Brian Sullivan — Anchor, Bloomberg Television (1 trade idea)

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Date Ticker Direction Thesis Source
Feb 11, 2026
F
WATCH Ford reported a massive profit miss, driven by supplier fires, tariff costs, and EV write-downs, though revenue beat. The company is guiding for a rebound ($8-10B profit), but there is a fundamental disconnect between their EV strategy and consumer demand in their core rural markets. Watch to see if they can stabilize costs and align production with actual demand. Continued lack of EV adoption in key demographics; further operational disruptions. CNBC
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