David Alton Clark who runs the Winter Warrior Investing Group on Seeking Alpha and has been writing for us for a very long time.

Welcome to Wall Street Breakfast's new afternoon edition. Great to have you. Hey, thanks a

lot, Rina. Glad to be here. Well, we're talking Ford, which is a stock that

you've written about today. They had their capital markets day and we were just talking about some of the

takeaways that we've had from our initial kind of listen and watch of of the

event the stock has seen your article in the middle of April was around their EV ambitions,

around their electric vehicle numbers,

whether or not they were going to be able

to hit 2 million units in North America

by the end of 2026.

So talk to investors maybe about your general takeaway

and whether or not that bullishness is still permeating

through your thesis.

What did they say about the EV numbers?

Yes, the bullishness is still resonating with me.

They did a really great job of laying out the roadmap ahead. They're planning on lowering costs across the board. They're reorganizing the entire distribution plan. they've got three new contracts with

Nickel and lithium suppliers for the batteries that they just signed this morning so they're vertically integrating and they've got two

plants that they're standing up in Tennessee and Kentucky that they're expecting to get 30%

cost savings on those because they're expecting to get 30% cost savings on those because they're implementing new software packages and the development teams.

It's one of a kind the first time they've ever had the the teams the engineers and the

facility teams working together to develop the facilities and what do you have to say

about the EV numbers in particular?

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