UPS

ActJolly

UPS cargo plane crashes into passenger jet at miami airport

Ok_Cry7572

This is Jensen's San Francisco mansion-38 Million Jensen Huang’s first meal after resigning was fried chicken and fries for four people. The Daily Mail captured the scene outside his $38 million mansion in San Francisco: Relatives and friends arrived one after another, and takeout was delivered in bag after bag, signed for by a uniformed butler. One order came from the local chain Proposition Chicken, with enough food for four people. Meanwhile, an unmarked white van parked outside the entrance, unloaded several large boxes, and left half an hour later carrying another batch, bound for a UPS store in Oakland https://preview.redd.it/7euqyot0vi1i1.jpeg?width=1080&format=pjpg&auto=webp&s=8e4825dff2255acfb370d6b25543be948f73644d

wanker6942067

Idk why you are mad or something. But good job on your 15% with UPS. Just sharing my next move.

ajmartin527

The F-35 thing was wildly unrelated to what you’re claiming happened here. A UPS employee missed an export compliance warning email and accidentally routed a package through Hong Kong. That wasn’t an intentional bypassing of export controls by any means.

bluen

Is UPS going to mail you your emails?

sonofalando

Outlook still not working. Going all in on UPS tomorrow.

No-Contribution1070

Carol Tome, UPS

No_Landscape_3186

Look at what happened to UPS with the aviation parts… its going down

bigdaddtcane

wind solar and battery storage don't do shit for buildings that need this much power. Nuclear, fuel cells (maybe), and gas turbines are the only real answers. They have UPS's with a fuck ton of batteries and for the last one I built that would keep them running for a total of 2 minutes, if they lost power, with the hopes that the generators will kick on by then.

shugo7

I think most are making a big deal out of nothing. If you build something you clearly see has high demand and you eventually have to replace it every 7-10 years with better upgrades, wouldn't it make sense to create your own delivery service for your product because UPS is too congested?

FullLab3732

Another factor you have to consider is infrastructure support. Heard a lot of critical parts to build data centers are currently sold out and wait is 3-5 years. Electrical equipment to build substations and backup systems like UPS systems and CAT generators.

Fo16

they might ship it UPS so no

Original_Reaction730

Consumer spending seems crazy. Every place is busy. Parking lots are. Amazon UPS FedEx USPS in droves. Video game demand sky high. People may be broke. But they’re still spending.

Ambitious_Snow840

Hey retards, it's hard to yell bubble in stock values when they dump 30% every 3 months. Even harder to say debt and "unrecorded commitments" is a coming bubble when you can't build data centers any more. FYI non accountants working at the UPS store, If something isn't built or delivered then there is no fucking corresponding asset or liability. So what is it now, Einstein? SCHRODINGERS BUBBLE, IT'S THERE BUT NOT, COMMITMENTS ARE THERE BUT NOT ANY MORE.

EqualWeight__

deliver via UPS

TheSleepyTruth

MSFT, GOOG, V, FISV, UNH, UPS, RSG, RKT, CELH I also own GEV and AMAT that are in the red but rest of my portfolio is mooning today more than making up for it

Own-Recipe5908

Hard to believe in the tiny bit of UPS shares are pretty green.

Legitimate_Cut_6254

I have been buying into the down sectors. While SAAS was selling off I bought it up. I didn't hold long enough and could have been up 200% easily based on my deep SAAS positions just in stock alone. More recently bought into HD (10%), UPS (15%), UWMC (up 40%), and CHTR (even). These are companies near generational lows. Similar to SAAS. I reserve about 15% of my portfolio for riskier plays like option plays on tech. If I play tech I wait for a more obvious position. MSFT below 400, Apple going into earnings at 345, Amazon at 200 etc. Google may be decent right now but I'm waiting until after the midterms a bit to trade options Google will integrate ads into AI Search at some point and its going to rocket.

Alpha_Catch

Honestly, they’re just massive warehouses. Sure there’s a bunch of water pipes, low, and high voltage wires everywhere. But they’re really just huge empty spaces if you take out all the servers. Well, aside from the offices and shiz. Then you’ll have massive rooms filled with electrical distribution, control cabinets, office and electronics cooling units. The server coolers will all be outside though, as will the UPS and backup generators. Then there are the cocaine sex rooms, break room, bunch of bathrooms, etc etc. nothing out of the ordinary.

Czyzzle

UPS and PHE steady for days

Active-Post-5712

Don’t be mad UPS is hiring

vandalizethethief

Well, sell Amazon bc they have been updating their most essential App that every driver that delivers Amazon packages (Amazon Flex) at breakneck speed and today they added AI and things went about how you would expect. I have used four different updates on 4 different phones the past 2 days. None of them are over 2 to 3 weeks old and today everything was an apartment, 😀. Also, at least I lost the ability to contact customers bc they don’t have phone numbers anymore. Nothing like AI fucking around with the largest US logistics business that is looking to expand and take on DHL internationally and FedEx/UPS domestic for B2B shipping. I’m sure FedEx and UPS execs are breathing a sigh of relief atm.

South-Lime-6264

I think EIX will go up, also I have a bit of money in AGNC, my capital gain is minimal, but the dividend is really good. GIS, KHC, PFE, O, RITHM, UPS, VICI. I have a feeling that Ford could be now a good pick.

PassableForAWombat

We’re in for Novolaber now. UPS and downs and who the fuck knows where this roller coaster goes.

BayshoreBandit

Looks at my UPS put, looks back at Reddit. 😀

ykoreaa

I don't know anything about the shipping prices other than UPS and the like can't beat Amazon shipping. Any competitors with tickers I should keep an eye out on?

Low_Plastic363

I took a shit in a bucket yesterday. Then I sealed it in a plastic bag. Then I taped it shut in a box. Then I told UPS to come get it from my porch this morning. True story.

aprilproam2019

Please keep selling I would dream to own AMZN at 200$ limit. AMZN owns the internet, and now is killing UPS

Criticall16

Meanwhile META, NOW, and UPS dumping hard after “golden cross” bearish to “bullish” reversals😂

082426grateful

Massive buy if one is banking on Boeing’s viability in the way we consider Coca Cola, IBM, GM, UPS, so on. Companies that simply are too large to fail, and cannot fail often due to having their tentacles in other parts of American industry. Boeing will never die, even if they don’t have retrieved space craft.

URMomPaysFirMyCalls

UPS up 5%. Diesel price didn’t hurt them?

Czyzzle

My UPS shares are getting called away at max profit which wouldn't be max profit had I not sold these covered calls at 101. Worst part is realizing these gains. Fuck me for making bank

fledgling66

Nothing to say about Bank of America (uhm other than that recent fraud lawsuit), but UPS really is the worst.

InvestigatorPlus3229

UPS and BA not moving much after reporting

sorocknroll

This is clearly AI written, and probably on a low thinking level. Many companies don't report gross profit. It's not something they are required report. And for any company delivering a service, like Anthropic, it has no clear definition. Look at UPS for example. They report a bunch of expenses and an operating profit. Financial Results :: United Parcel Service, Inc. (UPS) https://share.google/I7FCLH5cefZPwY2V0

the_Q_spice

FDX reports on Wednesday and FDXF on Thursday as well. That’s another \~$90-100B (roughly the same as UPS) to add.

BigToeAntonio

UPS puts got to be the easiest win this year

InclinationCompass

You're redefining the definition of AI. ISO/IEC 22989 defined AI as: >[engineered system that generates outputs such as content, forecasts, recommendations, or decisions for a given set of human-defined objectives](https://ieeexplore.ieee.org/abstract/document/10982089/references#references#1) Model size isn't in there. UPS generates routing decisions. Sam's club vision generates checkout judgments. Scribes generate structured notes. All fit the definition. You're limiting the scope of AI to "frontier LLM." As for classical algorithms, that's not true. The line between ML and traditional algorithms is whether *behavior is learned from data or written by hand*. Computer vision, speech to text and ad conversion prediction are all learned from data, not rule by rule code (if x, then y).

InclinationCompass

Here’s a post I submitted 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 cited examples where task completion rates improved by \~57% using AI assistants. 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.

MattIrving21

Dont forget about the e-commerce ads business growing 20%+ a year right now. They fulfill the delivery of products at zero profit or negative, but there are several ways to monetize that customer base - ads being the primary mechanism, which Ai should accelerate. Also, they recently opened up their logistics network to outside sellers, Amazon Supply Chain Services (ASCS). So, this is effectively monetizing the logistics network they have built. Essentially operating as a UPS or Fedex. Lastly, the biggest fleet of robots in the world operates in the e-commerce fulfillment centers. All of this robotics data is being used to train the 'Ai brain' for physical Ai/robotics. Early stages, but they are developing software for running simulated physical environments for training the robot brain models on real world tasks - self driving trucks, construction site heavy machinery, humanoids, manufacturing robotics, etc. The idea is to have the robotics run on ai models hosted in the cloud. This could be bigger than the current ai models in the non-physical. Point is, the advantage here is the massive logistics network filled with robots providing more data than anyone else has. Could end up being Amazons biggest profit engine in the super long term.

TickTockTaudit

Guy in WSB talking about UPS

niwmo

I'm here shitting on bols cause I have Apple and UPS.

confused_teabagger

They have purposely been picked apart by some Conservatives who think that the USPS shouldn't exist and it should be private for their friends like Fedex or UPS.

zer00eyz

LOL - This is what banks, and drug companies are doing. I can name at least one company that was about to get rid of a pandemic era lease on unused office space - that they decided to keep. It has enough power, cooling and connectivity in the old "server room" to plug a few of these in. It takes their pay off vs rental from 2 years to 3 - and they might do even better depending on the mood of the building engineer. If your small you shove it in some IT guys laundry room on the dryer circuit. It's cheaper to pay for the UPS, Power Bill, Bandwidth and laundry service (got to keep the wife happy) than to put it anywhere else. That approach has a one year break even.

darkcreamale

what is happening with UPS & FDX? 0dte gunna pay!

Bupod

I'm an Engineer. Yeah, it's infuriating to be on the other end of it. "Wow, you're boss really knows how to make a good thing!" Fuck you. His entire contribution was emails sent in all caps, and screaming "I WANT RESULTS. NOT EXCUSES". He didn't build a god damned thing. He didn't even sign for a box from UPS. Yeah, once upon a time, a long long time ago, in a galaxy far far away, he was once an Engineer that made things too. That was back when bell bottom jeans and afros were the hip thing.

Straight-Annual8687

Jump scare halloween decorations scared the shit out of my UPS guy today

bluen

Why don't they remake USPS into like a super Fedex, UPS, Amazon shipping service highly technological and advanced

collegefootballfan69

Whats worse the Chinese owning BULL or got a F-35 canopy from UPS?

InclinationCompass

You're comparing the whole industry's bar tab to one guy's savings. That $1T is mostly microsoft, google, meta and amazon building data centers and chips. Most of it gets rented back out or depreciated over years. UPS's $400M isn't the return on that $1T. It's the return on UPS's own AI spend. Different numerator, different denominator. And that $400M isn't one time. UPS saves 100M miles and 10M gallons **every year**. It doesn’t just stop at $400M. Routing doesn't un-optimize. 5% more conversions on google’s ad base is tens of billions. 23% faster checkout across every Sam's club is real labor hours saved every day. Inference costs are falling about 10x a year. The math gets better, not worse. Nobody pays $3K a month unless it works, which is why adoption keeps spreading.

InclinationCompass

Virtually every S&P 500 company is adopting AI. Here’s a post I submitted on another sub. Note that this does not necessarily mean AI is “replacing” humans. But workers will need to adapt, as more tasks are being automated. Not much different from what we’ve seen since the industrial revolution. 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 cited examples where task completion rates improved by ~57% using AI assistants. 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.

DogNamedFloppy

Just went to a UPS store to drop off Amazon return. The package was maybe 1.5 lbs. The UPS store guy said, “I’m gonna up charge Bezos,” and put it in as a 59 lb package. I dunno if I should be buying puts on AMZN or UPS.

augustaye

2021-2024 was when the internal and federal investigation was launched in to someone stealing large amounts of expensive shoes: limited releases, prototypes, and unreleased designs. besides Ann Herbert nike VP and GM of north america letting her son steal and buy shoes (yeezys with his mom's corporate CC) and resell them under the moniker West Side Streetwear. 11 others were arrested for abetting, grand larceny; by using fake UPS tags attached to a shipment (the logistics floor manager was in on it). from what i remember, the reseller Coolkicks was taken down with as the owner was colluding with said floor manager

sentrypetal

You are running GPUs. GPUs need cooling. The only cooling in space is radiative. To cool 500W you need 1.5 to 3 m2 radiators. You need a medium to get the heat to the radiators. This is usually thermal piping or a liquid system. If you use thermal piping that’s lots of weight. If you use a liquid system that’s a lot of weight. Sorry but you are going less smarter per argument. And that’s not accounting for all the cabling, structures and UPS systems required.

sentrypetal

Shipping containers, plus UPS systems, plus switchgear, plus massive passive radiators for cooling, plus server racks, plus thrusters for data centre course correction, plus hundreds of solar panels, plus hundreds of sticks of memory, plus hundreds of GPUs, plus hundreds of CPUs, plus kilometers of cabling, plus giant communications dishes for data transmissions, plus structures tying all of this together. And that is an unmanned space datacenters. The first batch will have to be manned because reliability will be bad. So now add living quarters, water, water recycling, food, docking stations, exercise gear, sleeping quarters. Never ending consumables. Dude you are not very smart.

lonewolf420

Probably because you don't want their limited collabs and other hypebeast bait. People would line up at stores to scalp, but now that stores don't get distribution and nike keeps it all on their app it has pissed off a lot of people who would have been buying pallets of shoes to retail. Stores started pushing other brands instead of nike and now the consumer has a better choice to not pick up nikes when they go to try on shoes at a store a very normal thing rather than buying it online and maybe having to do a return hassle trip to a UPS store.

fairlyaveragetrader

I mean it might, if it stays stable it's worth around 34. But I wouldn't really want to pay that. If I'm going to go value shopping in consumer stocks I'm going to pick up McDonald's or UPS or a company with a future. Nike could very easily become under armor. I think the time to buy Nike is if they actually get a good looking clothing line and some good shoes and the quality is high along with competitive pricing. When you see that you have kind of an early entry on the stock, maybe anyway. This brand got way too big on its name and it started making Walmart quality clothing and charging a premium for it

fartpooppee420

the salary for a fedex driver is a LOT lower than I thought it'd be, UPS blows them out of the water

adx

The same as my wife who thinks dropping off a dozen Amazon returns to the UPS store is pure profit.

fartpooppee420

how is fedex still in business? they're so ass compared to UPS.

Archimedes_1

Snickers bar was $5 at a UPS Store here a year ago.

Upset-Motor-2602

CMG, BOOT, KR, WMT, and UPS only tickers green in my port

bslaven3

UPS, VRTS, and LOW are ones I have

finalfrontierspace

yeah, these are some good points. Retailers can standardize returns, etc, (I don't know why they didn't so far and just let AMZN take over). it's not that hard for an AI company to create the software infrastructure now to completely replace AMZN. The one thing they cannot replace is physical, but I'm not sure how big of a moat that its. ALl my deliveries are with UPS/USPS (last mile of course), and their large warehouses is where AMZN shines and UPS/USPS just don't have that capacity. That being said, consumers care about final price and speed.

youwantthisusername

Well, the future is no driver (like Waymo). So the car will come first, and the customers will come next if the prices and experience are good. Again, it’s purely a commodity. Sure, you can’t have a mom-and-pop company competing. But any company with big pockets can and will be able to compete. Why are there so many trucking companies? Why did Amazon start their own logistics company when FedEx and UPS had such a large “moat”? Delivering packages is also basically a commodity and has similarities to uber. If you think uber is so amazing, you should be loading up on FedEx and ups too.

fallingdowndizzyvr

> since when is shipping courier relates to the level of tech? When you are shipping something that is supposedly a top secret it does. Or do you think the Pentagon ships top secret files around using UPS? > buy an f-35, then you can reverse engr. oh, you can't so let's steal the parts. LOL. Or you can just "acquire" one the same way the US "acquired" a Mig 25. Kept it for 2 months while we tore it apart and then shipped most of it back.

amull95

UPS, CVS, PGR are all compressed.

fallingdowndizzyvr

Still spinning a false narrative I see. Was it theft when the US kept that Mig 25 for 2 months that fell into their laps. Was it stealing IP when they full disassembled it? Is it still theft that when the US sent it back, they didn't send it all back? You still haven't haven't answered how good this tech is if it was just sent through UPS like a $1 nick knack someone ordered off Temu.

AlfredEensteen

What is the actual problem with CNG? I worked briefly for a company that was doing conversions to new GM trucks (pickups and medium duty) back when CNG was being pushed heavily as transport fuel (early 2010's). I know there was an issue with the pressure regulators where they would freeze up when you accelerated after driving on the interstate for a while (i.e., an hour at 70 mph then accelerate to pass, or come to a steep grade and the cruise control opens the throttle) which would be a major issue for tractor-trailers, but buses and UPS trucks and garbage trucks work fine around town with the varying throttle position. This was when pressure was 3500, before the high pressure began (5000? or 5500?, may be higher now). GM made factory CNG trucks briefly and I was thinking about getting one. I got to a point where I wasn't driving 35-40k miles a year any longer and I stopped paying attention.

fallingdowndizzyvr

> if china is attracting top us talents (of chinese descent), then why is it continuing its deception to hack and steal us trade secrets? Because your entire premise is just wrong. It's not just top US talent of Chinese descent. It's top US talent period. Case in point. https://www.nature.com/articles/d41586-026-02143-x > got an explanation for the recent theft of f-35 parts? LOL. It's not theft when someone sends it to you. Ask UPS why they did that. Isn't that a US based company? > expect news from china of its next gen jet equipped w/ stolen us tech. Uh huh. How good can this tech be if they just sent it through UPS like a Labubu? You'd think if it was that good that they would have, I don't know, sent it another way. I hear the US military has some minor logistics capability. Maybe that way.

Fwhometeam

You’re right, we tried it before. But that’s kind of my point, now we have the Cummins X15N and for the first time there’s a natural gas engine with comparable torque and power to diesel engines. And even though a lot of CNG stations closed down years ago, a lot of other have been built “behind the fence” for different carriers and cities, etc… Some carriers like Amazon, Saia, UPS, have actually expanded their CGN fleets. The infrastructure is way more mature, CNG is primed for demand destruction of diesel if prices stay elevated or keep rising. The companies like Amazon that have made their bread and butter on winning pricing wars against their competitors, is using the exact same playbook

Fwhometeam

I don’t mean to insult your intelligence but you should probably know, refuse trucks and city transit buses have been using CNG for decades. Also, UPS, Amazon, and a bunch of other carriers have massive CNG fleets. It’s not dangerous.

LeveragedETFdegen

Puts on Lockheed Martin and UPS

Celtics1109

You keep bringing up them not having your size. Unless youre a size 15+ your argument is stupid. The fact youre having trouble comprehending that most people would rather not have to process a return is actually funny. The mall is also 2 minutes further than UPS for me. You do realize not everyone lives with the same geographical layout as you right? Most people arent afraid of parking lots and cheesecake factory so its more convenient to just go to the mall.

matt-er-of-fact

UPS is MUCH closer and significantly faster to get out of. I’m not waiting around for a minimum wage worker to pull 6 pairs out for me, only to be told they don’t have my size. I can try on all the shoes I want at my convenience. It feels like *you’re* living under a rock if you think that’s somehow *less* convenient. You buy all the other shit online, why not shoes too?

matt-er-of-fact

I’m not driving to the closest mall and fighting Karen’s for a parking spot between Cheesecake Factory and Macy’s, only to be told they don’t have my size in stock and I can either come back or go to a different store half an hour away. UPS is just down the street.

Celtics1109

Do you live under a rock? Most people like trying on shoes before they buy them. You taking the extra step to drop shoes u dont want at UPS is the same as people taking an extra step to go to the mall. I order most things online then go in person to try shoes on. Its not that mind blowing of a concept.

matt-er-of-fact

It does seem like a crazy concept when all the ones I’m interested in come to my door and I drop the ones I don’t like off at the UPS down the street. All for 0 extra dollars. Are you guys still going the mall like it’s 2003? Going to stop by Zumies and Hot Topic while you’re there?

willynillee

You still have to leave the house to go to UPS to ship them back. I’d rather make one trip to the store and be done with it.

vandalizethethief

If you can’t capitalize on $10/gal diesel & Amazon DSPs buying them like crazy that’s a Rivian problem. Amazon is burying all the carriers in last mile delivery. They passed USPS last year & have their eyes on FedEx and UPS higher margin freight

sleepyguy007

so i just bought like 60k shares of UPS stock on margin. oil is down $8 a barrel in a week. transports down today on absurd semi/AI rally. not the sexiest trade every buy at $95 it getting back to $100+ which it was 3-4 days ago isnt that shocking. probably should have more balls and buy calls but yeah I really bought those shares

SteakEater137

Transportation companies like UPS and Fedex dumping today because of rising oil/gas/diesel prices. Meanwhile, oil/gas/diesel sellers dumping today despite rising oil/gas/diesel prices. And then AI companies that primarily will have their data centers powered from these same fossil fuel sources get pumped to infinity despite their ever-increasing costs to keep them running, while remaining unprofitable on a per token basis. Ah, this market is just something else.

SteveStacks

UPS thanks to Zuck

Spac55

Financial Media making propaganda for AI story, when rest economy in recession, like see $NKE, $CLX, $DIS, $MCD, $UPS Consumer not spending , its recession time When consumers not spending, advertising revenue crash, on top big spending, hurt $META $GOOG badly at earnings When advertising revenue crash, big tech reduces spending, reduce CPU, GPU, memory, semi purchase. Semiconductor crash hard

Spac55

Media making propaganda for Ai story, when rest economy in recession, like see NKE, CLX, DIS, MCD, UPS, Consumer not spending , its recession time When consumers not spending, advertising revenue crash, on top big spending, hurt META badly at earnings

Spac55

Media making propaganda for Ai story, when rest economy in recession, like see NKE, CLX, DIS, MCD, UPS, Consumer not spending , its recession time

robot141

AMZN puts, because they want our US service members deployed overseas to go to the nearest Staples or UPS store in America in next 2 weeks to return an item under their 30 day return policy.

moorhound

Why does every one of my UPS delivery guys seem to hate their fucking jobs and lives

illtakeoneplease

It was the UPS guy

3boobsarenice

Ok, let me tell you about trucking....it is lowest penny wins. 20 years in the business. UPS can not stay in brown socks with out Amazon, no matter what was said at the pep rally for clock riders....I hold some positions, in this shit stock, and remind every brown box driver I run into, to pull their heads out of their ass's

derprondo

Anyone else notice Amazon started sending things UPS this past week? I'm not sure if it's a local issue or widespread.

Peace-wolf

Already getting a higher fuel service charge on freight. UPS, FedEx and DHL going to cost a lot more.

fairlyaveragetrader

I mean you can always wait until things are doing well for the company and pay $350 for a share for it if you would like So the whole question is how long does it take for inflation to come down and the economy to get moving again on a consumer level. Near as I can tell, somewhere around the middle of next year. There's actually a lot of value companies out there, PPG is another good one. UPS has been trading range bound. There are a lot of these that really have good technical setups that just have a temporary headwind due to the war and energy shock

derprondo

What does it mean for Amazon if suddenly my packages are being delivered by UPS for the first time in years? Maybe they’re having issues with a delivery contractor but maybe something else is going on?

fairlyaveragetrader

It's at a decent buy point, the thing is it's a slow grower, we can look at the trend over the past 10 years. Some of these industrial companies are trading at pretty attractive prices though, PPG is another one. Some of the best paint and industrial coverings in the business, but oil is a big input cost and we all know the story there. The stock is trading accordingly but at a very compressed multiple The thing about getting into a lot of these is you have to have some degree of trading ability. You need to take profit area. It's not a buy and camp for years and hope that it works out. These companies run up, then there's a big correction and you can look at the charts going back for years, it happens over and over and over. UPS is another value buy, in fact McDonald's is trading at a great discount as well. If there's any other non-correlated asset I would be buying, especially at this point in the cycle, Bitcoin. The funny thing about all these posts though, Reddit has been 100% in tech for years. The highs for a lot of these were way back in June, already had a big plunge, and now the thought is to sell? Where was that thought in June when you had parabolic charts?

fairlyaveragetrader

Around half, less than 5% of My overall is in tech though excluding the S&p 500 position, largest position is the mid cap 400, that alone is probably 40% of the portfolio, S&p 500 is 10% 25% is now in crypto and the other 25% is split between value companies like UPS, PPG, some fast food, McDonald's is actually a really good deal right now. I tried around a lot, usually average around a thousand trades per year

Lazy-Gene-7284

Your right 10% is high and you’d be taking on more risks than this woman could handle. But there are a fair amount of safe 6-7% yielders right now that she would probably be comfortable with ( VZ, PFE, UPS) and you could still get some upside from them . Obviously it would be MUCH better if she’d just go full SPY or other market ETFs, but you can take some baby steps in the meantime. Invest 10 grand each in a few, when she sees they don’t bite it’ll get easier to go further

Swamptor

Duty is different. If you order something from Canada to the US and you (or UPS) is the importer, you must pay the duty. The company shipping it to you doesn't give a fuck. If you buy something from Amazon.com that originated in Canada before Amazon imported it to their warehouse, that's not duty anymore, that's just part of the price. Amazon is the importer and they can choose whether or not to disclose the increased cost.

Fwhometeam

I’ve recently started seeing Estes and Saia in my area of north Texas. I’ve seen Amazon and UPS for a while but I’m started to see them out in force recently. Thanks for the intel. I feel like you really know what you’re talking about and I appreciate your insight

Woahgold

I’ve seen Amazon CNG trucks, they fuel at a local commercial CNG station. I haven’t seen any Estes CNG trucks in my area (which is odd because they’re headquartered here) but I know they have them. My building started moving over to CNG back in 2015 because UPS got major tax credits to switch. The infrastructure just isn’t there to support CNG trucks nationwide unless you’re a fleet operator and can install the compressor/dispenser systems at your building. The other side of this is a lot of the money has already been investED I don’t know how much more investING there’s room for. Every main UPS hub on the east coast is already set up for CNG