$Ford Motor(F.US)
Low valuation, potential high growth and dividend payments stock. Furthermore, there is government support. Buy low to aim for both capital appreciation and dividends.
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Another win for corporations, another loss for Americans
President Trumpโs tariff refunds for:โข Walmart $Walmart(WMT.US): $2.4Bโข Apple $Apple(AAPL.US): $2.2Bโข Target $Target(TGT.US): $2.2Bโข Ford $Ford Motor(F.US): $1.3Bโข Nike $Nike(NKE.US): $1.0Bโข Amazon $Amazon(AMZN.US): $600Mโข General Motors $General Motors(GM.US): $500Mโข UPS $UPS(UPS.US): $500MYour refund: โข $0 - H
$Ford Motor(F.US) | Ford Motor Company, Q2-2026 Earning Report
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$Ford Motor(F.US) ๐๐
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. Fordโs 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, Iโm watching whether the recent weakness is temporary.
Still holding. ๐
Trade Showcase: Trade, Show & Earn Rewards! - H
๐ข ๐๐๐๐ ๐๐: Micron, Ford Sign Long-Term Supply Agreement for Next-Generation Vehicles - $Micron Tech(MU.US) $Ford Motor(F.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ข๐๐ซ๐จ๐ง and ๐ ๐จ๐ซ๐ signed a ๐ฅ๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ Strategic Customer Agreement.โค Agreement strengthens the supply of ๐๐ฎ๐ญ๐จ๐ฆ๐จ๐ญ๐ข๐ฏ๐ ๐ฆ๐๐ฆ๐จ๐ซ๐ฒ and storage solutions.โค Micron is expanding production capacity for ๐ค๐๐ฒ ๐๐ฎ๐ญ๐จ๐ฆ๐จ๐ญ๐ข๐ฏ๐ memory products.โค Capacity investments support ๐ฅ๐จ๐ง๐ ๐ฉ๐ซ๐จ๐๐ฎ๐๐ญ lifecycles and production continuity.โค Agreement includes Micron's ๐๐ข๐ซ๐ ๐ข๐ง๐ข๐ DRAM manufacturing expansion.โค Supply partnership supports ๐ ๐จ๐ซ๐'๐ฌ next-generation vehicle production.โค The agreement is one of ๐๐ Strategic Customer Agreements disclosed during Micron's Q3 2026 earnings call.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Long-term supply agreements help reduce ๐๐ฎ๐ญ๐จ๐ฆ๐จ๐ญ๐ข๐ฏ๐ ๐๐ก๐ข๐ฉ ๐ฌ๐ฎ๐ฉ๐ฉ๐ฅ๐ฒ risks.โค Expanding U.S. production strengthens ๐๐จ๐ฆ๐๐ฌ๐ญ๐ข๐ semiconductor manufacturing.โค Rising vehicle intelligence is increasing demand for ๐๐๐ฏ๐๐ง๐๐๐ memory and storage.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Producing the high-volume vehicles of the future in the U.S. will require a resilient supply chain. We applaud Micron's commitment to manufacturing in America, expanding its domestic production and investing in a skilled workforce." โ ๐๐ข๐ฆ ๐ ๐๐ซ๐ฅ๐๐ฒ, President and CEO of Ford Motor Company.โค "We are proud to extend our collaboration with Ford to help ensure a reliable, long-term supply of memory and storage solutions. As vehicles become more intelligent and data-intensive, the importance of advanced memory and storage continues to grow, making collaboration and long-term supply increasingly important." โ ๐๐๐ง๐ฃ๐๐ฒ ๐๐๐ก๐ซ๐จ๐ญ๐ซ๐, Chairman, President and CEO of Micron Technology - J
$Ford Motor(F.US) ๐๐
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 companyโs 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 โbuy blindly because it turned greenโ trade. Iโm treating the green P/L as a chance to reassess whether the business story is improving. Ford Pro is the main reason Iโm still interested, because it makes Ford look less like just an old-school automaker and more like a commercial mobility and fleet-services play.
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