GM
General Motors Company
stock NYSE

U sure bro?
|**Ticker**|**Report Date**|**Rev ($B)**|**Rev Growth (YoY)**|**Beat/Miss**|**Guidance**|
|:-|:-|:-|:-|:-|:-|
|**MSFT**|Jul 29 (FY26 Q4)|$90.0|**+18%**| Beat ($90.0 vs $87.7 exp)|FQ1 rev $89.85–$90.95B (+16% mid); Azure/cloud strength|
|**AAPL**|Jul 30 (FY26 Q3)|$109.4|**+16%**| Beat (vs \~$108.9 exp)|Sept-qtr growth 9–11% (**missed** \~12% exp); supply constraints|
|**GOOGL**|Jul 22 (CY Q2)|$119.8|**+24%**| Beat|Cloud +82% to $24.8B; Cloud backlog $514B; op margin 34%|
|**AMZN**|Jul 30 (CY Q2)|$200.6|**+20%**| Beat (vs \~$196.5 exp)|Q3 net sales $197–$202B (+9–12%); AWS +37% to $42.2B|
|**META**|Jul 29 (CY Q2)|$60.8|**+28%**| Mixed (rev beat $60.8 vs $60.2; **EPS missed**)|Q3 rev $61–$64B (mid $62.5B, **below** \~$63.1B exp) → stock plunged|
|**NVDA**|Aug 26 (FY27 Q2)|$96.2|**+106%**| Beat (vs \~$92.2B exp)|DC rev $89B (+117% YoY, beat $86.3B exp); Q3 guide \~$108B (+70% YoY)|
|**AMD**|Aug 4 (CY Q2)|$11.54|**+50%**| Beat (vs $11.28B exp)|DC rev $6.7B (+107% YoY); raised growth outlook|
|**INTC**|Jul 23 (CY Q2)|$16.13|**+25%**| Beat (vs \~$14.45B exp)|Q3 rev $15.8–$16.8B, adj EPS $0.38; DC +59%|
|**AVGO**|Sep 2 (FY26 Q3)|— (reports after close)|—|—|Guided Q3 rev \~$29.4B (+84% YoY); AI semi rev \~$16B (+200% YoY)|
|**QCOM**|Jul 29 (FY Q3)|$9.9|**−4%**| Beat (rev at high end; EPS $2.21)|Q4 rev $9.7–$10.5B, adj EPS $2.05–$2.25|
|**MU**|Q3 Jun 24 / Q4 Sep 30|Q3 $41.46|**+346%**| Crushed (vs $35.8B exp)|Q4 rev \~$50B (±$1B), GM \~86%; HBM4 ramp|
|**SNDK**|Aug 5 (FY26 Q4)|$8.97|**+372%**| Beat (vs \~$8.3–8.42B exp)|FY26 rev $20.25B (+175%); DC rev +645% YoY; AI memory buildout|
|**TSM**|Jul 16 (CY Q2)|$40.2|**+36%**| Beat (high end)|Q3 rev $44.6B+; raised FY26 growth to **>40%**; GM 67.7%|
|**MRVL**|Aug 27 (FY27 Q2)|$2.74|**+37%**| Beat|Q3 rev \~$3.15B; raised FY27 to \~$12B (+45% YoY)|
|**ARM**|\~Jul 29 (FY27 Q1)|$1.29|**+22%**| Beat (record)|Royalty +22%, licensing +23%; record quarter|
|**SMCI**|\~Aug 5 (FY26 Q4)|$11.12|**+93%**| Beat|FY26 rev $39.1B (+78%); record AI server demand|
|**TXN**|Jul 21 (CY Q2)|$5.46|**+23%**| Beat (vs $5.24B exp)|Industrial/DC/auto-led growth; EPS $2.14 (+52%)|
|**ASML**|Jul 15 (CY Q2)|€9.3|**\~+50%+** (net sales)| Beat|Raised FY26 to €43–45B, GM 54–56% (2nd raise)|
|**AMAT**|Aug 13 (FY26 Q3)|$9.12|**+25%**| Beat (adj EPS $3.50 vs $3.40)|Packaging rev >70% growth CY26 (raised from >50%)|
|**LRCX**|Jul 29 (FY26 Q4)|$6.72|**+30%**| Beat (vs $6.66B exp)|Sept-qtr rev \~$8.1B (±$400M); FY26 record $23.2B|
|**KLAC**|Jul 30 (FY26 Q4)|$3.66|**+15%**| Beat (record qtr)|Q1 rev \~$4.0B; raised CY26 WFE outlook|
|**ORCL**|Q4 Jun (outside) / Q1 \~Sep 8–9|Q4 $19.2|**+21%**| Beat (Q4)|Q1 rev growth 27–29%; OCI +93%; raised FY27|
|**PLTR**|Aug 3 (CY Q2)|$1.94|**+93%**| Beat (+7.6%)|Raised FY26 to $8.15–$8.16B (+82% YoY); US comm +149%|
|**SNOW**|Sep 2 (FY27 Q2)|— (reports today)|—|—|Prior Q2 guide: product rev $1.415–1.420B (+30%)|
|**CRM**|Aug 26 (FY27 Q2)|$11.35|**+11%**| Beat (above high end)|Raised FY27 to $46.1–$46.4B (+11–12%)|
|**NOW**|Jul 22 (CY Q2)|\~$3.9 (sub)|**+23%** (sub, cc)| Beat (all lines)|Raised FY26 sub rev to $15.76–$15.78B (+21% cc)|
|**ADBE**|Jun 11 (FY26 Q2, outside)|$6.62|**+13%**| Beat (+2.6%)|Raised FY26 to $26.5–$26.6B; stock sank to 7-yr low|
|**PANW**|Sep 1 (FY26 Q4)|$3.41|**+34%**| Beat (vs \~$3.35B exp)|FY26 rev $11.5B (+24%); NGS ARR +34% to $21.2B|
|**CRWD**|Aug 26 (FY27 Q2)|$1.47|**+26%**| Beat|ARR $5.84B (+25%); record net-new ARR $333M; raised FY27|
|**NET**|Aug 6 (CY Q2)|$0.696|**+36%**| Beat|Raised FY26 to $2.864–$2.870B (+32%)|
|**DDOG**|Aug 6 (CY Q2)|$1.12|**+36%**| Beat (vs $1.08B exp)|Raised FY26 to $4.45–$4.47B (+30%); stock fell \~17%|
|**UBER**|Aug 5 (CY Q2)|$14.2|**+12%**| Mixed (GB +22% beat; rev miss)|Q3 GB $58.25–$60.25B (+18–22% cc); stock fell \~5%|
|**DELL**|Sep 1 (FY27 Q2)|$31.8|**+89%**| Beat|AI-optimized server rev $16.4B (+100%); FY27 rev \~$167B|
|**HPQ**|Aug 27 (FY26 Q3)|$15.7|**+12.5%**| Beat (record)|Lifted FY26 outlook; PC +18%|
|**HPE**|Sep 2 (FY26 Q3)|— (reports today)|—|—|Prior Q3 guide $11.5–$12.1B; Q2 was +40%|
|**ANET**|Aug 4 (CY Q2)|$3.04|**+37.7%**| Beat (vs $2.8B guide)|Raised FY26 to \~$12.6B (+40%); Q3 \~$3.03B|
|**CSCO**|Aug 12 (FY26 Q4)|$17.3|**+18%**| Beat (vs $16.8B exp)|FY26 rev $63.3B (+12%); product +24%; stock slid 8%|

U sure bro?
|**Ticker**|**Report Date**|**Rev ($B)**|**Rev Growth (YoY)**|**Beat/Miss**|**Guidance**|
|:-|:-|:-|:-|:-|:-|
|**MSFT**|Jul 29 (FY26 Q4)|$90.0|**+18%**| Beat ($90.0 vs $87.7 exp)|FQ1 rev $89.85–$90.95B (+16% mid); Azure/cloud strength|
|**AAPL**|Jul 30 (FY26 Q3)|$109.4|**+16%**| Beat (vs \~$108.9 exp)|Sept-qtr growth 9–11% (**missed** \~12% exp); supply constraints|
|**GOOGL**|Jul 22 (CY Q2)|$119.8|**+24%**| Beat|Cloud +82% to $24.8B; Cloud backlog $514B; op margin 34%|
|**AMZN**|Jul 30 (CY Q2)|$200.6|**+20%**| Beat (vs \~$196.5 exp)|Q3 net sales $197–$202B (+9–12%); AWS +37% to $42.2B|
|**META**|Jul 29 (CY Q2)|$60.8|**+28%**| Mixed (rev beat $60.8 vs $60.2; **EPS missed**)|Q3 rev $61–$64B (mid $62.5B, **below** \~$63.1B exp) → stock plunged|
|**NVDA**|Aug 26 (FY27 Q2)|$96.2|**+106%**| Beat (vs \~$92.2B exp)|DC rev $89B (+117% YoY, beat $86.3B exp); Q3 guide \~$108B (+70% YoY)|
|**AMD**|Aug 4 (CY Q2)|$11.54|**+50%**| Beat (vs $11.28B exp)|DC rev $6.7B (+107% YoY); raised growth outlook|
|**INTC**|Jul 23 (CY Q2)|$16.13|**+25%**| Beat (vs \~$14.45B exp)|Q3 rev $15.8–$16.8B, adj EPS $0.38; DC +59%|
|**AVGO**|Sep 2 (FY26 Q3)|— (reports after close)|—|—|Guided Q3 rev \~$29.4B (+84% YoY); AI semi rev \~$16B (+200% YoY)|
|**QCOM**|Jul 29 (FY Q3)|$9.9|**−4%**| Beat (rev at high end; EPS $2.21)|Q4 rev $9.7–$10.5B, adj EPS $2.05–$2.25|
|**MU**|Q3 Jun 24 / Q4 Sep 30|Q3 $41.46|**+346%**| Crushed (vs $35.8B exp)|Q4 rev \~$50B (±$1B), GM \~86%; HBM4 ramp|
|**SNDK**|Aug 5 (FY26 Q4)|$8.97|**+372%**| Beat (vs \~$8.3–8.42B exp)|FY26 rev $20.25B (+175%); DC rev +645% YoY; AI memory buildout|
|**TSM**|Jul 16 (CY Q2)|$40.2|**+36%**| Beat (high end)|Q3 rev $44.6B+; raised FY26 growth to **>40%**; GM 67.7%|
|**MRVL**|Aug 27 (FY27 Q2)|$2.74|**+37%**| Beat|Q3 rev \~$3.15B; raised FY27 to \~$12B (+45% YoY)|
|**ARM**|\~Jul 29 (FY27 Q1)|$1.29|**+22%**| Beat (record)|Royalty +22%, licensing +23%; record quarter|
|**SMCI**|\~Aug 5 (FY26 Q4)|$11.12|**+93%**| Beat|FY26 rev $39.1B (+78%); record AI server demand|
|**TXN**|Jul 21 (CY Q2)|$5.46|**+23%**| Beat (vs $5.24B exp)|Industrial/DC/auto-led growth; EPS $2.14 (+52%)|
|**ASML**|Jul 15 (CY Q2)|€9.3|**\~+50%+** (net sales)| Beat|Raised FY26 to €43–45B, GM 54–56% (2nd raise)|
|**AMAT**|Aug 13 (FY26 Q3)|$9.12|**+25%**| Beat (adj EPS $3.50 vs $3.40)|Packaging rev >70% growth CY26 (raised from >50%)|
|**LRCX**|Jul 29 (FY26 Q4)|$6.72|**+30%**| Beat (vs $6.66B exp)|Sept-qtr rev \~$8.1B (±$400M); FY26 record $23.2B|
|**KLAC**|Jul 30 (FY26 Q4)|$3.66|**+15%**| Beat (record qtr)|Q1 rev \~$4.0B; raised CY26 WFE outlook|
|**ORCL**|Q4 Jun (outside) / Q1 \~Sep 8–9|Q4 $19.2|**+21%**| Beat (Q4)|Q1 rev growth 27–29%; OCI +93%; raised FY27|
|**PLTR**|Aug 3 (CY Q2)|$1.94|**+93%**| Beat (+7.6%)|Raised FY26 to $8.15–$8.16B (+82% YoY); US comm +149%|
|**SNOW**|Sep 2 (FY27 Q2)|— (reports today)|—|—|Prior Q2 guide: product rev $1.415–1.420B (+30%)|
|**CRM**|Aug 26 (FY27 Q2)|$11.35|**+11%**| Beat (above high end)|Raised FY27 to $46.1–$46.4B (+11–12%)|
|**NOW**|Jul 22 (CY Q2)|\~$3.9 (sub)|**+23%** (sub, cc)| Beat (all lines)|Raised FY26 sub rev to $15.76–$15.78B (+21% cc)|
|**ADBE**|Jun 11 (FY26 Q2, outside)|$6.62|**+13%**| Beat (+2.6%)|Raised FY26 to $26.5–$26.6B; stock sank to 7-yr low|
|**PANW**|Sep 1 (FY26 Q4)|$3.41|**+34%**| Beat (vs \~$3.35B exp)|FY26 rev $11.5B (+24%); NGS ARR +34% to $21.2B|
|**CRWD**|Aug 26 (FY27 Q2)|$1.47|**+26%**| Beat|ARR $5.84B (+25%); record net-new ARR $333M; raised FY27|
|**NET**|Aug 6 (CY Q2)|$0.696|**+36%**| Beat|Raised FY26 to $2.864–$2.870B (+32%)|
|**DDOG**|Aug 6 (CY Q2)|$1.12|**+36%**| Beat (vs $1.08B exp)|Raised FY26 to $4.45–$4.47B (+30%); stock fell \~17%|
|**UBER**|Aug 5 (CY Q2)|$14.2|**+12%**| Mixed (GB +22% beat; rev miss)|Q3 GB $58.25–$60.25B (+18–22% cc); stock fell \~5%|
|**DELL**|Sep 1 (FY27 Q2)|$31.8|**+89%**| Beat|AI-optimized server rev $16.4B (+100%); FY27 rev \~$167B|
|**HPQ**|Aug 27 (FY26 Q3)|$15.7|**+12.5%**| Beat (record)|Lifted FY26 outlook; PC +18%|
|**HPE**|Sep 2 (FY26 Q3)|— (reports today)|—|—|Prior Q3 guide $11.5–$12.1B; Q2 was +40%|
|**ANET**|Aug 4 (CY Q2)|$3.04|**+37.7%**| Beat (vs $2.8B guide)|Raised FY26 to \~$12.6B (+40%); Q3 \~$3.03B|
|**CSCO**|Aug 12 (FY26 Q4)|$17.3|**+18%**| Beat (vs $16.8B exp)|FY26 rev $63.3B (+12%); product +24%; stock slid 8%|

Apparently harpo had an economics degree but he couldn't even figure out how to buy low, sell high with GM shares

GM

It's just ridiculous. The company is doing good, they have 18% vehicle gross margin. Compare this to Mercedes with 5%, VW with 3%, GM with 9%. The market will eventually wake up ...

No doubt some Wall Streeters are laughing all the way to the bank. Same as it has always been.
I just looked up the origins of AEYE and sure enough it was a SPAC.
https://investors.aeye.ai/news-releases/news-release-details/cf-finance-acquisition-corp-iii-and-aeye-amend-merger-agreement
These statements jumped out at me:
“The transaction is further supported by a $225 million fully committed PIPE anchored by strategic and institutional investors including Continental, GM Ventures, Subaru-SBI, Intel Capital, Hella Ventures, and Taiwania Capital.”
“CF Finance Acquisition Corp. III is led by Chairman and Chief Executive Officer Howard W. Lutnick.”