GM
General Motors Company
stock NYSE

It was specifically aimed at the focus and Malibu. Both entry cars in GM and Ford catalogs. I didn't want to get model deep. Both cars brought in lots of part revenue for dealers and GM/Ford.

> Detroit has largely struggled to consistently produce vehicles that dominate their class
Detroit struggle to produce vehicles that are *acceptable* in class. They are generally moribund, focusing on what they know, rather than where the market is going; and they are expensive. In consequence their last remaining foothold is really North America, everywhere else its Toyota/VW that dominate, with the chinese manufacturers learning and rising fast. Protectionist behaviours in the US have kept out the likes of BYD, but elsewhere the combination of an EV that just works, at a low enough price to afford, is eating market share. With the recent US induced fuel shock, they have been flying off the boats around the world, something you can't say of detroit's output.
Rough guess is the US brands, GM/Ford, will go bankrupt, for the last time, within a decade.
https://www.visualcapitalist.com/wp-content/uploads/2021/08/best-selling-vehicles-full-res.html

The meta pump makes no sense serving other peoples stuff in your DC is a 20-30% GM. Unless they’re going to charge for their model which is 80%. Everything else looks more like an oracle play and is not valuable unless you can sell more than just the serving capacity

Ah yes GM. Famous cutting edge company gonna consume lots of RAM.

So MU down $122 / 10.57% on good news (GM deal).
So we are thinking full recovery overnight? Half recovery? Or not till close tomorrow?
Thoughts?

\> There should be a serious discussion on how Detroit has largely struggled to consistently produce vehicles that dominate their class …
I think the situation will be (should be) studied in MBA courses at Harvard Yale and Duke. I’m not an expert, but from my perspective, it seems like the profits are higher on those larger heavier, vehicles, and so that is where the attention of these auto makers shifts. They lack the long-term foresight, the ability or intention to adapt to what the future will hold, in favor of optimizing for short-term profits. Where short-term means this quarter, next quarter, this year. I have no idea, but it’s possible that the executive incentive plans do not include an element for profitability in five years. Toyota has a longer term outlook , according to my armchair perspective.
\> Politics aside, the fact that Tesla and Rivian can exist should be a strike against Detroit’s operation strategy. 
There’s a nuance. Neither of these new upstarts had to deal with the existing investments in labor, union contracts, physical plan, partner, relationships, dealer networks. The established incumbents had all of these things, which all contribute to a disincentive to innovate or change direction.
Then there is the massive subsidy that Tesla received as a new startup. They got government brakes for building new plants, as far as I know that’s not something that the government was offering to Ford or GM. And beyond that Tesla Skye high stock price provided really cheap financing for capital investments. Again a thing that Ford and GM could not replicate.
Not to mention Customer perspective. The F150 lightning I suppose was a reasonable truck. But the existing buyer audience apparently did not love it. So they canceled it. Tesla never had that problem. They were recruiting new buyers.
It’s fair to say the existence of Tesla is proof that it’s possible to create a different model.
\> But as an American, I’d absolutely love to buy American.
100%
with one exception: Weirdly; for my own personal opinion, while Teslas are built in the US, I would not buy one.

I think GM did die, then they quickly created a new, very similar company also called GM, hoping nobody would notice.

MU signs a deal with GM: stock 10% down
MU solves cancer : stock 20% down
MU creates anti gravity propulsion chips: stock 99% down

I think the only reason the big 3, especially GM, had a huge market share in the 50's and into the 60's was because the other countries were rebuilding. But the US makers had so much hubris, they thought thier success was because they moved chrome trim around every year and called it innovation.

GM, Ford and Stellantis aren't even on my radar, but I'm not in the market for a $65k truck or SUV.
The rest of the world is shifting rapidly to EVs. Soon, they won't have anyone outside the U.S. to sell to.

I'll argue that GM is doing very well in the BEV space. They have a nice portfolio of electric vehicles.
Ford and Stellantis? Meh. The mach E is fantastic and Farley hates it.

I recommend you watch the Brighter with Herbet video this talks about.
I caught a little clip on Joe Tegtmeyer's last video, but all in, there is a LOT to think about on this video. I trust the things that Lars Moravy says. Not that I think Elon lies intentionally, so much as lets his mouth run away with his thoughts. Lars has the problem of not contradicting Elon, and not saying things he can't back up. Note he didn't want to touch the bet Elon made with MKBHD.
The integration of everything at Tesla, and SpaceX goes so deeply into the fabric of the companies. I really don't see Ford, GM, Stellantis ever touching that level. Maybe one or 2 of the Chinese? Maybe Telo?
Really want to see what comes out on the 7th at Austin. I'm also interested to see what the numbers look like for Q2 financials. Gross margin in automotive, will they say anything about that in relation to Cybercab?

Supplying GM seems a bit more than 'bogus'

TLDR:
I previously wrote this for SNDK https://www.reddit.com/r/wallstreetbets/s/axbLDQGuxQ
I now believe Blackberry has a real shot at a run up as the market starts to see it as an ai infrastructure company. Fueling the secure software needed for ai robotics to run on.
Position: LEAPS 27x 2028 January 21 $10 Calls
QNX already runs in over 275 million vehicles and is used by companies like Mercedes, BMW, Toyota, Ford, GM, Volkswagen, Stellantis and Hyundai.
Everyone chased NVIDIA because it sells GPUs.
Everyone chased memory because AI needs memory.
But what happens when AI leaves the data center and starts running inside cars, robots and factories?
Those systems need an operating system.
BlackBerry is already there.
It already works with NVIDIA, Qualcomm and Arm. The moat isn't AI. The moat is that safety critical software has massive switching costs.
The reason I bought isn't just the AI story.
The business is finally improving.
Revenue just grew 26%.
QNX revenue grew 26%.
Adjusted EBITDA grew 144%.
Positive operating cash flow for the first fiscal Q1 in nine years.
Management raised guidance.
People keep saying BB has already gone up.
I think they're looking at the chart instead of the business.
If BlackBerry stays an automotive software company, maybe it's fully valued.
Conclusion:
If the market starts valuing it as infrastructure for physical AI, I think the rerating has only just begun. I think there's a real shot this company does it
An example of how Nvidia's uses Blackberry QNX:
"Nvidia integrates BlackBerry QNX to serve as the secure, real-time foundation for its Nvidia DRIVE autonomous vehicle and Nvidia IGX Thor edge AI platforms. Nvidia provides the massive computing power, while QNX provides the fail-safe, ASIL-D certified operating system BlackBerry CEO Giamatteo Sees QNX Powering Growth. This partnership ensures deterministic control—meaning mission-critical operations like braking, steering, and medical or robotic functions are isolated from non-essential AI workloads Powering Safety‑Critical Edge AI with QNX and NVIDIA.
In industrial environments, Nvidia pairs its IGX Thor platform with the QNX Hypervisor to run smart factories and automated medical devices. This setup allows heavy-duty AI factory automation and medical imagery software to run on the exact same computer chip as safety-critical functions. For example, a robotic surgical arm can process real-time video AI while ensuring its movement controls never freeze or crash. By combining Nvidia’s graphics processing with QNX's safety-certified microkernel, industries can safely deploy high-speed automation without risking human life or equipment damage." - Google

GM. My Algo has been on fire trading with real money.
https://preview.redd.it/t328kr9bmmah1.png?width=1752&format=png&auto=webp&s=825b22638555a045cdd9512bcf4667788cd3f180

**BREAKING NEWS: Micron, GM sign semiconductor supply agreement for vehicles**

​
TLDR:
I previously wrote this for SNDK https://www.reddit.com/r/wallstreetbets/s/axbLDQGuxQ
I now believe Blackberry has a real shot at a run up as the market starts to see it as an ai infrastructure company. Fueling the secure software needed for ai robotics to run on.
Position: LEAPS 27x 2028 January 21 $10 Calls
QNX already runs in over 275 million vehicles and is used by companies like Mercedes, BMW, Toyota, Ford, GM, Volkswagen, Stellantis and Hyundai.
Everyone chased NVIDIA because it sells GPUs.
Everyone chased memory because AI needs memory.
But what happens when AI leaves the data center and starts running inside cars, robots and factories?
Those systems need an operating system.
BlackBerry is already there.
It already works with NVIDIA, Qualcomm and Arm.
The reason I bought isn't just the AI story.
The business is finally improving.
Revenue just grew 26%.
QNX revenue grew 26%.
Adjusted EBITDA grew 144%.
Positive operating cash flow for the first fiscal Q1 in nine years.
Management raised guidance.
People keep saying BB has already gone up.
I think they're looking at the chart instead of the business.
If BlackBerry stays an automotive software company, maybe it's fully valued.
If the market starts valuing it as infrastructure for physical AI, I think the rerating has only just begun.

Skipping the FX conversion and bridge fees sounds great, but what's the catch here? How does GM Markets make money? Also, did you notice any difference in spreads or pricing compared to traditional brokers when you bought that fractional NVDA?

I've been trying to get simple US stock exposure for months now and every path feels like it was designed to waste my time.
Through a broker it goes something like: bank transfer, wait 2-3 days for funds to land, eat a 1-2% FX conversion, wait for settlement, then finally buy. By the time the position is open the price has already moved.
The crypto route isn't much better. Buy stablecoins, bridge to the right chain, switch network, approve the token, sign the transaction, then buy. Six steps and at least two of them will confuse you if you haven't done it before.
I've been testing a few tokenized stock platforms over the last couple of weeks to see if any of them actually cut this down. Most of them didn't. One that surprised me was GM Markets, the flow was basically just connect wallet, deposit USDC, buy. No bridging, no chain switching. Went from stablecoins to holding fractional NVDA in about two minutes.
It's in beta so some stuff feels rough, chart data lags and the portfolio screen needs work. But the actual buy flow was the least friction I've run into so far.
What are other people here using? Genuinely curious if there's something simpler I haven't found yet.

spoilers:
15min in: surprisingly candid and in depth. Lars thought cybercab would have more problems. Biggest thing to overcome was fear - from production hell..
Efficiency will blow bankers minds.
25 cell line vs 200 at GM.
10-15% efficiency left on the table to work towards.