GM
General Motors Company
stock NYSE

Well in the automotive world anyway, we are trying like mad to drop QNX from the compute platform. The only reason they are so prevalent is all the legacy manufacturers got caught flat footed by the SDV craze so they leaned on qnx amd autosar to fill the gap.
I know for a fact Ford, VW, GM, and Hyundai are trying feverishly to drop them. They might have a few years left but then they are toast in the auto sector.
Probably why they’re going to robotics pivot. It’s a lot easier to justify avoiding the nre if you’re a small startup. Auto companies have such scale that qnx doesn’t make sense.

IMO almost all the big tech companies are done being growth. its simple age. the concept they were founded for has been optimized and their growth is over. They will try to expand into new areas, but it will not go well and certainly not keep the company growing. A better smaller company will do it. There are not too many 70 year old companies that are still growth companies. they are dividend or value.
I think a few of the big tech will go under or be taken over due to AI. I dont think it will be MSFT, maybe google or oracle or META. I mean kodak GM, and IBM were growing and dominant and now they are not. my thoughts are based on simple age. Show me a growing 100 year old stock and I will reconsider. companies are like people.
I stopped buying MSFT awhile back. I dont buy any tech company separate stocks now. Not even buying a tech sector, like VGT. Once you calculate who much you really own, due to it being a top stock in a 500 etf, i dont want the added risk.
Selling? I am interested in dollar averaging out, but not sure when I should start that. when the war ends or some other thing that jumps the entire market?

Mobileye might be a good partner for Tesla, the two had a partnership early on but ended it in 2016. Mobileye's approach relies on camera vision and lidar while Tesla has been focused on camera vision only. The industry leader, Waymo does use lidar heavily. Tesla's justification has been that they need to compete with human vision, they just needed to be better than a human driver. Mobileye basically said, we are going to focus on cameras to keep costs low but also add some lidar. Alphabet basically said cost is no issue, solve this so Waymo uses lots of sensors.
Now the landscape has changed, Waymo is the industry leader and they use lidar as well as camera vision. Tesla's approach to compete with humans probably doesn't work anymore, they have to compete with Waymo if they want regulatory approval to operate robo-taxis. From that point of view it would make a lot of sense for Tesla to try to acquire Mobileye or partner with them. The problem would probably be that Mobileye has a lot of customers/partners. They are working with Uber, GM, Volkswagen, BMW, Ford, Honda, etc... which Tesla competes with. Throwing money at Mobileye if they sell their product to everyone is probably not something Tesla wants to do.

Go to a crowded mall parking lot and count how many GM, Ford, Chrysler/Dodge vehicles are there. Outnumbered by an 8-1 margin.

Well in the automotive world anyway, we are trying like mad to drop QNX from the compute platform. The only reason they are so prevalent is all the legacy manufacturers got caught flat footed by the SDV craze so they leaned on qnx amd autosar to fill the gap.
I know for a fact Ford, VW, GM, and Hyundai are trying feverishly to drop them. They might have a few years left but then they are toast in the auto sector.
Probably why they’re going to robotics pivot. It’s a lot easier to justify avoiding the nre if you’re a small startup. Auto companies have such scale that qnx doesn’t make sense.

IMO almost all the big tech companies are done being growth. its simple age. the concept they were founded for has been optimized and their growth is over. They will try to expand into new areas, but it will not go well and certainly not keep the company growing. A better smaller company will do it. There are not too many 70 year old companies that are still growth companies. they are dividend or value.
I think a few of the big tech will go under or be taken over due to AI. I dont think it will be MSFT, maybe google or oracle or META. I mean kodak GM, and IBM were growing and dominant and now they are not. my thoughts are based on simple age. Show me a growing 100 year old stock and I will reconsider. companies are like people.
I stopped buying MSFT awhile back. I dont buy any tech company separate stocks now. Not even buying a tech sector, like VGT. Once you calculate who much you really own, due to it being a top stock in a 500 etf, i dont want the added risk.
Selling? I am interested in dollar averaging out, but not sure when I should start that. when the war ends or some other thing that jumps the entire market?

Mobileye might be a good partner for Tesla, the two had a partnership early on but ended it in 2016. Mobileye's approach relies on camera vision and lidar while Tesla has been focused on camera vision only. The industry leader, Waymo does use lidar heavily. Tesla's justification has been that they need to compete with human vision, they just needed to be better than a human driver. Mobileye basically said, we are going to focus on cameras to keep costs low but also add some lidar. Alphabet basically said cost is no issue, solve this so Waymo uses lots of sensors.
Now the landscape has changed, Waymo is the industry leader and they use lidar as well as camera vision. Tesla's approach to compete with humans probably doesn't work anymore, they have to compete with Waymo if they want regulatory approval to operate robo-taxis. From that point of view it would make a lot of sense for Tesla to try to acquire Mobileye or partner with them. The problem would probably be that Mobileye has a lot of customers/partners. They are working with Uber, GM, Volkswagen, BMW, Ford, Honda, etc... which Tesla competes with. Throwing money at Mobileye if they sell their product to everyone is probably not something Tesla wants to do.

Go to a crowded mall parking lot and count how many GM, Ford, Chrysler/Dodge vehicles are there. Outnumbered by an 8-1 margin.

From Dave G on X
🚀Partnering with Raytheon on demonstrating capabilities for space based interceptors 
🚀Booked largest launch contract yet (5 Neutron Launches and 3 Electron launches for the same confidential customer)
🚀 New 3 Launch Haste contract with ANDURIL
🚀 New Motiv Space Acquisition to add Robotics Technology
Financials:
✅Revenue Beat: $200.3M vs Guidance 185-200
✅GAAP GM Beat: 38.2% vs 34-36
✅Backlog Now $2.2B - up 20.2% QoQ
✅Record Liquidity - 2B in Cash on hand
Guidance for Q2:
✅Revenue of 225M-240M (new record)
☑️GAAP GM of 33%-35% (Down QoQ, but some lumpiness is to be expected)

I'm really ready to see this regain compliance within the next week. And I'm really, really ready to see it soar high on a squeeze up. It's so overdue to have a big name publicly attached to MVIS. **Anduril, Caterpillar, Amazon Air, Waymo, Mercedes, Nissan, Volvo (car's or trucks, I'm not fussy), Scania or Kodiak,** any of these could happen and all would be welcome!! OR a curve ball of an automotive deal from the likes of Toyota, VAG, Stellantis, Ford, GM, or BMW would be equally acceptable to kick things off!!
We just need the decision maker at one of those companies to pretty please take our Mavis out of the corner and put her centre stage at last, to publicly acknowledge a partnership with us, just like Johnny did with Baby in Dirty Dancing and then we can all have the time of our life 🤑

Think the top 500 companies in the US - the biggest of the big boys; Boeing, GE, GM, IBM, etc. Rock solid, dependable dividends that can be reinvested (so the more you have the more you earn dividends and so on and so on til the end of time). Even if there is a huge crash, companies lik GM will survive. The best of the best.