Contributor Since 2016
One of the profit centers of Ford is there financing arm. Estimates are that 300,000 to 500,000 vehicles were destroyed. With (F)'s market share 0f around 18%(and I believe it's higher in Texas) that means 54,000 Fords. (Conservative, possible 90,000). While this will mean a short term pop in vehicle sales, the credit scores behind them will be diminished to one degree or another.
Continuing to exit (F).
Disclosure: I am/we are long F.
Additional disclosure: Currently unwinding all positions in Ford