GM
General Motors Company
stockNYSE

Ford made a better EV than the Bolt at least. Forget global, GM isn't even the best EV maker in Michigan.

They will be single digital P/E then. Like GM

The year is 2032. 80% of S&P 500 companies are cashflow negative with soaring market caps. Debt fuels all spending which is fine since Fed balance sheet is now $100T. Those with positive FCF trade at single digit PEs and their stocks go only sideways. UAW on a huge strike as Ford, GM and Stellantis have transitioned to neoclouds and workers want to limit data center CapEx to an annual maximum of 90%, leaving at least 10% to auto plants.

The year is 2032. 80% of S&P 500 companies are cashflow negative. Debt fuels all spending which is fine since Fed balance sheet is now $100T. UAW on a huge strike as Ford, GM and Stellantis have transitioned to neoclouds and they want to limit data center CapEx to an annual maximum of 90%, leaving at least 10% to auto plants.

Are we talking EVs or hybrids? If we're talking about EVs, GM famously made a massive push for EVs a long time ago... They have almost a dozen different EV nameplates in production right now.. 4 escalades, 3 Chevy's, the Sierra and Silverado, the hummer Ev. The conversation that keeps being repeated is that they mistakenly went all in on EV and didn't go for hybrids which is now what people want.

Women engineers in leadership are the tale tale sign accountability is going out the window. Only exception is Gwynne Shotwelll COO at SpaceX, mainly because she is very business savy and less for her engineering talents (which she still has as well but its more Biz and Rizz than technical leadership which TBH she could probably walk the talk there as well). Mary conversely has failed up, and investors still are not clocking it. She has a BS in electrical engineering but worked in supply chains at GM instead of engineering roles. 2008 crash She became vice president of Global Manufacturing Engineering. In July 2009, she advanced to the position of vice president of Global Human Resources, which she held until February 2011 when she was named executive vice president of Global Product Development. First year as CEO, General Motors issued 84 [safety recalls](https://en.wikipedia.org/wiki/Safety_recall) involving over 30 million cars. Barra was called before the Senate to testify about the recalls and deaths attributed to the faulty ignition switch. Barra and General Motors also came under suspicion of paying for awards to burnish the CEO and corporation's image during that time. The recalls led to the creation of new policies encouraging workers to report problems they encounter in an attempt to change company culture.

And they are test vehicles, not anywhere near production or final equipment choices. [Your Next GM Vehicle Could Run Errands For You](https://gmauthority.com/blog/2026/10/your-next-gm-vehicle-could-run-errands-for-you/)

There are plenty of pictures of Cadillac (GM) testing their new IQ that is due out in 2028. None of the photos appear to have a sensor that would match Iris/Halo. I do believe that GM will use the same sensor across all of their brands as it brings down cost due to bulk purchasing.

Blanket comments like those above you just make me think the person hasn't been in a GM vehicle newer than 2004 and think they're still all like that

[https://x.com/SMR\_VISION/status/2115459928345436537?a=ECMhhbMf4bEkfPI1raA&s=20](https://x.com/SMR_VISION/status/2115459928345436537?a=ECMhhbMf4bEkfPI1raA&s=20) A contract with GM would skyrocket the share price. It could happen at any time. They need to select an American Lidar company soon, because they are running out of time to meet their 2028 schedule.

Alright, I don't need to hear from another disgruntled loser who got fired from GM because they were drunk on the job!! Go long on GM!!

Alright, apes. I’ve been digging into Micron’s fiscal Q4 2026 print (and the broader Semi Market) and the numbers are absolute insanity. This isn’t your typical “memory is cyclical, sell the peak” setup. Management is literally telling you the shortage gets \*tighter\* in 2027 and 2028 (reconfimed by SK HYNIX report yesterday), the CEO has no line of sight to when supply/demand balances, and the CFO is guiding sequential revenue growth every single quarter next year. Current price: \~$900-970 12-month PT: $1,400 (\~31% upside) 24-month PT: $1,700 (\~58% upside, \~25% CAGR) Trading at roughly \*\*5.5x\*\* forward four-quarter non-GAAP EPS of $192.87. That’s commodity cyclical pricing for a company printing 87% gross margins and 82% operating margins. The market is still treating this like 2023 when they had negative 31% gross margins. Those days are over. \### The Numbers Are Stupid \- Fiscal Q4 2026 revenue: \*\*$54.2B\*\* (+379% YoY), beat the high end of guidance by $3.2B (fourth consecutive high-end beat). \- Non-GAAP gross margin: \*\*87.05%\*\*. Operating margin: \*\*82.3%\*\*. \- Next quarter guidance: $61.5B midpoint (management says \~86.25% GM is the \*floor\* for fiscal 2027, not the peak). \- Trailing twelve-month operating income already $101B. Forecast next twelve months: \*\*$240B\*\*. DRAM still the engine ($39.8B, +343% YoY, 73% of revenue). NAND is the sleeper — $14.1B, +526% YoY, mix up 610 bps to 26%. Shortage has migrated into storage. Data Center is now 33% of revenue (was 14% a year ago) and grew more than 11x. Mobile, Client, Auto, and Embedded all up 250-375%. This is industry-wide and supply-driven, not just “AI training clusters.” CFO: Fiscal 2027 should be another record year with sequential growth every quarter. Four flat quarters at the $61.5B midpoint already gets you >$246B. Reality is higher. \### Thesis in Three Pillars 1. \*\*Consensus is still way behind.\*\* My/our estimate for the year ending September 2027 is 41% above the Street average even \*after\* consensus jumped 41% in one quarter. Forward four-quarter EPS has already gone from $121.8 to $171.9 on the Street in three months. Remaining gap is the revision fuel. 2. \*\*Margins are a floor, not a peak.\*\* 86%+ GM guided as the low point for the year. Incremental costs next quarter are incentive comp and startup stuff, not price weakness. Operating expenses <5% of revenue — almost every extra dollar of pricing drops to the bottom line. 3. \*\*Valuation is anchored to the old regime.\*\* Longer lookbacks are distorted by the loss years. The recent 90-day corridor (which includes both the June peak near $1,200 and the July drawdown) supports \~5.2x forward. Upside is almost entirely from earnings growth, not multiple expansion. A single-digit multiple on a company expected to generate >$200B in net income next year already prices in a big cyclical decline. Adjusted non-GAAP EPS this quarter: $34.08 (after stripping \~$900M of post-guidance discretionary spending — mostly employee incentives + a community investment). Street was at $31.82. Pattern of conservative guidance continues. \### Catalysts \- December fiscal Q1 2027 print (expect \~$65.3B vs $61.5B midpoint, GM beat). \- Confirmation of sequential growth + margin expansion off the floor. \- Continued Street revisions toward the higher numbers. \- Clean opex quarter (the $918M miss was real, but it was discretionary and decided \*after\* guidance — rare and a governance flag, not structural). \- Any further commentary that industry capacity can’t catch demand before 2028. \### Risks (Because This Isn’t Just a Meme) The classic memory cycle reversal is still the big one. 2023 showed how fast it can flip from shortage to glut if customers over-order. Data center concentration is real (\~63% of revenue). Opex discipline needs watching after that miss. After a \~487% run in twelve months, sentiment can swing hard (we already saw the June-to-July drawdown). Geopolitics, export controls, etc. are always there. But management’s own words — tighter in 2027 \*and\* 2028, no line of sight to balance, sequential growth locked in — plus the multi-year lag on new fabs make this look different from prior peaks. Advanced nodes eat more wafer area per bit (especially HBM), which further constrains supply. \### Bottom Line The flat/downwoard reaction to this print was the tell. Market already front-ran a strong result. Fundamentals didn’t reset; expectations did. The next leg is estimate revisions. At 5.5x forward earnings with this setup, you’re not paying for perfection. Position: Long. Not advice. Do your own work. But the numbers in this print and the commentary on the call are wild. TL;DR: Micron just printed 87% gross margins, guided sequential growth every quarter next year, and is still trading like a cyclical commodity at 5.5x forward. 31% upside to $1,400 if the shortage is as durable as management says. Memory super cycle broadening, not peaking.

GM retards ready to make some money or lose it all at the casino. what we looking at today boys

make fucking cars that drive and last beyond two years. any meme Penny stock with regard due diligence posted here is a better investment than GM

First WMT and now GM. Everyone wants those nice QQQ passive inflows

GM cost taxpayers $11.2B as part of the U.S. government $49.5B bailout. https://time.com/82953/general-motors-bailout-cost-taxpayers-11-2-billion/

GM: "We've changed our name to GaiNaiRaiL MaiTaiRS" *Market cap $5T*

no, the "GM" became worthless and a new stock ticker was created with previous shareholders taking a wack in the dick

Looks like a complete scam company. Spend 5 minutes googling and it's very obvious. Similar to GM buying Nikola or Nvidia buying Poolside.

I don't disagree. I daily drive an early J car despite it's flaws. The examples I listed were not to discount the many great features of their cars, but to highlight the infamous public missteps that have garnered generations of ill will towards GM.

I think the shit they receive is well deserved given my experiences over the past few decades. It’s not like I’m giving them shit because it’s popular. They’ve earned it. I think people that don’t know any better and have never owned a good car, have low enough expectations that a GM might be satisfactory.

85% GM would truly be remarkable

I guess we all have our diffrent experiences i just happen to think that GM doesnt deserve the amount of shit they recieve.

Of those you listed only one sells more vehicles overall than GM. VAG and Stelantis each have over 10 brands under their belt, BYD has five and Toyota has 4. So of the 4 brands selling more than GM, all are doing so with either an equal number of brands, or more.

I despise GM but your about to make me white knight them. You are retarded for thinking it matters how many “brands”.