F
Ford Motor Company$13.10live · 9h agoTotal predictions
3
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
0
Bull / Bear
0 / 3
direction split
YouTubers covered
3
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Predictions (3)
Jo Bhakdi1 callStrongly Bearish
The host argues that robotaxis pose an existential threat to legacy automakers, reiterating a prior call that the automotive industry in the West is heading toward collapse by 2027.
Randy Kirk1 callBearish
The hosts describe Ford's EV push as years behind Tesla, citing a $19.5 billion EV write-down and a 61% sales drop after the EV tax credit expired. While Ford's new Fathom truck copies Tesla's manufacturing playbook (structural battery, giga-casting, 48V), the hosts believe Ford remains structurally and culturally behind, with uncertain execution on cost discipline.
Solving The Money Problem1 callBearish
Ford's EV efforts are failing with the F-150 Lightning being discontinued and poor sales performance. The YouTuber sees traditional ICE manufacturers as 'cooked' and unable to compete in the EV transition.