I’m bullish on $F they have a strong headwind like all automotive companies but the real test for them will be the electric pickup. The F150 is the golden goose and they need the EF150 (if that’s the name) to be good to succeed.
They don’t seem to have a big hand in self driving however which is a concern for the 5-10 year horizon. No reason they can’t licence from someone else but owning and controlling R&D is obviously better.