UPS

VenomBite214

A bear cub is seating on a couch waiting for his daddy. Playing Roblox and chatting with a nice guy. His mom is helping a DoorDash driver to find that lost order on a back seat of his car.. A UPS driver knocks the door and asks for a signature for 10 barrels delivery.. And the boy signs M Jn Burry.

VenomBite214

Bers mom's cut them off from daily allowance. Israel has achieved all their goals. US ran out of rockets People are dancing on the streets. Nvidea sold out of all chips for this year. Next year is 24 trailing pe. UPS drivers are tired of delivering $100+ barrels. Everyone is using AI - recruiters, job seekers, wsb analysts, fast typers. Moon doesn't have enough oil demand. Earth is building space rockets to export cheap oil to the moon 20 years from now. Sex robots proved to be more effective and require less maintenance than cheap hores.

VenomBite214

So many retards are gonna have to take a delivery of dirty barrels and a poor UPS driver will be so tired rolling them over to their door

Howsurchinstrap

UPS offing buyouts

that1gurlMeow

UPS pays crazy dividends. I've got a put in for 90 bucks all day long.....

Droo99

UPS is charging people like $40 per package asa "broker fee" to pay the tariffs. Some of their cronies bought potential tariff reimbursement lawsuit payoffs in advance for pennies on the dollar I'm sure there are plenty more ways they are profiting 

the_Q_spice

As someone who works for an air cargo company; Y’all realize we just hike our fuel surcharges to index the increase right? Air freight in particular doesn’t have an alternative, it is already a premium service people use for the expedited delivery - whatever the cost may be. The biggest company in this industry to be hit will likely be Amazon. They operate an airline (Amazon Air) that has no customer other than themselves. They can’t hike fuel surcharges *because they’d just hurt their bottom line*, and besides that, they can’t pass on their transportation costs for free Prime shipping. Couldn’t come at a worse time for them either, with FedEx only handling certain high-shipping-cost items (and charging them for it), UPS decreasing Amazon volume by 50%, and USPS discontinuing Amazon deliveries. All that fuel cost is now going to hit Amazon in their financial reporting, whereas previously they could hide it as services fees.

retard_trader

UPS is specifically in a financial crisis right now. I think a margin hit for them could result in a huge miss.

Pereise1

Might be priced in already no? Fedex down from $387 to $358 since the start of the war and UPS is down from $116 to $102. Granted, if this continues they might dip further than they are now which is why I have a UAL strangle rn.

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.

Wowmuchrya

With Intel, Oracle, FedEx, UPS, Block, GM, and every other company under the sun laying off 10-30k+ employees each nobody, NOBODY could have seen those jobs numbers coming. Nobody!

derprondo

How are they achieving this charging rate? It's pretty fucking insane TBH. Are they using a high voltage configuration for the cells? I know a little bit about LFP batteries and have built my own whole home UPS with them. I have cells that can handle a 1C charging rate, but even with 300Ah cells that's only a 300A charging rate. A lot of high capacity cells only do .5C.

Hoblitygoodness

Right, but my point remains. It's a budget between paying overtime and not paying another salary. Where paying another salary is likely necessary, beneficial to a person who needs that salary, and the customer who gets better service from someone who hasn't been overworked. Thank you, though. I do appreciate the insight. Maybe I'll apply at UPS.

Cheesehead08

UPS drivers are paid 45/hr. Get a pension, and depending on their local, pay nothing for their health insurance. Like i said, the drivers that are working over 9.5 hours, want the overtime. When i put them out with less than 10 hours of work, they literally will slow down on purpose.

New_Accountant2449

UPS is preparing for life after their contract is up with Amazon which accounts for 30% of their work prior to Amazon starting to do their own deliveries.

krone6

Would this explain the sudden uptick in ship delays across all platforms? USPS, UPS, FedEx, etc? I will get alerts saying "Out for delivery between X and Y" then a few hours later it's delayed to tomorrow and tomorrow comes and now it's delayed again, rinse, repeat.

gogomouth

My Brother works for UPS. He’s one of the drivers that’s taking on larger delivery amounts. He’s unionized and has been thinking of quitting because, yeah he is making good money, but with the way his schedule is so overloaded he never gets time to spend with his family to enjoy the money he’s making.

mak3m3unsammich

And that impacts everyone too. People think oh, it doesnt matter, its UPS. Im an optician and if UPS is late or doesnt deliver, we cant check in the glasses, and that delays people getting their glasses. It also fucks up our shipping time too for invenory. Its getting gnarly, and im sorry yall have to deal with the brunt of it.

asetniop

A UPS delivery guy dropped a really important (and expensive) package full of acoustics equipment at my neighbor's unit - despite clear visible house numbers. The only reason I discovered this and got my shit on time is because I got lucky and actively noticed him delivering it there. I also noticed how exhausted and harried he looked.

Verroquis

UPS has one of the strongest unions in the country for its warehouse workers and drivers. I would bet that anyone at a well-managed facility working above their alloted hours is doing so because they have nothing else going on, because they're saving up for something, or because they have extraordinary expenses related to poor life choices elsewhere (lots of child support payments, or debt and garnished wages, etc etc.) The drivers that have been laid off or reassigned were laid off or reassigned after losing several court battles the union fought. The problem is that one of the strongest unions in the country was unable to stop the layoffs through extended court decisions more than generic business x laying off workers in America.

Cheesehead08

UPS also varies building by building, in my building no one is laid off and the only people working over 9.5 hrs are the ones that want the hours

Far_Border_5333

F*ck UPS. Never missed a day in over 15 years then laid off

guy_cloutier

03/20 SHW 330p 03/20 MOS 25p 03/20 UPS 100p What would be your pick ?

No-Improvement3164

UPS back to having the downs.

Crazy_Donkies

It has way too much good going for it.  Huge diverse AI and AWS backlog, automations, robotics, logistics efficiency eliminating UPS and USPS and using their own teams, pricing power, growing private label, massive addicted buyer pool, fast growing ad business, media, sports IP, marketplace. I REALLY question your decision. 

Jaynator11

Idk if there's a chance for serious discussion xd but why is UPS falling today?

botella36

WMT has the highest number of employees in the USA by a significant number. WMT has 2.1 million; AMZN 1.5 million; UPS 0.5 million; If AI is going to allow doing the same with fewer employees, WMT should benefit more than others.

iThinkiStartedATrend

UPS/DOWNS by pertinence for my people

FullCopy

Don’t get this strait of Hormuz deal. Have these guys even heard of UPS or FedEx? It’s 2026 and we now have cargo planes.

MinoltaMiyata

Cant wait for UPS/DHL/USPS to send me bullshit _"due to global events, your package will be delayed"_ emails

the_Q_spice

I mean, I work at FedEx and can guarantee that our execs as well as those at DHL and UPS are absolutely *drooling* over this. No sea lanes through Hormuz. No one willing to fly freight on passenger flights through the area. *All of us have been working on gaining permissions to install IRCM missile countermeasure systems for years.* We saw it last year already; tariffs didn’t decrease our demand or profits in air cargo *they increased them through the roof.* For some reason people keep thinking all the hits to sea shipping are going to also impact the air freight industry. I just keep buying shares and watch the gains.

VenomBite214

How do they plan to deliver it? By USPS? UPS? FEDEX?

L2F_mens_glutes

#imaging not working for UPS and not getting a 150k buyout offer u can gamble

Holy_Grail_Reference

I'm American, and I do use transportation services (mainly UPS) but my assistant handles all of that on my behalf. Personally, I have had several companies either tax on a tariff fee or reach out directly to ask for the additional money, in particular companies shipping items to me from Australia, which is where I saw it most.

sorscode

I don’t have a leg in this game as I don’t use FedEx but DHL and UPS for international, and if I didn’t pay my tariff bill in so many days the package went back to the origin shipper. I’m hoping DHL/UPS will follow suit so I can get some money back. Not holding my breathe.

flecom

I had to pay like $400 to UPS for a single package so ya I would happily file a claim

snagglypus

Looks good. I’m also watching BTBD. Huge merger coming any day with Aero Velocity (a drone company collaborating with UPS to bring drone delivery technology to the market .

Necromancer2k8

The importer of record is who pays. FedEx was that importer on lots of stuff going to the end consumers or small business. DHL, UPS also paid, depending on the end receiver. Someone like Walmart or home depot was getting full containers that were picked up from dock & sent to their warehouse as they were the importer of record so they paid the appropriate tariffs %. An individual who orders directly from a foreign vendor who received the item directly from that foreign vendor was billed according to whatever the rate for that country was as they were the importer of record. It could have be delivered by FedEx, USPS, DHL, etc. Now FedEx will need to bill the end buyer that the package goes to. The costs were paid by FedEx, billed to end customer who in turn decided how they wanted to recoup the tariff costs. Eating it, small markup or full cost covering. It was their discretion.

jatomozem

I think UPS just said something like "Supreme Court didn't address refunds, so don't come to us asking for refund"

pdxamish

So both FedEx and UPS made s*** loads of money by charging fees on the tariffs and I wonder if they're going to have to refund those fees.

blue_cup_man

I work for a medium size corp. about 2500 people total across the world. We make about 2Bil per year. We mostly use FedEx and UPS for shipping.

Own-Wolverine-5361

Calls on UPS

the_Q_spice

Things that do recover from being beat down: UPS from $83/share and trading at a market cap lower than their annual revenue because investors don’t understand the transportation industry works. Things that don’t: HIMS facing regulatory action that would effectively ban a significant portion of their entire business model. HIMS has an actual measurable risk (still small, but much larger than most companies) of going to $0 within the next year or two simply because their business model was fundamentally built on relaxed regulations during COVID as well as loopholes in compound medication regulations.

Few_Requirement9723

We had to pay a $50 tariff yesterday in order for the UPS delivery driver to hand us our box of 3 stuffed animals from Canada 💀

IndependentOk9075

Theoretically, yes (although it would be you ordering something from *outside* the US) - and then say you got a bill from DHL or UPS for the customs fee. That could be refundable. Reality is more likely that there won’t be any mechanism for consumers to do this because the logistical costs will be astronomical. At this point, it isn’t even certain that BUSINESSES will be able to get refunds.

throwawayainteasy

They threatened to sue them because it made it look like consumers paid the costs (which they do, obviously). Not sure if anyone was actually sued though. Some companies still explicitly billed customers tariffs. I think shippers like FedEx and UPS, mostly.

LeopardEducational95

Great where can I get my $100 back from ordering a premier league soccer jersey! UPS driver was so apologetic, but I'm like it's not your fault trumps a scam artist pierce of shit! Who pays the tariffs? We do - I do with my checkbook!

Bossanova12345

Several companies have already proven profit with AI. Walmart, UPS, FedEx, Nu Holdings, AppLovin

TechGenX

Don't know why this popped on Popular with only 1k but that's how I'm here. 1k upvotes being the upside of things on this global platform at any hour of the day is a story in itself. I guess it was skimmed over enough to activate the algorithm. First of all..I'm sorry my dude. Sorry the lesson has been so monetarily costly for you. Sounds like it's not devastating for you and that is the only way to absorb this. With zero disrespect: 1. Unfollow this sub. Unfollow this sub and never read it again..or if you do, only for humor, because most of it is fake. I'm even considering if your story is real. and I'm literally leaning towards fake just because it is here. Get out of Contracts. Options are for a different subset of people who can diversify properly. Intelligently. thats all. This place is full of liars; bad actors; agitators; but most importantly it full of agents of misinformation. It's full of dreamers with complete disregard of fundamentals. It's full of children of all age. or it was. at this point the demographics might even be worse being infiltrated by the call center scammer types of the world. This sub had 2 shreds of credibility when it started, but only for the story that started it; GameStop. It then piggybacked on Nvidia for some time but that was whole different story not of activism but of actual fundamentals. Palantir, Microstrategies....blah blah blah. A new line of BS came almost every day. Was there some successes? yes. maybe. Who really knows. This sub has caused more devastation to people than anything I've ever witnessed online before...and a lot of it just for a laugh. Albeit, almost all of it was self induced harm...which added to the humor is some sick way. Hell, even some key phrases that I refuse to use at this point were coined here. Losers still lurk. Anybody taking part in this sub is sus. Take Workhorse for instance. It's a perfect example of how bad actors (likely agents from the company itself) came to this sub via multiple accounts, injected some complete BS with zero DD, and a bunch of idiots bought into it like it was the next electric UPS company. They now define the meaning of bag holder. Any effort looking into the company reveals, they never invented anything. The never engineered anything. They had a website full artist's renderings and nothing, and I mean NOTHING real. Really? Your really going to try and take on Ford, Chevy, Toyota, hell even Dodge/Ram, UPS, FedEx, etc, etc, etc. Your trying to take these companies on with ZERO articulable engineering? Slapping an electric motor (that they don't manufacture) into an old box truck? That's the pinnacle of what they had achieved. Anyways.,.. You get the point.

askepticoptimist

I'm up quite a bit, mainly caus undervalued non-tech stocks are finally having their day. Make a ton on things like UPS, VZ, DOW, etc. With a hefty dividend to boot. You need to diversify more. And don't buy overpriced tech stocks when they're...overpriced. I will note I'm using the SaaS selloff to load up on things like MSFT right now though. Just buy low, sell high. If you're buying high, you're doing it wrong.

CD274

Do you both work at UPS

CD274

And UPS and cooling supplies manufacturers. But do it a week ago

the_Q_spice

It doesn’t. We found that out the hard way last year at FedEx when one of the big Cloud services shit the bed. Grounded basically everything. Both us, UPS, and Union Pacific all went to internal systems after that and no longer use external services for critical data infrastructure. Both of the companies my parents work for in architecture and engineering terminated all of their cloud services years ago as well for the same reasons. It’s a *massive* liability to trust sensitive or critical data to a Cloud server; and if the host fucks up, your data is likely gone forever, and the host has little to no interest or incentive to attempting retrieval.

PatientHelicopter123

Recent Layoff Announcements: US Government: 307,000 employees UPS: 78,000 employees Amazon: 30,000 employees Intel: 25,000 employees Nissan: 20,000 employees Nestle: 16,000 employees Microsoft: 15,000 employees Bosch: 13,000 employees Dell: 12,000 employees Verizon: 13,000 employees Accenture: 11,000 employees Ford: 11,000 employees Novo Nordisk: 9,000 employees Microsoft: 7,000 employees 15 PwC: 5,600 employees Salesforce: 4,000 employees IBM: 2,700 employees American Airlines: 2,700 employees Paramount: 2,000 employees Target: 1,800 employees General Motors: 1,500 employees Applied Materials: 1,444 employees Kroger: 1,000 employees Meta: 1,000 employees AI is officially replacing jobs at mass scale in the US. Where will all of these people go? where is the best place to see aggregated numbers like this? US Bureau of Labor Statistics keeps a complete historical record here: [https://fred.stlouisfed.org/series/JTSLDL](https://fred.stlouisfed.org/series/JTSLDL)

snowybell

I would just ignore him if i were you. If someone is bringing UPS into a penny reddit ...

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.

Proof-Exam-9947

Idk what’s going on. I went to UPS store to mail some important personal documents to Europe from East CoastUSA. They wanted to charge over 100$ for standard shipping. I went to USPS, they charge 35$ for same. Talking to friends who work in corporations, they bat their eyes at these costs.

rickster9

What you’re somehow still not understanding is that this entire community is penny stocks. We aren’t picking $UPS, Amazon and FedEx. We are packing tiny market cap companies with horrible balance sheets that could give us ROI. This one already paid huge. We are in the business of finding winners, not in the business of finding the next blue chip stock in this forum. I’m not sure how many times i’m gonna have to repeat it to you. If you want the well run companies with great balance sheets and management this isn’t the right Reddit space to you. Everyone is pushing tickers with weak to semi-weak fundamentals in the hope to get a pump and make return on their investment. I’ve been in the pennystock game almost a decade and am quite good at it now.

MtGloomy0420

Cool, and how’s $UPS doing based on your amazing DD about the freight industry? Because they are the logistics company. So that begs the question about said DD. And we’ll see it was a self fulfilling prophecy paper put out by $RIME themselves saying how they were going to save the logistics industry with AI. A karaoke company. Telling the powerhouse giants like UPS and FedEx, and now Amazon, who all use AI in their business…a karaoke company. That’s not DD. That’s a pump. And we’ll see the dump.

Big-News-2704

UPS site is such trash. Like every site these days is some vibe coded junk smdh

WordsHappenedHere

Market is getting real goofy. Some shitty penny stock (RIME) with a $10 million market cap that formerly made karaoke machines but now apparently switched to “AI driven freight solutions” announced some new AI freight management tool that they vibe coded. It brought down all of the trucking, transport and logistics stocks. 10s of billions in market cap wiped away from blue chip stocks because of it. Even UPS tanked on the news. Is the market really this stupid? Every time some little untested, unused tool with no user base is announced the market panic sells everything remotely associated with it.

WordsHappenedHere

Market is getting real goofy. Some shitty penny stock (RIME) with a $10 million market cap that formerly made karaoke machines but now apparently switched to “AI driven freight solutions” announced some new AI freight management tool that they vibe coded. It brought down all of the trucking, transport and logistics stocks. 10s of billions in market cap wiped away from blue chip stocks because of it. Even UPS tanked on the news. Is the market really this stupid? Every time some little untested, unused tool with no user base is announced the market panic sells everything remotely associated with it.

WW2_MAN

He does realize UPS and the post office are dumping Amazon right? Unless something huge happens it's not going to jump.

RMarch21

Virtually all jobs in the healthcare sector, also revised full year 2025 numbers down to 181,000 from 584,000…..December JOLTS reports about 7.5 millions seekers for 6.5 million job openings…. ADP reports private employers having -48% formal jobs in 2025 down from 2024 Recently cut jobs, UPS - 31,000, Amazon - 16,000….including all the data points to a weak job market trending toward weaker

originalusername__

I’m very impressed with amazons capabilities in terms of logistics. To me the ultimate flex was when UPS was costing them too much money they basically just made their own UPS.

maywellbe

Amazon is investing in their product fulfillment robotics and their logistics / delivery. If they can cut costs by 20% (not sure if that’s crazy or not) they’d add something like $10B to the bottom line, I think. I happen to think they’re going to end up replacing UPS and have the world’s most efficient warehousing and fulfillment and delivery services. I could see them “private label” that service for multitudes of other retailers, as well. And internationally.

GoZukkYourself

I got some 🤡's UPS delivery of butt plugs. Thank you, UPS 🥰

kemar7856

Freaking UPS order said 2-5pm where is it 😒

the_Q_spice

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

kvndoom

Those UPS and Amazon (ex)workers must be relieved.

EvolvingDior

It's like UPS, but with a T.

TrickyBar9580

UPS is up +46% since October 2025

the_Q_spice

Yup, and if you work in a specific industry or know companies in general that are in long-term dips, buying those and waiting for the positive correction event is a pretty safe way to make a sizable profit. Like, I don’t work for them (work for a competitor), but all the UPS layoffs tend to be cyclical. On paper, it looks like they have laid off hundreds of thousands or around 1/3rd to 1/2 of their workforce in the past 2-3 years. In reality, they lay off their seasonal drivers *as drivers* and usually hire them back as package handlers or loaders. So a lot of those massive layoffs numbers mainly come from a seasonally cyclical business practice that scares the hell out of retail investors.

catalystNfacade

Target and UPS are getting boosted from the reshuffle.

WetRacoon

No they don't. Your examples are sly, but dishonest. Canada Post for example was not formed as a Crown Corp, it was actually quite literally the mail delivery arm of the Canadian Government, so your comparison here literally does not apply (eg. the Canadian Government did not buy a stake in Canada Post like the US government is now buying stakes in pre-existing public companies.) Additionally, the comparison is also bunk because Canada Post (and USPS) were (and still do) offer services that the competing delivery companies won't: actual postal service, letters and all. Your argument that they're competing against these companies doesn't hold water because their mandate was never to compete, but a decline in letter services demand means they have to offer services in competition with UPS etc. so that they can continue to exist and provide services that the others won't. Petro Canada also a really bad example, because again, the government didn't buy a stake into a pre-existing company. In fact, it was only created by the government itself because effectively zero oil was being extracted by Canadian corporations. CP Rail, another awful example...because the government literally never owned any of it. Which means it was never actually a crown corporation. I'll give you the benefit of the doubt and assume you may have been referring to CN or VIA, but either way, both of those are similar to the Canada Post and Petro Can examples above. All your examples are critical public services which private companies won't offer at a reasonable price. Why are you so vested in trying to write off how shitty this looks for the US government?

Playful_Stick488

From Forbes..... January was the worst start to a year for job cuts in the United States since 2009, with high-profile layoffs at UPS and Amazon fueling a tumultuous beginning to 2026 on the labor market......The 108,435 job [cuts](https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/) last month represented a 118% jump from the same period last year and the most in any January since 2009, when the U.S. was reeling from the Great Recession triggered by a housing market crisis.... Just the other side of the coin for something to think about..

PursuingGemini

I'm the problem I order 5 shirts off Amazon and return 3 of them Everytime I go to UPS to drop off my free return, I see a GIANT pile of other Amazon returns behind the counter

-animal-logic-

One example is creating their own delivery fleet in order to not have to use UPS, etc. Very expensive investment in the short term

Gristle__McThornbody

UPS is on a warpath.

mr_stupid_face

I have seen the same comment about extra capex across different companies and why no NVDA growth. Here is example of what Amazon said about capex increase (no specific allocation made): When Amazon says AI-driven PPE + AWS-heavy capex, that typically bundles: • Compute hardware: accelerators (GPUs and/or Amazon’s Trainium), CPUs, memory, storage • Data center buildout: new buildings, fit-out, racks, cooling • Power + infrastructure: utility interconnects, transformers/switchgear, generators/UPS, power distribution • Networking: high-speed fabric, switches, optical gear Amazon didn’t itemize those buckets explicitly in the release/call; they stayed at the level of “AI + AWS capacity build” and pointed to chips/clusters as examples.

CouchPotatoFamine

As a long time holder in UPS, VZ and KO, I thank you for your sacrifice.

Cutlercares

And the UPS contract has just about fully unwound. They fucked.

InclinationCompass

You should look the raw aggregate data. Here is a comment I made months ago: 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 getting about 6% more conversions and its revenue grew 14% YoY with AI being a big reason. Amazon cited examples where task completion rates improved by ~57% using AI assistants. Its supply chain and logistics is being increasingly automated. 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 (for documentation) 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. Pretty much every S&P 500 company will be using it in the near future, if they aren’t already, for all kinds of use cases. They’re actually testing the tech first to see how it can actually improve efficiency and cut costs before rolling it out company wide. If you see a huge AI deal, you can bet the homework’s already been done. Someone high up has to sign off on it, and they’re not green-lighting a billion-dollar contract unless they’re extremely confident it’ll deliver results.

HowDowsCrowTaste

Oh i know... UPS got totally hammered when around the time news came out that their relationship was changing with Amazon and the concern of tariffs and concerns about cutting the dividends.... It was pretty cheap and the dividend was also around 7% when i bought that boring shit. They can layoff a bunch of people to make ends meet if they need to, lol.

Excellent_Jeweler_43

It is all about rotation imo. Stocks like VZ, UPS, PM, O, BATS and so on got ridiculously cheap around the AI craze. Now we will see a move the other way around when people start selling off tech stocks to move to boring stocks. Then you move in to tech stocks and so on, it’s literally running against the herd kind of thing.

PatientHelicopter123

Recent Layoff Announcements: US Government: 307,000 employees UPS: 78,000 employees Amazon: 30,000 employees Intel: 25,000 employees Nissan: 20,000 employees Nestle: 16,000 employees Microsoft: 15,000 employees Bosch: 13,000 employees Dell: 12,000 employees Verizon: 13,000 employees Accenture: 11,000 employees Ford: 11,000 employees Novo Nordisk: 9,000 employees Microsoft: 7,000 employees 15 PwC: 5,600 employees Salesforce: 4,000 employees IBM: 2,700 employees American Airlines: 2,700 employees Paramount: 2,000 employees Target: 1,800 employees General Motors: 1,500 employees Applied Materials: 1,444 employees Kroger: 1,000 employees Meta: 1,000 employees AI is officially replacing jobs at mass scale in the US. Where will all of these people go? where is the best place to see aggregated numbers like this? US Bureau of Labor Statistics keeps a complete historical record here: [https://fred.stlouisfed.org/series/JTSLDL](https://fred.stlouisfed.org/series/JTSLDL)

maljr1980

UPS and Amazon laying people off after the seasonal help for Christmas is no longer needed, shocking !

ShoshiOpti

I'm investing a good portion, and consider myself price insensitive. For one, I want a better future for humanity, and for all the failed timelines Elon has, SpaceX has been by far the most exciting company on earth and a promise for a better future. They are what NASA should have been, and they deserve to be rewarded. I honestly don't even care if I buy it over valued, because its one of the few companies on earth that I truly believe its mission and its amazing team who have pushed the frontiers for us (Elon is just one person). Second, you clearly have not run the numbers on space datacenters, they make economic sense. Solar panels are multiples more efficient in space and run constant power production so battery storage is not needed (outside UPS/loading). Cooling is also really straightforward. And as price/KG drops with starship fully built datacenters without needing any land or permitting can launch for a fraction of the operating costs as they are on earth. The limiting factor on scaling is going to be power production.

Kemilio

SATL and ETHE. Im a degenerate though, the responsible thing would be UPS, MSFT and yeah indexes.

fairlyaveragetrader

There is money rotating around, a lot of you guys are all on the same boat with heavy tech exposure. Software is getting lit up. A lot of money has been rotating into small caps, mid caps, under owned Blue chips. I mean look at the weekly chart on UPS over the past few months. Look at the weekly chart on spsm or mdy. I don't think it's anything necessarily to worry about but it's very common for the market to have a fairly decent correction in a midterm year and the most ideal time to have it would either be testing the new fed or before he takes his role. That would be right now. If we get down to S&p 6000, 6130 or even 6300 I think it's a buy but I'm not really chomping at the bit to add a lot right now. You want to see where the chips all fall. You also want to see if this small and mid cap out performance hold There's another crazy correlation and I only bring this up because we have three hits on it. 2018, 2022 and this year. They are all Bitcoin bear market years. They are all two years after the halving and when the bear cycle is scheduled to be underway 2018 and 2022 were not good market years, 2022 especially but even if we have something like 2018, it's going to be a rocky ride. That is an oddity, three hits now, well potentially anyway but it looks like we're heading that way for the third

MagnesiumKitten

the\_Q\_spice: UPS ratskin69: Who brought up UPS? mensa wants to have a word with you

Creative-Sherbet-584

I saw the XLP move the first day which was a jump 3% and I thought. Man.. I want to buy calls on this, but felt like i'd get rug pulled the next day. Nope, another 7% since. My best performing stocks have been TGT, UPS, and GIS. Who would have thought lol.

ComprehensivePen446

UPS going up no matter what I guess 

spellbadgrammargood

conspiracy if you constantly check on your UPS package they make you wait longer

version-two

I don’t know if UPS will keep going up right now, so not telling you to close it either lol. If you think it’s got room, buy more. Market is fucking weird right now, and if it doesn’t crash out the rest of February, APLD is a prime buy at $30-$34. $50 by summer

Possible-Material693

My other recent play was UNH lmao would have made so much more money in UPS 😩. But like you said onto the next one

Possible-Material693

Only thing ripping in my portfolio rn is my 1 UPS call. Why did I not buy more 😩

Akursa

Nice position. UPS was in the dumps and turnaround was due to

MagnesiumKitten

the\_Q\_spice: UPS the message right above yours maybe you have reading problems you bitched about his PE and PEG Rations and said is that actually a deal?