GM
General Motors Company
stock NYSE

While I agree fundamentals and data points are valuable. You are looking at a VW as a whole, which has no moat, and is in a highly competive low margin industry, and a company that is closing factories.
Ferrari is not a good comp for VW, (Ferrari is more luxury than car) BMW, and Mercedes are. You can also include Ford, GM, Toyota but you have to adjust for country premiums. Once you look at it like that you see that it’s VW is still undervalue but I will argue that it’s due to conglomerate discount, falling moat, and factories closing.

Don’t say no one told you:
Motors [(GM)](https://p9wtjppc.r.us-east-1.awstrack.me/L0/https:%2F%2Fwww.barchart.com%2Fquotes%2FGM%3Futm_source=newsletter%26utm_medium=email%26utm_campaign=general-motors-cfo-says-gm-stock-is-a-bargain-heres-why-hes-right/1/0100019f8b168d9f-41acc844-32d0-44d9-8609-6af7f50ca28e-000000/0IJVQ71Laq3k14fCNCxzIxKpqOA=473) released its Q2 2026 earnings yesterday, July 21, before the markets opened. The legacy automaker [beat estimates and raised](https://p9wtjppc.r.us-east-1.awstrack.me/L0/https:%2F%2Fwww.barchart.com%2Fstory%2Fnews%2F3381085%2Fgeneral-motorss-nysegm-q2-cy2026-sales-beat-estimates%3Futm_source=newsletter%26utm_medium=email%26utm_campaign=general-motors-cfo-says-gm-stock-is-a-bargain-heres-why-hes-right/1/0100019f8b168d9f-41acc844-32d0-44d9-8609-6af7f50ca28e-000000/0-ACs2Oq6h21g1CvhMuuGGhKzJ4=473) its 2026 guidance for the second time this year

GM anach

GM quietly up +69% over the past year

I’m gonna buy a put on GM just to be a hater

GM 🅱️uddy ☀️

While I agree fundamentals and data points are valuable. You are looking at a VW as a whole, which has no moat, and is in a highly competive low margin industry, and a company that is closing factories.
Ferrari is not a good comp for VW, (Ferrari is more luxury than car) BMW, and Mercedes are. You can also include Ford, GM, Toyota but you have to adjust for country premiums. Once you look at it like that you see that it’s VW is still undervalue but I will argue that it’s due to conglomerate discount, falling moat, and factories closing.

Don’t say no one told you:
Motors [(GM)](https://p9wtjppc.r.us-east-1.awstrack.me/L0/https:%2F%2Fwww.barchart.com%2Fquotes%2FGM%3Futm_source=newsletter%26utm_medium=email%26utm_campaign=general-motors-cfo-says-gm-stock-is-a-bargain-heres-why-hes-right/1/0100019f8b168d9f-41acc844-32d0-44d9-8609-6af7f50ca28e-000000/0IJVQ71Laq3k14fCNCxzIxKpqOA=473) released its Q2 2026 earnings yesterday, July 21, before the markets opened. The legacy automaker [beat estimates and raised](https://p9wtjppc.r.us-east-1.awstrack.me/L0/https:%2F%2Fwww.barchart.com%2Fstory%2Fnews%2F3381085%2Fgeneral-motorss-nysegm-q2-cy2026-sales-beat-estimates%3Futm_source=newsletter%26utm_medium=email%26utm_campaign=general-motors-cfo-says-gm-stock-is-a-bargain-heres-why-hes-right/1/0100019f8b168d9f-41acc844-32d0-44d9-8609-6af7f50ca28e-000000/0-ACs2Oq6h21g1CvhMuuGGhKzJ4=473) its 2026 guidance for the second time this year

GM anach

GM quietly up +69% over the past year

I’m gonna buy a put on GM just to be a hater

GM 🅱️uddy ☀️

I tried to post on WSB but as of this afternoon, we're about $800,000 short of the $500 mil rule.
$EVGO doesn't need to dilute when they have a US GOV DOE loan...
There's an imminent turnaround from this ATL and I feel it in me bones.
$EVGO just breached its all-time low at $1.60 🎉🎉🎉, leaving a \~35% short float (10+ days to cover) trapped in a classic overleveraged setup.
​Key Bull Drivers:
\-Overblown Dilution Fears: Shorts bet on dilution, but EVgo tapped less than $20M of its $200M ATM since it opened in 2022. Why would they use it now?...expansion is funded by a $750M DOE loan.
\-​EV Sales Bottomed: US EV sales bounced +15% QoQ in Q2 as market share held firm. Charger throughput keeps compounding.
\-Path to #2 DC Network: Operating 5,200+ fast-charging stalls, EVgo is capturing the non-Tesla infrastructure expansion (GM/Pilot builds).
\-I just bought my first EV last month with all this Iran BS. I needed a new car anyways so now I get to save money on not buying gas and oil changes (other maintenance). And it's really fun to drive.
​Trading at \~0.8x sales despite $110M Q1 revenue, $EVGO is completely mispriced at all-time lows.
\--->The Play: Long shares or LEAPS before they panic-cover. Going half port tomorrow at market open. Get it while it's cold.

They owned both companies for 90+ years. Sold it off because GM itself was facing bankruptcy.

Update on guidance. Rev going to hit a bottom of guidance, GM to be over double.

Unless GM took out a good portion of market share I see no reason why Ford couldn’t also be up.

GM boosts outlook so F is up for some reason

Stocks are higher as tensions in the Middle East cool off, but I think the real test starts with earnings.
Seems like everything depends on what the biggest companies say about the rest of the year. I'm keeping an eye on GOOGL, TSLA, and GM.
Anyone buying ahead of earnings, or just waiting on the sidelines?

Dude, I sympathize BIG BIG time. These last two weeks and this miserable drawdown I'm in have really been making me reconsider wtf im doing. Going from +12% YTD to - 10% in a 6 week span hasn't been sitting well and making me realize I maybe don't have the stomach for that kind of volatility. Thinking about how often I'm thinking about stocks and checking my acct when I could just dca into an index and forget about it for years.
Anyways, good on you for getting back into the gym. I'd lose the small shreds of sanity I have if I couldn't go to the gym anymore. Go get a second job as GM at Hooters to inject some dopamine into your blood lmao.

I head the Cramer comment this morning and they dwelled on it for a while. He said holding tech would get murdered. That was kind of useful information about 4 weeks ago or longer, seems to me. While some ca n make a case that the normal stock cycle will dip to at or below the 200DMA, just as NVDA has done already, it may not apply to everyone. AMD did dip to below the 200DMA earlier this year in the March timeframe. Mu did so late last year in the September timeframe. Perhaps it will do so once more. As a student of the reversion to mean school of thought on stock cycles. MU reverted to it's mean last Friday as did MRVL. AMD dipped below its 50DMA, which is VERY often near the 365 day mean level but only dropped to $460 while the mean is at $444. Pretty darn close really. Also, the SPY, SPX, QQQ and SMH have all tagged their respective 365 day mean. So, I am convincing myself that his "call" is questionable IMHO. I continue to expect a good earnings season, this quarter as evidenced by GM and 3M this morning both beating and raising their outlook for the year. Sure something might derail some of the tech companies, we live with that "concern" every day. I still expect some run higher into earnings and possibly both the S&P and Nasdaq hitting new highs which might also be accompanied with deveral of our favorite sticks hitting hew highs or coming close. I DO NOT have a clue of ihe market will reward or dump after hearing the numbers. We will see if what they say is enough.