GM
General Motors Company
stock NYSE

The hand tossed and thin crusts were frozen at the time, and they were noticeably different in quality. I remember how much the GM at the time hyped up the time saved with this change, and all I could think of as a 18 year old kid was how bad it tasted. I don't know of any change that the chain has made that has been positive. It's right down the same path as Subway and Arby's.

Whatever Luka said to that GM Nico must have been bad

I don't know about the Goldman conspiracy, but I do think the 'AI Death' narrative is being lazily applied to everything. There is a massive difference between a 'wrapper' app that AI can replace and a System of Record. Salesforce and Intuit hold the actual customer/financial data. AI agents need that database to function; they don't replace it. Driving these multiples down to GM/Ford levels because of 'Genie 3' fears seems like a massive mispricing of the moat. I’m starting to accumulate CRM here purely on the cash flow yield

Just as we suspected for a while, the insane volatility in quality names like CRM , INTU and ADBE is driven by Goldman shorts and the BS narrative that Ben Reitzes of Melius Research fronts for them on CNBC: [https://stkt.co/KuZRUdwV](https://stkt.co/KuZRUdwV)
Yes, some SaaS are overvalued and needed to come down but currently GM and WMT have higher forward PEs than some of these stocks still growing at 10% + clip, and most of these are 25 year+ companies that have grown through multiple market disruptions.
Some of these snapped back today but I suspect they will continue to try and drive these down, we need a WSB moment for some of these stocks before these criminals destroy lives.
Even the AI daddy is calling it BS: [https://www.reuters.com/business/nvidias-huang-dismisses-fears-ai-will-replace-software-tools-stock-selloff-2026-02-04/](https://www.reuters.com/business/nvidias-huang-dismisses-fears-ai-will-replace-software-tools-stock-selloff-2026-02-04/)
Mostly because he knows it's the large enterprise SaaS companies that are footing the bill for the AI buildout one way or the other and biting the hand that feeds hardware will come home to roost very soon.
It's not even a secret: [https://x.com/aakashgupta/status/2018936091232067921](https://x.com/aakashgupta/status/2018936091232067921)

After one year of buying stocks, this is how I have done. My top has been about +$900 out of 1.6k invested. Probably I have too many stocks right? I've done really good in some (Nvidia, iren, GM, Poet) but okay and bad in others (pennystocks). Will probably sell the pennystocks as soon as they are green. Advices? Feels like today I should buy more of my current holdings, just not sure what really

I see Ford and GM have cooled off but GM set its 52 wk high today I hardly call that defensive

I've been down 10%ish on Lanxess for 2 months and no news today and I'm green... Canadian timber Gap up open...
The K shape economy rests on stock gains from wealthy people invested in the mag 7. How could a sell off in the mag 7 send F GM and so forth higher?
Not saying you are wrong but this price action does not seem like it's just another day

I am kind of shocked at what is sitting nicely green today, AAPL, DELL, DHI, DIS, GM, MSFT, NFLX, SMCI, QCOM, and WMT. It is not ALL of tech that is getting killed today and those that are green are up a decent level. We may well be seeing some of AI bursting here today. Certainly some of the recent run is evaporating.
The QQQ hit a low today of 600.47 and is now back above 602, so just maybe we are seeing the very early signs of this dip trying to pull up and put in a bottom for today at least. We should all be aware that a dip this significant does not resolve itself from further ripples in the market for a couple of days. IF this dose actually become a bottom and I am not saying it is, just we have had at least a short period of under 1 hour where we did not put in a lower low.

makes sense. Disney vs Netflix, Ford/GM vs Tesla same story. SaaS leaders could face the same pain with AI reshaping pricing models

They don't compare. That's like saying "I see a lot more cars than buses or bicycles, and I also see a lot more Toyota than GM". Different means of transportation and brand popularity.

1. Low revenue concentration. Top customers are small as a percentage of the revenue pie (think MSFT not LMT)
2. Growing revenue on an absolute basis and on a per share basis (think V not PYPL)
3. High percentage of revenue is recurring or purchased at frequent intervals and therefore continuous (Think AMZN and NFLX not GM or F)
4. Purchased by customers who generally do not need to employ debt to make the purchase. Leaves too much outside the companies control (KO not TOL)
5. Company does not need to borrow significantly to generate above average ROEs and ROIC (asset light vs asset heavy businesses)
6. Is able to reinvest a large portion of their profits in the business at the same or similar ROEs and ROICs (NVDA not CL)

IBM, GE, ExxonMobil, Nokia, GM etc. These once were top dogs. They are coming back but it was a painful recovery.

Of course not, neither did F,GM,DIS
But when you have 90% of revenue likely to flatline and go down and 10% increasing at a rapid rate, you tend to end up with bad performance for a long time.
Think fall of cable and rise of streaming

Yep. I’m surprised I’ve never seen anyone comment this before. Just take a look at any franchise. The CEO of McDonald’s must be under so much fucking pressure every day. I know people on Reddit will joke that he’s a billionaire so he’s not under much stress. But when you’re running a company that big and you have Customers, Shareholders, Franchisees, and Corporate Employees, every fucking decision matters.
I know it’s not franchise related, but huge companies like GM also know that their suppliers have to eat. They factor that into decisions. When you look at a state like Michigan that’s mostly automotive, all the suppliers succeed when GM succeeds.

AMD beat Q1 26 estimates and GM estimates. There is usually commentary on street did not like ... This time there is not even that. Even the reporters were baffled with the stock sinking \~8%.

I wonder if this piece of reports that just came out, from BofA/ML analyst Vivek Arya, has been posted -
Reiterate Buy, raise estimates/PO to $280 We continue to like AMD as it serves a critical role as a credible alternative merchant AI GPU supplier to NVDA, with consistently proven execution ability to set and beat expectations. The stock also continues to remain relatively under-owned (just 2 of 10 investors) and underweighted (0.16x relative weightage to SPX) in US large-cap portfolios, per data from the BofA Strategy team. AMD has yet to prove rack-scale execution in a large AI cluster, and growing OpenAI reliance remains key risks, but we think the rising tide across CPU, GPU, embedded can continue to keep estimates on a steady upward path. Following the Q4 earnings call, we tweak up CY26/27E pf-EPS by 3%/9% to $6.49/$10.30, while raising our PO to $280 from $260 on unchanged 27x CY27E PE, in-line with historical 13x-58x range or 27x median. Our choice of PE compares well to potential for 50%+ annual EPS growth (\~0.6x PEG). Likes: Server CPU upside, GM resilience, rising AI tide We anticipate AMD’s server CPU business to continue growing strong double-digit (+35% YoY) in CY26, following similar growth patterns in CY24 (+28%) and CY25 (+33%) on continued product execution (5th gen Turin already >50% of server sales), share gains vs. INTC, and rising demand for AI inference head node. On the margin front, despite the ramp of GM-dilutive AI GPUs, we expect generally stable/healthy corporate GMs throughout CY26 as margin-accretive server CPUs and Embedded gain, and as mix/ASPs favor AMD with sufficient supply assurance and new products ramp. Risks: OpenAI exposure, rack-scale execution While OpenAI’s first 1 GW of total 6 GW partnership is contractual and ramps throughout 2H26-2027, we flag this represents $15-20bn or up to \~50% of AI sales for AMD from a single customer within that time period. Volume ramp visibility outside OpenAI (1.0 GW) and Oracle (0.5 GW, some of which may be OpenAI’s orders) remain limited, though AMD is actively engaged with others and expects to ramp MI455X ‘Helios’ racks to multiple customers including HPE and Lenovo. Related, AMD’s execution of its first rack-scale system ‘Helios’ remains a potential risk given competitor NVDA’s history of technical hiccups and modest delays during its first rack-scale ‘GB200 NVL72’ launch/ramp.

Based on last twelve months:
TSM +66.72%, MU +364.17%, BABA +62.63%, WDC +504.01%, GM +78.28%, BIDU +56.20%, ASML +93.92%, DLTR +61.33%, DG +111.33%
Some of these have grown enough that they might no longer be considered value stocks, but they definitely were in Feb 2025.

The hand tossed and thin crusts were frozen at the time, and they were noticeably different in quality. I remember how much the GM at the time hyped up the time saved with this change, and all I could think of as a 18 year old kid was how bad it tasted. I don't know of any change that the chain has made that has been positive. It's right down the same path as Subway and Arby's.

Whatever Luka said to that GM Nico must have been bad

I don't know about the Goldman conspiracy, but I do think the 'AI Death' narrative is being lazily applied to everything. There is a massive difference between a 'wrapper' app that AI can replace and a System of Record. Salesforce and Intuit hold the actual customer/financial data. AI agents need that database to function; they don't replace it. Driving these multiples down to GM/Ford levels because of 'Genie 3' fears seems like a massive mispricing of the moat. I’m starting to accumulate CRM here purely on the cash flow yield