GM
General Motors Company
stock NYSE

GM. My Algo has been on fire trading with real money.
https://preview.redd.it/t328kr9bmmah1.png?width=1752&format=png&auto=webp&s=825b22638555a045cdd9512bcf4667788cd3f180

**BREAKING NEWS: Micron, GM sign semiconductor supply agreement for vehicles**

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TLDR:
I previously wrote this for SNDK https://www.reddit.com/r/wallstreetbets/s/axbLDQGuxQ
I now believe Blackberry has a real shot at a run up as the market starts to see it as an ai infrastructure company. Fueling the secure software needed for ai robotics to run on.
Position: LEAPS 27x 2028 January 21 $10 Calls
QNX already runs in over 275 million vehicles and is used by companies like Mercedes, BMW, Toyota, Ford, GM, Volkswagen, Stellantis and Hyundai.
Everyone chased NVIDIA because it sells GPUs.
Everyone chased memory because AI needs memory.
But what happens when AI leaves the data center and starts running inside cars, robots and factories?
Those systems need an operating system.
BlackBerry is already there.
It already works with NVIDIA, Qualcomm and Arm.
The reason I bought isn't just the AI story.
The business is finally improving.
Revenue just grew 26%.
QNX revenue grew 26%.
Adjusted EBITDA grew 144%.
Positive operating cash flow for the first fiscal Q1 in nine years.
Management raised guidance.
People keep saying BB has already gone up.
I think they're looking at the chart instead of the business.
If BlackBerry stays an automotive software company, maybe it's fully valued.
If the market starts valuing it as infrastructure for physical AI, I think the rerating has only just begun.

Skipping the FX conversion and bridge fees sounds great, but what's the catch here? How does GM Markets make money? Also, did you notice any difference in spreads or pricing compared to traditional brokers when you bought that fractional NVDA?

I've been trying to get simple US stock exposure for months now and every path feels like it was designed to waste my time.
Through a broker it goes something like: bank transfer, wait 2-3 days for funds to land, eat a 1-2% FX conversion, wait for settlement, then finally buy. By the time the position is open the price has already moved.
The crypto route isn't much better. Buy stablecoins, bridge to the right chain, switch network, approve the token, sign the transaction, then buy. Six steps and at least two of them will confuse you if you haven't done it before.
I've been testing a few tokenized stock platforms over the last couple of weeks to see if any of them actually cut this down. Most of them didn't. One that surprised me was GM Markets, the flow was basically just connect wallet, deposit USDC, buy. No bridging, no chain switching. Went from stablecoins to holding fractional NVDA in about two minutes.
It's in beta so some stuff feels rough, chart data lags and the portfolio screen needs work. But the actual buy flow was the least friction I've run into so far.
What are other people here using? Genuinely curious if there's something simpler I haven't found yet.

spoilers:
15min in: surprisingly candid and in depth. Lars thought cybercab would have more problems. Biggest thing to overcome was fear - from production hell..
Efficiency will blow bankers minds.
25 cell line vs 200 at GM.
10-15% efficiency left on the table to work towards.

Energy storage is easy though, even Ford and GM are getting into it with spare batteries.

Off the top of my head - Auto OEM news on Lidar - Rivian CEO, Ford Ceo, VW article, GM VP of automation, MB level 3 using Lidar, Nissan Propilot.
The light is at the end of the tunnel - we just need to make it through.

https://www.businessinsider.com/gm-hiring-rivals-self-driving-car-problem-autonomy-super-cruise-2026-6
Haq also pointed to GM's sensor strategy as a differentiator. Unlike Tesla, GM plans to use lidar for eyes-off driving, a sensor Haq said provides "material advantage."
"We're talking about tens of millions of cars," Haq said.
GM's hiring push comes as the automaker races against competitors to deliver eyes-off driving tech by 2028.

I’m sorry I thought you would put two and two together.
When you have a 650B backlog, of which 13B came from an investment, in which you retain an ownership stake worth far more, is not the circular financing you made it out to be. It’s a pittance of circularity, compared to well accepted circular models like that used by GM to finance their own vehicles.
Which is all to say your thesis is bunk.

In 2025, GM sold 6M vehicles, Ford sold 4.5M vehicles, and Tesla sold 1.6M. Ford and GM both have \~2x the revenue. Tesla won the stock price battle for sure because Elon Musk is the greatest stock promoter in history. As far as the actual business goes, Tesla is still much smaller than the other two.

Ford and GM were supposed to eat TSLA for lunch according to Jim Chanos…whoops!

Rocket Lab agreed to buy Iridium [for $8 billion](https://www.prnewswire.com/news-releases/rocket-lab-to-acquire-iridium-in-historic-deal-creating-a-fully-vertically-integrated-space-powerhouse-primed-for-growth-302813075.html) this week, the major third space consolidation move this quarter after Amazon's Globalstar deal and the SpaceX IPO.
It looks to me like there's a pattern emerging similar to the mid-1990s car industry that birthed Ford, GM, or early-2000s tech that led to today's Google and Amazon: the industry is collapsing toward two or three vertically integrated giants that can fund launch, manufacturing, and constellations all at once, and the smaller players that own a single hard-to-replicate capability end up as acquisition targets instead of standalone businesses.
Frequency Electronics is the least glamorous version of that idea, which is why I think it holds up.
FEIM makes space-qualified atomic clocks and oscillators, the precision timing layer underneath every satellite constellation, GPS program, and position-navigation-and-timing system.
It's a boring, mission-critical niche with real qualification barriers, the kind of supplier a prime would rather buy than build.
Rocket Lab has spent four years running exactly this playbook, most recently pulling [the laser-comms maker Mynaric](https://rocketlabcorp.com/updates/rocket-lab-announces-intention-to-acquire-mynaric-leading-laser-communications-provider-in-latest-strategic-step-toward-becoming-an-end-to-end-space-company/) out of a German restructuring for its tech and its engineers, so this isn't hypothetical.
The fundamentals are further along than most space small-caps. FEI closed its fiscal year with [backlog over $100 million for the first time](https://www.globenewswire.com/news-release/2026/04/30/3285425/7746/en/Frequency-Electronics-Inc-Announces-Three-Year-Revenue-Target-of-At-Least-150-Million.html) and set a target of at least $150 million in revenue by fiscal 2029, which would more than double where it is now.
It's debt-free.
In March it won [a contract for atomic clocks on a lunar mission](https://www.globenewswire.com/news-release/2026/03/25/3262236/7746/en/Frequency-Electronics-Inc-Announces-Space-Mission-Contract-Award-Valued-at-Approximately-7-million.html), and rising GPS-jamming concerns are pushing demand for alternative PNT and better clocks across the board. For a roughly $600 million company, that's a credible multi-year growth story tied to how much more timing hardware is heading to orbit.
Of course being an acquisition target is not the same as being a good investment on its own merits. [Lockheed Martin bought Terran Orbital](https://news.lockheedmartin.com/2024-08-15-Lockheed-Martin-to-Acquire-Terran-Orbital) last year for $0.25 a share, a 37.5% discount to the prior close and a sliver of where it came public via SPAC. Terran was a satellite maker its own investors had pushed to find a buyer, and the bid that finally came rescued the company, not the shareholders.
FEI is in far better financial shape than Terran ever was, but the stock has already run about 215% in a year and trades near 9x sales, so a lot of the takeout-and-growth optionality already looks priced in. Revenue is lumpy quarter to quarter by management's own admission, and the float is under 10 million shares, so it whips around on single contract headlines.
So really I'm bouncing between whether the qualification-barrier moat is strong enough to justify the multiple here, or if this a good business on its own merits, at a price that already bakes in the acquisition premium? Would also like to know if anyone has dug into how concentrated FEI's customer base is, since that cuts both ways for a takeout case.
Position: Watching, no position (yet)

Wait, GM Markets is new to me. Is the withdrawal actually smooth or is it one of those "easy to deposit, impossible to get money out" situations?

**Tried 5 platforms for buying US stocks with USDC.**
Ondo and GM Markets were the only ones that worked well for small trades. Ondo has more stocks and better liquidity, but spreads widen on smaller names. GM (still in beta) had lower fees and tighter spreads for me, though the app needs polish.
xStocks was easy to use but I found the dividend/rebasing system confusing. Dinari’s KYC was a dealbreaker as a non US user. Interactive Brokers is solid, but fees and FX only make sense for larger investments.
For small stablecoin trades, I’d pick Ondo for selection or GM for lower costs.

also I have started using GM markets for that they convert it to USDC and USDT and because of that a lot of things get way easier...