More irrational than the shoe company example but admittedly not as embarrassing

pretty depressing that there's basically nothing a company like Ford can do on the car business side of things to get a 25% stock bump, but say you're putting CATL cells in a box for data centers and boom[image or embed]— e.w. niedermeyer (@niedermeyer.online) May 14, 2026 at 11:19 AM This is another one of those cases (and they have gotten awfully common over the past year or so) where simply running the numbers shows there is simply no way that a certain market move can be considered rational.For a company like Ford, which, to put it in technical terms, is really big, it is extremely difficult for a new product line to substantially increase the reasonable valuation of the company.With smaller companies, it is at least possible to justify huge relative increases in valuation. If a third-tier construction company announced it was going into the data center business, there are at least plausible scenarios where you would see a manyfold relative increase in revenue. It's the classic…