Forward Industries

$Ford Motor(F.US) 🚘🚗

The last time I posted about Ford, my position was up more than 23%. Since then, the stock has given back most of those gains and is now trading close to my original cost again.

Earlier this week, Ford has signed a long-term agreement with Micron for memory and storage platforms used in next-generation vehicles.

As cars become more software and data-driven, securing this technology could become increasingly important. Ford’s Q2 U.S. sales were also pressured by lower F-150 inventory, making supply reliability another area worth watching.

The Micron deal does not solve that specific issue, but it does show Ford continuing to build the technology infrastructure behind its future vehicles.

With Q2 earnings coming on 28 July, I’m watching whether the recent weakness is temporary.

Still holding. 👀

$Ford Motor(F.US) 🚘🚗

Ford Motor has been sitting in the red in my portfolio for a while, so seeing it finally flip green made me take a closer look at the business again.

What stood out to me is Ford Pro, its commercial and fleet unit, which may be one of the more important parts of the company’s long-term story.

Ford Pro is not just about selling trucks and vans. It supports business customers with fleet vehicles, servicing, financing, telematics, charging solutions, and software tools that help companies manage productivity and vehicle health. That gives Ford a more resilient angle beyond consumer car sales.

What I like is that Ford Pro gives Ford exposure to commercial fleets, logistics, infrastructure spending, and recurring software/service revenue. This could help balance some of the pressure from EV losses, recall costs, competition, and the usual auto-cycle risks.

For me, this is not a “buy blindly because it turned green” trade. I’m treating the green P/L as a chance to reassess whether the business story is improving. Ford Pro is the main reason I’m still interested, because it makes Ford look less like just an old-school automaker and more like a commercial mobility and fleet-services play.

$Ford Motor(F.US) +1% AH after reporting stronger than exp 4Q revs and better than expected 1Q EBIT and margin. 4Q adj eps fell short of expectations due to a higher than expected Trump 2025 tarriff impact ($900M hit worth -$.17/share).