GM
General Motors Company
stockNYSE

Ford and GM are both up today.

“Normals are lame too because you have veteran GM players in your bronze elo normal games which leads to the same shitty feelings. As a normal player, you're pretty much an npc to be farmed by a veteran.” Lol…. Nice talking Xevlar. I hope trolling somehow fills the whole in your life without a IRL girlfriend / wife spent living in your parents basement

Wolfspeed is Ford's SiC partner and while used F150 Lightning sales wont help near term ERs, it's a great sign for US EV sentiment and promising for [coming Fathom potential](https://www.reddit.com/r/wolfspeed_stonk/comments/1vo7yzo/ford_fathoms_sic_potential/). Since that post, [Ford is targeting 100K Fathom sales](https://finance.yahoo.com/technology/articles/ford-targets-100-000-first-134834352.html) in 1st year. Pre-order list for [pre-order just started.](https://www.caranddriver.com/news/a74123201/2028-ford-fathom-ev-early-preorder-list/) Article claims it's the value proposition driving popularity and the Fathom should offer better performance for the price. Been some [doubts on Ford's timeline](https://fordauthority.com/2026/09/ceo-jim-farley-says-ford-fathom-production-might-not-happen-in-2027/). Using this news and record Mercedes EV sales to cope with GM absolutely sucking right now. Toyota EVs doing well too. This news should encourage Ford to keep charging. They are all in with Wolfspeed, recently setting the [EV speed record](https://www.reddit.com/r/wolfspeed_stonk/comments/1t2myme/ford_breaks_ev_speed_record_with_wolfspeeds_sic/), massively scaling production and [leading in V2G pilot programs](https://fordauthority.com/2026/06/gm-distant-second-to-ford-with-v2g-pilot-programs/).

GM anach how is laifu

and people still buy that sh!t Luce too. Not to mention that Jag Type 01. And believe every word that comes out of the mouth of GM CEO Mary B. And FORD's cars are all made in China now and imported back to US.

Setting aside his personality, Elon Musk really is a genius. Toyota, GM, and Ford couldn’t build a car this incredible—not even if they had until the year 2100. It can drive on walls and adjust its orientation while in mid-air; honestly, I can’t think about anything else right now.

You say “car industry” but that’s essentially banking. It’s a separate economic model from the car industry but they do it to capture higher margins for their overall business. So for example, GM has integrated financing into their business to capture the margin from that rather than the bank capturing it.

You are the one who claimed "spent a fortune". Whatever the definition of a fortune is to you and then to a trillion dollar company is still another thing. But showing of tech and progress as a semi tech company is a bad thing? You're an idiot. You should work at GM.

[GM rising with spot and not away from it shows that OTM demand still has higher expectations for price and risk for call sellers to the upside remains elevated. ITM however people are taking some profits, some of this is inevitable into the EoW especially for positions bought earlier in the week as decay reduces profitability. Those same weekly buyers can come back in next week again, which is a reccuring pattern during runs like this as seen on the overall gamm exposure chart. ](https://preview.redd.it/bsz53tcprqvh1.png?width=2412&format=png&auto=webp&s=0c93b47d996e10fece43b70fe865e638abf369a2) [0DTE Gamma for Oct OPEX, this is important because gamma is highest at the closest expiration and this is a monthly contract which means even more positioning than weeklies. The high gamma at 28 has a pinning effect on spot. Think of it as if it has gravitational pull. ](https://preview.redd.it/3rcohg5xsqvh1.png?width=2427&format=png&auto=webp&s=e098e316f7a5432d87ee82c3a6224bff730f67c2) [On all expirations the gamma at 28 from 0DTEs is plainly visible but the 25\/27\/30\/32\/35 strikes are more durable, so those levels will persist into next week.](https://preview.redd.it/1g57fx6mtqvh1.png?width=2432&format=png&auto=webp&s=15d7ca27a9ca37da936c2dce85e24be7ed1dffd3) [0DTE Delta almost all the calls are ITM, which is bad for more upside as it's hard to move higher without a lot of delta, but it's really good for charm flows as dealers need to continuously buy to hedge the calls they sold into expiration.](https://preview.redd.it/bs9kht5tvqvh1.png?width=2431&format=png&auto=webp&s=7b85a21bb736d4f8fbfb3091984eddb3ca57dcbd) [Delta across the entire chain still shows the structure we have been watching to potentially produce an upside squeeze on a break out above $30. The low delta between 28 and 30 makes it easy to move up into the 30 test, but 30 is very significant resistance. To the downside there is still decent support back at 27 and 25. A loss of 25 and the push higher really collapses with only minimal support at 23.](https://preview.redd.it/k30snu59wqvh1.png?width=2430&format=png&auto=webp&s=4d8c728d73efc41ce305771359db4533ff6ae9e0) [Charm is very important tomorrow, but it will be almost irrelevant on Monday. So this is the time for those ITM calls to shine. Right now charm flows are very supportive and will help bulls drive prices higher as long as the large piles of ITM calls stay ITM. The effect reverses if those strikes are lost. $26 seems to be the pivot point for that tomorrow. ](https://preview.redd.it/8w0hm2z8xqvh1.png?width=2432&format=png&auto=webp&s=38c211fb8473c32fedd1207b211dea09823121cf) [Spot is about as high as it can go without more buying to the upside or increased volatility. So bulls need to buy calls on the 0DTE, which they will to increase gamma exposure to the upside of spot and get more strikes ITM to shift the vol surface higher.](https://preview.redd.it/g8ptxgx6yqvh1.png?width=2464&format=png&auto=webp&s=5a4a7d54feb3e3a143221b35488b6c03cb9179bb) [Vanna structure is pretty much the same, the shit starts to generate large hedging flows above 30 and 35. ](https://preview.redd.it/s9dx9zkvzqvh1.png?width=2432&format=png&auto=webp&s=23af86483c685c121607e2fea133c761312bbb08) [Vega also looks the same with IV increasing as major exposure strikes get closer to ATM. For those of you that don't know that means IV goes up as spot approaches 30 but not above 30.](https://preview.redd.it/n519uo810rvh1.png?width=2431&format=png&auto=webp&s=a102134a00ce2f0580d1b6f77e68c665993405dc) [GME IV over 10\/30\/60\/90DTE, IV is continuously rising which is helping keep short vol from piling in. With the exception of 90 days out were calls sellers are starting to take advantage of what I will show you in the next chart.](https://preview.redd.it/sx8e0hdv0rvh1.png?width=1206&format=png&auto=webp&s=0e284eceeba149acce8789c21ad7924164df3fb5) [IV - HV = VRP \(volatility return premium\) This is the literal measure of the potential of how much premium is embedded into GME options relative to how much GME has actually moved. It can stay positive for a long time but call sellers clearly stepped in today to drive the 90D spread down from +24.63 to +23.73. The wider the spread the more the market is saying that options are overpriced, which is more incentive to sell those options. Almost all GME runs end on the back of this mechanical financial incentive. The harder it goes up the more people want to sell it. Call selling then adds inventory and vol crush on the added inventory causes dealers to rapidly shed shares they were holding to hedge. Be wary of this effect, especially when spreads start collapsing.](https://preview.redd.it/o6umb0a12rvh1.png?width=1202&format=png&auto=webp&s=781ae4b16a9ac750e64234af7bfb4b932415a81d) [Skew remains positive across all tenors. Meaning GME calls are carrying a significant premium to GME puts. This is bullish becasause it shows that demand remains to the upside, but it also shows us were volatility sellers have the greater incentive and that is call selling, since call price\>put price. So if vol is sold it is likely to be sold calls. ](https://preview.redd.it/qzcjdqo63rvh1.png?width=1203&format=png&auto=webp&s=30beac1bbd801be20386a460a36d02bddcb7ec89) [The 1D implied move here shows that options at close Thursday were priced as if tomorrow has 4.49% range and that is both to the upside or downside. Meaning options bought at close would be worthless if the price of GME moves less than +\/- 4.49% by close. Skew aboves tells us more of that is baked into calls than puts.](https://preview.redd.it/tj5gme2j3rvh1.png?width=1205&format=png&auto=webp&s=edd5c19dace82a2f747b6c727be31e3fb73ab4ba) [GME is sitting near the lowest part of the IV smile around $28, with volatility priced much more aggressively on the downside than the upside. A move lower toward $25–21 would push puts into progressively richer IV, increasing vol expansion on top of delta\/gamma gains, while upside calls remain relatively cheap. A move either way can produce increased vol, but a sell off could produce much greater option repricing than an equivalent rally. But, again calls are cheap at $29\/30 relative to $27\/26.](https://preview.redd.it/jjceqz7i4rvh1.png?width=796&format=png&auto=webp&s=e8fe2a8ef0ee4ca0ef6339f336dcd659a3b3712e) [Liquidity, Correlation, ETF covering, and beta.](https://preview.redd.it/5swq243v5rvh1.png?width=2113&format=png&auto=webp&s=9699dc2ec746148d4802b9aa736086ff44a40a94) [Technical levels for GME on the 1D](https://preview.redd.it/r21up0un6rvh1.png?width=2113&format=png&auto=webp&s=3397ffe26c6ca273460f493ee63f24293b4d1352) I would say tomorrow can probably swing either way, a failure to hold onto $28 would likely be bad for bulls, but early enough in the day and it can be recovered. A loss of $26 on the other hand would be catastrophic. If bulls do hold $28 they have all the cards, calls at 29 and 30 have been being sold on the weekly and are actually pretty cheap relative to the downside options at 28/27/26. This means they are attractive to buy, at least at open, and bulls piling into OTM calls is exactly what GME needs to keep pushing higher. Be careful of a $30 test since pricing would be drastically different at that point and just above $30 there would be significant incentive for call sellers to try to crush out the vol spike into close. I would expect if upside stalls out Cohen would probably want to buy again to maintain momentum into the warrant expiration, but someone either retail or institutional really needs to step in with options to crank up the leverage for this to be successful. Enjoy \- Gherk

I don’t like Elon’s politics or horde of trillions of dollars, but this stunt panders to anyone who likes cool shit. If China did this we’d be saying “damn we’re way behind.” If GM did this we’d be like “fucking cool, are they now competing with NASA?” You can dislike the man and acknowledge the product is pretty sick.

They don’t sell them here cuz the government needed to protect the traditional American automakers: Ford, GM, Chevy; those tariffs and fees were in place for a while. Similar thing they did in the 80s-90s on Japanese motorcycles to try and protect Harley Davidsons shitty fucking product from losing market share.

Ford and GM are "making" $50 billion in revenue a quarter and are actually profitable, not 'profitable before calculating expenses' garbage. Guess how much those two are worth?

Because some y'all WEAK mf complaining about peanut losses I have to whip the big boy out. I make money on leaps. Then lose it on FDs. Recap: 1st acct 30k on tastytrade 2021/2 when AMD bought xilinx 2nd acct 100k on Schwab 23/24 spy FDs. 3rd acct 14k Robinhood. GM calls. 4th rn... Mostly AI

Maybe it's peak, maybe it's not. But with the valuation where it's at, there's no point in holding to find out until we see GM resume an upward march. If you knew how Wall Street dcfs work you'd know that the stock is over valued and so everyone is riding the financial momentum. Peak GM will be the key to the top and any time the GM slips, the stock will slip

Product transition costs and currency fluctuations make a 1% margin variance statistical noise. Applying "Peak GM" to TSMC because of a 1% quarterly fluctuation is funny. TSM is ramping up and stable while dealing with costly transitioning to the new 2nm node. But yes, timing selloffs like this is exactly the type of shit bros on Wall Street would do. They wouldn’t call it peak GM though in this case.

Talking with a few investors, Ford could be the first one, but GM could do something quick to not be second fiddle. Ford and GM have a big rivalry for over a hundred years. Detroit better get their act together. Safety will be a selling point, Sumit always brought up the safety aspect. That’s what customers will judge on each player’s ability to keep occupants and standbys safe.

Man, I have no idea. Someone posted pic the other day of an Escalade that had the bump so maybe there’s still some hope for GM.

GM anach!

You're all retarded, it sold off because the gross margin slipped, and guided with a lower floor. Revenue growth doesn't matter anymore, everyone is just tying to time the peak GM. How tf do you guys not know this.

For me: (Others think differently and thats ok by me): I wont pay an investment manager who underperforms the s and P 500, which is pretty much what you are doing when you buy an underperforming ETF. Why would I pay an investment manager who would theoretically lose to a monkey throwing darts at a dart board and then buy that stock? That is, they lose to (aka underperform) an index fund like fxaix, or voo, and there are others. These are very broad based index funds (where thy have some of almost every stock) and they have a very low fee. Warren Buffet sometimes parks some of his money in VOO, while he dwells on his next "buy". He has publicly stated that most investment managers "dont beat" the s and p 500 index, so why hire them. He even bet one of the hedge fund managers he could not beat the s and p 500 for 5 years. The hedge fund paid on his bet, as he lost. There are a few etfs which do beat the s and p 500, and I limit my choices mostly to those, plus a few individal compaines. Spacex is so large its almost like buying an etf in tech, as he has at least 5 compainies. And, Elon Musk, being the worlds first trillionaire, pretty much shows he is the worlds best money manager for shareholders (like himself). He has an ability to do stuff no one else has ever done, such as maybe creating a car company that has a market cap higher than all the other car companies combined. (Toyota, GM, Ford, Chrysler etc). Tesla has a market cap higher than those other car companies combined. Pretty much every one of these other car companies lose money on each electric vehicle they make and sell. So, I put some of my money, which is basically managed by Elon Musk, by buying both spacex and Tesla. I did avoid the mistake of buying spacex from the get go, I waited until it was about 110-120 per share ot buy it. Spacex is easily my biggest winner in 2026, up almost 50 percent since June 2026. When I saw spcx decline "7 market days" in a row, thats when I bought in. The people who say Spcx is over priced, are the same people who said Amazon was overpriced, when Amazon was not yet profitable around 10 years ago or so.

GM homie

Integrateds are fuk bro. Until CLF makes a move into long products, totally dependent on 12 yr loans on Doge and GM pickemup trucks.

GM anach

> I mean they are also growing at the rate that no business has grown before. They are doing that through additional fundraising. It does nothing to refute the "it's overhyped" thesis to point out that there's a lot of hype. Anthropic has raised something like $100 billion in the last year alone, and we know of a $42 billion deal for debt from Broadcom. That money has to come from somewhere, and the macroeconomic trends are presenting headwinds for the first time in this current AI cycle: higher interest rates, high energy prices, data center projects over budget and behind schedule, etc. OpenAI's deals with Oracle and Softbank are actually threatening the solvency of both of those. An asset retaining value doesn't mean that the person who owns the asset can't run out of money operating that asset. Sometimes the best play is to wait for the current owner to run out of money, and then buy that valuable thing at fire sale prices. We have dozens of household name brands that went through that cycle, from GM to Hostess to basically everything Bending Spoons owns. Being invested in the previous owner doesn't guarantee being invested in the product in the future.

General Motors just revealed a driverless Silverado, but it’s not for civilian use. At the Association of the United States Army (AUSA)’s annual expo, GM Defense showed off an Unmanned Ground Vehicle (UGV) based on the Chevrolet Silverado 3500HD. The autonomous Silverado-based UGV is a completely new project for GM Defense, and it relies on drive-by-wire technology and Scout AI’s Gx Ground Agent system to get around, according to a report from Motor1. GM Defense is aiming to start functional trials with the UGV in 2027. https://www.caranddriver.com/news/a74124718/gm-defense-autonomous-silverado-us-military/