Ford - The quiet bull caseFord Motor CompanyBATS:FBlueberryFord is quietly building the most credible EV pivot among legacy automakers. Its new EV platform, rolling out in 2027, is a bet on scale, speed, and affordability. It's also a bet on corporate America's ability to innovate and manufacture its way out of a two decade slump. Ford will start with a mid-size pickup under $30,000. It’ll be 20% faster to build and 15% cheaper to assemble. That’s the kind of math that wins in volume. At the same time, Trump-era tariff policies are back on the radar. If tariffs on imported vehicles return, Ford wins. It already builds 80% of its U.S. units domestically. That’s a big hedge against rising trade friction. There’s room in EVs for second, third and fourth place. Tesla dominates the top end. But Ford is playing in the middle, affordable, reliable, utility-first vehicles. That's where the mass market lives. More importantly, Ford Pro, the company’s fleet and commercial arm, is a sleeping giant. It generated $67 billion in revenue last year, bundling vehicles, software, service and charging for corporate clients. This is recurring, sticky income. It’s not sexy, but it’s solid. Add in Ford’s interoperability with Tesla Superchargers, investment in battery tech, and global footprint in markets like Europe, and the strategy becomes clear. Scale EVs across price points and geographies. This isn’t just survival. It’s smart, patient capital allocation. Ford doesn’t need to beat Tesla. It just needs to make EVs profitable and predictable. Traders ignore Ford at their peril, but it has recently risen above its 200-day moving average (around $10.40) to find some comfort. The upside isn’t explosive. It’s inevitable. The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.