GM
General Motors Company
stock NYSE

https://preview.redd.it/c18szhzsaeyg1.png?width=1013&format=png&auto=webp&s=da2831d5bb454dcbb8504d247573f2b5ab0f8d0f
**HITI currently has over 2.5 million members across Canada, with a long-term goal revised upwards to 4 million from 2.5 million, which has already been exceeded.**
https://preview.redd.it/1a0kuvxtaeyg1.png?width=1080&format=png&auto=webp&s=8c39adc7e80c31fb10f4b8f2d84d28f8d3d26e81
Market share reached an all-time high, confirming the superiority of HITI’s $Cost model, which makes it unique compared to its peers.
**Raj’s goal is to convert at least 40% of those members into Elite members!**
If we assume 4 million subscribers, from the current 2.5 million, **we’ll have 1.6 million Elite members with a 40% conversion**.
Recurring revenue from paid members alone would exceed $64 million, at a cost of $40 per year, but I expect the price to increase in the coming years as competition decreases and HITI gains pricing power, while also increasing GMS.
**Elite/white label inventory will increase from the current 2% to 25-30%**, effectively altering the future GMS resulting from this change (3-4 years).
When Hiti raises the price of Elite and White Label memberships, GM will increase significantly. **At the current valuation with 70 million in high-margin recurring revenue by 2030 (Only from ELITE)**...if you have a 10-year horizon, it is not financial advice, but buying $HITI shares can turn out to be the best decision imo
Furthermore, an Elite customer, just like an Amazon Prime customer, will make repeat purchases and contribute to greater revenue for the company.
**Don’t measure a company built over decades with a quarterly time horizon.**
https://preview.redd.it/0fl7uv4vaeyg1.png?width=985&format=png&auto=webp&s=b64aafd864547d7b610dd0d01cb11bbc84ceb9ab
**Canna Cabana remains the preferred destination for consumers as data shows:**
* Daily users move the market and are about 2x more likely to shop most often at Canna Cabana than our closest peer
* Canna Cabana same-store sales have increased 151% between October 2021 and October 2025 as consumers have come to appreciate the offering of our discount club model
* The average Canna Cabana store nationally was on a $2.6MM annual revenue run rate in October 2025 vs. $1.2MM for peers in the five provinces in which we operate.
https://preview.redd.it/1z92h76waeyg1.png?width=1080&format=png&auto=webp&s=2b55b971ec78efa3f52eb2d52df32b37453948b1
High Tide is the company with the most data available in its sector of any other. This allows it to anticipate consumer trends and develop white-label products in line with current trends.
An overlooked aspect is that the company managed the crisis in BC when the strike broke out last September, causing a 55% drop in sales in the province, due to the strikes in provincial shops.
HITI took advantage of this opportunity to increase its market share in BC; with only eight stores, it is now the most well-known chain in the province!
A hallmark of efficiency in logistics and management
In the past, the company built 20 to 30 stores each year.
Now, the situation is changing. A member here made the comparison citing Nike’s early days in the 90’s when it couldn’t meet short-term demand because it didn’t have enough capital to buy more inventory, which is very good news. It means demand for canna cabana products is skyrocketing, while competitors are going out of business.
As sales and scale increase, demand increases and so does capital expenditure in the short term.
Currently, Hiti is prioritizing market share, building loyalty among its members, and patiently waiting for most of its competitors to exit the market (currently over 3,600 dispensaries in Canada).
https://preview.redd.it/a9rlm08xaeyg1.png?width=1080&format=png&auto=webp&s=50e1e259da210da0e2c961a000e7c5f1ab556e46
**Long term target, in my opinion, is 500+ stores in Canada which Raj does not want to state his number, because he prefers to raise the target once it has been reached**
**BIG NEWS :**
BC will double its store limit, perhaps to 32 next year, after what happened with the strikes.
HITI will have 32 stores in BC in the long term. Imagine the unpriced revenue from that province! (In reality, nothing is priced by the market at this price.)
Canna Cabana is showing the provinces that where its stores are located, the illicit market is significantly declining, and the data shows it.
It’s possible , This is just my opinion, that in the future (in a few years), Ontario will further raise the limit to 200 stores, and provinces with government-run stores will allow HITI to open (ex. Quebec).
Raj has a clear vision that the cannabis market could exceed 7 bln in Canada in 2-3 years from today
https://preview.redd.it/x52t6d4yaeyg1.png?width=1080&format=png&auto=webp&s=c2c750daf7875118c28230b527dee53f49cd0e0e
Remexian will make a significant contribution to the business model in the future.
Hiti’s leverage and scale have allowed the company to purchase tons of medical cannabis at a 40% discount compared to Remexian.
This will have a significant impact on Q3 financial figures.
The company is evaluating projected sales in the UK, a rapidly growing market, expected in H2. Remexian will play a role at the European level.
As Raj has said in the past: “Germany will only be a gateway to Europe. Remexian will be recognized globally within 10 years and will also ship to Australia.
https://preview.redd.it/eek0aj2zaeyg1.png?width=1080&format=png&auto=webp&s=5ae65eaad743dcedf3767df16a3a25a3a1a758ea
https://preview.redd.it/568q4xizaeyg1.png?width=900&format=png&auto=webp&s=443a7f34e013a210b7cb2568a458f42b84ea4ad2
https://preview.redd.it/04srww50beyg1.png?width=900&format=png&auto=webp&s=cc59e0464c29b60512b169953df376050066f097
currrent estimates for the European medical market, which I think very few people are really aware of, are around a 60 billion € market by 2030, much larger than the current American one.
# France’s Potential Cannabis Market Is Valued At $8.3 Billion
[https://thetalmangroup.com/frances-potential-cannabis-market-is-valued-at-8-3-billion/](https://thetalmangroup.com/frances-potential-cannabis-market-is-valued-at-8-3-billion/)
France is implementing measures to implement cannabis in the national health system
**In summary:**
• Most data rich cannabis company in Canada, and potentially out of Canada. This will lead to white lable products tailored directly to consumer’s wants. Overtime increasing profit margins.
• market share continues to grow , Raj is in talks with large chains: blocks of 40+ stores
• Same store sales up 151% in last 4 years vs -14% for average operator. This demonstrates a clear competitive edge and executional acumen by High Tide. “Stay tuned, this year will have some M&A”
• Convert 40-50% of current loyalty members to Elite, **leading to over 1M members**. Elite paid membership creates a more loyal and sticky client, while generating thick margins through membership subscriptions
• Remexian “...its going to be a massive contributor to our financial profile”
2 Tons purchased and landing in March, at about 50% less than what Remexian was paying. Multiple deals coming \*inbound\*. **Remexian will do 4-5 tons per month in the near future.**
• Significant \*inbound\* interest from large American operators for licensing or other deals. “Things are looking brighter and brighter”
High Tide is running on all cylinders. Its hard to diversify when the company keeps delivering like this
**Overview on $Cost of #cannabis**
https://preview.redd.it/enrwgma1beyg1.png?width=1080&format=png&auto=webp&s=27f1df6de8b9daef21583e00c40a5671221cae52
i am very long term in this company
Thanks for reading, share if you like it

https://preview.redd.it/f8og06y7ydyg1.png?width=1013&format=png&auto=webp&s=134a9603824396805bd123a2f5c5ffb77e43bd39
**HITI currently has over 2.5 million members across Canada, with a long-term goal revised upwards to 4 million from 2.5 million, which has already been exceeded.**
https://preview.redd.it/qu6rbd59ydyg1.png?width=1080&format=png&auto=webp&s=173c9c908e41ebdbb0c070461243c5609c61505e
Market share reached an all-time high, confirming the superiority of HITI’s $Cost model, which makes it unique compared to its peers.
**Raj’s goal is to convert at least 40% of those members into Elite members!**
If we assume 4 million subscribers, from the current 2.5 million, **we’ll have 1.6 million Elite members with a 40% conversion**.
Recurring revenue from paid members alone would exceed $64 million, at a cost of $40 per year, but I expect the price to increase in the coming years as competition decreases and HITI gains pricing power, while also increasing GMS.
**Elite/white label inventory will increase from the current 2% to 25-30%**, effectively altering the future GMS resulting from this change (3-4 years).
When Hiti raises the price of Elite and White Label memberships, GM will increase significantly. **At the current valuation with 70 million in high-margin recurring revenue by 2030 (Only from ELITE)**...if you have a 10-year horizon, it is not financial advice, but buying $HITI shares can turn out to be the best decision imo
Furthermore, an Elite customer, just like an Amazon Prime customer, will make repeat purchases and contribute to greater revenue for the company.
**Don’t measure a company built over decades with a quarterly time horizon.**
https://preview.redd.it/opr2lqmaydyg1.png?width=985&format=png&auto=webp&s=24aabd331080d4180231a3c7464edf4f537e2de2
**Canna Cabana remains the preferred destination for consumers as data shows:**
* Daily users move the market and are about 2x more likely to shop most often at Canna Cabana than our closest peer
* Canna Cabana same-store sales have increased 151% between October 2021 and October 2025 as consumers have come to appreciate the offering of our discount club model
* The average Canna Cabana store nationally was on a $2.6MM annual revenue run rate in October 2025 vs. $1.2MM for peers in the five provinces in which we operate.
https://preview.redd.it/ybxhtm1cydyg1.png?width=1080&format=png&auto=webp&s=dbf64fd95dd0600b03d616fe57e1f7c69bfb2191
High Tide is the company with the most data available in its sector of any other. This allows it to anticipate consumer trends and develop white-label products in line with current trends.
An overlooked aspect is that the company managed the crisis in BC when the strike broke out last September, causing a 55% drop in sales in the province, due to the strikes in provincial shops.
HITI took advantage of this opportunity to increase its market share in BC; with only eight stores, it is now the most well-known chain in the province!
A hallmark of efficiency in logistics and management
In the past, the company built 20 to 30 stores each year.
Now, the situation is changing. A member here made the comparison citing Nike’s early days in the 90’s when it couldn’t meet short-term demand because it didn’t have enough capital to buy more inventory, which is very good news. It means demand for canna cabana products is skyrocketing, while competitors are going out of business.
As sales and scale increase, demand increases and so does capital expenditure in the short term.
Currently, Hiti is prioritizing market share, building loyalty among its members, and patiently waiting for most of its competitors to exit the market (currently over 3,600 dispensaries in Canada).
https://preview.redd.it/8bcem3ddydyg1.png?width=1080&format=png&auto=webp&s=7850553dcedb32d441c5b74fa46f36708e3ac742
**Long term target, in my opinion, is 500+ stores in Canada which Raj does not want to state his number, because he prefers to raise the target once it has been reached**
**BIG NEWS :**
BC will double its store limit, perhaps to 32 next year, after what happened with the strikes.
HITI will have 32 stores in BC in the long term. Imagine the unpriced revenue from that province! (In reality, nothing is priced by the market at this price.)
Canna Cabana is showing the provinces that where its stores are located, the illicit market is significantly declining, and the data shows it.
It’s possible , This is just my opinion, that in the future (in a few years), Ontario will further raise the limit to 200 stores, and provinces with government-run stores will allow HITI to open (ex. Quebec).
Raj has a clear vision that the cannabis market could exceed 7 bln in Canada in 2-3 years from today
https://preview.redd.it/dj35f1leydyg1.png?width=1080&format=png&auto=webp&s=dc3b511974a121971b95909e1956b98b8366ce72
Remexian will make a significant contribution to the business model in the future.
Hiti’s leverage and scale have allowed the company to purchase tons of medical cannabis at a 40% discount compared to Remexian.
This will have a significant impact on Q3 financial figures.
The company is evaluating projected sales in the UK, a rapidly growing market, expected in H2. Remexian will play a role at the European level.
As Raj has said in the past: “Germany will only be a gateway to Europe. Remexian will be recognized globally within 10 years and will also ship to Australia.
https://preview.redd.it/k1c7xrlfydyg1.png?width=1080&format=png&auto=webp&s=2ab5fe4f9c7218e9ed6ea9497450abbe6daa2588
https://preview.redd.it/oczfpg1gydyg1.png?width=900&format=png&auto=webp&s=eafb072a5ecdd0e69d54135fb61bc13707c9dca0
https://preview.redd.it/4odxhphgydyg1.png?width=900&format=png&auto=webp&s=52e4d95d12e02e8aaeefd408d39d9c7c53e7e70c
currrent estimates for the European medical market, which I think very few people are really aware of, are around a 60 billion € market by 2030, much larger than the current American one.
# France’s Potential Cannabis Market Is Valued At $8.3 Billion
[https://thetalmangroup.com/frances-potential-cannabis-market-is-valued-at-8-3-billion/](https://thetalmangroup.com/frances-potential-cannabis-market-is-valued-at-8-3-billion/)
France is implementing measures to implement cannabis in the national health system
**In summary:**
• Most data rich cannabis company in Canada, and potentially out of Canada. This will lead to white lable products tailored directly to consumer’s wants. Overtime increasing profit margins.
• market share continues to grow , Raj is in talks with large chains: blocks of 40+ stores
• Same store sales up 151% in last 4 years vs -14% for average operator. This demonstrates a clear competitive edge and executional acumen by High Tide. “Stay tuned, this year will have some M&A”
• Convert 40-50% of current loyalty members to Elite, **leading to over 1M members**. Elite paid membership creates a more loyal and sticky client, while generating thick margins through membership subscriptions
• Remexian “...its going to be a massive contributor to our financial profile”
2 Tons purchased and landing in March, at about 50% less than what Remexian was paying. Multiple deals coming \*inbound\*. **Remexian will do 4-5 tons per month in the near future.**
• Significant \*inbound\* interest from large American operators for licensing or other deals. “Things are looking brighter and brighter”
High Tide is running on all cylinders. Its hard to diversify when the company keeps delivering like this
**Overview on $Cost of #cannabis**
https://preview.redd.it/npwha0thydyg1.png?width=1080&format=png&auto=webp&s=854495257c1a757577fb45dc15ac4e897f4e2ee5
i am very long term in this company
Thanks for reading, share if you like it

“Could Ford Motor Co. (NYSE:F) be mulling an entry into the Robotaxi race? CEO Jim Farley, during the automaker’s first-quarter 2026 earnings call, hinted at the possibility.
Jim Farley’s Cryptic Response
During Ford’s earnings call, Farley was asked about whether the automaker had any plans for Robotaxis with companies like Uber Technologies Inc. (NYSE:UBER) and Nvidia Corp. (NASDAQ:NVDA) investing heavily in the sector. Farley shared that Robotaxis are something that Ford has been “watching carefully as it evolves.”
Read Also: GM To Roll Out Google Gemini AI Across 4 Million Cars: Here's What Owners Need To Know
He then outlined Ford’s Argo AI efforts in the past. Argo is a now-defunct autonomous driving technology enterprise that was backed by the Detroit-based automaker. “We kind of knew from Argo what to look for as robotaxis,” and the self-driving systems “became more proficient,” Farley said.
However, the CEO then shared that Ford was focused on lowering the cost of ownership, as well as developing efficient EVs in North America, but he also outlined that Ford’s Pro business has strengthened the automaker’s fleet management skills. The capabilities “can be applied to all sorts of different fleets…and I think that’s all we’re prepared to say at this point,” Farley said.” From Benzinga

Let’s compare that to a company like GM that bought back 10% of its total float last year. Somehow they were able to pay their execs, generate a profit, and RETURN value to shareholders

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://s204.q4cdn.com/645488518/files/doc\_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation\_4-29-26\_Final.pdf

 **Individual Links in Qualcomm presentation Link above.**
“ADAS is where scale, safety, and real‑world impact matter most for automakers today,” said Anshuman Saxena, Vice President and GM, ADAS and Robotics, Qualcomm Technologies, Inc. “**Snapdragon Ride** is built to support the widest range of long‑term platform strategies, enabling automakers to standardize across programs and regions while retaining flexibility. **Together with Wayve,** we’re empowering automakers with more choice for how advanced driving systems are developed, deployed, and scaled, while also helping them reduce development cycles, effort and risk.”
“Our c**ollaboration with Bosch** spans the full spectrum of vehicle compute – from high‑performance cockpit systems to scalable automated driving solutions and emerging centralized vehicle architectures – **all powered by Snapdragon****^(®)** **Digital Chassis™ automotive platforms,”** said Nakul Duggal, EVP and Group GM, Automotive, Industrial and Embedded IoT, and Robotics, Qualcomm Technologies, Inc. “ADAS is where performance and safety must scale in the real world. By expanding our work with Bosch into production-ready ADAS platforms, we’re helping automakers bring advanced driver assistance across vehicle lines more efficiently, with a clear path to centralized compute.”
“By bringing together **Siemens’ Edge computing,** networking, and private 5G with Qualcomm Technologies’ on‑device AI, we’re showing how **security-focused,** adaptive, and intelligent production can scale globally,” stated Thibault de Assi, Senior Vice President, Head of Digital Connectivity and Power, Siemens AG. “This showcase highlights a shared vision for the next major productivity leap in industry, **where real‑time intelligence drives efficiency, resilience, and long‑term value for manufacturers.”**

**NEURA Robotics** (“NEURA”) and Qualcomm Technologies, Inc. today announced a long-term strategic collaboration to advance next-generation robotics and physical AI platforms. The collaboration brings together Qualcomm Technologies’ leadership in AI compute, connectivity, and robotics platforms with NEURA’s deep robotics system expertise and embodied AI software, with the shared goal of accelerating scalable, real-world robotic intelligence.

GM fellers, just sat down in my reddit watching chair at work.

Positions for the day
10 MU 530C 5/1
24 USO 140P 5/1
feeling so so on both.

It’s just silly to assume that tesla does manufacturing better by looking at parts number. There are a million decisions that go into making a car cheap sometimes more parts make the car cheaper. Some things that auto manufacturers consider when making a car: what can we be certain the demand be (more automation vs less), can we reuse parts from other cars? Can we reuse machines from other cars? Can we fit it into this factory? For example GM wanted to make a battery platform and motors platform so they can build many cars with minimal development costs - so they had to build the cars around that.
Most manufacturers are more impressive than tesla. Most can build a nice vehicle for as little as $17k cost of goods (elantra, trax, soul…etc.) and can build many different models - while tesla lowest cost of goods is $32k around.
Tesla had good margins for a while because of demand - nothing to do with manufacturing, and besides, their net margins are now the lowest in the industry.

Its the big AI/date/software/memory stocks that are literally powering the market. Couple that with GM saying that high gas prices arent affecting sales. Fed chair said today that the economy (we) are powering through this inflation lol. They are figuring out that we as a whole cant grow, cant cook, we cant trim our subscriptions, and will just continue to live life as usual because its the only way people know how.

While the GM story seems neat for the GOOGL bull case, what's the real world application other than pumping both tickers with AI/DAU story?
Androids and iPhones are both gonna be running Gemini and my car already runs Gemini when my phone connects to it wirelessly. What more is the car gonna do, other than override my navigation and try to take me to the dealership for some $2500 "preventative maintenance?"
Serious question. Even as a GOOGL bull, I don't really see how this helps the bottom line

I look at historical charts all the time, since human behavior repeats itself when the set up are similar.
so lets look at what is not similar :
Margin rates
* **1934:** 45%–55%
* **1946:** 100% (No credit allowed)
* **1958:** 50%
* **1963:** 70%
* **1972:** 55%
* **1974–Now:** 50% 
in 1928 it was 10% to 20% in 29' it got to 40%. We currently are in a stability of margin lending.
Home ownership loans, until around the late 40's early 50's, loans were 5 or 10 year balloon type's, you reset, so you were forced to save to reduce your principle debit on the reset. Around 1950's the 20 or 30 year amortized loan came around. This is the reason we do not have mortgage burning parties anymore. money moved slowly from savings to investment in the equities market.
\*\*\* Historical note from my youth in NJ, my neighbor owned his house since the 30's and he said, he went to the bank, paid off the loan, and then the bank manager came to his home with a basket of food and wine on Sunday after church, and they burned the mortgage in the fire place with everyone in the neighborhood celebrating his good fortune.
PE's are not really a qualified indicator on an individual stock, Yet, on a group of similar industry stocks ( like steel mills ), it reflects the perceptions and trends of that very small niche of industries. This is why you can not group Tesla with GM but you can group Ford with GM.
So will a crash happen or a bear market happen, yes, when? who knows. Are there hints of a sell off? yes. Where are you seeing sell off's? I trade trends and focus on sectors, different sectors have already sold off and are waiting for their turn on the cycle.
booze stocks seem to be bottoming out. but soda and tobacco have not bottomed at all

Just avoid anything to do with North American manufacturers or that relies on exports to the USA. If investing in Canada go for commodities the world needs . I would say even Japan or Korea are good Bets. Its now cheaper to manufacture a vehicle in Japan and just pay the tariff vs manufacture things in North America and pay multiple tariffs each time parts cross borders and again when the vehicles are finished. GM and Ford are paying multiple tariffs on vehicles and part of 25% and 50% on aluminum etc. Japan can just make the entire vehicle amd parts and pay a simple 10% now. Great for Honda and Toyota, they can undercut significantly now vehicles made in the USA .

The White House is actually under construction. Veterans affairs. Still haven’t received a concept for healthcare. Air traffic control needs updated. Education. All the things that were cut this last admin will just get rebuilt by the next. Maybe better or maybe worse, but money will be spent. I mean money is for sure being spent now (example: Noem’s $200M on advertising) but it will ballon. And it’s not free market. It’s already quasi-communist. Money gets funneled to big business. To prop them up. So stocks will climb. There’s direct bailouts (spirit airlines). And there’s tariffs. Consumer gets tariff expense passed to them, and now company’s can claim the refund. GM just increased their profit projection by the $500m they expect to get back from tariff refund that was mostly paid by the consumer.

About what?
Also GM!

I was doing the same in 2012 when GM was running from $120 to $60 and it was the largest car producer in the entire world. I was buying many times when price went down. At the end the company went to 60 cents per share and then went bankrupt. There are many companies are disappearing from the stock exchange lists every year without any warnings. Fund managers are buying when prices went up and in this way they are pushing successful companies further up. There is no golden rule when to buy. In your case, it works sometime, but all previous results can be wiped out by one or two "falling knives".

GM is getting a massive tariff refund. The same could come into play for Ford.