GM
General Motors Company
stock NYSE

In last earnings call, they said they were more or less printing a bunch of Genoas on 5nm (6nm for I/O). I think gross margins do have a nice boost, especially looking at Intel's reported ASP increases, though I have mixed feelings on how this applies to AMD so I'll link another comment I made:
[https://www.reddit.com/r/AMD\_Stock/comments/1vfg86d/comment/p1pfiw5/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/AMD_Stock/comments/1vfg86d/comment/p1pfiw5/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
The CPU shortage has been called for a while now. Next quarter should be in full swing GM uplift, but yeah this quarter is harder to call

12B would be a pretty big beat, would probably have to be coupled with a big jump in GM. Generally, because of long lead times, they can't beat that much on units but they could on pricing.

It's a bet on what's good enough for the average consumer and what they want. No one else will have the real world data to train driving and try to push the capabilities as much as Tesla will.
But if Ford/GM buys into NVDA or some other system and provides a decent drivers assist that can do 80% of the capabilities for a fraction of the price, which would the average consumer prefer or buy?
TSLA valuation is quite high and to me, prices in a decent amount of growth of FSD and local robotaxis. In order for TSLA to get a lot higher and justify it in a traditional sense, it needs to push into transport as a service and some sort of monopoly on humanoid bots.

GM

The only issue is that the CCP subsidizes these companies. China would run GM out of business then raise their prices 50% overnight.
It’s the same thing that ran out of a local grocery market in my area. Dollar General came in and started selling gallons of milk for under $2 a gallon, well below cost. Once the local store closed the milk became $4 a gallon.

GM bulls

on spy/qqq or on single stocks? I feel there are some good single stocks to go bearish on - I feel like GM and possibly XLV (healthcare) might decline in the short term

How could a serious car review channel w over a million subscribers call GM super cruise the “absolute best”. FSD didn’t appear yesterday. There are literally thousands of hours of video on YouTube showing that FSD is head and shoulders above Super cruise…

You think the average GM iq is 100?