GM
General Motors Company
stock NYSE

What would it look like if NVDA were GM?

A lot of snarky responses in here, but yes. 
GE, GD, Seimens Energy, GM, Ford, MLI, CMC, a bunch of steel and copper manufacturers and construction companies. 
Whirlpool, TXN, The banks (lol).

US OEMs do pay NRE (cepton received some from GM, for example). From my experience, I think the situation you describe has more to do with the fact that GM and Ford do not chase new technology as much as, say, the German OEMs. They prefer to wait on tech to mature and then reap the benefits of others' investment at the expense of first mover advantage. I do not have much experience with Asian OEMs, so I am not sure. It would be interesting to know if Nissan was paying luminar any NRE.

Are Stellantis products really all that worse than GM or Tesla?

"The second you drop the ball there is somebody else there to pick up the ball... and at High Tide, we don't drop the ball" - Raj
https://preview.redd.it/1r4yly55bwhg1.png?width=1080&format=png&auto=webp&s=abdac2e69073e8e664075936e7cca8720e7615d3
High Tide inc is the third largest holdings in Yolo, a sign of the ETF's strong belief in High Tide's financial strength and future. In my opinion, one of the best ETFs in the sector to watch out for, compared to its peers.
**HITI currently has over 2.5 million members across Canada, with a long-term goal revised upwards to 4 million from 2.5 million, which has already been exceeded.**
https://preview.redd.it/kvpyi86dbwhg1.png?width=1080&format=png&auto=webp&s=c246f31aad716f18400b9cf1ed735cec4f533954
Market share reached an all-time high, confirming the superiority of HITI's $Cost model, which makes it unique compared to its peers.
**Raj's goal is to convert at least 40% of those members into Elite members!**
If we assume 4 million subscribers, from the current 2.5 million, **we'll have 1.6 million Elite members with a 40% conversion**.
Recurring revenue from paid members alone would exceed $64 million, at a cost of $40 per year, but I expect the price to increase in the coming years as competition decreases and HITI gains pricing power, while also increasing GMS.
**Elite/white label inventory will increase from the current 2% to 25-30%**, effectively altering the future GMS resulting from this change (3-4 years).
When Hiti raises the price of Elite and White Label memberships, GM will increase significantly. **At the current valuation with 70 million in high-margin recurring revenue by 2030 (Only from ELITE)**...if you have a 10-year horizon, it is not financial advice, but buying $HITI shares can turn out to be the best decision imo
Furthermore, an Elite customer, just like an Amazon Prime customer, will make repeat purchases and contribute to greater revenue for the company.
**Don't measure a company built over decades with a quarterly time horizon.**
https://preview.redd.it/6dptvg8kbwhg1.png?width=985&format=png&auto=webp&s=333665ffb5f99cf78c62fcb4066be828b393733b
**Canna Cabana remains the preferred destination for consumers as data shows:**
* Daily users move the market and are about 2x more likely to shop most often at Canna Cabana than our closest peer
* Canna Cabana same-store sales have increased 151% between October 2021 and October 2025 as consumers have come to appreciate the offering of our discount club model
* The average Canna Cabana store nationally was on a $2.6MM annual revenue run rate in October 2025 vs. $1.2MM for peers in the five provinces in which we operate.
https://preview.redd.it/6qx218nnbwhg1.png?width=1080&format=png&auto=webp&s=ccc7d5e54703a9b61c7828760f6d4ee9bf12185b
High Tide is the company with the most data available in its sector of any other. This allows it to anticipate consumer trends and develop white-label products in line with current trends.
An overlooked aspect is that the company managed the crisis in BC when the strike broke out last September, causing a 55% drop in sales in the province, due to the strikes in provincial shops.
HITI took advantage of this opportunity to increase its market share in BC; with only eight stores, it is now the most well-known chain in the province!
A hallmark of efficiency in logistics and management
In the past, the company built 20 to 30 stores each year.
Now, the situation is changing. A member here made the comparison citing Nike's early days in the 90's when it couldn't meet short-term demand because it didn't have enough capital to buy more inventory, which is very good news. It means demand for canna cabana products is skyrocketing, while competitors are going out of business.
As sales and scale increase, demand increases and so does capital expenditure in the short term.
Currently, Hiti is prioritizing market share, building loyalty among its members, and patiently waiting for most of its competitors to exit the market (currently over 3,600 dispensaries in Canada).
https://preview.redd.it/n00t9mxqbwhg1.png?width=1080&format=png&auto=webp&s=dcda285c98af6927713502e631ccb55d3b53aedb
**Long term target, in my opinion, is 500+ stores in Canada which Raj does not want to state his number, because he prefers to raise the target once it has been reached**
**BIG NEWS :**
BC will double its store limit, perhaps to 32 next year, after what happened with the strikes.
HITI will have 32 stores in BC in the long term. Imagine the unpriced revenue from that province! (In reality, nothing is priced by the market at this price.)
Canna Cabana is showing the provinces that where its stores are located, the illicit market is significantly declining, and the data shows it.
It's possible , This is just my opinion, that in the future (in a few years), Ontario will further raise the limit to 200 stores, and provinces with government-run stores will allow HITI to open (ex. Quebec).
Raj has a clear vision that the cannabis market could exceed 7 bln in Canada in 2-3 years from today
https://preview.redd.it/gsxr570xbwhg1.png?width=1080&format=png&auto=webp&s=d455302a720b806990f0ee7da51c78c5d2d24316
Remexian will make a significant contribution to the business model in the future.
Hiti's leverage and scale have allowed the company to purchase tons of medical cannabis at a 40% discount compared to Remexian.
This will have a significant impact on Q2 financial figures.
The company is evaluating projected sales in the UK, a rapidly growing market, expected in H2. Remexian will play a role at the European level.
As Raj has said in the past: "**Germany will only be a gateway to Europe. Remexian will be recognized globally within 10 years and will also ship to Australia."**
https://preview.redd.it/mh0t4rvzbwhg1.png?width=1080&format=png&auto=webp&s=d8c7438c6901f9998361513e881ac41efa1a8dbf
https://preview.redd.it/ohtdrmy0cwhg1.png?width=900&format=png&auto=webp&s=cc756de9ef97366bafbaf09272e9022effb59a9f
https://preview.redd.it/bo73efj1cwhg1.png?width=960&format=png&auto=webp&s=b212919bc3e0f8a75ee9c0a1c845c58aa6ce7237
These estimates are conservative and do not take into account important developments such as increased regulation on a national scale for the 2 countries mentioned
https://preview.redd.it/52796kf3cwhg1.png?width=900&format=png&auto=webp&s=f8aa1c28be359b7ad9c650f31f8efffe0d1a5e1a
**Current estimates for the European medical market, which I think very few people are really aware of, are around a 60 billion € market by 2030, much larger than the current American one.**
France is implementing measures to implement cannabis in the national health system
**In summary:**
• Most data rich cannabis company in Canada, and potentially out of Canada. This will lead to white lable products tailored directly to consumer's wants. Overtime increasing profit margins.
• market share continues to grow , Raj is in talks with large chains: blocks of 40+ stores
• Same store sales up 151% in last 4 years vs -14% for average operator. This demonstrates a clear competitive edge and executional acumen by High Tide. "Stay tuned, this year will have some M&A"
• Convert 40-50% of current loyalty members to Elite, **leading to over 1M members**. Elite paid membership creates a more loyal and sticky client, while generating thick margins through membership subscriptions
• Remexian "...its going to be a massive contributor to our financial profile"
2 Tons purchased and landing in March, at about 50% less than what Remexian was paying. Multiple deals coming \*inbound\*. **Remexian will do 4-5 tons per month in the near future.**
• Significant \*inbound\* interest from large American operators for licensing or other deals. "Things are looking brighter and brighter"
High Tide is running on all cylinders. Its hard to diversify when the company keeps delivering like this
Think long term, If you like the post, please share
Latest presentation [https://hightideinc.com/presentation/](https://hightideinc.com/presentation/)
Thanks for reading and believing in Raj's vision[](https://preview.redd.it/takeaway-from-the-last-interview-v0-byvc6ocxjuhg1.png?width=3120&format=png&auto=webp&s=e89e31e01675887d183c122d4fe58c167d1b0e02)

I actually think the TSLA example is a better example. I remember for years, they were selling EV's at a loss. Investing in the company for who they were at that time made absolutely no sense. Yet, if you were willing to take that risk it paid off big time.
And what's intersting, even as much as Musk reminds everyone that TSLA should not be bought as a car company, they are the only car company that can seem to sell EV's at a profit. Ford, Stellantis and GM have alll pivoted to hybrids. No doubt the EV subsidy helped TSLA but it shoulld have helped the others too.
No, I don't know that SpaceX and xAI will have the same outcome as TSLA, but I don't understand people acting like this will be a failure because of Musk when we can see what TSLA has become and we can see his past success with Zip2 and PayPal.
Musk has said multiple times he doesn't care about wealth, he cares about space. I think that's silly, but he has put his money where his mouth is so really it's just a question for investors if they think this will be a profitable venture.

But why crush NVDA? They’re just making the chips, selling them getting paid, and then developing a better product. Would GM get slammed if car buyers decided to buy new cars every 2yrs rather than every 4?
That’s may be why Jenson is tapping the breaks on OpenAI, their financial’s aren’t anywhere near Jenson’s other huge customers. Does anyone think Apple, Google, Microsoft, Amazon, Saudi’s, or other financial behemoths aren’t going to pay for what’s delivered?

I get what you’re saying but I don’t agree that US companies aren’t subsidized. They have had a shit ton of indirect subsidies — the entire country is completely car dependent and has been for many decades. I live in a medium sized city and I’d starve if I had no car because the nearest grocery store is not within walking distance. We care all forced to buy cars! The fact that we don’t buy American is on the big three not the government. These companies made complete shit (arguably still do) and consumers jumped ship to better options in the 1970’s. That’s on the leadership of Ford/GM/Chrysler not on the government. I owned a US made car once and will never buy one again. Also, the US government is too busy with their current corruption schemes to care about what happens long term. We got bigger structural issues than car subsidies - we are incompetent and uncompetitive

GM Misses London ✅🫡🍻
Wish you a great day 💪

Yeah, cause American car companies have been so good to us. /s
[GM Canada layoffs hit Oshawa plant, putting up to 1,200 autoworkers out of work Friday](https://www.cbc.ca/news/canada/toronto/gm-oshawa-to-lay-off-1-200-workers-friday-9.7065457)

Let’s be completely honest on why Reddit and the media loves to pick on Tesla. You know GM, Stellantis all took massive money from government. Don’t forget the telecom companies as well as healthcare. So where are the scrutinies there?

Hell, the US government at every level quite literally subsidizes manufactures by purchasing their vehicles from the likes of Ford and GM. Your tax dollars are going straight to them.
Part of the reason stuff like the F150 or the Explorer sell as well as they do is because of all those government purchases. Look at pretty much every Police force across America.

Thy should. When was the last time GM build some reliable cars? Their eco boost engine is POS

And they're startlingly high quality, feature-rich and have like good range despite being in the Nissan Leaf price range lol.
I've personally only driven GM trucks (I love my little Colorados lol) and Vettes but I would totally snap an AWD one up for winter and what not.

I wouldn’t say “crashing” but…most other stocks are experiencing similar drops. Not sure if I can drop tickers but Amazon, Eli Lily, Target, AMD, Robinhood, GM..list goes on and on

You literally said "most car companies", but it's more like \~3 companies with limited exposure in the ML world and no consumer-facing products that utilize any of the tech they're talking about.
They're doing PR for fuck's sake...

I work in ML as a software engineer, the only people you're fooling are confused Redditors and lazy investors.

Not a single soul in ML sits there and thinks, "Yeah, GM is an authority in AI because they bought an expensive sponsorship and talked about the Pros and Cons of what Tesla had already built 2 years earlier."
The irony in "zero fucking clue" should be smacking you in the face right now. I bet it won't, though. Too much Reddit mod in you.

ironically one of the few things that is green in my port today is fuckin GM E into which i retarded 400 because of Cohen wanting to make it a Berkshire Hatthaway or whatever.

Well they are assuming the p/e ratio remains the same, so if they buy back 10% of the company each year the earnings per share will rise 10% so therefore the price will rise 10%. If the stock price doesn’t rise then the company has a lower p/e ratio so next year they can buy back even more stock and raise the eps even more. If it goes on forever (big if) the eps can triple in 10 years.
The buyback strategy makes more sense when the p/e is 5-6 with consistent earnings. I bought GM at a p/e of 5 hoping for buybacks and in like 2 years they bought back 50% of the company causing a tripling in stock price.

The hand tossed and thin crusts were frozen at the time, and they were noticeably different in quality. I remember how much the GM at the time hyped up the time saved with this change, and all I could think of as a 18 year old kid was how bad it tasted. I don't know of any change that the chain has made that has been positive. It's right down the same path as Subway and Arby's.

Whatever Luka said to that GM Nico must have been bad