So GM is actually the only individual stock I own right now. Bought them after earnings. They're a strong #2 in US EV's and that's not ready to change. It's likely the USA will have more EV growth than any other country in the next few years.
The Chinese division is struggling but I think that's water under the bridge.
I think GM is doing really well with EVs. I don't see many Prologues around here, although I do definitely see some, but I've seen lots of Equinox EVs recently. Blazer EVs are pretty common sights. If I add up Hummer EVs (seen a couple), Silverado EVs (seen many), and Sierra EVs (seen one, mmm, gorgeous, I want), I see about as many of those as I see Cybertrucks. Lyriqs are out there, too, and someone down the street just got an Escalade IQ - gorgeous but I want the Sierra EV more. For business/fleet they're even making progress. PG&E and Caltrans have Silverado EVs around here. Their BrightDrop electric delivery vans are popular with FedEx, I've seen a few.
And as per the other thread I just made, GM is continually improving their EVs. For 2025 model year as far as I can tell all Ultium vehicles got updated front drive units that put out more power, use energy more efficiently for a range bump, and are likely cheaper/easier to make in some way. And they're working on LFP for Ultium, I think the Ultium Bolt will be the first vehicle to be Ultium LFP?
Overall I think GM has the most compelling EV lineup in the industry. When the Ultium Bolt is out, they will truly have EVs in EVERY segment across all price points from sub-$30K to over-$100K. American consumers want choices and GM is giving them that.
They have a ways to go in terms of customer experience and tech... they need to overhaul the myChevy app and HondaLink by OnStar for the Prologue is a worthless turd. Some nice to have features like being able to use the built-in cameras as dashcams like you can with Teslacam would be AWESOME. And, from what I've heard, the dealers kinda hate selling and servicing EVs. But, as it is now, if an EV would fit your lifestyle, GM probably makes one that would fit your needs.
I like Teslas and people seem to love the refreshed Model 3 (and refreshed Model Y is launching) but the S and X are stale at this point, and the S/3/X/Y kinda all look the same, and Cybertruck is, well, the Cybertruck, opinions vary, but Tesla doesn't really give you many choices.