Search results

90% of Big 3 EBIT, going back the last 30 years, is almost entirely generated by full size trucks, SUVs, and commercial vehicle sales. Up until crossovers, there was volume in sedans, the volume for which has subsequently tapered off. But even in sedans / mid size crossovers, the profit (unless...

You work in product development? Yeah, and I play short stop for the Tigers 😂

100%. You get it.

I'm not going to share granular trade secret information to prove my point because you don't understand basic business and economics - sorry. I've painted the picture in broad strokes which subsequently tracks across other industries, products, and lines of business, of which I gave a specific...

for something that is framed as inevitable, what do you see for EV sales in the absence of a tax credit, which ends September 30th? I will venture EV sales will decline 15% in 2026 vs 2025, and decline another 10% in 2027. Everyone who wants and can afford one, will have one, by September...

Take the total number of EVs Ford has sold and divide it by the 2024 and 2025 Ford Model-E division losses.

Technically they make the most money on AI inference via the MI350 chips vs general compute Zen 5 (Nirvana) chips, but that is another story for another day. The point is - the more specialized/unique, the higher the margin/profit.

I'll answer it with a thought exercise. AMD makes a number of Zen 5 chips for consumer PCs. Which of those chips do you think they make the majority of their profit on - the volume leaders for entry level PCs, or the X3D chips for gamers? It's the same thing.

Don't take my word for it. Have Bob go talk to Stellantis Media Relations. And once again, you refuse to acknowledge the absolute failure that has been Stellantis electric vehicles.

Anyone who has seen glimpses of those numbers can attest to it - you don't even specifically have to work @ Stellantis, but just working (generally) in automotive, on the business side. None of those numbers can be publicly published and you know that. If you don't believe me, have Bob ask...

Have you ever looked at a Profit and Loss statement? Do you know how many Pentastar Challengers and Chargers you have to sell to equal the profit of a single Hellcat? Yes, there's room for multiple powertrains in a single platform, but enthusiasts generate the majority of profits for a vehicle...

Clearly, someone from Allpar stole it because they can't stand the Hemi living on and succeeding. Sad!

I can get on board, eventually, with REEV. 20-30 years from now. But there’s no conceivable universe where REEV isn’t insanely more expensive (without subsidies) vs V8 ICE. Remember a couple years ago when people said per KwH battery costs were like Moore’s Law, in that price would decrease...

You’re aware that Dodge, Jeep, and Ram are primarily enthusiast brands - specifically, ICE enthusiasts. Proof - the Charger EV and Wagoner S EV have totally and completely flopped, from a sales perspective.

Finally, some good news.

And if you think sales of the Wagoneer S are bad now - just wait until September 30th, when the EV credit goes away.

Ask him how the Wagoneer S is doing so far this quarter. It's averaging about ~3500 (not a typo) sales per quarter, right? Stellantis Post It’s Sales Numbers For The U.S. In Q2 2025 They build the Wagoneer S in Toluca, which is also where they intend to build and export the Recon to the US and...

Ram REEV is sitting in a Aptiv’s HQ parking lot in Troy, uncamo’ed. Doesn’t mean it’s being built.

Sigh.

Because they're going to expand Ram 1500 production in the US beyond SHAP.