$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. 👀
