Chip issue isn't going away until early- to mid-2023. Build trucks & park them; you can't makeup profit for a truck you never built, but you can plug in a chip later after it becomes available. In Detroit alone Ford had 30K+ pickups parked, but that number has been whittled down as chips arrive. And just in time for a potential recession and escalating interest rates making expensive trucks even less affordable. Talk about the perfect storm. LGB.
I think you nailed it.
