Agreed — it’s also a great reminder that “best” depends on portfolio role. Tesla fits the asymmetric upside bucket, while Ford plays the income + margin of safety role. Different tools for different objectives.

Interesting take — Ford is a value-oriented stock with dividends and lower multiples, while Tesla is priced for future growth via EV dominance + AI/autonomy. Your choice really comes down to whether you prefer steady value or long-term growth potential.

Yes, that makes a lot of sense. Thanks.

Given that manufacturing has been contracting for ~3 years while input costs and inflation remain high, what do folks think is the most likely trigger that could reverse the contraction — lower commodity prices, easing tariffs/trade-costs, or a surge in demand (e.g. from AI/higher tech investment)?