Rachel Warren

It integrates a combination of LIDAR, radar, and cameras for 360 degrees.

degree awareness.

And it's worth noting, you know, after they shut down the cruise robo-taxi business following the safety incident a couple years ago, GM, they folded that technology and team back into their mainstream operations to develop this system.

So, there is a lot of really impressive manpower there, you know, still a few years away.

So, I think we'll see if and how this bears out.

With the buybacks.

So, you know, they initiated a new $6 billion deal

stock buyback program.

This follows their $10 billion accelerated share repurchases that they initiated in late 2023.

And it's worth noting, these buybacks have significantly reduced the number of outstanding shares, which boosts earnings per share even if net income stays flat.

I think that's something to underscore as an investor.

This is kind of par for the course for the company.

I think if you believe that these actions, they've also consistently hiked their dividend, about 20% increase for 2026.

If you think that that is something that's compelling as an investor, maybe it's an attractively valued stock.

The growth profile for me hasn't been one that I have wanted to add to my portfolio, but it's certainly a solid business.

Yeah, and I think Lou makes some very good points there.

Central banks, institutional investors have been diversifying their holdings and moving away from some of the dollar-dominated assets.

And again, precious metals like gold and silver, they're generally priced in U.S.

dollars.

So, if you've got a weaker dollar, it makes them cheaper for foreign investors.