Calls
1
Keith Naughton
Bloomberg Auto Reporter
Win Rate
0.0%
return
-4.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$14.53
-4.7%
Ford's energy storage business for data centers is a high-growth, high-margin (over 20%) opportunity. Ford has a licensing agreement with CATL, giving it a leg up over other automakers pivoting to energy storage. Demand for these large batteries is expected to double by the end of the decade, and Ford is investing $2B to bring production online next year.
Autos & EV
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Keith Naughton has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: F.
