GM
General Motors Company
stock NYSE

Do you remember the GM bailout?

I don’t have a pension. But that’s because I’ll only accept one from the gov’t
I won’t do a private one after what happened with GM

Mercedes then maybe Ford or GM or BWM or all of the mentioned

It’s easy to call the top is in 295 times for 10 years in a row while the market rips to higher highs every 30 days. Go join Michael Burry.
MSFT is one of the fundamentally strongest companies on the planet with both a clear growth path and current profitability. MSFT is not Lehman or GM.

Yes, let's remove all personal responsibility from the person actually operating the vehicle. Blame GM or Ford next because they made a car capable of killing people?

Copper coming back in 2026 is one of those setups where the chart is only half the story. The metal is reportedly up roughly 35.8% this year, trading around $5.47/lb after touching an all-time high near $5.96/lb in 2025. That kind of move is not just retail excitement. It is supply tightness, tariff uncertainty, redirected shipments, AI infrastructure demand and industrial buyers trying to make sure they are not caught short.
That is why I’m watching the established copper names first. $BHP, $TECK, $FCX, $SCCO and $HBM are the obvious large-cap screen names when copper starts acting like a strategic commodity again. They already have mines, scale, production, balance sheets and institutional ownership. If copper prices stay structurally higher, the first market reaction usually shows up in the producers.
But the more interesting part comes after that. If the U.S. is importing around 1.7 million tons of copper over the past year, CME warehouse inventories are near 590,000 tons, and total U.S. stockpiles may be approaching 1 million tons when off-exchange holdings are included, then copper is being treated less like a normal commodity and more like an industrial security input. GM, Stellantis, Google, Boeing, Mercuria and Hartree being linked to procurement and storage efforts tells me real-world buyers are paying attention.
That is where the junior pipeline comes back into focus. Few names on my watchlist:
I’m watching $NRED / $NREDF because NovaRed gives me an earlier-stage BC copper-gold angle with a defined work path. Wilmac covers roughly 39,730 acres near Princeton, about 6 miles west of Hudbay’s Copper Mountain operation. The next things to track are expanded soils, IP/AMT geophysics, target refinement and contemplated fall 2026 drilling subject to permit. MetalCore AI adds a data-screening layer, but the fieldwork is still the main event.
For a more established explorer, $KDK / $KDKCF is also on my screen. Kodiak Copper’s MPD project already has a maiden resource, with 82.9 million tonnes indicated at 0.39% CuEq and 356.3 million tonnes inferred at 0.32% CuEq. That puts it in a different bucket than NovaRed. Kodiak is more about resource growth and district-scale expansion, while NovaRed is still in the target-building phase.
My read is simple: copper’s comeback is not random if industrial buyers, AI infrastructure demand and supply constraints are all pointing in the same direction. Producers like $BHP, $TECK, $FCX, $SCCO and $HBM are the first layer. Resource-stage names like $KDKCF are the next layer. Earlier names like $NREDF are where the market looks if the copper cycle keeps pulling attention down the pipeline.

Buy an old early 2000s GM car with a 3800 in it and invest for 5 years. New cars are designed to break and be too complex to fix on your own. Repair cost of new vehicles come more often andat larger ticket prices. Yes, it is dumb as hell to buy a fancy new car as a young person. It is not something that will actually bring you true happiness. Go on a trip instead and it'll still be cheaper.

I worked in Air Freight for 20 years, seen Ford and GM fly in a private jet with just an envelope.

Do you remember the GM bailout?

I don’t have a pension. But that’s because I’ll only accept one from the gov’t
I won’t do a private one after what happened with GM

Mercedes then maybe Ford or GM or BWM or all of the mentioned

It’s easy to call the top is in 295 times for 10 years in a row while the market rips to higher highs every 30 days. Go join Michael Burry.
MSFT is one of the fundamentally strongest companies on the planet with both a clear growth path and current profitability. MSFT is not Lehman or GM.

Yes, let's remove all personal responsibility from the person actually operating the vehicle. Blame GM or Ford next because they made a car capable of killing people?

Copper coming back in 2026 is one of those setups where the chart is only half the story. The metal is reportedly up roughly 35.8% this year, trading around $5.47/lb after touching an all-time high near $5.96/lb in 2025. That kind of move is not just retail excitement. It is supply tightness, tariff uncertainty, redirected shipments, AI infrastructure demand and industrial buyers trying to make sure they are not caught short.
That is why I’m watching the established copper names first. $BHP, $TECK, $FCX, $SCCO and $HBM are the obvious large-cap screen names when copper starts acting like a strategic commodity again. They already have mines, scale, production, balance sheets and institutional ownership. If copper prices stay structurally higher, the first market reaction usually shows up in the producers.
But the more interesting part comes after that. If the U.S. is importing around 1.7 million tons of copper over the past year, CME warehouse inventories are near 590,000 tons, and total U.S. stockpiles may be approaching 1 million tons when off-exchange holdings are included, then copper is being treated less like a normal commodity and more like an industrial security input. GM, Stellantis, Google, Boeing, Mercuria and Hartree being linked to procurement and storage efforts tells me real-world buyers are paying attention.
That is where the junior pipeline comes back into focus. Few names on my watchlist:
I’m watching $NRED / $NREDF because NovaRed gives me an earlier-stage BC copper-gold angle with a defined work path. Wilmac covers roughly 39,730 acres near Princeton, about 6 miles west of Hudbay’s Copper Mountain operation. The next things to track are expanded soils, IP/AMT geophysics, target refinement and contemplated fall 2026 drilling subject to permit. MetalCore AI adds a data-screening layer, but the fieldwork is still the main event.
For a more established explorer, $KDK / $KDKCF is also on my screen. Kodiak Copper’s MPD project already has a maiden resource, with 82.9 million tonnes indicated at 0.39% CuEq and 356.3 million tonnes inferred at 0.32% CuEq. That puts it in a different bucket than NovaRed. Kodiak is more about resource growth and district-scale expansion, while NovaRed is still in the target-building phase.
My read is simple: copper’s comeback is not random if industrial buyers, AI infrastructure demand and supply constraints are all pointing in the same direction. Producers like $BHP, $TECK, $FCX, $SCCO and $HBM are the first layer. Resource-stage names like $KDKCF are the next layer. Earlier names like $NREDF are where the market looks if the copper cycle keeps pulling attention down the pipeline.

Buy an old early 2000s GM car with a 3800 in it and invest for 5 years. New cars are designed to break and be too complex to fix on your own. Repair cost of new vehicles come more often andat larger ticket prices. Yes, it is dumb as hell to buy a fancy new car as a young person. It is not something that will actually bring you true happiness. Go on a trip instead and it'll still be cheaper.

I worked in Air Freight for 20 years, seen Ford and GM fly in a private jet with just an envelope.

ALOY-REalloys. It's starting production early next year. Has stage 1 already funded. On Monday it goes in to the Russell 3000 index forcing many Index funds and ETFs to buy their shares. The chairman of REalloys is also president of GM Defence, he held senior roles at Ratheon, BAE and Boeing. An advisor, Joe Kasper was Former Chief of Staff to the Secretary of Defence, Pete Hegseth. So I'm fully expecting some big deals and when the U.S Gov takes a stake this will take off and get peoples attention. Amazingly this company still seems under the radar to many yet it has the right people in the right place at the right time. r/REalloy

Thanks, but these examples do not satisfy a condition of something that "*would*" be done or are "*generally*" done.
So the inference proposed that **x* is not true because **y** would have occurred by now is not supported.
Clearly, things do happen, but that does not rise to an axiom of things that *would* happen.
I note also that GM no longer speaks of Strobe Lidar, so even that purchase does not support the corollary implied by your original statement, that GM's purchase of Strobe was proof of Strobe's pivotal nature.

**Apple bought AuthenTec** just to lock down Touch ID and keep it away from Android.
**Apple bought Intel’s modem unit** for $1B to stop being held hostage by Qualcomm.
**Tesla bought Maxwell Technologies** just to own their proprietary dry-battery tech for the 4680 cells.
**GM bought Cruise AND Strobe LiDAR** early on specifically to secure their own autonomous hardware and software stack.
Above is a short list I googled.
I invest and follow CAT so here’s more detailed version of them doing this.
**The Monarch Tractor Acquisition (April 2026):** Monarch was an electric, self-driving tractor startup heavily hyped as the "Tesla of agriculture." They raised over $250 million but, just like the LiDAR sector, they couldn't scale production, hit a massive financial wall, and faced heavy layoffs. **Caterpillar stepped in and acquired Monarch's assets.** They brought Monarch's autonomous software, electric drivetrain expertise, and engineering team entirely in-house to secure the tech for CAT's wider machinery portfolio. 
**The Marble Robot Acquisition:** CAT did the exact same thing when they completely bought out **Marble Robot**, a San Francisco-based autonomy and robotics company. CAT wanted their integrated on-board perception, localization, and planning tech for construction and quarry sites, so they swallowed the company whole and turned their CEO into a CAT technologist. 

Protests are in order on GM workers part.