Reddit Posts
UPS reports next Tuesday - Remember what happened to Fed Ex?
Who thinks UPS is gonna be deep in the red after earnings? I have this feeling they are going to moon. 🤷🏽♂️
Will Mark Cuban's pharmacy - Cost Plug Drugs destroy CVS, Rite Aid, Walgreens etc.
UPS Earnings: Loading Puts for the Q4 Dumpster Fire?
Southwest Airlines pilot pay would increase 50% under new labor contract
Would UPS experience IV crush after FedEx earnings?
Amazon now delivers more packages than FedEx and UPS in the US
What company is growing without many people noticing?
How does logistics or industrial sector fare during recession or one phase after recession?
Why is investing in financial sector (banks, insurance companies) not generally recommended for beginners, and why?
Cathie Wood points about the weakness of US economy
Nothing screams 4.9% growth like UPS shares hitting 52 week lows on drop in packages and collapse in US demand for cardboard boxes.
Is Jumia the gateway for companies to access Africa ?
The Important News from the Stock Market Today (09/26/2023)
UAW’s War on $GM, $F, $STLA: Lose/ Lose Situation?? (Except for $TSLA)
UPS Signs minimum hourly wage increase of 35.5% for part-time workers and average total driver compensation to $170,000.
UAW Makes Ambitious Demand: 46% Rise in Pay Over 3 Years, Potentially $80B.
If you can’t be a rich UPS driver, you can dress up like one!
When UPS asks why you want to be a truck driver.
UPS drivers after learning about there raise.
How is UPS not crashing right now?
Here’s my portfolio, 13% return after ~1 year. What should I improve?
UPS most discussed stock August 9 2023
UPS faces increased costs amid a slowing market, Congrats to the drivers
Everyone Wants to Work at UPS After Union Scores $170,000 Driver Pay
This week's expected moves: SPY, QQQ, Palantir, UPS, Disney, Alibaba and more
Should I roll my UPS puts? What new expiration should I pick?
Lost some money in $UPS puts. Using what's left to get a new tattoo of my wife's bf
Teamsters and UPS reach tentative contract agreement to avoid a strike
UPS stock price history around potential union strikes
Why I believe a UPS strike is inevitable and will lead to the U.S economy crashing
Why I believe a UPS strike is inevitable and will lead to the U.S economy crashing
What's gonna happen with our UPS puts?
Should I tell Grandma to go all in on UPS puts!?
I'm never buying Spy Puts ever again
$T, $VZ, $F, $ABT, $PARA, $INTC, $C, $UPS cut bait on loss or DCA to get even?
PussyBreath007 and friends constantly P&D this sub.
Teamsters meeting with UPS is going well...
Teamsters walked away from negotiations $UPS
Only a fraction of you have heard of this company, but I'd tell most of you to make a big bet on YELL (Yellow Corp) towards the end of July. Wait a bit though for the current volatility/drama to cool, then go in with a Long position. Yellow will begin to turn around in the 2nd half of this year:
Amazon near the end of exclusivity agreement negotiations with RIVN. FedEx, UPS and USPS will be buying Rivian’s vans 🚀 🚀 🚀
UPS Pending Strike. Longterm Impact On Valuation And Share Price?
KNX's USX Deal - KNX to the moon or alternative buyer theory?
UPS strike "imminent" if pay agreement not reached by Friday, Teamsters warn
Shopify ($SHOP) up 85% this year, time to sell the stock?
Should we short UPS as the Teamsters strike looms.
UPS Teamster Strike - Now Taking Bets
Who will UPS buy vehicle AC hardware from?
Anyone have experience with getting exposure in private companies via asset management companies?
Amazon is changing its deliveries behind the scenes to cut shipping times
The Wild $AMZN Ride - How I Bagged $12K in Profits While Y'all Apes Struggled
6 stocks to watch on Tuesday: UPS, General Motors, 3M and more (NYSE:UPS)
UPS stock drives lower as earnings underdeliver, guidance disappoints (NYSE:UPS)
Market Recap - 4/25/23 - Economy is flashing red while companies beating estimations left and right
ARVL - The no-brainer of the century! - Shorts cover at the bottom, can't get much more bottom than this!
Mentions
>3rd world rural customers and then dispatch their UPS van 2 hours to deliver anal beads to a farmer in bumfuck nowhere? Same day delivery doesn't exist in BFE. Second day is best you can get and 50/50 chance it takes 3 days. Comes by UPS or FEDEX. No Prime vans in BFE. Source: live in BFE Kansas.
USPS would be wildly more efficient if they didn't have to solve for the last mile problem in the middle of nowhere Wyoming. UPS can just offload non-profitable work to USPS. Government services are supposed to exist to cover the type of shit private industry doesn't find profitable enough to cover.
Yeah, but you need to look at their net revenue margins, their margins are average for a a blend of 2/3 retail company and 1/3 tech company. And do the same for other companies as well. For example, UPS had a steady 6% profit margins, and they still do, yet they are laying off people.
Absolutely just this week UPS and Amazon are laying off over 60k that they both say is from implementing more AI
So invest in good companies that are down. A lot of food companies are down, Nike, UPS, TGT
The Fed is ending Quantitative Tightening (QT). · The U.S. dollar (USD) has dropped 12%. · There has been a 4% increase in U.S. dollar printing (money supply). · The U.S. national debt has crossed $38 trillion. · The U.S. debt-to-GDP ratio is at 119.4%. · The U.S. Debt-to-Income (DTI) ratio is high. · Inflation is up 3%. · Credit card debt is at a record high. · Medical debt has been reinstated on credit reports. · 40 million Americans are at risk of losing SNAP (food stamp) benefits. · There are 500,000 more sellers than home buyers. · Housing affordability is 25% higher (worse) than in 2007. · Home prices have posted the weakest gain in 2 years. · There are significant WARN layoff notices. · There are substantial job losses due to AI integration. · Major layoff announcements from companies like Amazon (14,000), UPS (48,000), Paramount (2,000), and GM (1,700+) in late October 2025. · Various countries have stopped shipping to the USA. · The U.S. has implemented new tariffs. · There has been a reversal of the de minimis exemption. · Global dedollarization efforts are underway. · The top 10 stocks make up ~41% of the S&P 500 (a sign of a potential bubble). · The odds of a recession are at 93% (from a UBS model). 67% of Americans surveyed live paycheck to paycheck Freight volumes are down 17% This is Fine. /s
UPS driver with history of opioid addiction? You’re no one.
just made $1k on UPS. Do i full port for ABNB puts on nov 6th? Maybe 115-118 strike? Exp 11/7 Or even lower strike
She bought FIG at 70-80 and UPS btw not exactly the saint of all saints, I think UPS has finally ran though
I think it’s their unmatched global footprint and brand recognition now, having acquired both Wolt and Deliveroo overseas. Additionally, robotics, grocery/convenience deliveries, UPS mail-offs, etc.
Robotics, definitely. Also they have a much larger global footprint, having acquired both Wolt and Deliveroo overseas. Getting into grocery deliveries, UPS mail-offs, etc.
Recent Layoff Announcements: 1️⃣ UPS – 48,000 employees 2️⃣ Amazon – Up to 30,000 employees 3️⃣ Intel – 24,000 employees 4️⃣ Nestlé – 16,000 employees 5️⃣ Accenture – 11,000 employees 6️⃣ Ford – 11,000 employees 7️⃣ Novo Nordisk – 9,000 employees 8️⃣ Microsoft – 7,000 employees 9️⃣ PwC – 5,600 employees 🔟 Salesforce – 4,000 employees 1️⃣1️⃣ Paramount – 2,000 employees 1️⃣2️⃣ Target – 1,800 employees 1️⃣3️⃣ Kroger – 1,000 employees 1️⃣4️⃣ Applied Materials – 1,444 employees 1️⃣5️⃣ Meta – 600 employees 💣 Total layoffs: ~171,444 employees 💣
Apple @ p/e 41 has to be perfect to justify its price. Its a luxury product in a time where money is tight for people going into holiday season.Tim Apple has some balls saying it will be a great xmas season lol. FWIW , UPS laying off 31k operations ain't a good sign. Apple uses UPS for fulfillment. Less boxes, if I had to guess its going to be less luxury ( LULU, AAPL etc.. ) and more essentials. Also, iPhone Air miss is bizarre to me... they usually don't fuck up market research that badly.
damn I almost went 6/6 with calls on UPS, UNH, GOOGL, META, AAPL, AMZN... META was the only miss
"Kuiper brings a new customer online in a village in India or on a farm in Nebraska. Where do you think they're going to shop? Amazon. What cloud service will the local businesses there use? AWS. How will they get their stuff? Prime logistics" You think Amazon's grand plan is to acquire 3rd world rural customers and then dispatch their UPS van 2 hours to deliver anal beads to a farmer in bumfuck nowhere? If that's the huge payoff, kuiper is a terrible investment Also, I feel like you'd love ASTS then
AMZN and UPS were free money this week fr. And fuck uranium nobody uses ts
one time i try to change up trading my usual tech stocks, UPS fucks me Does Wendy’s have stock?
Well, to be fairrrrrr...a lot of sectors have been beat-up and the AI wave is really the crutch holding this entire market up - if you look at the individual components of the S&P the perf. is heavily skewed. Not sure I want to be buying any tech company here, I'd rather pickup more UNH or TGT/UPS (if they get back down to my entries). The margins are compressing because of the unregulated hemp and black markets, eventually they'll just be a few dominant players in this space (like coke and pepsi), the key is picking those winners.
UPS doesn't get a lot of business from Amazon after Amazon started doing its own deliveries.
AMZN earnings will be a repeat of META and CMG. Why? 1. Lots of people buying stuff on alternative sites like TikTok. 2. AWS cloud business getting stiff competition from GOOGL. Their cloud earnings were huge yesterday. 3. Gyna tarriffs still unresolved, although that might change. 4. Demjnimis rule fucking up the margins. 5. UPS slashing 48,000 personnel is a sign that AMZN'S expected earnings in Q4 are potentially down YoY.
I saw a post about a driver that had a letter sent via UPS offering severance package. It was delayed because they didn’t have enough drivers.
AMZN and UPS cutting logistics jobs before the holiday seems like a bad sign for leisure as well.
I got in for about nine shares over a two year period working at a UPS overnight hub during covid, if I remember correctly the price was near 120 at the time, maybe a little higher. The price has been down for a while but I do enjoy the dividend checks overall I’m never that confident in these shares.
UPS is the best. Fedex sucks!
Noticed restaurants, gambling, and airlines are all taking big hits right now. Still averaging into Comcast, UPS, and AVPT. Interested in PLAY, JBLU, ALK. Looking at JBLU in particular. I would love grabbing JBLU at $3.50 and waiting for it to ride back up to $5-6.
As someone whose company deals with UPS, they fucking suck and we have moved more and more away from them. My company relies almost entirely now on its own logistics network but still uses UPS but reduces that every year. If they could get their shit together maybe they wouldn't suck. They are always out of trailers and never come on time.
Here’s a post I made on another sub: Meta’s AI-driven ranking system boosted time spent by about 7% on facebook and 6% on instagram, which means more ad views and higher revenue. Its AI ad tools (Advantage+) are improving conversion rates by around 5% and their Q2 revenue was up 22% YoY because of that. Google’s seeing the same thing with advertisers using its AI-driven (Performance Max) campaigns get about 6% more conversions and its revenue grew 14% YoY with AI being a big reason. Amazon showed examples where task completion rates improved by ~57% using AI assistants. Its supply chain operations is becoming increasingly automated, which lowers operational costs. Outside of tech, UPS’s AI route optimization saves about 100 million miles driven, 10 million gallons of fuel (around $300–400M a year). Walmart’s using AI and computer vision at Sam’s Club to speed up checkout by 23%, which cuts labor costs and improves throughput. They’re even licensing some of that tech now. And in healthcare, AI reduced radiologists’ workloads by about 33–44% in mammogram screening, while maintaining or improving detection rates. And AI scribe tools cut after-hours work by 30% and time spent in notes per appointment from ~10.3 min to ~8.2 min (20% reduction) for physicians.
Just add it to the list. America is so back. Im tired of all this winning! * GM (1,200) * Paramount (10% or 2,000) * Amazon (14,000) * UPS (48,000) * Target (1,800 or 8%) * Meta (600) * Microsoft (9,000 after cutting 6,000 earlier this year) * TCS (6,000) * Salesforce (4,000) * Accenture (11,000) * IBM (1,000) * Cognizant (3,500) * Intel (529)
Yes please ignore the layoffs at * GM (1,200) * Paramount (10% or 2,000) * Amazon (14,000) * UPS (48,000) * Target (1,800 or 8%) * Meta (600) * Microsoft (9,000 after cutting 6,000 earlier this year) * TCS (6,000) * Salesforce (4,000) * Accenture (11,000) * IBM (1,000) * Cognizant (3,500) * Intel (529)
Now GM laying off, though small compared to UPS and Amazon. They are going to have to cook the fuck out of the unemployment data if they want to keep this fraud shit going for another 6 months.
With UPS layoffs I'm now starting to think Apple gets absolutely smoked tomorrow. Less boxes moving around, and with JPOWs comments on wealth divide there won't be alot of iphone sales. iPhone Air production was also cut.
He didn’t see 48,000 jobs loss UPS, 14,000 jobs loss Amazon, 1800 jobs Target, 1700 jobs GM, and all other companies that have already laid off or are announcing layoffs.
The market is so disconnected from reality now. UPS, Amazon.....announce massive layoffs and are rewarded with stock jumps.
This: Amazon, Target, GM, F, UPS, Paramount, Meta, RIVN, Chegg, and others announced JOB Cuts in the Thousands…. We are Fuck, this 🤡 is using INDEED. PUTS ALL IN!
Last reply for me buddy. If you read my original post, my play was a leap, which at the moment is up 60% in a month. I did by some shares, just so I could collect a dividend and sell covered calls. It was no guarantee to work. And although the markets have been booming, $UPS has been lagging, which was a risk, unlike buying the Mag 7. I don't and never claimed it was a win or that I'm a genius. You're welcome to post your plays to the community, and put your user name on stage for public scrutiny. No hard feelings. All the best with your investments.
Why did I not buy more UPS calls in the 80s fuck
Dang and I was happy with the $523 I made on UPS this week
This dude over here betting on UPS and Target, making gains, it really puts into perspective how vast the market is and how many ways there are to make money.
100 s=hares of each, option C is what you got here. :) Also check your DM # 30-Day Covered Call Analysis (~25 Delta) |Ticker|Current Price|Qty|30-Day Strike|Premium ($)|Yield % (30d)|Annualized %|Assignment Prob %| |:-|:-|:-|:-|:-|:-|:-|:-| |FMC|$30.26|100|$35.00|$0.60|1.98%|23.8%|21.8%| |UPS|$97.38|100|No medium-risk CC available|\-|\-|\-|\-| |TGT|$95.43|100|$105.00|$1.71|1.79%|21.4%|24.6%| # Option C: Stock Fit Check for Covered Calls - Ranking 1–10 |Ticker|CC Suitability (1-10)|Liquidity Score (1-10)|IV Percentile (%)|Premium Stability (1-10)|Summary Comment| |:-|:-|:-|:-|:-|:-| |FMC|6|10|67.5%|1|Vol: 67, OI: 2243 - Moderate CC fit| |UPS|\-|\-|\-|\-|No suitable options available| |TGT|8|10|51.6%|1|Vol: 151, OI: 7349 - Strong CC candidate| >
Overall, 44% of analysts covering UPS rate it Buy The average Buy-rating ratio for stocks in the S&P 500 is about 55%.
AMZN cut 30,000 workers -AND- UPS cut 48,000 yesterday.
Amazon on full tilt near me, UPS breezes through....
Just bringing this one back. Seems like I was right like usually about UPS
I'm stupid. In 5days, both AMD and NVDA returned about 15/20%. Why should I search for value buys like NOVO/UPS when I could just NVDA and forget
800,000 from where?! I saw UPS laid off 48,000, but that's a much bigger number.
This is a way bigger deal. This is like 10% of UPS's workforce The Amazon thing is like 1%
What job is AI doing for UPS to replace these workers? Is AI delivering packages now?
UPS pensions are fully tested after 5 years.
$UPS calls were insight...and we all miss out.
Came back on good UPS news. Should’ve listened to you
We get a half day of Euphoria before daddy Pow humbles us with nightmare fuel. Surprise 50 basis cut in preparation of the mass layoffs (UPS and AMZN)
#UPS LAYOFFS 38k Dame A.i
Amazon and ups ended a contract they had together. UPS is getting cooked because of it
78k between UPS and Amazon.
Amazon and UPS are laying off thousands of workers to fund AI. This is not a sustainable trend. It will backfire eventually.
Your penis is like UPS for your cum, UPS to $100
UPS was up because they have been doing so horrifically bad that the expectations were really really low. So low in fact that UPS finally beat them. And they have been laying people off. I’m baffled by Target’s run the last week or so. They’ve been up big and Walmart down big. Seems odd
Recent Layoff Announcements: 1. UPS: 48,000 employees 2. Amazon: Up to 30,000 employees 3. Intel: 24,000 employees 4. Nestle: 16,000 employees 5. Accenture: 11,000 employees 6. Ford: 11,000 employees 7. Novo Nordisk: 9,000 employees 8. Microsoft: 7,000 employees 9. PwC: 5,600 employees 10. Salesforce: 4,000 employees 11. Paramount: 2,000 employees 12. Target: 1,800 employees 13. Kroger: 1,000 employees 14. Applied Materials: 1,444 employees 15. Meta: 600 employees Jpow better start aggressively lowering rates or we’re gonna be fucked
Is this why customer service is so awful right now? Emails are replied by AI that doesn't have a clue and writes like ChstGPT. Here's a typical exchange: UPS "employee" : You must do X, then Y, then Z Customer: In your previous email you told me to do Z, then Y, then X UPS" employee": My apologies, you were right. You must do Y, then X, then Z
You mean 78k. UPS laying off 48k. Don't worry, it'll all be fine.
UPS popped after reporting a 48K layoff. AMZN *primed* to do the same?
Sold off my UNH and UPS took some wins
It's crazy to listen to how these companies' stocks are doing so well because they are firing so many people. Definitely a K shaped economy in this new Gilden Age. Case in point: UPS announces 40,000 job cuts this morning, and their stock skyrockets.
Hit a 2 run homer on UPS today, looking like a grandslam on BE!
So if this AI thing pans out the concentration of wealth and power will be 100 times worse than it already is. Robots/automation will replace physical labor and AI will replace white collar management. Huge swaths of middle managerial positions are getting cut out as we speak at places like Amazon and UPS and it will only get worse
Please ride up more UPS 🤎🤎🤎
Sell my calls and buy more cash secured puts back. UPS actually made me some money today on puts that I had sold 😁. Totally random. I need Adobe to do something, I can buy some nice Xmas gifts if it gets up in the $380-$390 range before year end. All my PLTR shares are out on covered calls. Some I’m f’d on but it’s ok, may just let them assign and then re-enter via Wheel
For UPS: 34k - operational (drivers / warehouse etc. ) 14k - admin / annoying bosses.
75,000 layoffs between UPS and Amazon. Box overlords not expecting many boxes on Dec 25th.
Always better to wait for a reversal, than try and time the bottom. The chart for UPS is the slowest bleed you could find, wouldn't touch that until they announce some type of shake up/re-org
Still can’t believe I sold my UPS calls yesterday to buy puts. I’ve had my eye on these earnings for weeks and decided to inverse myself at the last minute 🤡🤡🤡
all I know is UPS/ fedex and even amazon does not seem to be going up and down the street as often as before.
How would a union deal effect declining revenue at UPS?
What is your next take? I listened to your UPS, nice Due diligence!
have a coworker with a new baby and just moved into their own home. She’s married to UPS driver and he’s likely now on the chopping block. Max UI is only 600 ish a week. No matter how well set you think you are in life, the rug can always get pulled out from under you.
Theirs ended up being 14k. Target just laid of 1,000 people, I think UPS said they are laying off folks as well, so is nestle. Things feel not great right now.
Wow. 5 year chat on UPS is trash
#Amazon to cut 30k jobs and UPS to cut 48k jobs. Who next? LMAO🤌
your 3rd NVO post. its ok my guy it gets better get some drinks cause congressmen and buying NVO. I saw them buying NVO and UPS and ups delivered.
Should be soon, UPS ceos have a 5 year lifecycle
UPS 48k employees canned before the Holiday season. Interesting.
> Kind of shocked there hasn’t been more rumblings from logistics-businesses like FedEx, UPS, Amazon, etc. Amazon doesn't need to worry about it's employees in warehouses, they can just shut them off. And it just fired 14k with signs on another 16k more white collar jobs.
Amazon provides its own volume, UPS is a B2B model. They arent comparable in the way youre implying they are.
During the last negotiation, the union got an average TC of $140k (driver), including no-premium healthcare and 7 weeks vacation. It's just the matter of time before the ax comes. Kidding aside, UPS hired 100,000 people during the COVID time frame and have been letting people go since then. It's just part of the boom-bust cycle.