$F

4 theses

bullish 75%neutral 0%bearish 25%

Avg return (6m)

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Win rate (6m)

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1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Jun 10, 4:59 PM ET

$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%

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1y—

original post →

$FDDbullish

u/Lox4tw · 27d agono track record yet

“long ~3000 contracts 11-20$ range”

Ford ($F) the win

Ford's container battery technology via Ford Energy subsidiary addresses regulatory, tariff, and supply chain headwinds, positioning the company well for growth despite prior skepticism about battery overinvestment. The author holds a large long position expecting upside.

At post $14.48Now $14.30-1.2% since postedas of Jun 10, 4:59 PM ET

1d-7.5%

3d-7.5%

1w-5.6%

1m—

3m—

6m—

1y—

original post →

$FGainbullish

u/hskdbaldbeiam · 27d agono track record yet

Long F

2.3M in Ford ($F), 300K -> 1.9M in a year

Author believes Ford will see a near-term rally driven by downstream AI impact on battery and electricity infrastructure demand. Entry was at $13.50 with conviction for a quick upside move, reflecting belief the stock hasn't risen sufficiently yet.

At post $14.48Now $14.30-1.2% since postedas of Jun 10, 4:59 PM ET

1d-7.5%

3d-7.5%

1w-5.6%

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3m—

6m—

1y—

original post →

$FNewsbullish

u/Diamonds0a · 28d agono track record yet

Long F $11.85C exp Jan 15

Ford reveals it's energy division

Ford is pivoting its battery plant to serve utilities, data centers, and other businesses, positioning itself as a battery play with broader revenue opportunities beyond automotive.

At post $13.57Now $14.30+5.4% since postedas of Jun 10, 4:59 PM ET

1d+6.7%

3d-1.3%

1w-2.6%

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original post →

End of results.