Reddit Posts
Don’t know what to do could use some advice
Solid Trading Idea 💡RNG Fuel for trucking. Diesel dees nuts.
SpaceX IPO vs past mega-IPOs: a quick reality check
Eaton (ETN) - The unseen datacenter power infrastructure play the market is too regarded to appreciate
U.S. Small Cap and Micro Cap energy stocks are setting up for a great run in the next calendar year
Forget Just Nvidia. The Hidden Metals Trade Underneath the AI Supercycle
The AI Buildout Is Creating a Critical Minerals Problem Hiding in Plain Sight
The Hidden Supply Chain Behind AI: Why Metals May Become the Real Constraint
05 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Husband owns a good chunk of $UPS, do we need to just keep it?
Amazon opens up its logistics network to other businesses in growth push
FedEx, UPS Shares Tumble on Amazon’s ‘Watershed’ Logistics Move
Are markets intentionally playing dumb with regard to inflation/CPI?
Am I overthinking this, or is NXXT quietly building a logistics moat in Florida?
NXXT just printed a clean intraday breakout and the momentum actually makes sense this time
I think people are underestimating how fast energy demand is changing, and NXXT is already scaling into it
Tracking the logistics expansion from Jacksonville to Gainesville
A new Florida stop says something useful about how this network is growing
$IPWR Data Center electricity efficiency & Lazzen Collaboration
$RAYA +27% — tiny-float power equipment maker surges on US market pivot and AI energy play
$RAYA +27% — tiny-float power equipment maker surges on US market pivot and AI energy play
$RAYA +27% — tiny-float power equipment maker surges on US market pivot and AI energy play
My LAST time trading Uber. Hate this stock
Oil prices creeping up again,which stocks are most exposed on a P/E basis?
BTBD has an upcoming merger with a company working with UPS to bring drone deliveries to the market 🔥
Merger Catalyst bottomed play (very rare gem)
I remember getting ridiculed by you guys for the 12/19 $100 UPS .
Interesting stock working with $UPS to bring drone delivery tech to the markets
The next explosive penny stock? huge catalyst coming on the way
The next explosive penny stock? huge catalyst coming any time
The next explosive penny stock? Huge catalyst coming
Highly unusual recent options activity for UPS
Teen Couple Caught Stealing $30,000 Costco Gold Package Shipped via UPS
I sold VZ, KO, MO, UPS, SBUX, WMT, MRK last 3 months FML
108K Layoffs in January. PMI Shows Economic Strength. Make This Make Sense.
Layoffs in January were the highest to start a year since 2009, Challenger says
Why LINK 2026 is where real logistics buying decisions actually happen
Amazon slashes 16,000 corporate roles in latest phase of a broader reset
UPS to cut additional 30,000 jobs in Amazon unwind, turnaround plan
Impinj DD - RAIN RFID heading towards consumers?
Generators solve outages. Microgrids solve operations.
Fluence Energy, Inc. (FLNC) - Keep an eye on them over the next 2 days - Options Expiration on Jan 16th and they have been trying to keep the price down but they can't, so it will have a big run by Friday!
$CJMB Deep DD: Analyzing the $1.73 Insider Buys and why the current $1.35 level is a gift. Technicals & DD inside.
A 10 second gap can be a disaster. Why hospital backup generators are not the whole answer anymore.
This NXXT Dip Was Bought Because Credibility Now Exists Below The Chart
RIME Sells The Same Optimization Pain Point That UPS And FedEx Build Internally
If I think that helicopter drones are the future of package delivery, who should I invest in?
From Giants To Microcaps: 7 Energy Storage Winners To Watch
VerifyMe ($VRME): Low float, growing margins and UPS Partnership
VerifyMe ($VRME): Low float, growing margins and UPS Partnership
Step 1: Ground 9% of UPS fleet (4% of Fedex). Step 2: ??? Step 3: Profit.
At least 7 killed, 11 injured after a UPS plane crashes near the Louisville airport
UPS plane crashes near airport in Louisville, Kentucky, officials say
Ocean Power Technologies, Inc. (OPTT)
UPS cut more jobs than expected this year, shrinking its operational workforce by 34,000 jobs
My NХXT Bull Thesis: Vendor Validation & The November Catalyst
$UPS, an Under Performing Stock (<- an attempt at wit)
UPS Jan 16, 2026 $150 call ⬆️ 1,300% in a day 🧐
Goldman Sachs issued a note to their clients to buy calls on a few companies, and they've been right so far.
The art of crayon balancing - PATH, UPS, TGT, PYPL
Myers Hub News Just Dropped-Dip is Artificial
The Amazon Connection: A Small Company with a Massive Deal
People who buying stocks like GME, OPEN, AMC. I got a question for you…!
Over diversification - How many stocks are you invested in?
After-Hours Gainers and Losers for Today (September 18, 2025) 📈 📉
Mentions
Maybe if the UPS Store is on its fifth owner and they pay you to take over the business? Otherwise no.
I appreciate your help, I agree with your suggestion in considering option #2 because of its real estate value. Though #2 will cost twice as much as an UPS store, I’m sure the shopping center will sell quicker compared to an UPS. Thank you so much.
Maybe paraphrasing as I understand it. Option #1: Start and run a UPS store as a franchisee Option #2: Buy a shopping center (strip mall?), and manage store rentals Personally, I prefer Option #2 because it is real estate asset. That does not make the shopping mall easy or successful to run, but the asset will be recognized by banks, etc. I don't have any operational experience for either of the options, but can add Option #2 is multi-unit real estate approach and for me, a better risk profile. For Option #2, suggest learning about commercial real estate, and maybe even take a class in the community college which will be a 3-month investment
>returning amazon orders. Literally the only reason I step foot in a UPS store.
Working as a UPS store franchisee is not working for UPS. UPS (small package delivery) is a union job. Everything else is corporate.
A shopping center is a collection of stores. You might find a UPS store inside of a shopping center. If you own a shopping center your direct customers are going to be other business owners.
Thank you for sharing your experience. It helps me to get an idea of what it’s like to work for UPS.
I now firmly believe you have no idea what you're talking about Like I originally said, managing a single UPS store vs an entire shopping center are completely different things that require different sets of skills, vastly different amounts of capital, and specialized knowledge - unless you're just planning on buying then outsourcing everything, which you said you weren't going to do. If you can't even focus on being more specific with what you're trying to accomplish then just open a lemonade stand and work your way up.
Apologies for not providing a direct context. I’m interested in investing in either an UPS store or a shopping center. I as an owner will be working long hours with 2-3 employees. Any expertise based on my context will be appreciated. Thanks.
Apologies for not providing a direct context. I’m interested in investing in either an UPS store or a shopping center. I as an owner will be working long hours with 2-3 employees. Any expertise based on my context will be appreciated. Thanks.
Worked at a franchised UPS store. Don’t do it, owner tried getting rid of it for years, no takers, got so desperate she tried convincing a 19yo staff employee to get a loan and buy it. Margins are razor thin and you need tons of volume to succeed because 95% of customers are returning amazon orders.
What even is this question? I guess in context with this sub you are thinking about opening up a UPS store or straight up buying or investing into a shopping center, but those are like totally different things besides having walls and doors in common. I'm so confused, like what is even your goal? It's like when a person in r/whatcarshouldibuy asks if they should get a Honda Civic vs a Ford F250 with no context.
Of course man, get with movement man. Pump, Pimp, and blog the price up man. Tell everyone- your pastor, your UPS man, your barber, call aunt Louise in Florida don’t let her say no. See if the grandkids have any money stashed in a cookie jar. Then 4 hours after the IPO is rocking Don’t think, just smash that SELL button. Now you’re getting it.
I imagine that UPS will be taking more of FedEx's and USPS shipping for smaller parcel. They have a new small parcel shipping services that is decently beating USPS. On small parcel, half way across the country, for us it's 30% cheaper than priority mail and 24% cheaper than FedEx. FedEx is going to have to up their game.
Because I’ve got UPS stock
How do we get UPS syndrome?
People use UPS to rook the insurance, impossible shipments get destroyed, no worries
UPS? I contribute to a Roth 401(k) that is unmatched. If you have the same, UPS Prudential funds that I do. You can put it in a fund that's basically the NASDAQ. You don't have to do the target date funds.
UPS is a better company. I didn’t say more profitable but actually just better. Wish that meant something
Have you seen ho much they charge to ship? USPS is expensive, UPS is fucking expensive, FedEx if expensive as fucking fuck… They own 33% of the market, pay their employees less, charge more for shipping…
UPS service went to shit during Covid and jacked their prices up. Then they trashed their old timers like shit and things just got worse. FedEx took on more Amazon shipping during that time and has built up their business by being a little better than UPS in cost and dependability. When A sucks, you go with B even if A has better on time early AM delivery 2/3 of the time (with possibly a 1/3 of packages getting lost for 2+ days)
They pay their drivers like a third of what UPS does. How do you not see the profitability in that.
Did 10 years with UPS, they don’t know shit. FDX blows ass too.
i was eyeing netflix for months but foolishing bought last monday @ approx $79 per share then this monday bought it down to $74.93 & I didn't even do this well meaning was buying during the trading day like catching a falling knife & messed up. Am disappointed in myself because I bought UNH & UPS at lows & have gotten 47% & 18% on those. I feel like a idiot buying netflix last monday but good lesson to be more patient. I read where netflix could goto $69 so am a buyer around $70 or so.
It's really just a faster UPS, who use poors that are required to hold their urine
lmao Price to Sales Ratio: **UPS:** 1.01 **FDX:** 0.86 **AUR:** 3,235.99
Im thankful to have 3 ISP options in my neighborhood but one of them is AT&T and they burned me for the last time. Our first instance was we moved into an apartment with an contract with them, they shipped our router to the wrong address to begin with. Took a week to get a new one and it was missing the ethernet cable, which AT&T doesn't use the readily available at best buy, walmart, etc. RJ45 cable with standard pinout. Call them back they tell us, we can't use ship out just an ethernet cable. So they ship us another one, another week. Got the cable everything connected, the special port in the wall doesn't work. Takes several schedulings, several days off work, many phone calls to get a tech out to our apartment. They get it fixed, then they tried charging us for their equipment failure and the tech response. Took hours of phone calls to get that removed. Finally got the apartment settled. Took about an entire month of no internet though. Moved to a house, where AT&T had the best fiber prices, sure we will give that a go. We get our internet going pretty quick this time. For whatever reason our Fiber has a lot of drop outs and slowdowns and the essentially required router is a total POS with incredibly weak WIFI. We call and they can't resolve it, but we went through the AT&T fiasco before, so we just live with it. I am however due for a new phone and new phone plan so I figured just bundle with cable. Ohhhh nooo, apparently I am a scammer to them, and they block me from joining and getting on their phone and phone plan. That was it I had enough, if I am too much a scammer for them then I obviously cant use their internet. So I cancel that. I try to return the equipment to the AT&T store literally a block away, but no we have to ship it in. So we ship it in, UPS warns us to keep the receipt because they will try to charge us for not returning it. Lo and behold an entire year later we are getting bills for the router. Im not sure if we are in collections over it or not, but I certainly am never using that scam of a company again. Ill go to starlink, ,dark ages, whatever it takes. Never would I thought I would be begging for Comcast lol.
UPS follow these? What about dividends?
I need some advice... Maybe a dumb question, but I keep coming back to it. Does anyone actually find alpha in podcasts? Fund managers, founders, sell-side analysts all go on podcasts and say things they'd never put in a memo. Damodaran will run a live Tesla valuation on someone's show. Gurley talks his actual AI infra read on Invest Like the Best. The signal density is way higher than what shows up on the sell-side, because the format pulls them into specifics they wouldn't otherwise commit to in writing. My problem is scale. An hour-long episode might have 3 things worth writing down. Listening at 1.5x with a google doc open is fine for one show, but I cant do that across a dozen episodes a week. I've been doing a hacky workflow when I'm building out a thesis (right now I'm digging into last-mile logistics like Veho vs UPS/FedEx/Amazon), I pull every recent podcast where someone with a real opinion weighed in, write down worthwhile claims, and look for who's saying the same thing vs who's contradicting. I usually get the most out of this when two people disagree on the same thing. Honestly more useful than the standard sell-side note grind for finding non-consensus angles. But I genuinely don't know if it's generating alpha or just feels like it. Curious what others do: \- Do you actually act on what you hear on podcasts, or just use it for context? \- Anyone systematically transcribe / search across episodes, or is it pure listening? \- Best example where a specific podcast moved you on a position?
Leave your UPS alone. The UPS and S&P gives you ample cushion to make mistakes, gamble, and withstand misfortune. If your HYSA is better than UPS dividend, then you could sell and move it over there, but you'll pay some amount of taxes for whatever profit might be made. To answer your actual question; split the 35k up. Set aside 1/3rd of it ($11.6k) on the things that give you FOMO so you can get it out of your system. Dont pick just one thing. Recognize you have 38k in pretty conservative areas already. Keep doing research like you have been. I dont know if you're ready for a house; on account of your original post. I think you deep down want to play the stocks lotto and see if you win. The house quest is a lifestyle admission of "I'm going to be slow and steady with several 100,000s of dollars".
They're going to a UPS store by Jamba Juice for a Notary.
I don't know what you make, but let's say you make $100,000, take home $75,000 after taxes. Your $35,000 in cash is about right for your emergency fund, like if you get laid off or have a medical emergency, or whatever shit happens in life. That leaves your investments at $38,000 total, with 37% of that invested in a single stock of the company that is your employer. It would be foolish not to do something about that. Also, the UPS stock price is about the same as it was 10 years ago.
You are missing the point. The point is that you should be more diversified. Both your job and a huge part of your wealth all depend on the same single company. It doesn't matter how good UPS stock is if they are also your employer. If you had that UPS stock as $14,000 in cash right now, you would never (I hope) think it would make sense to buy a single stock with it that is the same as your employer. If something bad happened to UPS, you could get totally screwed. If you want to be financially vulnerable to something very predictable, it is your choice.
You should sell your UPS stock whenever you can. You don't want both your wealth and job all tied to the same company. Suppose the company has some bad finances, has to lay you off. Now you don't have a job and the stock plumets at the same time. Basically, too many eggs in one basket.
Amazon is a serious margin threat, but replacing UPS or FedEx is harder than adding delivery capacity. Their advantage is dense Amazon-originated volume, while the incumbents still handle broader shipper networks, international lanes, returns, regulated shipments, and ugly low-density routes. watch FedEx package volume, revenue per package, operating margin, customer concentration, and capex efficiency. The danger shows up when Amazon starts winning profitable third-party volume, not just moving more of its own boxes.
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.
I think this is a bad comparison. They're not in the same space. Amazon delivers more than FedEx and UPS but they lose money for every package they deliver. But these losses are pennies compared to their core business. Amazon makes their money from AWS.
There are no longer use of the anti-trust [anti-monopoly] laws. So a lot of the biggest capitalist want Amazon to gobble up both FedEx and UPS. They all want to be trillionaires and they are willing to completely destroy the USA to achieve their objectives. It's what the people in the USA voted for.
Maybe! Who knows. They don’t really stop Monopolies anymore. I can see Amazon spinning off shipping as a different company and then I think UPS/Fedex would be in trouble.
And that’s part of my question above what metrics are you looking at when you decide that UPS is better than FedEx? Normal PE ratios and free cash flow don’t seem to tell the entire story.
I don't know about "destroy" but they should prove to be a fierce competitor because of pricing power. Amazon's costs should be lower than UPS or FedEx because they pull the same cost savings/shifting tricks as Uber/DoorDash/etc but for package delivery and with broader strokes. Instead of hiring individual drivers as contractors to shift capex away and avoid paying benefits, Amazon hires multiple companies as independent delivery contractors in the same areas who then employ drivers and most compete with each to keep getting work from Amazon. This is such a good deal for Amazon that it will even help a person set up a new delivery company just to be an Amazon contractor, which usually requires renting Amazon vans and in practice only being able to do work for Amazon despite being a separate company. I'm not in this industry but I read about it a while back and it wasn't hard to find detailed perspectives from drivers and "delivery partners". One complaint I saw several times is that renting the vans (from Amazon of course) doesn't guarantee that you get assigned enough deliveries to make it worthwhile. Overall this model seems bad for everyone but Amazon. Workers get paid less and worse or no benefits, and the small businesses that employ them are essentially paying Amazon for the privilege of alleviating Amazon of some capital risk and allowing it to save operating costs. But in the end, the model works because there is no shortage of people signing up for it so it's expanding. I doubt that UPS's unionized labor can be cost competitive here, not sure what FedEx's deal is though.
They won't replace FedEx or UPS. Their logistics is just to support their retail operations, which are legacy Amazon and more of a grift at this point. Amazon is a SaaS company with a retail wing that's run like a small local Mob - charge third party sellers rent on products while they sit on shelves, and take a cut of the sale to cover logistics plus some extra cheddar. They're only opening the logistics up to others to help support the cost of running the logistics. If you're already driving a route for your own deliveries, you can offset that cost by charging others to piggyback. Amazon will not ship some items themselves. They send them via FedEx or UPS. So they have no reason to eliminate or absorb those companies, doing so means they have to figure out how to ship said items themselves and they don't want to do that.
Not sure but I’d rather invest in UPS than FedEx
Add to your ADBE and UPS holdings
Dear John Stock Market, Please refer to the UPS chart for today and do that for all stocks. No more ugly up and down charts, just nice clean 45 degree angle up. Thank you, A desperate man
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.
Plus the actual delivery service that now surpasses UPS and FedEx in number of US packages delivered annually.
This is the most regarded DD I’ve seen in awhile. everything needs transformers, and no you don’t need special grain oriented steel to build them. All of our infrastructure uses A/C power, data centers aren’t creating any extra demand for them either, maybe other electrical components like UPS backups, that said CLF is a good company.
Netflix q1 earnings last year, and ups q3 earnings in 2020. 4x on Netflix and 10x on UPS
My UPS guy just said to open a brokerage account and biy spacex
Nike's logistics and software incompetence was not the fault of SAP. Plenty of companies use SAP with perfectly decent delivery precision, especially because that's often just an integration with UPS, FedEx, USPS, and various freight forwarders. More importantly, where did you hear that Nike had this issue with SAP, when was it, and has it since been resolved?
Cash is king right now. I also like Amazon long term. AI / Robotics will completely change how they fulfill orders and how they deliver. I also like their new model of competing with fed ex and UPS
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.
I hold a lot of Rocketlab still today But If you think Rocketlab is anything close to SpaceX you are delusional. Spacex launches over 100 times annually and puts up more mass than the rest of the world combined. Rocketlab currently has the capability to launch around a dozen times annually with a rocket roughly 1% as capable as Falcon 9. This is like comparing a bush pilot flying a Cessna to UPS. Looking forward Rocketlab might be able to compete with Falcon 9. But that will take years to get a reasonable launch cadence established and refine neutron to the point where reuse is functional. By that point starship will likely be flying with lower cost per Kg and full reuse. ASTS Is equally far behind starlink. They might be able launch a handful of satellites this year, but they are still several years out from any sort of commercial viability. Several years that will require extensive capital expenditure to manufacture thousands of satellites and millions of ground terminals. It’s a good long term option, but it’s years away from profitability.
Someone on the gambling sub posted UPS shares from 1941 they inherited, that's sick
So - the Arizona is touching bottom, FDR is on the radio, every dude between 16 and 65 is lining up at the recruiting office, and your grandad is going long UPS? That makes you a third generation autist. Unbelievable.
UPS had numerous splits since 1941. It was great when it was private.
Ah ok I didn't know that. I haven't worked for UPS in a long time and I worked for UPS after 1999. I don't touch my UPS stock it just sits there on DRIP.
Huh? UPS didn't go public till the 90s. Prior to that there were employee only shares but I don't think they were class B.
Also UPS went public in 1999.
TIL UPS was around in the 40s
With dividends this would be in the millions too. UPS has high dividends
85 year hold is madness but hello to a fellow UPS holder https://preview.redd.it/henzahbl1x4h1.png?width=1297&format=png&auto=webp&s=ac781c782f2cafaa84379d49e5ceb9e67b3ef048
hahahahaha. I remember UPS before the dotcom crash. It did super suck.
Schneider Electric is the better OEM, and has more footprint in data center one lines with transfer switches, UPS, switch gear, cooling, transformers, power distribution, and controls software. Their recent motivair acquisition is further step toward a larger portfolio in the cooling segment. That being said, SE, VRT and ETN should all continue to do well during the Datacenter build out mania we’re seeing.
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.
It was stressful because I used a common sense approach and I was new to taking over some of my accounts, so I kind of did and didn't know what I was doing. I spend several hours a day reading newspapers (back then) and if you read the NYT, WaPo and WSJ every day you could spot the opportunities. So when Covid rolled around I was arguing with my financial advisors to get out of the travel stocks they had me in and move in to Amazon, UPS, Microsoft (because of Zoom) and netflix because people were going to be ordering stuff online and either working from home and watching TV. As those four took off I saw stories of people starting small businesses at home and selling on Etsy so I moved in to etsy for a while and paypal. All the while I was watching the semiconductor shortages drag on for automobile manufacturing and seeing how chips were in almost everything. So i was lucky enough to get in to chip stocks back then before the AI boom. Mostly just AMD and AMAT back then. Now-a-days practically everything in that IRA is a tech stock and the 18% that's ETFs is tech related ETFs. It's been a wild ride and I've panic sold a few times for a loss (I was new to trading myself afterall) but now I'm much more calm and calculated.
Your link has nothing to do with managing grid demand fluctuations. It's arguing for power efficiency gains inside the datacenter itself. That's not what you said in the OP, this isn't "simplifying", it's you completely changing the argument. SSTs don't make data centers better customers to grid operators, large battery systems do. Did you actually read your own article or did you just look up a random article that's bullish on SSTs and assumed nobody would bother reading? The article says there are many barriers to SST adoption, acknowledges that a traditional transformer + SiC rectifier can match SSTs in efficiency, and notes even in their optimistic projections they don't expect significant revenue for SSTs until 2029. I dispute their claims of efficiency gains. The authors admit almost all of the efficiency gains come from SSTs eliminating the UPS in a traditional transformer -> entire current flows through double conversion UPS. However, *this is not what modern data centers look like*. Due to utility requirements for data centers to smooth their demand ramps, new data centers have *already moved to a system with batteries replacing the UPS.* There is no double conversion loss here, the current flows from the transformer to the power electronics in the server racks, with the battery sitting to the side passively until it detects a demand surge/drop. On top of all this, your paper notes there are many larger and better established competitors in this space and don't even mention WOLF as a serious contender. Likely because all these other companies are already vendors for other data center components and can integrate their offerings into what they already sell.
No one gives a shit about US Crude Oil. It’s the Sweet Iranian Crude that everyone wants. Natural Gas only got big for a hot second because gasoline prices under Obama went through the roof. UPS swapped all their trucks to Natural Gas back then, now they went back. Today no one cares about natural gas again. The president doesn’t stabilize the economy. The Market itself stabilizes the economy through supply and demand and time that heals the wounds. That’s why it’s a free market system. Learn how the markets work. This is a WSB sub.
I think that UPS, VSCO and CMG have a great opportunity to announce a pivot into AI and datacenters, which should lead to at least a 30% stock price gain in each.
UPS guy at work just talked about shorting Micron, bottom is in
Rocket lab is not going all in on launch. Launch is necessary for their business, yes, but they want to be a vertical satellite integrator and this is also where they earn money iirc. The business model is a customer has a camera or a thing they want to do in space, and RL handles the rest. They've acquired/developed a lot of the tech to do so, from laser links to electric propulsion, so they slap together your satellite (or constellation) and shoot it up. Launch and neutron is an enabler the way trucks enable UPS to ship things. Also, I think you're underestimating the launch angle. **If SpaceX truly believes what they wrote in their prospectus, it does not make any financial sense for SpaceX to ever launch a customer payload.** Why? Because of the enormous opportunity cost. If they are truly convinced that there is a trillions-and-trillions market for space data centers, they will fill every launch with their own payload because it doesn't make sense to sell a launch for 80 million when you can launch your own stuff and earn a billion off it. In that world, provided RL makes neutron work, then launch suddenly is a big market just for them that they don't share with that many people, and even if it doesn't, they still have a lot of space hardware capabilities that very few others can offer.
80B market cap 200M last reported revenue for comparison UPS has 85B MC and reported 21B revenue Is current revenue really the figure you want to sell RKLB on?
UPS just dropped off a palette of enriched uranium
I spent 10 seconds looking at his account comments, people are just weird. "I work at a FedEx ramp (airport facility), and have worked at one next to a UPS ramp."
Aside from the old poop in a box thing…and the shame I had when I handed said box to the UPS store kid.
Yes. People effectively do this every day through margin. However it’s difficult to pull off. Best way to do it is through the option wheel. But only if you’re borrowing enough that it won’t destroy you if markets crash. Say you bought 2000 shares of UPS. The dividend pays 6.7% which covers your interest in case stocks go down. Then you sell covered calls on it. If you were aggressive and sold at-the-money weeklies, you could net $1,500-$2000 a week, which you use to pay down your principal while you take the assignment profit to increase the size of your next position. Repeat this process until the loan is paid back. If recession hits and stocks crash down while you’re in them, you may not be able to sell OTM calls for enough to cover your monthly principal. If the company slashes or reduces its dividend, it may not cover your interest. If you get hurt, can’t work, or lose your job, you’re screwed. It’s a tool that some people use effectively. It’s also ruined lives. I definitely wouldn’t be comfortable with the pressure of needing to make $5,400 a month. I have $2,500 (5% of port) in margin right now and that’s stressful enough. You don’t need a quarter million to get started. If you have access to cheap credit, $10-$20k is enough to get you started. Keep compounding consistently and you’ll get to $250k without much fear of becoming homeless.
I mean sure it's a goofy requirement, but there's workarounds, most notably a better design. Look, I stopped selling Ubiquiti a while back in favor of Meraki, Fortinet, and HP. It had nothing to do with features and everything to do with the fact that my customers got the ick when I presented Ubiquiti. I couldn't even get down to the requirements, as soon as you mention that name they turn their noses up. I think they're making progress up market. Their pro line of switches have a proper CLI that I would consider for the core. The value of these guys is now in the ecosystem for a turnkey branch office solution. They're going after Meraki's customer base and have a much wider portfolio than Meraki. Ubiquiti now has a wide enough portfolio to where you can buy literally ever single component you need to turn up branch without buying a single SKU from another vendor. Access control, surveillance, fucking patch panels and cables, UPS, PDUs, everything. I think they even sell a rack now.
Made 8k this month on spy, microsoft, nvidia, asts, archr calls. donated to broadcomm and asts puts. exited my weeklies today and am now: MSFT 450c 6/18 BETA 20c 10/16 ACHR 7c 7/17 UPS 120c 1/15 Bought Quantum,RGTIW,QUBT,QBTS,IONQ shares and up over 30%. should have bought more instead of asts puts
Semiconductors don’t care about gas. Just don’t invest in UPS, FedEx, or airlines, and you should be fine
I think that is the appeal however. The valuation is very reasonable. Target was valued similarly late last year and has recovered 30-40% since. Same with UPS. There are a lot of retail stocks that get the death sentance and undervalued. I'm not hoping for a 400$ price tag but 160-180 would put it at a more reasonable 13-15 p/e
Slept through the opening bell and missed my chance to sell my MSFT calls and left 300% on the table. So, MSFT 5/29 $425c MSFT 5/22 $422.5c ASTS 5/29 $88c ARCHR 7/17 $7c UPS 1/15 $90c
I sold my google/msft/asts at the top and rebought at the bottom before i went in for some surgery ASTS 5/29 88C ASTS 8/21 100C UPS JAN 15 2027 90 CALL ARCHR 7/17 7CALL MSFT 5/29 425 CALL GOOGLE 7/17 405 CALL 1 rocketlab share
BETA - Very low volume IPO $34 per share last year at market cap of $8 billion, raised $1 billion. Has since dropped to around $16 per share. Leading electric aviation. Very strong CEO and founder, Harvard engineer and test pilot. Strategy and execution on point. Partnerships with General Dynamics, General Electric, UPS and significant investment from Amazon recently revealed. Targeting cargo transport before passenger.
I’m not talking about dividend %, but the actual payout. UPS for instance, only a public company since ‘99, has never reduced their dividend, despite huge drawdowns to stock price. Not saying it’s good or bad, but it is what it is, consistent if not growing https://www.macrotrends.net/stocks/charts/UPS/ups/dividend-yield-history
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.
what do you mean UPS? you can just edit your post you don't have to comment
There already is a pullback. It's just not on the indexes because they are being propped up by a very narrow sector of the market Go look at anything from Whirlpool to UPS to Goodyear tire to Chipotle. All businesses we use. 52 week lows, multi-year lows. There's a large list of companies here. So the question is, what will rotate next and what will actually bring main Street back to being prosperous again even if it's only slightly. This entire run has been All tech, all one percenters. The rest of society has suffered and the rest of society stocks have suffered. All of the times in history that you have had an extremely concentrated market it has never ended well. The nifty 50, 1999, so on and so forth. Tops are virtually impossible to time. So, if you want to put money to work, think about where we will be in two or three years and position there. Don't chase the crowds, don't chase news. Don't chase what happened yesterday, think about what happens tomorrow
As a note, it was 39.23m in Q1 of 2025. Wendy's CEO left last year to go be CEO of Hershey's, to be fair he'd only been at the job for a year or so. His CFO stayed on as interim CEO. His job as CFO was only a year or so as well. The former CEO worked at PepsiCo (over 30 years). Then Wendy's (for a year and a half or so) now working at Hershey's. He announced it in July, and by August 18th, 2025 he was out. So most of his knowledge base was in Packaged snacks, not in hot food. Which lead to some baffling decisions. The current Interim CEO was senior management at UPS. That means that Q3 was going to be dogshit, and Q4 was going to be all on the "new guy" who didn't really have any experience. So the "New guy" is looking at things through the lens of a CFO, and has most of his experience in the Logistics game. NOT in hot food. But he's not the permanent guy, at least not right now. In the report they claim it's worldwide sales are down 5.5% mainly because the US sales are down (which is pretty standard in the US fast food market this year), All costs are up. Most of their revenue has been from increased Franchise Fees, Ad revenue, and the direct company run location sales. They do claim that they just signed a 1,000 franchise deal for China. Which would be an interesting market for them to expand into heavily, and can mean real profits if they can manage to do well there. Overall, their net income is shit, because fast food runs on two main factors. A highly elastic product (Convenient food) and low operating margins (You don't have to pay your workers well, the overhead costs are cheap, and the materials are cheap). The difference between food prices (and fast food prices) in Q1 of 2025 and Q1 of 2026 is not a shocker to anyone. Between all of the factors they'll probably continually lower sales this year vs last year. The amount of "excess" money out in the economy is gone. People are heavily utilizing credit cards to cover their costs. Fast food is consistently pricing itself out.
I’d get dividend stocks such as …Novo Nordisk…UPS…Verizon…all pay a decent dividend.
Avoid any speculative “Reddit stocks” like space, flying cars, or ev companies. I’d stick with AMZN: best mag 7 IMO for stable growth- read about everything their business entails from brick & mortal retail (Whole Foods), to logistics (their entry into this caused FedEx and UPS stock to dip hard), to satellites to compete with STARLINK (amazons internet will be faster), they make their own chips now, they have AWS (backbone of the web), they’re involved in streaming video + music, audible, and of course the online retail. I’d do $5k Amazon and $2500 in VTI. Or if you want higher risk (you said you don’t) throw it into DRAM or EWY (Korea ETF that includes 2 huge memory companies).
✍️ STOCK VICI Properties Inc. (VICI) ———-—- 6.2% Healthpeak Properties Inc. (DOC) — 6.2% Pfizer Inc. (PFE) —————————— 6.5% United Parcel Service Inc. (UPS) —- 6.6% Best Buy Co. Inc. (BBY) ——————- 6.6% Kraft Heinz Co. (KHC) ———————- 6.8% General Mills Inc. (GIS) ——————— 6.8% Campbell's Co. (СРВ) ———————- 7.3% Conagra Brands Inc. (CAG) ————- 9.8%
Good advice. In this case we know for sure the plan of every company is to lay off most workers and replace them with AI, robots, and self driving cars. We don’t know a few things though. Will UPS succeed at this and or succeed in pumping their share price high by fooling us they’re succeeding? When will the AI bubble pop? Related, when are we entering a recession? I think UPS is a real long shot.
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.
Because you're in the middle of a gamma squeeze If you look at underlying components of the market, they are, this is everything from Whirlpool to UPS to industrial companies. They aren't trading well What is trading well is a very narrow section of tech, mostly semiconductors and all of the support system around AI. You have all this call buying going on which is forcing the people who are shorting the calls to hedge by buying the shares. Think of GME 2021 just in a different context