GM
General Motors Company
stock NYSE

memory is kinda running on its own story right now, separate from the broader market. AI demand has DRAM and NAND prices spiking (DRAM was up like 44% last quarter) so Micron, SK Hynix and Samsung are all riding that wave even on red days. theres also fresh catalysts, Micron just signed a big supply deal with GM and SK Hynix starts trading on the Nasdaq July 10. so when everything else sells off, money still flows into the memory names because the pricing tailwind is so strong.

Disclaimer - I didn't plan for this comment to be so long. I just kept writing!
No worries.
Sorry, I didn't mean to portray that all 24m shares would be "dumped" at the same time.
Obviously, the offset to selling shares into the market, which would put downward pressure on the stock, is the business traction that Microvision demonstrates, which should help to advance the market cap and hence the stock price.
However, if indeed Microvision would need to raise additional capital in support of scaled production, it would presumably be accompanied by announced deals and therefore increased market cap.
No one can predict the balancing act of dilution vs. business traction and the resultant market cap for Microvision. That is really the bet right now. Is Microvision currently undervalued or overvalued based upon their expected/promised future traction vs. their need to raise capital in the short and medium terms?
The way I see it is...
- New regime under Glen
- A broad platform with products saleable today (Iris and MOVIA). Future proofing with Halo and Scantinel.
- A rising Defense and Security market - the proposed Defense *Autonomous* Warfare Group (DAWG) budget is $54B. It previously was $300m. And that is only for the US. NATO has agreed to increase their defense spending. The annual NATO defense spend increase when comparing years 2024 and 2027 is approximately $500B. That takes a $1.3T spend to $1.8T
- A rising industrial market.
- A rising ADAS and Autonomous vehicle market - this includes trucks, commercial vehicles, robotaxis, and passenger vehicles. There are more and more articles and OEM plans talked about every day.
- LiDAR rising in prominence. Evidenced by thing like the recent CNBC report on Hesai - entitled Blacklist. As well as a proposed New Jersey law required multi-mode sensors for automated vehicles. If this law is passed, it would effectively mandate a LiDAR sensor. In addition, Ford, GM and Rivian have publicly stated LiDAR sensors are required for L4.
- Ban on Chinese LiDAR, whether it be a formal legal ban or a prudent business decision by OEMs fearful of future legislation.
In some similar way, it seems to me that Microvision is/was at the precipice of failing, similar to where they were in February of 2020. At that time, the failure scenario was abrupt and stark. They just lost the single massive deal (Amazon interactive projector) they had been forecasting with confidence for 6 to 9 months. The market cap dropped to ~$20m. They laid off 2/3rds of the staff (from 90 to 30), the party was really over. Kalshi had them at a 95% chance of being sold, perhaps in a bankruptcy proceeding ;-). And then, they (we) got lucky. A once in a lifetime MEME (not MEMS) stock craze which happened to include a mini bubble for LiDAR companies. If you ask me, pure serendipity.
With the benefit of hindsight, I feel like today's situation is very similar, but not as quite as evident. Unbeknownst to investors, I think the February 2020 timeline happened again in August of 2025. This time, there was no public proclamation of a lost deal, or how dire the situation had become. But make no mistake the situation was dire. Microvision had no meaningful prospects to win deals in the near or mid-term. They really had no saleable products. MAVIN was a flop. And even after a $12M production committment to ZF for MOVIA-L, MOVIA-L was not selling (not sure why). Perhaps a misjudgement by management as to it efficacy. They had a CEO who clearly could not get the job done on the commercial side. Things were very bleak.
Dateline: September 4th, 2025 - The Microvision BoD installed Glen as the CEO. Presumably they brought Glen on in April as CTO as a potential replacement for Sumit in case of fire. Anyway, fast forward 1 year from August of 2025 and things appear to be very different. More than 100 customers and prospects in the pipeline and growing. Shipping to over 40 customers. A saleable product portfolio that is "Ready Now", with a future product roadmap. And perhaps, with some serendipity, a rising market for Physical AI, LiDAR, in autonomy and defense.
I don't know, things seem to be trending positively again for the LiDAR market. Perhaps the LiDAR winter is over and the spring thaw is upon us. Microvision seems to be poised to have a chance to compete. At any rate, if proposal 3 fails, it may not kill Microvision's prospects, but it will hurt them greatly. They will need to come back for another shareholder vote. This will hurt the balance sheet, as it will require near term dilution at a depressed market cap, and also possbily delay any OEM making a purchase decision. If anyone believes a failed vote will increase the near term stock price, reach out to me, I have a great piece of land, and island actually, off the coast of northern New Jersey I can sell you.
I don't discount the benefit a warrants or rights offering can bring to existing shareholders. And perhaps the BoD will consider that in the future. The way I see it, similar to the opportunity in Feb/March of 2020, if you believe in Microvision, this *could* be another buying opportunity. Again, with hindsight, it seems now may even be a greater risk/reward opportunity as it does not necessarily require a once in a lifetime market bubble for success. This is not financial advice and please do your own due diligence.
I realize not everyone has the dry powder to make an additional investment. But we all should evaluate the situation regarding our current investment when considering how we vote our shares. I absolutely respect everyones right to vote their shares as they see fit.

You have to look at the history of the market on a chart. Sears, U.S. Steel, GM were huge players back in day. They rotated down the food chain or went bankrupt. The SP500 is the best investment in the world. It's a roller-coaster just hang on for the ride.

The test shown is GM 5m
Strat was developed on 5 min metals, some components came from building 15m/1h on other strategies but they fully generalize to these on 5m . Works directionally on some 4-5 fx pairs and a bunch of other equities
Thankfully I don't have to tune a bunch of knobs either it's basically class level settings and direction only

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 .

MU:
Ford contract, GM contract, blowout earnings beating even whisper expectations, contractual price floor setting to alleviate cyclical fears: -10%
Samsung has blowout earnings reinforcing AI demand: -5%
I take a piss and flush the toilet: -5%

Like... 90% of trucks are made in the US or Canada. I can only think of 2 truck plants in Mexico (1 GM, 1 Ford) other than this Toyota plant that is moving BACK. They were built in Texas until a few years ago.
Off the top of my head there's 2 RAM plants, the gladiator plant, 2 gm light duty and 1 heavy duty plant plus the Colorado plant, and, geeze, what like 3 F150 plants just in the US?

You know what? That's exactly what this is. Good point. Nothing different than buying Chevy and GM stock in 2009.

MU has signed agreements with Ford and GM in the last few days. They are going to rebound soon enough. (right?)

The reversibility point cuts hardest at the TOP of your list, not the bottom. "The regulation is the thesis" (TMQ, NEXT) is exactly what nobody sanctions an 8 year mine or an LNG train on when the rule has a 2 year shelf life & a pending court date... those are trades. The names that survive a reversal are the ones where dereg is a rounding error, GM's buyback, VST's load growth, & you'd own those anyway. so the ranking's basically upside down, purest reg play = weakest hold.

Both SCAs with Ford & GM were announced on Micron's third-quarter earnings call as part of a group of 16 deals.
Micron said SCAs now account for about 40% of its business, and eventually half of the business will be tied to SCAs.
How can this be a "cyclical" stock when they're locking customers up in long-term contracts. And I see SK Hynix removed price caps on their own long-term contracts.