Aug. 10 at 9:34 AM
$F $RKT $JNJ $OUST $JOBY Ford continues balancing EV investment with traditional vehicle profitability, Rocket Companies remains sensitive to mortgage rates, Johnson & Johnson provides diversified healthcare exposure, Ouster benefits from lidar adoption, and Joby advances electric-aircraft commercialization. I'm watching vehicle margins, housing activity, healthcare demand, lidar adoption, and aviation milestones.