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

GM Mrs. London ✅🫡🍻

GM anach

lol Ford and GM being green today is how you know this is about hiding the impact of oil prices

From an investing standpoint, I like GM and Ford, also solar like FSLR has been doing well lately, and XOM still pays dividends... I also hold some Rivian and grabbed some more Lucid while it's really cheap, that's a gamble. I won't buy TSLA unless they get rid of the lunatic running it, but many have done well with it.

You mean the cybercab that Elon promised 1 million on the road by 2020?
Or the cybercab that Elon promised coast-to-coast autonomous driving by 2017?
Eventually, people will realize the guy is full of shit.
\#1 Uber is buying AV’s cheaper than Tesla can manufacture them.
\#2 even if Tesla managed to mass produce enough to compete with Uber, they’d still have to also produce the networking platform to compete with Uber’s 200 million monthly users. This is much more difficult than building/buying cars.
\#3 Uber is operational on every continent except Antarctica. The biggest burden to AV’s is government regulation. If Uber wants to launch a European fleet, they are very likely to acquire one from Volkswagen, who is already road certified. If they want a North American fleet, they can acquire one from Ford/GM/Rivian. If they want a Chinese/Japanese fleet, they can acquire one from BYD/Toyota. Tesla is very unlikely to do any of that.
\#4 Tesla/Waymo hype is no more of a threat to Uber than HBO/Hulu/Paramount was to Netflix. In fact, it could benefit them. Netflix’s threat was never other streamers, it was getting people to cut the cable. Similarly, Uber’s threat is getting people to “cut the car”. If car ownership continues waning, the TAM will grow so ridiculous, that Uber could lose 2/3rds of their market share and the share price will still 10x in the next 10-15 years.
The real threat to Uber is if manufacturers can find a way to sell cars people both can afford and actually want to own.

Absolutely, copy and pasted from another post. LAC.TO
It's green energy but still energy. Pre-revenue yes but you have to look at the bigger picture. Firstly the commodity, lithium, is critical to national security and the project is backed by $3B in funding from DOE, GM, and private equity. Trump likes the project so much he even had his government take an ownership stake in it. I think Trump has messed up badly with the Iran war and will cause some sort of energy crisis when the reserves can no loger suppress the price of oil. This will hand Democrats the next election and they'll preach about diversifying and innovation of energy, just like last time.
Regardless of if that actually happens or not, LAC will still go through a re-rate next year as construction ends in 2027 and commercial production begins 2028. All miners go through it, it is verifiable data and the gains are usually between 100-250% as a reward for the project being majorly derisked and start of revenues. Insert the Democrats in office and most likely this is 300-500% by 2030. The play here is simply to wait for the big money to come to you instead of chasing it. It's the same playbook from TNZ that changed my life. You just have to think ahead a little and be patient, that's it.

Yeah, JK Galbraith was writing in the a few decades back that companies like GM and Sears had so much market power that it was literally IMPOSSIBLE that they would ever be dislodged from their positions.

How f'n wrong can a man be?