Episode Details

Ford’s stock is surging after a rough decade, fueled by its new Ford Energy venture selling grid storage batteries — but beneath the surface, the company’s legacy model is crumbling. With $81 billion spent just to maintain status quo and EVs costing nearly $10 billion in losses, Ford’s fundamentals are shaky. While Energy could bring $500M–$600M in earnings, it’s a drop in the bucket against Ford’s 2026 projections. At an 8x forward P/E, the stock looks cheap — but long-term underperformance and massive capital needs make hitting $30 by 2030 a tough climb.

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