Honda, etc... which Tesla competes with. Throwing money at Mobileye if they sell their product to everyone is probably not something Tesla wants to do.