GM
General Motors Company
stock NYSE

The problem is that the market it serves is, at its core, not the people they’re trying to sell it to.
Vegan/Vegetarian people have a decent selection of food already, their advertising specifically is how it’s “just as good” as meat, as a meat substitute, for meat eaters. They did that whole collab thing with Burger King for that reason. The amount of people considering going vegan/vegetarian who currently eat meat is pretty small, and when you start pushing that as the core audience, you instead just end up with negative PR from the rest of the meat-eating crowd, and indifference from the vegan community.
It’s exactly how car manufacturers have made the same mistake. Tesla broke into the EV market strong, GM has sold a pretty decent amount of Blazer EVs, and there are 5.5mil to 6mil EVs on the road in the US. You know how many Dodge Charger EVs have been sold? In total? In two years? About 8,000. Nobody who wants an EV wants a Dodge Charger EV, and nobody who wants a Dodge Charger wants an EV.

Good question - the GM on finished cannabis inventory is not a metric we see used across all LPs. Id love to see standardized, legally-required comparable metrics here, but that works require legislation.
At least within Auxly, that Stat and its definition have stayed consistent for its entire history.

**I lay all this out to share in a post because I like the company and the CEO and think it is a great opportunity for the near term and long term (and it also helps my own thought process about CYCU as an investment).  It would be gratifying if others were able to profit from this information.**
**TL;DR and My Take/Predictions are at the bottom…but reading the facts beforehand is a must…**
**Catalyst:**
**8/20, Thursday, NASDAQ Hearings Panel scheduled (to discuss delisting or extension)**
**Per Copilot:**
* 70% to 75% of the time NASDAQ Hearings Panel decisions are made 14 to 18 days after the hearing (i.e., **from Thu, 9/3 to Mon 9/7**)
* Could be as little as 7 days for a decision
* Based on hundreds of cases from 2023 to 2026, an extension is granted in \~90 to 95% of cases (for bid price cases: \~ 97 to 99%)
* Real-world cases breakdown of extension days granted:
* 30 – 45 days – 55% of cases
* 60 days – 25% of cases
* 90 days – 15% of cases
* 120 – 180 days – 5% of cases
* If an extension is granted, the **extension clock** **starts on the decision-letter date**, not the hearing date, which is great because it would give CYCU more time being listed, to reach & maintain $1+ SP or more for 10 consecutive days
 **Share Price, Market Cap, Outstanding Shares, Warrants (to the best of my knowledge):**
 **6/30, Q2 10-Q:**
* Outstanding Shares (OS) 25.84M
* Warrants: Series A, B, D and Common total 0.47M
 **7/31 PR:**
* 3.34M Inducement **Warrants exercised** at $1.35 per share by institutional investor
* $4.5M gross proceeds raised
* **5.01M New Warrants** issued to same institutional investor at **$1.65 exercise price**
 **8/4 PR:**
* **Assuming 2M Warrants** were added, per the below 6/29 PR
* **The future Fully Diluted (all warrants exercised) share count is 36.66M**
* Note, until the SP reaches $1.65 (actually, a fair amount higher), **the practical Fully Diluted share count is 31.65M**
 **8/18 Market close:** **SP** $.73 | **MC** $21M | **OS** 29.18M shares = 25.84M + 3.34M
 
**Recent Key Events Timeline:**
**6/29 PR:**
* CYCU enters into asset purchase agreement for Kustom Entertainment’s Digital Ally Video Solutions Business
* In-car video systems, body-worn cameras, digital evidence mgmnt solutions
* Used by law enforcement agencies, municipalities, and public safety organizations
* **\~1,000 new customer relationships**
* 58-patent portfolio
* $5.1M annual revenue, $1.2M EBITDA, $8M backlog—**primarily from recurring subscriptions and multi-year contracts**
**7/8 PR:** BoD and Management decline to do an allowable 7:1 reverse stock split.
* “…would not protect shareholders…”
* Have evidence of Oct 2025 and March 16, 2026 market manipulation, spoofing
* In contact with NASDAQ and will continue to pursue every legal, regulatory, and forensic avenue 
**7/14:** **CEO YouTube interview:** [https://youtu.be/Bn45YsWdybU](https://youtu.be/Bn45YsWdybU)
* FYI, prior CEO interview on April 20, 2026: [https://youtu.be/xQIOqTufAo4](https://youtu.be/xQIOqTufAo4)
* **I LIKE THIS CEO!**
* He gives simple, straightforward, and sincere explanations/responses, and is seriously intent on building a great business.  His projections of a growing business are unfolding now.
* Envisions break even to profitable by end of 2026 or Q1 2027.
* 20 market makers have been subpoenaed 
**7/30 PR:** Largest sale in company history ($54.6M over 10 years, with Top-5 Global Consulting firm).
* **7/29 Market close at $.27**
* **7/30 Share price ran from \~$.32 open, to an intraday high of $1.84 to close at $1.61, and an after-hours high of \~$2.30.**
**7/31 PR:** $4.5M gross proceeds ATM transaction
**8/4 PR:** CYCU closes acquisition of Kustom Entertainment’s Digital Ally Video Solutions Business
* Refer to 6/29 PR above in this timeline
* **2M Warrants** included in the deal, per the 6/29 PR but not confirmed in the 8/4 PR
* **Now serve more than 800 police depts, municipalities, and public safety agencies** that rely on Digital Ally’s video and evidence platforms—and become prospects for CYCU’s cybersecurity solutions
* **Bringing CYCU’s Annual Revenue Run Rate to \~$30M! (also see Sales Pipeline below)**
 **8/14 Q2 2026 10-Q PR:**
* Rev $3.8M
* GM $1.1M (**29.1% gross margin %** … compared to 21.1% in Q1 2026 and 17.5%, per the above 7/30 PR)
* EPS $(0.41) beating consensus of $(.56); net loss $(4.0)M vs. $(5.3)M prior-yr quarter
* Adjusted EBITDA $(1.4)M, improved from $(2.1)M in prior-year quarter
* Net debt dropped 28% to $5.8M from $8.1M year-over-year
* Company positions for **stronger second half of 2026**
* **Cost Reduction initiatives** expected to generate more than **$2.2M in annualized savings**
* **Sales Pipeline** as of early August 2026:
* **122 open opportunities, representing $34M in first-year contract value, including $11M in late-stage pursuits**
* **41 new awards (closes) year-to-date in 2026** 
**8/17 PR:**
* Board authorizes $500,000 share repurchase program (over the next 12 months), citing meaningful undervaluation
* **My Take: A nod of confidence to shareholders** 
**8/18 PR:**
* New fleet driver analytics patent granted
* From the Digital Ally video solutions acquisition
* Enables fleet operators to track vehicles, **map incidents with linked video evidence**, and generate comparative driver performance profiles and scores.
* Opening a $100B+ telematics market to CYCU
* Will deepen client retention 
**TL;DR**
* NASDAQ Hearings Panel on Aug 20: high likelihood of an extension to allow time for CYCU to organically reach $1+ bid price for 10 consecutive days
* 2026 has been transformative (not shown above but also acquired Secuvant (Security Operations Center, SOC-as-a-Service) earlier this year
* CYCU is in a serious acquisition/growth mode this year with strong results
* Currently the company is undervalued
**MY TAKE/PREDICTIONS:**
* CYCU will get a 45 to 60-day Hearings Panel extension, at a minimum. Their market manipulation evidence and recent strong wins/pipeline may give them a 90 to 120-day extension
* Share price will likely be over $1 for 10 consecutive days soon after the Hearings Panel decision is made
* Will be at a minimum of $40M annual revenue run-rate by EOY 2026 with the addition of late-stage pursuits closing and other deals that consummate
* Cost-cutting initiatives will help to be break-even to profitable by end of 2026 to early Q1 2027 (CEO’s prediction will come to pass)
* Q3 2026 earnings report in Nov will be another positive inflection point for the share price
* Sales acceleration into 2027 due to new 800 to 1000 customer pool and now the addition of fleet telematics with map incidents linked video evidence
* Will likely be at a $50M to $55M annual revenue run-rate by mid-2027
* Good news and wins will continue
* They were supposed to close on the HavenX/Halo (55% and higher gross margins) acquisition by 7/31, but that company had not yet provided audited financials and the key salesperson said he was not going to continue with the company (and his continuing was part of the deal).
* If that deal resurrects and closes…LOOK OUT Price Target increase!
* **BOTTOM LINE: IMO, based on all the above, the share price should be \~$1.40 (1x projected end-of-year revenue, for a company hitting its stride) RIGHT NOW!**

GM huzzah

Blitz & van Vliet (2007) sort a broad universe into deciles and rebalance monthly. Nobody outside an institution can run that. I wanted to know whether anything survives at a size a person can actually hold.
Setup: 20 names, equal weight, long only, drawn from the S&P 500 as it stood on each date. Re-selected quarterly on 3-year trailing volatility. 20 non-overlapping one-year windows, 2006-2025. Two arms identical except for selector direction lowest vol vs highest vol. Benchmark is RSP (equal-weight S&P) since both books are equal weighted.
https://preview.redd.it/f2d0to5cb5kh1.png?width=763&format=png&auto=webp&s=f4971095211badbe9e3ed2fdc858d81ff571cafe
The low-vol side landed 0.30pp/yr behind the index with roughly half the annual variation (10.0 vs 18.4 points). Before 2020 it was ahead outright: 10.73% vs 9.60%.
The mechanism isn't higher returns. The calm book's arithmetic mean annual return is 1.53pp BELOW the market. Compounded, the gap collapses to 0.30. It's variance drag it doesn't pay a book that doesn't fall 39.7% in 2008 has less to make up afterwards.
The high-vol side didn't replicate. Quarterly re-selection on trailing vol makes it mechanically a "buy whatever just blew up" rule: banks in 2008-10, energy 2016-17, cruise lines and airlines 2020-21. It returned 25.34%/yr from 2020 on vs 6.81% before. In an S&P-only universe the wildest names are large caps in temporary distress, not junk.
Caveats, and they matter: no transaction costs (turnover 59%/70%). 20 of \~500 is the top/bottom 4%, not a decile. The vendor serves no delisted names, so Lehman, Bear Stearns and GM return nothing that bias runs against the paper's direction, so the risk contrast is conservative. And none of the return differences are distinguishable from zero; calm led in 9 of 20 windows, t = -0.55.
Full study with the window-by-window record:
[https://quanterlab.com/research/lower-risk-without-lower-return-testing-blitz-and-van-vliet-on-twenty-sealed-win](https://quanterlab.com/research/lower-risk-without-lower-return-testing-blitz-and-van-vliet-on-twenty-sealed-win)

Yeah that’s definitely my gold coin. Although the gold coin is still cool. My Grandpa and my dad were Millwrights at GM. They got Gold watches when they retired along with a pension.

lol you think image generation is the main use cases of A.I?
Did we not just see A.I make 16 new viruses? A.I didn't just solve Mathematical problems that have stumped Fields Medalists?
How about hardware company that just released a product 4 months ahead of schedule because A.I assisted with it?
|Company|Physical product|What employees are using AI for|Measurable impact|
|:-|:-|:-|:-|
|**Eaton**|**Electrical lighting fixtures**|Engineers give generative AI the thermal, electrical, optical, mechanical, manufacturing and cost requirements; AI searches thousands of possible designs and engineers validate the finalists.|**16 weeks → 2 weeks**, an **87% reduction in design time**. Eaton also cut high-speed gear design time 65%. ([aPriori](https://www.apriori.com/resources/case-study/eatons-generative-ai-cuts-product-design-time-by-87/))|
|**HARTING**|**Industrial electrical connectors** used in EV charging, industrial equipment, data centers, etc.|AI takes requirements, refines 2D layouts, checks details, generates NX 3D models and performs basic thermal FEM before engineers finish the design.|A custom prototype that could take **weeks can now be generated in minutes**; standard configuration fell from 15–20 minutes to \~1 minute. ([Siemens](https://news.siemens.com/en-us/harting-siemens-microsoft/))|
|**GM**|**Cars, EVs and their physical systems**|Designers and engineers use AI for concept generation, aerodynamics, crash structures, controls, thermal behavior and powertrain calibration.|Concept visualization: **months → <1 day**. Roof-crush simulations: **8–40 hours → <5 minutes**. Aerodynamic feedback that took days/weeks can increasingly happen in real time. ([GM News](https://news.gm.com/home.detail.html/Pages/topic/us/en/2026/jun/0618-ai-virtual-labs.html))|
|**Ford**|**Cars and trucks**|Engineers use AI to turn sketches into 3D designs and create surrogate models for structural, CFD and aerodynamic simulation.|Ford described an engineering simulation that normally takes about **15 hours being predicted in \~10 seconds**. The explicit objective is shortening vehicle-development cycles. ([The Wall Street Journal](https://www.wsj.com/articles/ford-looks-to-innovate-faster-with-ai-agents-and-nvidia-gpus-05de57df?utm_source=chatgpt.com))|
|**BMW**|**BMW automobiles**|AI assists engineers with crash simulation, aerodynamics and autonomous-driving simulations, reducing dependence on expensive physical prototypes.|BMW explicitly says this makes its **development cycles faster**; it is now expanding AI-based crash engineering with Mistral AI. ([BMW Group](https://www.bmwgroup.com/en/innovation/artificial-intelligence.html?utm_source=chatgpt.com))|
|**PPG**|**Automotive paint / clear coat**|Materials scientists used an AI system trained on PPG chemistry and formulation data to search combinations humans hadn't considered.|AI proposed a formulation within minutes; PPG subsequently launched **Deltron Premium Glamour Speed Clearcoat**, its first AI-assisted new product. It cuts drying time by more than half. ([The Wall Street Journal](https://www.wsj.com/tech/ai/faster-drying-paint-and-better-smelling-soap-ai-tries-product-development-e7a544d7?utm_source=chatgpt.com))|
|**Sumitomo Riko**|**Automotive vibration isolators and hoses**|Engineers train AI surrogate models on previous high-fidelity engineering simulations instead of rerunning expensive simulations for every geometry.|New-design performance predictions take **under 5 minutes**, saving more than an hour for each design evaluation while maintaining accuracy comparable to high-fidelity simulation. ([Ansys](https://www.ansys.com/news-center/press-releases/10-8-25-ansys-ai-accelerates-sim-for-sumitomo-riko?utm_source=chatgpt.com))|
|**Medtronic**|**Pulse oximeters**|Medtronic R&D uses AI while developing pulse-oximetry technology, including improving its ability to distinguish valid pulse signals and addressing accuracy differences across patients.|The company says AI has helped improve the accuracy of its Nellcor pulse-oximetry technology; this is more of a **better-product** example than a documented time-to-market reduction. ([Medtronic News](https://news.medtronic.com/shining-light-through-the-fog-how-ai-makes-every-pulse-count-newsroom))|
|**GE HealthCare**|**X-ray and ultrasound equipment**|GE HealthCare is using NVIDIA's physical-AI simulation environment to develop and virtually test autonomous imaging systems before building as much physical hardware.|The partnership explicitly aims to **fast-track development** of autonomous X-ray and ultrasound systems, though there isn't yet a clean “24 months → 12 months” public number. ([NVIDIA Newsroom](https://nvidianews.nvidia.com/news/nvidia-and-ge-healthcare-collaborate-to-advance-the-development-of-autonomous-diagnostic-imaging-with-physical-ai?utm_source=chatgpt.com))|

Everyone remember that time that a now famous ex member of the board told me BB had nothing to do with GM and Supercruise wouldn’t be successful……ARR says otherwise

GM Anach!