u/two_beers_left

1 thesis · first seen Jun 3, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%-2.4%-2.4%
3d111100%-5.2%-5.2%
1w111100%-9.0%-9.0%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$FDDbearish
u/two_beers_left · 7d agono track record yet
Long F $12P exp Jun 26 · 170 contracts

June 03, 2026 - Ford (F) announces a -13.6% decline in vehicles sales and a 420,000 vehicle seatbelt recall

Ford faces structural headwinds including a $4B EV sector loss, $1B in tariff and commodity costs, $420K vehicle recall, and weakening truck demand despite $90k price tags. Monthly payment defaults at Ford Credit are at 32-year highs with subprime borrowers defaulting at record rates, while CEO acknowledges Chinese competitors like BYD have unmatched cost advantages and scale.

At post $15.71Now $14.30-9.0% since postedas of Jun 10, 4:59 PM ET
1d-2.4%
3d-5.2%
1w-9.0%
1m
3m
6m
1y
original post →

End of results.