GM
General Motors Company
stock NYSE

I would say cyclicality is accounted for the moment I bring the annual revenue closer to what the SCAs will soon guarantee.
I agree that 4% risk rate is low for semis but I felt again SCAs take a lot of risk out especially with zero debt. Perhaps it goes to 6-7%. That won't make the valuation plummet.
At the end of the day I feel these are pretty safe assumptions for a company/sector that's super high growth. I don't believe this is peak cycle. HBM is not a commodity but is designed for the chip, it's not standardized like DRAM so it won't follow the same economics but closer to bespoke solutions. Autonomous driving (or even without it), the deals with GM and Ford set up the next cycle as automotive sector will lap up memory in the near term; humanoids maybe, but also autonomous evtols and military drones (Trump & Putin have created an environmemt where military investment will flow).
What works better for MU than even SNDK (which sells a lot to China) is the inability of Chinese manufacturers to catch up to the tech and supply to US/EMEA due to regulation. Plus they've done well to steal market share from Hynix in the last 2 years.

Wow i just got access to an inherited IRA account and see what the STIFEL FA had put my father in. the front loads and high expense ratios is crazy. Plus the whatever \~1% or more of assets under management. I can't get this money away from them fast enough.
|ticker|allocation|expense |load type|Load %|
|:-|:-|:-|:-|:-|
|FISEX|22.00%|0.80%|front|5.50%|
|FKINX|22.11%|0.61%|front|3.75%|
|FRDPX|18.76%|0.69%|front|5.50%|
|GM|13.99%| | | |
|MMUFX|10.11%|1.01%|front|5.75%|
|NWJSX|9.75%|0.78%|front|2.25%|
|Stifel fdic|3.27%| | | |

Been thinking of buying MU, I ran it trough my basic filter (see below and why) and I believe it will hit 1300, lmkwyt
* Forward PE good, 6
* Moving averages. pullback this week (\~20% off the $1255 high) has it sitting near support instead of stretched.
* IV30 is at a level I'm comfortable on,
* Record quarter (revenue +346% YoY, GM \~85%), Japan HBM expansion, GM supply deal. Street avg target \~$1,486, I'm deliberately going under that at $1300. That's my strategy, hold till 1300 then dump
The thing bugging me**,** is burry's short and the AI bubble argument. If DRAM pricing rolls over, the fixed-cost base cuts both ways hard. But I don't see the pricing crack yet, Samsung is doing pretty good and I believe MU has still a lot of growth up ahead!

What do you think, would you invest in MU?

I am not against nor for the proxy 2,3 disputes. But the Proxy3 really has no immediate relevancy of Nasdaq compliance. With 150mm authorized shares, its whole purpose is to ensures the future capitalization when needed. As an investor of 20years and after being 10 years of retirement it has passed my prime years.
What happened to the pre-bankrupt GM shares? It was delisted and ended up trading for pennies under liquidation. GM had issued new shining shares to the brand new investors. This can happen to Microvision. The essential products during industrial revolution demand a time for its prime. The opportunity is given only when we are ready.

So their gross margins is 12%...on $60 million of revenue not even $7 million of gross margins...trading more then 2 x Forward GM.
I also love their press release on digital treasury strategy
It's like they know their business is nothing and they need to pivot.
I don't see the upside.

There's none. There's no need either. None of the AI model company are underpinning critical infrastructure YET. That's what this build out race is all about. Now, can you imagine if Oracle just up and said sorry boys, we can afford to update your database engines anymore and your on your own, Data center are going lights out. Now that might need a GM style bailout.

Ford, GM, and Toyota all declared they are now AI companies. Please pump to TSLA PEs.
Thank you

GM everyone looking over **SKYQ** Borrow Fee (CTB) Latest As of 2026-07-07 08:35:55 AM EDT, there were **0** shares available with a fee of **149.66%.** possible move due to HCB

as if the US govt doesnt subsidize our auto companies? Ford and GM alone have received something like $15 billion in the last decade or so
if you want your country to have big companies doing something, it makes sense to give them money to help them start. but that doesnt mean you can eternally float bad products, because of the scale of global purchasing power. eventually demand has to be real.
and if you look at sales around the world, and reviews, chinese EVs are among the top rated vehicles globally and growing very very fast. BYD will probably be the king but its a tight race.
the ceo of Ford himself drives a BYD as his daily under the "R&D" exception for foreign cars to not need to homologation, and went on the record saying that if BYD was allowed to sell in the US no local automaker could compete with the tech or quality

The tariffs are definitely moving some auto production to the USA. In Canada the industry is in very serious trouble because of them. Stellantis hasn't announced a product for their idle plant , GM cut a shift in their one remaining plant down to two and there are rumors of its demise and Ford only has one plant in Oakville that will make Super Duty trucks for the Canadian market. As a Canadian I think we should let the Americans have their industry and Canada just open our market to all imports regardless where they are made. We are too small to have an industry without American integration so let it die .

I would say cyclicality is accounted for the moment I bring the annual revenue closer to what the SCAs will soon guarantee.
I agree that 4% risk rate is low for semis but I felt again SCAs take a lot of risk out especially with zero debt. Perhaps it goes to 6-7%. That won't make the valuation plummet.
At the end of the day I feel these are pretty safe assumptions for a company/sector that's super high growth. I don't believe this is peak cycle. HBM is not a commodity but is designed for the chip, it's not standardized like DRAM so it won't follow the same economics but closer to bespoke solutions. Autonomous driving (or even without it), the deals with GM and Ford set up the next cycle as automotive sector will lap up memory in the near term; humanoids maybe, but also autonomous evtols and military drones (Trump & Putin have created an environmemt where military investment will flow).
What works better for MU than even SNDK (which sells a lot to China) is the inability of Chinese manufacturers to catch up to the tech and supply to US/EMEA due to regulation. Plus they've done well to steal market share from Hynix in the last 2 years.

Wow i just got access to an inherited IRA account and see what the STIFEL FA had put my father in. the front loads and high expense ratios is crazy. Plus the whatever \~1% or more of assets under management. I can't get this money away from them fast enough.
|ticker|allocation|expense |load type|Load %|
|:-|:-|:-|:-|:-|
|FISEX|22.00%|0.80%|front|5.50%|
|FKINX|22.11%|0.61%|front|3.75%|
|FRDPX|18.76%|0.69%|front|5.50%|
|GM|13.99%| | | |
|MMUFX|10.11%|1.01%|front|5.75%|
|NWJSX|9.75%|0.78%|front|2.25%|
|Stifel fdic|3.27%| | | |

Been thinking of buying MU, I ran it trough my basic filter (see below and why) and I believe it will hit 1300, lmkwyt
* Forward PE good, 6
* Moving averages. pullback this week (\~20% off the $1255 high) has it sitting near support instead of stretched.
* IV30 is at a level I'm comfortable on,
* Record quarter (revenue +346% YoY, GM \~85%), Japan HBM expansion, GM supply deal. Street avg target \~$1,486, I'm deliberately going under that at $1300. That's my strategy, hold till 1300 then dump
The thing bugging me**,** is burry's short and the AI bubble argument. If DRAM pricing rolls over, the fixed-cost base cuts both ways hard. But I don't see the pricing crack yet, Samsung is doing pretty good and I believe MU has still a lot of growth up ahead!

What do you think, would you invest in MU?

I am not against nor for the proxy 2,3 disputes. But the Proxy3 really has no immediate relevancy of Nasdaq compliance. With 150mm authorized shares, its whole purpose is to ensures the future capitalization when needed. As an investor of 20years and after being 10 years of retirement it has passed my prime years.
What happened to the pre-bankrupt GM shares? It was delisted and ended up trading for pennies under liquidation. GM had issued new shining shares to the brand new investors. This can happen to Microvision. The essential products during industrial revolution demand a time for its prime. The opportunity is given only when we are ready.

So their gross margins is 12%...on $60 million of revenue not even $7 million of gross margins...trading more then 2 x Forward GM.
I also love their press release on digital treasury strategy
It's like they know their business is nothing and they need to pivot.
I don't see the upside.

There's none. There's no need either. None of the AI model company are underpinning critical infrastructure YET. That's what this build out race is all about. Now, can you imagine if Oracle just up and said sorry boys, we can afford to update your database engines anymore and your on your own, Data center are going lights out. Now that might need a GM style bailout.

Ford, GM, and Toyota all declared they are now AI companies. Please pump to TSLA PEs.
Thank you

GM everyone looking over **SKYQ** Borrow Fee (CTB) Latest As of 2026-07-07 08:35:55 AM EDT, there were **0** shares available with a fee of **149.66%.** possible move due to HCB

as if the US govt doesnt subsidize our auto companies? Ford and GM alone have received something like $15 billion in the last decade or so
if you want your country to have big companies doing something, it makes sense to give them money to help them start. but that doesnt mean you can eternally float bad products, because of the scale of global purchasing power. eventually demand has to be real.
and if you look at sales around the world, and reviews, chinese EVs are among the top rated vehicles globally and growing very very fast. BYD will probably be the king but its a tight race.
the ceo of Ford himself drives a BYD as his daily under the "R&D" exception for foreign cars to not need to homologation, and went on the record saying that if BYD was allowed to sell in the US no local automaker could compete with the tech or quality

The tariffs are definitely moving some auto production to the USA. In Canada the industry is in very serious trouble because of them. Stellantis hasn't announced a product for their idle plant , GM cut a shift in their one remaining plant down to two and there are rumors of its demise and Ford only has one plant in Oakville that will make Super Duty trucks for the Canadian market. As a Canadian I think we should let the Americans have their industry and Canada just open our market to all imports regardless where they are made. We are too small to have an industry without American integration so let it die .