GM
General Motors Company
stockNYSE

As a retail investor one may not need to know too much in technical details about the Eclipse projects. Just remember that it is a SDV industry working group formed by 26 world class members, including BMW and Mercedes Benz, GM and Toyota. QNX is a founding member of the group. Most importantly the industry’s highly anticipated Eclipse S-Core 1.0, the first deliverable open-sourced platform launched by the group has the following fact: **Safe Open Vehicle Core (S-CORE) Project:** The Eclipse Foundation's S-CORE project (part of the Eclipse Software Defined Vehicle Working Group) selected **QNX Software Development Platform (SDP) 8.0** as the foundational operating system for its open-source, safety-critical automotive software stack. Does market care about this? Very few people fully understand what this means. But institutional investors know. That’s why we see they choose low volume days and/or any other opportunities to scoop up retail shares at dips. Whoever said BB/QNX growth has been priced in could far off. My question is how could that happened prior the most industry influenced, open-source platform getting launched? Mark the date of Dec. 2, 2026! It should lead a blast of new deals to Alloy Kore afterwords. And QNX based ecosystem will also accelerate its broader expansion! That can definitely help QNX’ physical AI growing process. The conviction of Eclipse’ success will make a lot more BB/QNX’ industrial influence, profoundly. Nothing has been priced in at the current price level. IMO BB at $8 is deeply discounted, and played by hedge funds for their benefits. All IMO.

The investment argument isn't really whether FSD is usable. It's whether FSD is far enough ahead of the competition that it will cause TSLA car sales to sky rocket in future years. And the answer to that is no. Waymo and GM are potentially more advanced. BYD is supposedly good. Tesla FSD is the most available option today but that probably won't be true 5 years from now. Soon the tech may be broadly available in new cars, like Apple Carplay. So go ahead and buy a Tesla today if you have a long highway commute. But I wouldn't buy the stock on that rationale.

The biggest difference between the two is hidden. For AMD any shortfall of client is moved directly over into gains for server -- as Lisa said on the call, the silicon is fungible. For intel any shortfall of client screws them with their fixed cost fab business. That is evidenced by the horrific Q4 GM guide going down when it should have gone up on better product mix.

Fair enough, perhaps I am missing something from the call (I did listen to it). Can you summarize what management said that you think explains the gross-margin difference? I understand the product-ramp argument, and I agree that early ramps carry higher costs. But that's not really the point I'm trying to make. AMD reported 56% non-GAAP GM and is guiding roughly 56% next quarter despite very strong demand and rapidly increasing Data Center revenue. My question is really about the *relative* margin structure versus Nvidia. Even after accounting for ramp costs, shouldn't a persistent and substantial margin gap tell us something about relative pricing power and/or product differentiation? I'm genuinely interested in the counterargument: **do you believe AMD currently has comparable pricing power to Nvidia in AI accelerators? If not, what explains the margin gap other than pricing power and competitiveness?** That's not a bearish "scenario" I'm dreaming up. It's exactly the question I'm trying to understand. What I looking for long term is that AMDs gross margins increasing and Nvidia's coming down. To me, that would be a clear signal that AMD is competitive. Right now, I am not seeing that.

**Jeff Pu:** *📈AMD - Raised Server CPU and AI Outlook Offsets PC Softness* **•Maintain Buy, TP $720** •3Q26: Revenue $13.38bn (+45% YoY) vs. guidance $13bn, consensus $13.1bn, our estimate $13.3bn. Non-GAAP EPS $2.1 (+74% YoY) vs. consensus $1.95. GM 56%. Datacenter $8.5bn (+97% YoY). •4Q26 guidance: $17bn ±3% (+66% YoY, \~+27% QoQ, GM \~55%) vs. Bloomberg consensus $16.2bn, Buy-side $16.5–17.0bn, our estimate $17.6bn. Better than feared post-Intel print. •Raised 2027: total revenue >80% YoY; server CPU now expected to double YoY (our estimate of +109%) datacenter AI “significantly more than double.” •Key drivers: MI450/Helios ramp (4Q26/1Q27), Venice CPU, secured wafer/substrate/packaging/memory supply, agentic AI demand, and improving TSMC N2 wafer availability.

GM from NW 🇬🇧. Have a gr8 day all. Let’s goooooo! 🚀🚀🚀🔥💥📈🤑🍻

I think it’s a big mistake to separate the EV makers from regular auto. There is really no reason to assume EVs will have higher margins than ICE. Even tesla has piss poor margins now, I hardly think the future looks bright for Rivian as they are already valued extremely high for an automaker. You say that Rivian is doing something special - but what exactly? GM has cruises technology which actually drove driverless safely for 5 million miles in SF before they had their unfortunate incident. GM has like 10 EVs, and has the scale to be profitable on them.

She said to use q4 GM as guide for 2027.

Jean just told him to F off, I'm not giving you GM%

Quick summary of the numbers: - Revenue: $13.38B (+45% YoY), vs ~$13.09B expected - Adj. EPS: $2.09, vs ~$1.95 - Data center: ~$8.5B (+97% YoY) - Q4 guide: ~$17B ±3%, vs ~$16.2B consensus - Q4 non-GAAP GM guide: ~55% After last quarter's beat-and-drop on margins, the Q4 guide is doing the work this time. Anyone catch MI450 / Helios timing on the call?

For the Dow specifically, delisted data is the smaller half of the problem. The bigger survivorship bias is running your model on today's 30 names across all 20 years. What I'd do: 1. Build a membership table first. Wikipedia's "Historical components of the Dow Jones Industrial Average" lists every add and removal with dates, and it's only a few dozen changes since 2005. Your universe on any date is whoever was in the index that day. 2. Most removed names never went away. They were swapped out but kept trading, so Yahoo still has them under the same ticker. Only a handful truly disappeared through bankruptcy, takeover or merger (old GM in 2009 is the classic one), and that's where Yahoo has nothing. 3. Fill those gaps from a source that keeps delisted tickers, like Norgate, Sharadar on Nasdaq Data Link, or EODHD. For a handful of symbols you may only need one month of a paid plan. With weekly rebalancing that's a weekend project, not a full security master. If the 22% survives on point-in-time membership, it's worth taking seriously.

I think the reason why Intel tanked is the about 600-800 bps of unexplained GM destruction from Q3 to Q4 (I'm already accounting for the 200bps explosion). It should have continued the Q2 trend and gone up not down with the continued revenue shift towards server That can pretty much can only be explained by having your own fabs (or at least owning Intel fabs) is a really bad thing, and certainly not the big advantage that people had been touting.

I LOVE YOU ABT I LOVE YOU GM

Und Apple ist erst mal -3 % im Minus nach dem Kommentar: Apple CFO Kevan Parekh on rising memory costs: “When you remove the tariff refunds ... both company and products gross margin would be down about 1 point sequentially, primarily driven by higher memory costs.” That implies miss: 46.9% GM vs. 47.5% est

Absolutely, they have a great design language and amazing branding. That's it. VW is attempting to do the exact same thing with Scout, and the Chinese would do the same for 10x cheaper. Also, they better hope the established OEMs don't finally catch on to making decent EVs. They had a disastrous Gen 1 - 1.5 from the likes of Ford, GM, and Stellantis, but now that Ford is coming out with a new mid size electric truck we may be seeing the begining of the reversal in this dynamic.  Rivian better hope the R2 really takes off like Model 3 and Y did.

What he described is what they did with GM and Chrysler. So I guess your point is "the US might have let the auto industry go bankrupt, but I doubt that they would do that with their only commercial plane manufacturer".

SCOTUS had control of the House, Senate, and Presidency and gave us the weak ass shit known as Obamacare? SCOTUS made the largest corporate bailout in US history in 2008 before bailing out Chrysler and GM in 2009, then followed that with TARP. Historically speaking Dems have been way better for the markets, but hey, Dems will destroy America lol!

cost, manufacturing quality, features. Don’t take my word for it, the GM of Ford thinks they’re amazing https://finance.yahoo.com/sectors/technology/articles/didn-t-want-back-ford-171541792.html

Borg Warner $BWA is a Tier 1 automotive and e-mobility supplier who recently extended a [SiC supply partnership with Wolfspeed](https://investor.wolfspeed.com/news/news-details/2026/Wolfspeed-Powers-the-Future-of-EVs-with-Multiyear-Silicon-Carbide-Device-Agreement/default.aspx). BWA is [very good at high volume scaling](https://www.youtube.com/watch?v=qXWzFzq7XuM&t=9s), producing 100M Viper power modules since 2014 and began commercializing 800V products in 2022. [Wolfspeed's 5th gen 1200V devices](https://investor.wolfspeed.com/news/news-details/2026/Wolfspeed-Unveils-the-Industrys-Lowest-RDSON-Silicon-Carbide-SiC-MOSFETs-in-New-Technology-Generation/default.aspx) will be used in BWA's 800V platforms; >for next-generation electric vehicle (EV) and **power conversion applications.** BWA [800V Viper Inverter Power Switch](https://www.borgwarner.com/technologies/highlight/viper-inverter-power-switch). >The inverter’s specific features include extending **PHEV and BEV range by approximately 5% and enabling faster charging times at 800 volts when compared to today’s 400-volt systems**. Viper is engineered to deliver up to a **70% reduction in power losses, along with greater power density**, depending upon the drive cycle. Manufacturers can leverage these improved efficiencies when designing their propulsion systems to either boost vehicle range, improve overall performance or reduce sticker shock through less costly batteries. >The **800-Volt Silicon Carbide Inverter for Electrified Vehicles, with its breakthrough features, is a game-changer for the industry** BWA's 800V auto customers are not publicized but Gemini suggests VW for it's [major European OEM deal](https://www.borgwarner.com/newsroom/press-releases/2026/08/03/borgwarner-secures-major-extension-of-multiple-high-volume-inverter-programs-with-major-european-oem), GM or Stellantis for [major N. American OEM deal](https://www.borgwarner.com/newsroom/press-releases/2026/02/11/borgwarner-set-to-deliver-power-packed-integrated-drive-module-and-generator-module-with-dual-inverter-to-major-north-american-oem), and X Peng for it's [Chinese OEM deal.](https://www.borgwarner.com/newsroom/press-releases/2022/02/15/borgwarner-to-provide-leading-chinese-oem-with-800v-sic-inverters) Electric Viking claims [X Peng is fastest growing automaker in the world](https://www.youtube.com/watch?v=PgckEurnJgc). BWA is [expanding 800V products](https://www.emobility-engineering.com/borgwarners-plans-for-high-voltage-commercial-vehicle-power-systems/); commercial large fleet,[ inverters](https://www.borgwarner.com/technologies/power-electronics), and [bi-directional V2G chargers](https://www.borgwarner.com/newsroom/press-releases/2026/02/11/borgwarner-expands-series-production-battery-management-system-program-with-a-global-oem). 800V is the new industry standard and BWA chose WOLF for next gen products. There is no supporting language in announcement but BWA is likely using Wolfspeed for their 800V data center products. BWA seems to have a strong position here as their high volume automotive experience can be quickly scaled for high compute demand. They make the case in [From Powertrain to Power Rack.](https://www.borgwarner.com/docs/default-source/default-document-library/from-powertrain-to-power-rack-automotive-scale-800v-white-space-power-conversion.pdf?sfvrsn=a0b0a63d_10) Same thesis which led Citrini to choose Wolfspeed. High volume capacity from auto market applied to compute power infrastructure.

People are responding only thinking of Q4 guidance, which is going to be exactly what she expects to deliver. And nobody knows how fast the Q4 ramp of MI455 is going to be, so I'm not sure why they are convinced it can't be a strong and exciting guide. But there is more guidance which she can give beyond Q4 revenue and GM, and I'm expecting it. When the analysts or market don't believe AMD she tends to give more forward information and color than she normally would. She opened the door with some 2027 YoY gain ranges last Q, I'm expecting even more 2027 talk this time around. Now that Helios has started shipping a lot of unknowns during last CC would now be know. She can be more aggressive in her projections, having eliminated a lot of uncertainty. Furthermore, I'm expecting she will be drawing a stark contrast between AMD and Intel in those comments. I could be something as simple as "due to our industry leading chiplet architecture we can shift production from client to server in a matter of weeks, not quarters. Any softness in client demand translates into increased profits by shifting our product mix to higher margin server products which are in tremendous demand."

No one else other than Tesla is doing what they’re doing. Lucid is dead, no other real competitors in the west. If you name Ford or GM I will laugh in your dumb fucking face

My Italian side is actually partly from Michigan. Came over to Detroit in the late 1800s when industry was booming and now that city is a complete hellhole. They eventually went into business and settled in Bloomfield hills but that state really went to shit and everyone left and now it’s about to become even more radical. The side that so many love to hate wants to REVIVE the manufacturing industry and bring back the factories, but so many don’t want that to happen. Imagine if GM stock could actually soar again.