Dec. 9 at 12:28 PM
$F Big moves in Europe. Partnering with Renault isn't a retreat; it's an Asset-Light masterclass. 🇪🇺🤝
Why burn billions on a new platform when you can use Ampere?
1 - The Strategy: Outsource the chassis, keep the high-margin software & design.
2 - The Enemy: This is a direct shield against
$BYDDF and Chinese dumping.
3 - The Alpha: Farley is trading manufacturing ego for Margin Preservation.
Smartest capital allocation we've seen from legacy auto in years. Long. 🐂
#Ford #EV #Investing #AutoStocks #CapitalAllocation
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