GM announces it built new V-8 engines. Ford and Ram also built new V-8 engines. The truck wars are back. The same truck wars that never ended. The same truck wars that have been raging since your grandfather bought his first F-150 and refused to shut the f*ck up about payload capacity at Thanksgiving.
Electric vehicle sales disappointed everyone who spent the last three years explaining why trucks would be electric by now. They were wrong. Turns out people who need to tow twelve thousand pounds of lumber don't care about your Ted Talk on battery density. They care about not getting stranded in Wyoming with a dead truck and a boat.
Gas-guzzling pickups continue selling because they do the one thing EVs can't. They haul heavy sh*t without making you plan your life around charging stations. Revolutionary concept. A truck that works like a truck.
Every retail trader who bought Rivian at seventy dollars believed the future was electric. They watched their portfolio value drop faster than an EV's range in cold weather. Now they're reading headlines about V-8 engines making a comeback. Not a comeback. They never left. You just convinced yourself they did because some guy on Twitter said internal combustion was dead.
GM spent billions on electric vehicles. Ford spent billions on electric vehicles. Ram spent billions on electric vehicles. Now they're all back to marketing the same engines they've been selling for decades. The F-150 Lightning exists. Nobody who owns a real truck gives a sh*t.
The lesson here is simple. When working people need a tool that works, they buy the tool that works. Not the tool that makes venture capitalists feel good about themselves. Your investment thesis died the moment you assumed America would stop buying the thing America has been buying since before you were born.
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