GM
General Motors Company
stock NYSE

Maybe in the US, Canada will eventually look more European and Asian. A lot less Ford and GM

Every 10-K is mostly last year's 10-K with edits. Nobody diffs them, so I built something that does: pull the last two filings from EDGAR, align the paragraphs, and show what was rewritten.
Ran it over 21 large caps. The tariff numbers, counted in Item 1A only:
GM 3 → 19 mentions
AMD 7 → 19
Target 6 → 18
Tesla 2 → 15
Apple 2 → 13
Moderna 2 → 12
Boeing 5 → 12
In most cases the language already existed somewhere in the filing. What changed is that it moved into the section headed "things that could go wrong."
Two others worth noting: Starbucks dropped 150 risk paragraphs and added 74, so that section was rebuilt rather than edited. Delta mentioned AI in its risk factors for the first time ever.
Method notes, since they matter more than the numbers:
\- Not a line diff. Filings reorder constantly, and difflib reports a moved risk factor as a deletion plus an unrelated addition. Paragraphs are matched by hash first, then TF-IDF cosine similarity for the edited ones.
\- Median year-on-year churn in risk factors is 41% across these 21. Any scoring that doesn't account for that baseline just ranks everything as "high."
\- 21 of 24 companies parse. JPMorgan's Item 1A is one sentence pointing at an exhibit, and the tool reports that rather than a confident zero.
Not claiming this predicts returns. It's a sort order for what to read first.
Repo, MIT, runs offline on bundled filings if you don't want to hit EDGAR: [https://github.com/GeoCodeCrafter/dd-to-signal](https://github.com/GeoCodeCrafter/dd-to-signal)

Sounds like the Q4 GM might be a little lower than the 56% they guided for Q3 due to MI455 ramp.

Thats been the case for the last 5 decades - Boeing, GE, GM, Ford, GS, MS, JPMC, BoA. These are all too big to fail

I won't post what I saw on his livestream yet, because it might have been just a troll, but I will fall over laughing if what I saw was true.
He launched a stream where he went over GME's Q2 earnings. He kept talking shit about the company and his new manager.
At some point someone claiming to be his general manager wrote on chat "I'm your general manager, why are you talking smack about my work ethic???" and then said Cory is fired. Cory banned this account.
Then a few other accounts showed up which claimed to be his coworkers with similiar accusations. This was a stream watched by like 15 apes , so what troll would brigade a stream like that?
Cory kept on streaming talking nonsense for a bit spewing a stream of consciousness, but looked a bit spooked, said that his GM watching the stream would be "crazy" and ended the stream shortly after.
https://reddit.com/link/p8lod6r/video/ukudu9pcgcoh1/player

Their financials are still garbage (and somehow not even getting better as they start to scale), have no real path to being even GM positive in the next 12 months, and have a ton of debt and shares OS.
A 50% pump off a tiny Google order of 20M thats FOUR YEARS OUT is insane. I sold out a couple weeks ago and am not buying back in.

Ok so...
I went camping with some buddies and we were bored because the weather was awful and there wasn't much to do. So we hatched a plan to do some prank calls. Our target was a friend of ours (19f quite attractive, which is relevant as you'll see) who had just bought a new car. What we found funny about that situation is that she had sprung for the optional leather pack on what was a small very basic Vauxhall (GM), so we used to tease about wasting her money.
Anyway, I left a long rambling voicemail (in a stupid made up posh accent) about how the manufacturer had inadvertently bought poached leather which originated in Albania, a political event was now brewing and the cattle herders of Albania were ready to wage war against Europe unless all their leather was returned, therefore all vehicles recently fitted with leather accoutrements must be recalled immediately and the replacement leather would likely be of inferior quality and not 'as pretty'... or something equally ridiculous.
I thought this story was so obviously stupid and contrived, she'd recognise it was a joke - but what we didn't know, is that the salesman at the dealer she used had been rather aggressively flirting and calling her up wayyyyy beyond aftercare service (apparently)... so she tells her dad (ex cop) who storms down to his place of work assuming it's him behind the voicemail, demanding he be fired.
Oops.

Many CEOs have promised things and haven’t delivered, the CEO of GM, in 2021, said that they would outsell Tesla’s and electric vehicle vehicles by 2025.
It happens, but the fact is they’ve delivered on many promises, Reddit seem to have been all over Tesla thing the cyber truck never be released or manufactured yet here it is

Hi all, first time posting here. I'm the GM of the stock business at Obermatt, a Swiss research firm. We run a rules-based ranking system that scores stocks 1 to 100 against their industry peers.
I went through the US and Canada looking for the highest Dividend Yield ranks this month. Two Canadian names made the list for real reasons, not just a rank artifact.
Transcontinental, the Quebec printing and packaging group, distributed 20 US dollars a share in March, split between a return of capital and a dividend. Some yield calculators still show that as a 20 percent trailing yield because of the special payment. The regular, forward looking yield is closer to 3.7 percent. Growth and Sentiment ranks are both weak, 19 and 13, suggesting the market has already moved past the special payment.
Chemtrade Logistics, the industrial chemicals income fund, pays a solid 5 percent yield in monthly distributions, well covered by earnings on paper. Its Safety rank is just 6. Independent analysis of the balance sheet describes the fund as using debt extensively, which matters more with borrowing costs where they are right now.
Full piece, including seven US names from the same screen: [https://link.obermatt.com/north-america-dividends-en](https://link.obermatt.com/north-america-dividends-en)
*(Disclosure: I work at Obermatt, the company behind this ranking system. The point of this post is sharing information.)*

about becoming GM:
"maybe i can get in there and prove my work ethic i'll be apple to get promoted quicker"
*less than 20 seconds later*
"if I'm still not promoted after 6 months - 1 year I probably won't stick around"
damn you could build an entire city atop that work ethic! Guy literaly willing to wait 6 months before being promoted to GM despite knowing he is overqualified, does GME even realize how lucky they are to have found such an employee?
And let's be real, GM is an acceptable stepping stone, but really this guy deserves a chair on the board, 4 hours and already has tons of idea for improvement! Imagine all the ideas he'll have after a full day!

Nobody talks about this, but amd has much more flexibility than Nvidia for their financial of 2027 .
While Amd gross margins are lower than Nvidia it is in this environment and advantage. we have read rumors that Nvidia is lowering the HBM content of Rubin Ultra because of lack of of HBM availability but also because HBM prices have gone up too much impacting eventually their gross margins of Nvidia. By lowering the HBM content of its next generation GPU Nvidia will probably sell more GPUs and try to make up for it by improving the performance of the system, and components. We will see if they can do it. Amd on the other hand is in a much better situation. First it has secured enormous capacity vs its 2025 figures and second AMD said that its GPUs have lower gross margins than the corporate average but more importantly they can compensate the gpu lower GM by the very high GM of its booming Epyc CPUs. This is a huge flexibility and should allow AMD to gain market share in an otherwise very tight market.
Amd will present today at Citi conference and on the 11th at GS.

The funny part is that he keeps saying "I'm glad that my coworkers are normal and chill and not weirdos." while he's the one that's giving his GM and DM a quick lesson in why not to hire Apes.

I'm following Inogen, there is a potentially upside
Verdict: Favorable Risk/Reward —
Q2'26 (released Aug 6 after-market) was a "less bad" print: revenue $95.1M (+3.0% YoY), international +14.8%, adj EBITDA positive $2.4M (+15% YoY), GM 45.5% (+70bps), positive operating cash flow $2.9M, cash pile $106.8M against zero debt. Market reacted negatively (−3.10% to $6.25) focusing on the −$0.15 EPS miss and US channel softness, but the fundamentals moved the right direction. Valued via SoTP with prudent segment multiples (US declining core 0.35x EV/Rev + International growth engine 1.0x + net cash + Yuwell + Simeox option), base FV lands at $12.50/sh — vs price $6.25, an implied +100% upside. Cash + Yuwell alone ($134M) covers ~80% of the current market cap; the operating business is priced at nearly nothing.
Info only, not financial advice.
https://www.dianalitics.com/companies/INGN

Maybe in the US, Canada will eventually look more European and Asian. A lot less Ford and GM

Every 10-K is mostly last year's 10-K with edits. Nobody diffs them, so I built something that does: pull the last two filings from EDGAR, align the paragraphs, and show what was rewritten.
Ran it over 21 large caps. The tariff numbers, counted in Item 1A only:
GM 3 → 19 mentions
AMD 7 → 19
Target 6 → 18
Tesla 2 → 15
Apple 2 → 13
Moderna 2 → 12
Boeing 5 → 12
In most cases the language already existed somewhere in the filing. What changed is that it moved into the section headed "things that could go wrong."
Two others worth noting: Starbucks dropped 150 risk paragraphs and added 74, so that section was rebuilt rather than edited. Delta mentioned AI in its risk factors for the first time ever.
Method notes, since they matter more than the numbers:
\- Not a line diff. Filings reorder constantly, and difflib reports a moved risk factor as a deletion plus an unrelated addition. Paragraphs are matched by hash first, then TF-IDF cosine similarity for the edited ones.
\- Median year-on-year churn in risk factors is 41% across these 21. Any scoring that doesn't account for that baseline just ranks everything as "high."
\- 21 of 24 companies parse. JPMorgan's Item 1A is one sentence pointing at an exhibit, and the tool reports that rather than a confident zero.
Not claiming this predicts returns. It's a sort order for what to read first.
Repo, MIT, runs offline on bundled filings if you don't want to hit EDGAR: [https://github.com/GeoCodeCrafter/dd-to-signal](https://github.com/GeoCodeCrafter/dd-to-signal)

Sounds like the Q4 GM might be a little lower than the 56% they guided for Q3 due to MI455 ramp.

Thats been the case for the last 5 decades - Boeing, GE, GM, Ford, GS, MS, JPMC, BoA. These are all too big to fail

I won't post what I saw on his livestream yet, because it might have been just a troll, but I will fall over laughing if what I saw was true.
He launched a stream where he went over GME's Q2 earnings. He kept talking shit about the company and his new manager.
At some point someone claiming to be his general manager wrote on chat "I'm your general manager, why are you talking smack about my work ethic???" and then said Cory is fired. Cory banned this account.
Then a few other accounts showed up which claimed to be his coworkers with similiar accusations. This was a stream watched by like 15 apes , so what troll would brigade a stream like that?
Cory kept on streaming talking nonsense for a bit spewing a stream of consciousness, but looked a bit spooked, said that his GM watching the stream would be "crazy" and ended the stream shortly after.
https://reddit.com/link/p8lod6r/video/ukudu9pcgcoh1/player

Their financials are still garbage (and somehow not even getting better as they start to scale), have no real path to being even GM positive in the next 12 months, and have a ton of debt and shares OS.
A 50% pump off a tiny Google order of 20M thats FOUR YEARS OUT is insane. I sold out a couple weeks ago and am not buying back in.

Ok so...
I went camping with some buddies and we were bored because the weather was awful and there wasn't much to do. So we hatched a plan to do some prank calls. Our target was a friend of ours (19f quite attractive, which is relevant as you'll see) who had just bought a new car. What we found funny about that situation is that she had sprung for the optional leather pack on what was a small very basic Vauxhall (GM), so we used to tease about wasting her money.
Anyway, I left a long rambling voicemail (in a stupid made up posh accent) about how the manufacturer had inadvertently bought poached leather which originated in Albania, a political event was now brewing and the cattle herders of Albania were ready to wage war against Europe unless all their leather was returned, therefore all vehicles recently fitted with leather accoutrements must be recalled immediately and the replacement leather would likely be of inferior quality and not 'as pretty'... or something equally ridiculous.
I thought this story was so obviously stupid and contrived, she'd recognise it was a joke - but what we didn't know, is that the salesman at the dealer she used had been rather aggressively flirting and calling her up wayyyyy beyond aftercare service (apparently)... so she tells her dad (ex cop) who storms down to his place of work assuming it's him behind the voicemail, demanding he be fired.
Oops.