GM
General Motors Company
stock NYSE

I’m a minority owner of a two franchises and the GM for them, the main location does over $1mill revenue and the other location does 650k roughly.
These are both service businesses with over 30 locations across Canada. I sit on the franchisee board. I know what I’m talking about with regards to these franchises.
I would have not bought these franchises and am glad I’ve been given equity into them.
I think some franchises are great, but the majority of them are a massive job for all the owners I know.

There was a time that Amazon was being valued beyond their online sales. People screamed the same thing they are now with Tesla, and the smarter, more educated people were talking about AWS, even though it was pre-revenue.
Tesla makes most of its money in car sales, you're right. But the same way that pharmaceutical companies are valued partly on their pipeline, Tesla investors are interested in what is coming in a year, 3 years, 5 years. As an investor you can't always wait for everything to come together perfectly. By that time, the ship has sailed. It's the same with interest rates. Watch TLT. It isn't moving. But you can bet your ass that it will start moving in anticipation of rate cuts, and by the time rates are really coming down, you'll have lost most of the opportunity.
All that said, Tesla doesn't make all their money from cars anyway. Go look at energy. Check out their charging network and the deals they've made with other auto companies. Energy alone is valued around 5-100 billion, as I said before. The fact they have no debt adds to their valuation when comparing it to GM or Ford or others were tens or hundreds of billions in debt. What's their computing power and AI worth to you? There is value there as well, even if you're happy to turn a blind eye.
But you're right, most of Tesla's value is in the potential of their robotics division, FSD, Optimus, general autonomy. It's the risk you take to buy a company that has yet to derive revenue from their projects. If you don't want to take the risk, stay away. But to call it just a car company is stupid. In that case, what do you consider Boston Dynamics to be? They are obviously a robotics company, but they have hardly any revenue, are not profitable, and have a sky high valuation. Ask yourself why that is. It's not because they're generating a ton of FCF, it's because people see potential in what they are trying to accomplish. Now recognize that Tesla is in the same field, but with the capacity to scale production, with better costs, with a ton more data and AI capacity, and with endless cash to fund the Optimus project.
You could be right, and in the end Tesla might fail in AI, autonomy, Optimus, FSD, etc. But if they don't the upside is enormous. That's the bet people are making, and they're making it on a company that has defied the odds and surpassed expectations when presented with a long time horizon. They're overly ambitious, risk heavy, and are consistently late on delivering on their promises. But they have tended to deliver over time, and they've been as smart as any company out there with capital allocation. Bet against it if you want, I wouldn't begrudge anyone for that. My gripe is that you sound (insert demeaning adjective: lazy, ignorant, uneducated, etc) when you and others insist that all they have going for them is cars. To lump them in with a company like Ford or even Toyota is just peak ignorance IMO.

Posted this question earlier, it was deleted. Presumably b/c GM has already "explained" but has not answered my question which is below. If someone would kindly enlighten me...I'm an engineer with an MBA and I just don't understand where the bots are...NO ONE is pressuring me to sell or get the hell out of the stock, ie, free-up shares. I'm doing the opposite.
https://preview.redd.it/9t53obzcz61f1.png?width=723&format=png&auto=webp&s=e2057bef73b418b5f7821bff436de098abd46a29

First of all you need to stop. You will never progress until you stop chasing the money.
You are losing because you are trying to trade options- chasing big profits when you are not worthy of that yet. Options are difficult to trade- and more so for a trader who has not mastered a system or disciplined.
I did the same thing my first year- with catastrophic results. I finally found consistency when I stopped chasing profit and started trading something slow and boring. I quit trading options, I quit chasing the mag 7 stocks and volatility like NQ.
I started trading KR and GM. Learned to read the market and follow price action at a pace that is more suitable for a beginner. amazing how much money you can make trading simply $20 grocery store stock that only moved .75 cents on a good day. When you focus on trading and stop thinking about profits.
Now I can trade whatever I want and as much volatility as I want with confidence.
Learn to trade. The money will be a by product of learning to trade. If you try to make profit now- you will continue to lose.

I am sure a GM Mercedes TATA and Renesas partner is a scam

Dear Elon Musk,
As a devoted Tesla fan since 2021, when I purchased my first Model X, I’ve put my full faith in your vision by investing exclusively in TSLA stock. Your ambition to accelerate the world’s transition to sustainable energy is inspiring, and Tesla’s innovations have reshaped the automotive industry. However, after the recent earnings call highlighting weak demand, I’m concerned about fundamental issues that must be addressed to restore my confidence—and that of other investors and customers—in Tesla’s future. I believe Tesla is at a crossroads, and with a few strategic shifts, you can unlock the company’s true potential while staying true to your mission.
Expand Tesla’s Reach to Small-Town America
Tesla’s showroom strategy is a significant blind spot. While every small town in America boasts Ford, GM, Toyota, and Kia dealerships, Tesla showrooms are confined to major population centers. This is a missed opportunity, especially given the polarized reception you’ve faced in some urban markets due to your public stances. Small-town America—where your fan base is strong, resilient, and eager for innovation—is underserved. Places like [Bozeman, Montana, or rural counties in the Midwest] are brimming with potential customers who admire your entrepreneurial spirit and want to embrace electric vehicles (EVs). Yet, they lack access to test drives, service centers, or even a Tesla presence to spark their interest.
Imagine a network of compact Tesla “experience hubs” in small towns—streamlined showrooms with a single Model Y or 3, a Supercharger, and a knowledgeable staff member. These hubs could double as service points, building trust and accessibility. By meeting customers where they are, Tesla can tap into a vast, loyal market that aligns with your values and vision. Ford and Toyota don’t own these towns; Tesla can claim them with the right strategy.
Educate and Build for a Million-Mile Future
Tesla’s greatest strength is the longevity of its electric powertrain, capable of lasting a million miles with minimal maintenance. This is a game-changer—an EV could be the last car a customer ever needs to buy. Yet, Tesla isn’t capitalizing on this advantage through education, financing, or vehicle design. Customers need to understand why EVs outshine gas-powered cars, not just in emissions but in lifetime value. A robust marketing campaign highlighting real-world stories of Tesla owners driving 500,000+ miles could shift perceptions and drive demand.
However, the million-mile promise falls short when other components don’t match the powertrain’s durability. For example:
• Seats in Model 3 and Model Y: The vegan leather seats, while sustainable, often show premature wear, such as cracking or stitching fraying after 100,000–200,000 miles. To improve, Tesla could use higher-grade, reinforced synthetic materials or offer modular seat covers that can be replaced without reupholstering the entire seat. Adding UV-resistant coatings would also prevent fading in sunny climates.
• Suspension Components: Bushings and control arms in the Model 3 and Y can wear out after 80,000–120,000 miles, especially in regions with poor roads. Upgrading to heavy-duty bushings made from polyurethane or reinforced rubber, paired with corrosion-resistant coatings, would extend their lifespan to match the powertrain’s durability.
• Door Handles and Window Mechanisms: The flush door handles on Models 3 and Y are prone to mechanical failures after 5–7 years, and window regulators can fail due to plastic components. Using stainless steel or high-strength composites for handle mechanisms and metal-reinforced regulators would ensure they last decades.
These improvements wouldn’t significantly increase costs but would align the entire vehicle with the million-mile vision. A Tesla built to last inspires confidence and loyalty, countering the perception that cost-cutting compromises quality.
Rethink Financing for Affordability
Tesla’s vehicles are luxury products, but their financing options don’t reflect their longevity. A car that can last 20–30 years shouldn’t be financed like a gas car that depreciates in 5–7 years. Offering longer-term loans—10, 12, or even 15 years—would make Teslas more accessible to middle-class buyers. For example, a $50,000 Model Y financed over 15 years at a competitive rate could lower monthly payments to the range of a $25,000 gas car, making the upfront cost less daunting. Pair this with educational campaigns about lower maintenance and fuel costs, and Tesla could redefine affordability without slashing prices or quality.
Don’t Sacrifice Quality for Price
The recent focus on price reductions to boost demand risks a dangerous cycle: cutting corners to lower costs erodes the premium experience that defines Tesla. Customers don’t want a cheaper Tesla; they want a better one that’s worth the investment. By enhancing build quality, expanding financing options, and reaching underserved markets, Tesla can stoke demand organically. Your vision has always been about thinking outside the box—now is the time to rethink the entire automotive paradigm.
The Path Forward
Elon, Tesla’s story remains thrilling—Cybertruck, Optimus, Full Self-Driving, and the energy business are pushing boundaries. But the core product, the vehicles, needs to evolve to match your ambition. Build cars that truly last a million miles, finance them for the long haul, educate customers on their value, and bring Tesla to every corner of America. Small-town fans are ready to rally behind you, and investors like me are eager to double down if you address these gaps.
You’ve disrupted industries by ignoring conventional wisdom. Now, disrupt the dealership model, the financing model, and the perception of EV durability. I believe in Tesla’s mission, and I know you can make these changes happen. Let’s make Tesla not just a car company, but a legacy that lasts generations.
Sincerely,
A Dedicated Tesla Investor and Fan

when you say he has a hand in drumming up business with past clients do those clients see you as an extension of him? The moment he retires you have to consistently nurture those relationships and have to be able to step in and fill the role he was doing or you risk losing large accounts and revenue. The problem with acquiring a business where the owner has been nurturing relationships for two decades is you may experience some churn when he steps away. Do you have ideas that can materially improve the revenue of the business or the operations? do you have a good relationship with the GM?

He has been transitioning to retirement for the last 5 years. He still has a hand in drumming up business with past clients but operations are run by a GM who will stay in with the business.
I have worked for and around the business for almost 25 years in various capacities. The only things I haven't done are accounts and management for the company.
He would be available for support during the transition, he wouldn't leave me to myself.
I can't currently quit or pause my job to shadow him unfortunately, unless they were to take me on as an employee. Bills to pay and kids to feed haha.

I’m a minority owner of a two franchises and the GM for them, the main location does over $1mill revenue and the other location does 650k roughly.
These are both service businesses with over 30 locations across Canada. I sit on the franchisee board. I know what I’m talking about with regards to these franchises.
I would have not bought these franchises and am glad I’ve been given equity into them.
I think some franchises are great, but the majority of them are a massive job for all the owners I know.

There was a time that Amazon was being valued beyond their online sales. People screamed the same thing they are now with Tesla, and the smarter, more educated people were talking about AWS, even though it was pre-revenue.
Tesla makes most of its money in car sales, you're right. But the same way that pharmaceutical companies are valued partly on their pipeline, Tesla investors are interested in what is coming in a year, 3 years, 5 years. As an investor you can't always wait for everything to come together perfectly. By that time, the ship has sailed. It's the same with interest rates. Watch TLT. It isn't moving. But you can bet your ass that it will start moving in anticipation of rate cuts, and by the time rates are really coming down, you'll have lost most of the opportunity.
All that said, Tesla doesn't make all their money from cars anyway. Go look at energy. Check out their charging network and the deals they've made with other auto companies. Energy alone is valued around 5-100 billion, as I said before. The fact they have no debt adds to their valuation when comparing it to GM or Ford or others were tens or hundreds of billions in debt. What's their computing power and AI worth to you? There is value there as well, even if you're happy to turn a blind eye.
But you're right, most of Tesla's value is in the potential of their robotics division, FSD, Optimus, general autonomy. It's the risk you take to buy a company that has yet to derive revenue from their projects. If you don't want to take the risk, stay away. But to call it just a car company is stupid. In that case, what do you consider Boston Dynamics to be? They are obviously a robotics company, but they have hardly any revenue, are not profitable, and have a sky high valuation. Ask yourself why that is. It's not because they're generating a ton of FCF, it's because people see potential in what they are trying to accomplish. Now recognize that Tesla is in the same field, but with the capacity to scale production, with better costs, with a ton more data and AI capacity, and with endless cash to fund the Optimus project.
You could be right, and in the end Tesla might fail in AI, autonomy, Optimus, FSD, etc. But if they don't the upside is enormous. That's the bet people are making, and they're making it on a company that has defied the odds and surpassed expectations when presented with a long time horizon. They're overly ambitious, risk heavy, and are consistently late on delivering on their promises. But they have tended to deliver over time, and they've been as smart as any company out there with capital allocation. Bet against it if you want, I wouldn't begrudge anyone for that. My gripe is that you sound (insert demeaning adjective: lazy, ignorant, uneducated, etc) when you and others insist that all they have going for them is cars. To lump them in with a company like Ford or even Toyota is just peak ignorance IMO.

Posted this question earlier, it was deleted. Presumably b/c GM has already "explained" but has not answered my question which is below. If someone would kindly enlighten me...I'm an engineer with an MBA and I just don't understand where the bots are...NO ONE is pressuring me to sell or get the hell out of the stock, ie, free-up shares. I'm doing the opposite.
https://preview.redd.it/9t53obzcz61f1.png?width=723&format=png&auto=webp&s=e2057bef73b418b5f7821bff436de098abd46a29

First of all you need to stop. You will never progress until you stop chasing the money.
You are losing because you are trying to trade options- chasing big profits when you are not worthy of that yet. Options are difficult to trade- and more so for a trader who has not mastered a system or disciplined.
I did the same thing my first year- with catastrophic results. I finally found consistency when I stopped chasing profit and started trading something slow and boring. I quit trading options, I quit chasing the mag 7 stocks and volatility like NQ.
I started trading KR and GM. Learned to read the market and follow price action at a pace that is more suitable for a beginner. amazing how much money you can make trading simply $20 grocery store stock that only moved .75 cents on a good day. When you focus on trading and stop thinking about profits.
Now I can trade whatever I want and as much volatility as I want with confidence.
Learn to trade. The money will be a by product of learning to trade. If you try to make profit now- you will continue to lose.

I am sure a GM Mercedes TATA and Renesas partner is a scam

Dear Elon Musk,
As a devoted Tesla fan since 2021, when I purchased my first Model X, I’ve put my full faith in your vision by investing exclusively in TSLA stock. Your ambition to accelerate the world’s transition to sustainable energy is inspiring, and Tesla’s innovations have reshaped the automotive industry. However, after the recent earnings call highlighting weak demand, I’m concerned about fundamental issues that must be addressed to restore my confidence—and that of other investors and customers—in Tesla’s future. I believe Tesla is at a crossroads, and with a few strategic shifts, you can unlock the company’s true potential while staying true to your mission.
Expand Tesla’s Reach to Small-Town America
Tesla’s showroom strategy is a significant blind spot. While every small town in America boasts Ford, GM, Toyota, and Kia dealerships, Tesla showrooms are confined to major population centers. This is a missed opportunity, especially given the polarized reception you’ve faced in some urban markets due to your public stances. Small-town America—where your fan base is strong, resilient, and eager for innovation—is underserved. Places like [Bozeman, Montana, or rural counties in the Midwest] are brimming with potential customers who admire your entrepreneurial spirit and want to embrace electric vehicles (EVs). Yet, they lack access to test drives, service centers, or even a Tesla presence to spark their interest.
Imagine a network of compact Tesla “experience hubs” in small towns—streamlined showrooms with a single Model Y or 3, a Supercharger, and a knowledgeable staff member. These hubs could double as service points, building trust and accessibility. By meeting customers where they are, Tesla can tap into a vast, loyal market that aligns with your values and vision. Ford and Toyota don’t own these towns; Tesla can claim them with the right strategy.
Educate and Build for a Million-Mile Future
Tesla’s greatest strength is the longevity of its electric powertrain, capable of lasting a million miles with minimal maintenance. This is a game-changer—an EV could be the last car a customer ever needs to buy. Yet, Tesla isn’t capitalizing on this advantage through education, financing, or vehicle design. Customers need to understand why EVs outshine gas-powered cars, not just in emissions but in lifetime value. A robust marketing campaign highlighting real-world stories of Tesla owners driving 500,000+ miles could shift perceptions and drive demand.
However, the million-mile promise falls short when other components don’t match the powertrain’s durability. For example:
• Seats in Model 3 and Model Y: The vegan leather seats, while sustainable, often show premature wear, such as cracking or stitching fraying after 100,000–200,000 miles. To improve, Tesla could use higher-grade, reinforced synthetic materials or offer modular seat covers that can be replaced without reupholstering the entire seat. Adding UV-resistant coatings would also prevent fading in sunny climates.
• Suspension Components: Bushings and control arms in the Model 3 and Y can wear out after 80,000–120,000 miles, especially in regions with poor roads. Upgrading to heavy-duty bushings made from polyurethane or reinforced rubber, paired with corrosion-resistant coatings, would extend their lifespan to match the powertrain’s durability.
• Door Handles and Window Mechanisms: The flush door handles on Models 3 and Y are prone to mechanical failures after 5–7 years, and window regulators can fail due to plastic components. Using stainless steel or high-strength composites for handle mechanisms and metal-reinforced regulators would ensure they last decades.
These improvements wouldn’t significantly increase costs but would align the entire vehicle with the million-mile vision. A Tesla built to last inspires confidence and loyalty, countering the perception that cost-cutting compromises quality.
Rethink Financing for Affordability
Tesla’s vehicles are luxury products, but their financing options don’t reflect their longevity. A car that can last 20–30 years shouldn’t be financed like a gas car that depreciates in 5–7 years. Offering longer-term loans—10, 12, or even 15 years—would make Teslas more accessible to middle-class buyers. For example, a $50,000 Model Y financed over 15 years at a competitive rate could lower monthly payments to the range of a $25,000 gas car, making the upfront cost less daunting. Pair this with educational campaigns about lower maintenance and fuel costs, and Tesla could redefine affordability without slashing prices or quality.
Don’t Sacrifice Quality for Price
The recent focus on price reductions to boost demand risks a dangerous cycle: cutting corners to lower costs erodes the premium experience that defines Tesla. Customers don’t want a cheaper Tesla; they want a better one that’s worth the investment. By enhancing build quality, expanding financing options, and reaching underserved markets, Tesla can stoke demand organically. Your vision has always been about thinking outside the box—now is the time to rethink the entire automotive paradigm.
The Path Forward
Elon, Tesla’s story remains thrilling—Cybertruck, Optimus, Full Self-Driving, and the energy business are pushing boundaries. But the core product, the vehicles, needs to evolve to match your ambition. Build cars that truly last a million miles, finance them for the long haul, educate customers on their value, and bring Tesla to every corner of America. Small-town fans are ready to rally behind you, and investors like me are eager to double down if you address these gaps.
You’ve disrupted industries by ignoring conventional wisdom. Now, disrupt the dealership model, the financing model, and the perception of EV durability. I believe in Tesla’s mission, and I know you can make these changes happen. Let’s make Tesla not just a car company, but a legacy that lasts generations.
Sincerely,
A Dedicated Tesla Investor and Fan

when you say he has a hand in drumming up business with past clients do those clients see you as an extension of him? The moment he retires you have to consistently nurture those relationships and have to be able to step in and fill the role he was doing or you risk losing large accounts and revenue. The problem with acquiring a business where the owner has been nurturing relationships for two decades is you may experience some churn when he steps away. Do you have ideas that can materially improve the revenue of the business or the operations? do you have a good relationship with the GM?

He has been transitioning to retirement for the last 5 years. He still has a hand in drumming up business with past clients but operations are run by a GM who will stay in with the business.
I have worked for and around the business for almost 25 years in various capacities. The only things I haven't done are accounts and management for the company.
He would be available for support during the transition, he wouldn't leave me to myself.
I can't currently quit or pause my job to shadow him unfortunately, unless they were to take me on as an employee. Bills to pay and kids to feed haha.

There were many more GM Bolt on the road than Tesla Model 3 in 2017. It explained why GM is worth $1 trillion while Tesla is at $40 billion today.
/S

Longest range and fastest charging which are two of the biggest speed bumps to EV adoption. Their ranges now rival petrol and *fas*t charging times are getting close to pumping gas.
[Lucid sold 10,241 cars last year - not bad at all](https://www.motor1.com/news/746407/lucid-car-sales-figures-2024/) considering its a luxury market. That puts it close to the ranges your table listed for GM US sales. Once they get their mid-range model to market they will be a force to reckon with considering their performance advantages.
#

The good parts are trump economy and bad parts are biden you mean lol.
Could see a Coach of an NFL team try and usw that one. You see, the good parts of this team are mine and the bad parts are the GM / previous coach.

|Quarter|Tesla EV Sales (US)|GM EV Sales (US)|
|:-|:-|:-|
|Q2 2023|175,000|15,354|
|Q3 2023|180,000|11,006|
|Q4 2023|190,000|25,000|
|Q1 2024|140,000|16,425|
|Q2 2024|160,000|21,930|
|Q3 2024|170,000|32,095|
|Q4 2024|180,000|43,982|
|Q1 2025|128,100|31,887|
TESLA first 4 quarters here **685,000 and last 4** **638,100**
**GM :** 67,785 **first 4 and 129,894 last 4**
**Mercedes benz :** 85,137 **last 8 quarters EV sales (US)** 425,700 units **world wide .**
So basically Wolfspeed supplied 270k EVs in USA from GM and Mercedes last 8 quarters and also 425,700 EV units of Mercedes worldwide . We will see if Tesla will lose market share to these Wolfspeed customers in the future, or if they score new big customers