FDX

GildedWarrior

FDX is on the 23rd I thought 🤔

Glum_Anteater1250

Only two earnings lottos this week. FDX and LEN. Buying FDX 285 and the LEN 70's..

M00SE110

FDX calls during COVID. Up some stupid amount. I still remember the day the vaccine news dropped and the position got nuked.

the_Q_spice

Two massive spikes on UPS and FDX right before the market closed… About 750k shares worth of buying new longs were entered right at market close. I hold both and was pretty shocked to to see it; makes sense now I guess.

Federal-Watch

FDX gon’ give it to ya! Fuck waitin’ fo you to get it on ya own, FDX gon’ deliver it to ya! 😠 FedEx marketing department missing a trick 🙂‍↔️

waldenducks

I mean, if it's good enough for SBF / FDX, it's good enough for me. 🫠

the_Q_spice

FDX did exactly what their board said it would; Spun off for a stock split for around a 20% margin in the first quarter.

ApartBathroom5237

QQQ puts SPCX calls FDX puts

Possible-Material693

Puts on FDX. Been waiting for parts for my truck for almost 3 weeks now. What is so hard about them just putting the mail in the box bro

Frequent-Length-9966

Other than IBM, the only other two stocks I’m long on are WFC & FDX. Everything else feels really dumpy at this point.

evanthe-winner

FDXF puts because FDX dumped? Is that too easy?

Maleficent_Ad_3070

FDX lets go!

No_Currency_367

FDX literally fucked me

callmeupbenz

FDXF the same way as FDX🤔 calls no the other way around, oh by the way less crackdowns

MomentSpecialist2020

Didn’t FDX just get added to SPY?

the_Q_spice

Have said this before; They’re a really strong company that no one has been paying attention to. They’re outcompeting WM in a ton of markets and the best argument I have for them: They poached my manager from FDX. As in, they recognize good management and employees - and they move on them - *fast*. They’re willing to pay people more if they know they are good at what they do, and know that’s how they outdo their competitors.

bdh2067

Or just a u-turn on MU. Like FDX this am but in reverse

Severe-Selection-256

Looooooooooooool FDX always pulls that on earnings back to flat 2 min before open. Ahhahahahah get fkd 

TickTockTaudit

Did 10 years with UPS, they don’t know shit. FDX blows ass too.

Objective_Back_2581

Claude AI recommendation of iron condor on FDX printed me 21k tomorrow open and you think your job is safe?

Rare-ish_Birb

Anyone got FDX 300p ? Besides me, I mean. 🥳🥳

Stocks_N_Bondage

Opened Today June 23 Calls: WOR • FDX Puts: PAYX Not investment advice. Strip clubs are a better vice.

Ok-Contribution6337

lmao Price to Sales Ratio: **UPS:** 1.01 **FDX:** 0.86 **AUR:** 3,235.99

horesebeblind

Financials appear ready to roll. MS, JPM, GS. Maybe some industrials FDX? Rotation is inevitable. But I can’t say when

-medicalthrowaway-

Neighbor lady told me she was talking to the fedex guy yesterday. Fedex guy said they’re “struggling”. FDX earnings next week

CODE_HEIST

I would watch margin pressure more than headlines. Amazon entering more third-party logistics matters if it changes pricing power, utilization, and service mix for UPS/FDX. Useful metrics: package volume by segment, revenue per package, operating margin, capex intensity, free cash flow, large customer concentration, and whether management is cutting prices to defend share. The threat is not "Amazon replaces them overnight"; it is Amazon forcing lower returns on the most profitable lanes.

the_Q_spice

Transportation companies like FDX, UPS, and DHL. They offset fuel costs via surcharges. People still need their stuff delivered, and at the end of the day, over 70% of global parcel volume touches one of these 3 companies during at least part of its journey (that even includes Mail). Even AMZN still uses both UPS and FDX because their delivery network can’t handle their own volume.

RayU_AZ

I had some cash sitting on the sideline and bought some Tech & stock chips on the big dip today to finance my ROTH IRA for thsi year, $8,000, at the closing bell around 3:20. Tech and chip sectors got killed today. The usual defensive sectors were up today, consumer staples, Utilites and heathcare. Banks & financials broke even. I have some value stock that did okay today. Morst of my stocks were down versus up. It's good to have some diversity and not be concetrated in a single sector, SOXX. The Invesco large value cap ETF, PWV, held it's own today, slightly up. * WMT +0.97% * KO 3.5% * UNH +0.75% * Visa +1.1% * RTX +1.3% * FDX +0.91%

Pickenem99

I like FDX. Nice dividend growth stock. Making money and not overpriced.

sacredvillian

Next from Jensen : shipping companies are one of the core functions of our AI supply chain. FDX and UPS are going to sore like anything. Man wants to give a piece of the pie to every company he wants to cut a deal with.

Pickenem99

FDX. Good time to buy a dividend growth stock.

Wisesize

Nothing profound, I just start asking questions. What companies have similar setup to Snowflake, and Dell was #2 on the list before they had earnings. It's provided a pretty bearish take on FDX and that's really compelling when you look at the introduction of Amazon freight and the price of UPS.

chokemypinky

I just started buying into metal stocks (FDX, HBM), curious what rare earth stocks you'd recco

the_Q_spice

Same people who are arguing that Amazon is miraculously going to take over logistics giants like XPO, UPS, and FDX… Ignoring that AMZN’s logistics announcement is literally just them restating a service they’ve offered for *years*, and shippers hate because they have the worst service and shipping rates in the entire industry.

the_Q_spice

Still putting money into UPS and FDX. Sure Amazon Logistics announced they are a competitor… But Amazon \*Logistics\* doesn’t even crack 33% of UPS or FDX revenue, their trucking fleet is less than half the size, and their air fleet is half of UPS’s… and less than 1/7th of FDX’s. Amazon logistics posts about $31B in revenue annually, whereas both UPS and FDX average around $100B. People forget that FDX in particular is the largest LTL shipper in the world, largest cargo airline in the world (by revenue, fleet size, and freight ton miles), and 5th largest airline in overall fleet size. Unlike FDX or UPS, AMZN doesn’t have any sortation hubs, because they don’t need to for warehouses fulfillment. To get one of those, you basically need to buy out 1/2 to 2/3rds of at least 2 major airports, preferably in the middle of the country. Problem being; FDX and UPS already bought out the best options (MEM, SDF, IND, STL, and ORD), there’s no more \*physical\* room for any more cargo airlines unless AMZN commits to spending hundreds of billions to subsidize major airport expansions.

dieselbp67

UPS is such a shit stock - after yesterdays Amazon announcement all the truckers and logistics names got crushed so it could be a good time to invest in some of them. Or you could buy the transports index or the overall spx. I would probably do $XPO.US, $CHRW.US, $R.US $FDX.US. Sorry about your husband! Hopefully yall get back on your feet

Short-Dependent7676

Lmao anyone else see FDX today? Down $35 and the puts are +85,000%.

jbforte

Don't worry, GME is going to buy EBAY and battle AMZN lmao. Yea this shipping news should be real good for them. Would have been good for UPS/FDX puts today or this week on this news but large dropped already happened.

cydworth

FDX puts are free money

the_Q_spice

If you want airline stock and it to have solid margins; Your choices are basically only pure-play cargo airlines. Passenger airlines are attractive because of how public facing they are. But cargo is what really pays the bills (even for passenger airlines). Kalitta and Atlas aren’t publicly traded. The main 3 are basically: FDX DHL UPS That’s it. FedEx is the largest cargo airline in the world both by revenue and, revenue mile, and freight ton mileage. UPS pays a good dividend (though somewhat likely to be cut if more people buy in and drive the price higher). DHL is if you want a non-US company.

yoloswaggggggggg

Lost 2k today. Not in the market FedEx lost my package. Puts on FDX.

Swiftnice

FDX and UPS up 1% each. Well it's not like either of them are sensitive to fuel cost increases or anything.

Unfair_Adeptness_838

VM, what are your thoughts on FDX?

Clem_Backtrex

Insider selling clusters are interesting but context matters a lot. EVPs and general counsel often sell on predetermined 10b5-1 plans, especially around vesting windows. I'd check if these were new plan sales or scheduled ones before weighting it too heavily. On the spread itself, 380/382.5 with only a week to expiry and 1:1 R:R feels tight for the risk you're taking. You're basically betting FDX stays flat or drops, but earnings sentiment or a single macro headline could push it through your short strike fast with that narrow width. If the thesis is bearish I'd personally go wider and further OTM to get a better payoff shape even if the credit is smaller.

polymanAI

$8M in insider sells across multiple C-suite in 2 days is a strong signal - clusters beat individual sells every time. The 380/382.5 width is tight but the short timeframe works for insider-driven thesis. Only concern is FDX doesn't move fast unless there's an earnings catalyst or guidance cut.

the_Q_spice

FDX. Partially for the June stock split (existing shareholders getting FDXF shares awarded based on their FDX holdings with no tax implications). But mainly because no matter what; shit *always* needs to get from point A to point B, and FDX pays a pretty consistent dividend. Transportation is boring AF as far as stock goes, but people are gradually realizing that there are *very* few downsides to courier businesses like FDX and UPS that don’t rely entirely on any 1 method of transport.

Oneok-Field

It's going to be a CEO parade like the COVID press This Boots on the Ground™️ invasion is sponsored by: * $NKE supplying our troops the boots * $LULU for boot cut leggings * $FDX for speedy and practical boot distribution * And our spotlight sponsor, $MCD for feeding our boot troops Go get em, boys!

throwaway9gk0k4k569

I like your thesis, but look at the FDX earnings call from just a few days ago. They are obviously fucked on fuel prices and the market is going to tank on them, but they happy-talked the guidance and all is wonderful and good. Stock went up and it's near all-time highs! Weeee magic is reaaaaaaaaal!

LengthObjective2253

Lol I had spreads yesterday that would’ve netted me $2k profit and I got fucked over yesterday. If I would’ve held the my FDX spreads they would’ve been OTM rn. Don’t try to predict just go with the direction

Independent-Tree-985

FDX can go higher?

Independent-Tree-985

Theres a lot USO FDX WMT SOFI

the_Q_spice

Interestingly; Transportation like UPS and FDX. They just add fuel surcharges. Shit still needs to get shipped, and the high margin cargo is always going to move - no matter the price. Both are decent bets with Hormuz closed as well, due to being the biggest air cargo shippers in the world.

Samjabr

dang, FDX totally gave it all up

TheScourgeOfHumanity

FDX has me so upset. Wish I played a shitcall at least 🫩

Short-Dependent7676

I just realized literally not one person here mentioned FDX all week and it pumped nearly $50 after ER. It’s interesting how when the entire sub talks about something it stays flat no matter how earnings go.

Short-Dependent7676

FDX call holders 100x bagger

successful_gap_v3

i’m shorting FDX and FIVE tomorrow. good or bad idea?

WendyDumpsterFire

Buying more puts on SNDK FDX and MU 😔🐻🤡

WendyDumpsterFire

I bought FDX puts 🤡🤡🤡

No-Sympathy-686

FDX billionaires tomorrow

WendyDumpsterFire

Why is FDX up?

free_z_e

Of course I spent my last 1k on FDX puts….

_Rexfest_

FDX just saved my life

Dull-Buy-2776

man how the hell does FDX climb close to ATH under tariffs and increased fuel costs.

TripleChen_LLC

FDX fade coming

NotPapaElon

FDX hitting 380 after hours today.

daytradingman

FDX puts to 330 tomorrow?

KnewTwoDiss

FDX pumping from today's lows is sus

ai-moderator

#TLDR --- Ticker: FDX Direction: Flat / Down (Bearish) Prognosis: Sell 1DTE $5-wide Credit Call Spreads (~$5 OTM) Competitor Analysis: "What are you gonna use, DHL? Hahahahahahaha" Diagnosis: Gay Bear

Shostacotuesday

Anyone doing FDX?

Dull-Buy-2776

Been holding FDX puts for earnings this evening and its been flat the entire time. I feel like I've missed out on today

D1rtD3mon

anyone playing FDX today?

maplessbastard

Anyone shorting FDX with me?

Dull-Buy-2776

Only regret today is that I didn't buy further out FDX puts. This shit is going to be ITM before close tomorrow.

Dull-Buy-2776

Bought FDX puts today for FOMC decision and earnings tomorrow. I think rising fuel prices is going to lower their guidance and crash the stock.

Dull-Buy-2776

I bought FDX puts today for earnings thinking that JPOW will lower the market today and rising fuel prices will lower their guidance.

HardlyDecent

Honestly, how valuable and successful the buy and hold strategy is and the existence of ETFs. I started with a few bangers like MSFT, FDX, XOM, so on--massive companies with long histories and good numbers that I'd heard of and suspected of hanging in long term. If I could go back a few years I'd have dropped everything into ETFs (or just more in fewer of those top pics) during COVID. Would my gains be that much different now? I dunno, but it would've been a "better" move strategically I think.

Dull-Buy-2776

Not true both puts and calls for FDX went red today

Dull-Buy-2776

Hope the market pumps so FDX puts are cheaper on Thursday before earnings.

Professional_Con_007

2022 was the year that FDX nuked the market just saying 

okcanadian94

long otm FDX puts, not much homie this market is spooky

retard_trader

Tendies strat: wait two earnings reports from now buy FD puts on UPS, FDX. Elevated gas prices will ruin their fucking margins. It's probably the single biggest contribution margin hit for a delivery service.

Samjabr

Puts on FDX [FedEx sues U.S. for refund of Trump tariffs after Supreme Court ruling](https://www.cnbc.com/2026/02/23/fedex-trump-trade-tariffs-refunds-supreme-court-lawsuit.html)

SecretiveMop

Can someone explain CNN’s futures to me? Shows FDX down like 20% but I can’t see any news at all on why so that’s difficult to believe being true.

Ok-Pomegranate8977

FDX

NotPapaElon

!banbet FDX 300 5w

the_Q_spice

Pretty much everything for datacenters is transported via air, which is why UPS and FDX are top of that list; together they make up over 80% of all worldwide air freight transportation. Transport on ships is a lot more risky due to waves and storms and the pitch and roll they cause, not to mention that containers go overboard a fair amount, risk of conflict are higher, and of course piracy is a thing, not to mention longer transport times. UPS and FDX also have their own LTL services to complement the air transportation, including highly specialized services like FedEx’s Custom Critical. Amazon, Door Dash, OnTrac, and Uber are general *delivery* services. Basically, the do final-mile only with very limited linehaul. The difference with the companies in my previous comment is that they are all transportation services that get you a specific item from point A to B from anywhere in the world, to anywhere in the world in a set. Even Amazon doesn’t do that.

the_Q_spice

Transportation is a massive one as well. You have to get the datacenter equipment to the site somehow, because it isn’t manufactured on site. There are very few ways to do that without damaging said equipment. The bonus is the same industry is also critical to transporting basically everything we use. Despite not being valued as high as NVDA, AMZN, or similar, all of those companies are critically dependent on transportation giants like FDX, UPS, ODFL, and XPO. Critical dependency in this meaning that if those 4 companies went under, most large corporations would follow soon after due to a disintegration of their supply and shipping chains.

the_Q_spice

FDX, UPS, HSHP, ALL, *maybe* LUNR.

the_Q_spice

IMO, it isn’t to invest in the high CapEx companies. Look at the cash flow. Who are they spending that capital on? Take Amazon for example; They are engaged in new contracts with OSK (airport equipment for Prime Air), FDX (freight, bulk, and deliveries they can’t otherwise do in 2 days or less), and AAWW (who wet leases basically *all* of AMZN’s aircraft). Regarding the last point; wet lease contracts can be a bit confusing to folks not in the aviation business. Basically, AMZN owns the airplanes, but *none* of operating certificates, equipment, staff, pilots, or facilities. They cover AAWW’s operating expenses, pay their staff, add a bit on top for profit, *and* provide them fueled aircraft (the “wet” portion) in return for operating under AAWW’s airline license and insurance. But AMZN doesn’t operate their own flights (matter of fact, they are forbidden from doing so as they aren’t a licensed air carrier).

0nmyohji

I’ve been telling you about FDX for a month and a half now bitches! If you did listen, your already partying. If you didn’t listen… Im glad you are out on the street! Take your shitty losing mouth with ya!

kaapooj

bearish on FDX

0nmyohji

My fellow gentlemen and colleagues. The past mention on the beginning unilateral calendar equaling a month’s time I respectfully mention FDX. This stock has out performed most stocks in a time when margins where raised to stop the leveraging of Silver. Silver which is needed in operational mechanization of solar panels, cell phones, etc…caused margins to be raised in China. The USA soon afterward did the same. This caused the margin call holders to off load and sell stocks to meet the margins so the brokers would not sell their good stock. Since most silver holders own gold thats what they sold. Crypto holders who lack the understanding of finance bought gold to shore up the losses they were sustaining. So when everyone started selling, it cascaded into a total fallout of the market. FDX whose beat eps and profit cause large institutions like the New York teachers union, Vanguard and many more to buy shares of stock. FDX had no position’s in silver or crypto shielding them from any stock market crash. Many looking for a haven listened to me and protected their losses by investing in FDX. So dear gentlemen and women, Im holding FDX stock and currently showing a massive bull run on AMD until the end of the month. My proof is the 8.28% gain on the market today out performing its rivals. So Spank! Spank! And ride them bitches!!! Make sure you tell them. “Hey bitches” You know…..” I love you! “

0nmyohji

I’ve been tell’n Ya Bitches for a month and a half now FDX. When the crap hit the fan FDX … Sole money witch bitch maker. Yesterday when all you bitches were crying I did a holla again FDX and then added best stock going up Everyday til the end of February AMD! AMD just crossed the Hidden Convergence Divergence out of the black hole into the gas emitting pulsar straight up out of the whole friggin universe. Did I mention Im still holding FDX! Im whipping yo bitches ass ..Spank…Spank! Can ya feel it baby! Can ya feel it Baby! Ouch ! My hands are gettin tired. Oh by the way bitches! Ya know I love You!!!

0nmyohji

FDX and AMD up until the end of February. What ever was driving the downfall by leveraging the markets ran out of money or control. They will be buying back in making earnings then dump again at the end Of February. Why? You always take profit when your up 20%. Enjoy the game, Like the Bob Seger song, “Your Still The Same”.

0nmyohji

Did I happen to mention FDX today. I know I have been tell YA All for a month now. Sorry Im a narcissist, I , me, myself etc: Well bitches I did take some profit. How bout something different… how about AMD through the roof starting tomorrow until the end of the month. Rumor has it..awoo! Rumor has it!!!! Hee! Haa!! Haa!

0nmyohji

Dollars depreciated 10% , layoffs in January over 100,000 , interest rate are 3.5% and over 6% for mortgages, which is going to lead to higher interest so people or companys could buy bonds to strengthened the dollar. We are going into or officially are in a recession. That said Im still holding FDX, you know the stock I have been telling you about for a little more than a month now.

KingDrenn

Everything in shambles except FDX

the_Q_spice

FDX. Pretty clearly gapping upwards the last few days and had an utterly massive target upgrade from $295 to $380. Pretty glad I hopped on at $300 because there's a ton of positive catalysts going for it right now (likely MD-11 return in March-May, Freight spinoff adding $20B in value just to existing shareholders alone, and record profitability and increasing efficiencies of scale).

Specialist_Pay_1510

Sweet sweet FDX!!