GM
General Motors Company
stock NYSE

Haha, you beat me to it. I’m all in too. Looking for stuff around the house to sell. lol.
That number came to me is a dream. 50 deals with GM, F, Anduril, CAT, Kodiak, Drone companies, Volvo, Nissan, Deere, Aptiv, et al., will do it.

ich rieche Troll... aber versuchen wir mal Punkt für Punkt durchzugehen:
>aber früher als man das noch nicht wirklich konnte, hat man noch Loyalität seinen aktienfirmen gegenüber gezeigt. Da hat man noch beim Waschmittel/ISDN-Vertrag/Autokauf drauf geschaut, dass man „seine“ Marke kauft.
Da es um ISDN Anschlüsse geht, gehe ich mal beispielsweise vom Jahr 2000 aus. Davor waren diese ja eher selten vertreten und nicht flächendeckend verfügbar.
* Waschmittel gab es Henkel? welche deutsche AG wären den überhaupt eine Alternative?
* ISDN? Monopol Telekom sonst keine Alternative, Vodafone hat die Telefonleitungen ja auch nur "gemietet" und ist mittlerweile auf Kabelanschluss spezialisiert.
* Autokauf -> bleibt nur VW und BMW, der rest war schon von bei GM, Chrysler oder halt einfach keine AG.
* MAN AG gäbe es noch, aber für PKW eher uninteressant\^\^
In deinen Beispielen gab es ja praktisch keine Auswahl an deutschen AGs. Und mal davon abgesehen, dass man die Gesamtheit der Kleinanleger kaum etwas zu melden hat. Kleinanleger weniger als etwa 10% des Kapitals in deutschen AGs aus. Früher war das nicht sehr viel höher...
Dazu kommt, dass den Unternehmen im Laufe der Zeit Bestandskunden völlig egal geworden sind. Nach 2 Jahren zahlt man nahezu immer mehr, als nach einem Wechsel als Neukunde bei der Konkurrenz. Wenn Firmen Loyalität nicht wertschätzen, warum sollte man dann loyal sein?

Microsoft had to fire their Israeli GM and senior staff because using European Azure servers for surveillance data was creating a huge legal liability. Moving management to France is just a way to deal with EU regulators while they look for new leadership. This is the same reason companies put data centers in places like Qatar or Chile—to stay away from US government oversight and the Cloud Act. It’s all about navigating a body of regulations that are basically trashed or never enforced anyway.

bummer! This reminds me, I meant to mention GM to illustrate this point - in times of financial turmoil - there is simple **nowhere to hide**!
Not just GM - European and Asian markets that had nothing, zero to do with US mortgage back securities, got clobbered just as badly during the GFC, and it took them a lot longer to recover. People who think that buying only high dividend stocks like Campbell's and Heinz will somehow insulate them from "AI bubble" bursting, are delusional - the entire market will either be fine or go down more or less together, and their dividends will be cut immediately.
So we might as well diversify into the entire market and ride it out.

Oh GM. 20ish+ years ago I was all in individual stocks. I thought I needed a US auto maker in my portfolio. I debated between Ford and GM. Unfortunately I chose GM. I'd be 10k+ richer had I just put it in an index fund.

The dotcom bubble and GFC in 2007 certainly helped form my Boglehead beliefs - that diversification is the key and chasing single stocks is incredibly risky. Cisco, Nortel and Pets.com, Enron scandal, and then Bear Sterns Lehman Bros and GM - who would have thought that mortgage crisis will bring automakers to brink of bancrupcy? The fact that none of the "experts" and even "insiders" didn't see it coming and lost most of their lives savings in those crashes tells me everything that I need to know about inportance of diversification.
I also lived through hyperinflation in Soviet Russia and sometimes have to chuckle when people in US consider brief bout of 8% inflation as "super high inflation"

Well that or if demand was higher Ford/GM would charge more so they wouldn’t loose as much $$

GM cutting hundreds of salaried IT workers as it trims costs, evaluates needs

GM Autists

(S) Sentinel One seems like it would benefit a lot from the AI cybersecurity executive order 🥭 is to sign soon. Key partners or companies that use S are Anthropic, Google, Nvidia, Amazon, JPMorgan, Tesla, Apple, GM, Verizon, United Healthcare Group. They already use it to test AI models etc for cyber security.

The 4 hyperscalers? Yes, they have the cashflow and balance sheet to support it. But the ORCL/CRWV/NBIS of the world don't, neither do OpenAI or xAI. Even for the hyperscalers, their FCF and balance sheet is degrading and causing concern with investors already, META being the prime example. If the expected ROI isn't realize, I would expect significant pull back from the hyperscalers in all the high Capex investment. Keep in mind that the reason why many of the FAANG did so well during the last decade+ is the because they're asset light and generate extremely high gross margin (META was at 80+% GM). Also, one thing that haven't being discussed much since most of the planned DC haven't started is the opex. Between energy cost and unit replacement cost is failure (or just before failure) parts won't be cheap neither, thus eroding some of the operating margin of the hyperscalers. All of these could potentially point to a rerating of the multiples of the hyperscalers going forward.

Everything is drilling except SPY and QQQ.
WMT DG TGT PEP GIS GM. What is going on

BB: Has a long list of backlog contracts from BMW, Toyota, Ford, GM, Volkswagen, Honda, Hyundai, Renault, Nissan, Stellantis that will start printing money once the cars in development come out to production.

>I'm just advocating for the workers and stating that I don't think it's appropriate to encourage people to review these places poorly to get corporate to come out
No You're not. Workers don't get paid more based on stats. That's the GM and only the gm. Corporate only comes out when there is an issue. A GM can complain about measurements all they want but corporate won't change it.

Hehe well if you knew we were in the stack you were doing ok. Most folks had no clue back then. I’ve always owned GM vehicles for the last 30 years

The SP500 is self-cleansing. When tech drops to the wayside, something else will take its place. GM was once a darling. So was GE.
Everything has seasons. Indexes adjust.