RIP USA
'The America you once knew is dying in front of you...
If you're over 50, like me, what's replacing it threatens everything you've worked for. And right now, I only see one way to survive.'
That's the chilling message one of Wall Street's leading millionaires just issued.
He says the strange and confusing events we've seen so far this year aren't just a blip. We're not living through a bubble or short-lived volatility.
This 'New Normal' is fast opening a strange chasm in our financial system... turning some people into overnight millionaires, while millions of others fall behind.
That's why Whitney Tilson - who founded a $200m hedge fund firm and called both the 2008 crash and 2020 rally - is stepping forward with the biggest prediction of his 25+ years in the markets.
"The rules have changed," he says. "And if you're still relying on the old playbook to grow your portfolio or pay for your retirement... you're risking everything."
That's why Tilson's team spent $4m on a radical new research project, designed to offer a lifeline to anyone who's worried about the direction things are headed.
You won't hear about it from Wall Street. In fact, there's only one place in the world you'll get the full story...
Regards,
Matt Weinschenk
Director of Research, Stansberry Research
3 Auto Stocks to Watch as EV and Hybrid Demand Shifts
Written by Chris Markoch. Published 9/30/2025.
Key Points
- GM plans to reintroduce plug-in hybrids in 2027, balancing its EV push with consumer demand for trucks and hybrids.
- Ford’s F-150 and Maverick hybrids are strong sellers, supporting growth as EV production is scaled to real demand.
- Tesla leverages global expansion and FSD subscriptions to offset U.S. EV incentive risks.
Several automotive stocks have surprisingly outpaced the S&P 500 in 2025, which has risen about 13.5% so far this year. However, General Motors Corp. (NYSE: GM) is up 14.5%, Ford Motor Co. (NYSE: F) has climbed 20.5%, and Tesla Inc. (NASDAQ: TSLA) has surged over 37% in the past three months.
This rally is driven by two main factors. In the second quarter (April through June), many consumers accelerated vehicle purchases to avoid potential tariffs on imported parts. Then in the third quarter (July through September), EV buyers rushed to claim federal tax incentives before they expired on Oct. 1.
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Click here to see Sean's five top gold picksThese front-loaded sales raise concerns about a possible slowdown in fourth-quarter auto volumes. However, with the Fed appearing to start a rate-cutting cycle, automakers may still offer compelling year-end deals that spur demand.
Moreover, many carmakers are balancing expensive EV rollouts with profitable gas-powered and hybrid models. Below are three stocks to consider for a buy-and-hold approach in this evolving auto market.
General Motors Plans Hybrid Comeback to Bridge EV Adoption
This year has been strong for GM in both internal-combustion engine (ICE) vehicles and EVs. In fact, the company is now the number-two EV manufacturer in the U.S., with sales up 43% in the past quarter, well above the industry's 11% growth. GM continues investing heavily in its Ultium EV platform, including software and autonomous-driving technology.
But the strategic pivot to hybrid models is worth noting. Recognizing that mass EV adoption will take time, GM plans to reintroduce plug-in hybrid versions of the Chevy Silverado and GMC Sierra in 2027. The company sees this as a way to maintain its share in the high-demand truck and SUV segment.
Trading around $61 per share, GM stock is near consensus price targets and its 52-week high. With analysts raising forecasts—UBS recently bumped its target from $56 to $81—and a forward P/E under 6, the stock offers an attractive valuation in a market where many names trade at premium multiples.
Ford Expands Hybrid Lineup While Managing EV Pace
Ford has leaned further into hybrids than GM, with hybrid versions of its F-150 and Maverick pickup trucks among its fastest-growing models. The automaker expects U.S. hybrid sales to surpass pure EV volumes in the coming years as buyers prioritize affordability and range.
That said, Ford is not stepping away from EVs. The company has already invested billions in EV infrastructure, from battery development to connected services. Its Ford Pro division, targeting commercial electric fleets, also promises a recurring revenue stream.
By aligning EV production with real demand, Ford is preserving margins that are under pressure as tax incentives phase out. Combined with its made-in-America footprint—which helps mitigate tariff risks—robust F-Series sales, and a dividend yield above 4%, Ford remains a compelling play on the gradual electrification trend.
Tesla Stays Ahead With Software and Global Expansion
More than just an automaker, Tesla remains the premier pure play in the EV space, leading in both volume and margins. Its strong brand and pricing power should help offset the reduction in federal incentives.
Investors also value Tesla's vertical integration, which tightly controls supply chains and production. The company is expanding in Europe, including a new factory in Germany, to support long-term growth.
The biggest long-term driver is Tesla's autonomous-driving software. As Tesla monetizes its Autopilot and Full Self-Driving packages, software-driven revenue will further bolster its margins in 2025 and beyond.
Although TSLA shares are known for volatility, risk-tolerant investors with a long-term horizon can use price dips as opportunities to add to their positions.
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