UPS

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?

Gristle__McThornbody

TGT and UPS doing pretty good as well. Just about the only thing good in my port.

logicalinvestr

Meanwhile, FedEx and UPS are quietly killing it the last month and holding perfectly steady today. The real safe havens.

ratskin69

Who brought up UPS? hahahaha halucinating over there mr AI bot?

tachyonvelocity

Buy ZBRA for the freight derivative recovery, it sells products to track warehouse goods. Cheaper than shitty UPS and 1.02 PEG

advantage_player

All the PayPal talk reminds me of when you guys said TGT and UPS were going to zero. Both at up 13% ytd

solanawhale

PayPal. I never miss an opportunity with such a massive correction. I did the same with COIN, META, and UPS. All those became some of my best winners, and they were all bought when the market was panicking and people thought the companies were done for.

Quirky-Plantain-2080

Guess you’ll just have to be „educated” in the school of hard knocks now. Mostly in the back of a UPS van. Behind Wendy’s.

Kemilio

UPS my only green in a sea of red

DistributionBroad173

Nuts. They are cash cows. Americans cannot help but use their plastic/phones to order crap. Every time you see an Amazon truck go by, it is filled with stuff purchased on Mastercard/Visa. I am pretty sure my neighbors get 40000 boxes a day since one has four kids and the other has six kids, the other has two kids, and UPS, Amazon, Fed Ex, and USPS are always delivering boxes too them. The one with six kids even has all their groceries delivered since she is so "busy." What is funny, the delivery drivers are not geniuses. We tend to get a lot of stuff delivered, that is not ours, to our house since we have a box on our front porch for deliveries, and our neighbors just come check it if they cannot find their delivery. I routinely get texts asking if I can check the box for their stuff. Now, if it is Girl Scout Cookies, I won't admit it was delivered.

Herban_Myth

Thank you Carol B. Tomé Carol Tomé Chief Executive Officer 1023x1023-NBrothers051.jpg Norman M. Brothers, Jr. EVP & Chief Legal and Compliance Officer Nando Cesarone Nando Cesarone EVP & President U.S. 380x380_BDykes008.jpg Brian Dykes EVP & Chief Financial Officer Darrell_Ford_380x380.jpg Darrell Ford EVP, Chief Human Resources Officer and Chairman, The UPS Foundation 380x380_MGuffey.jpg Matt Guffey EVP & Chief Commercial and Strategy Officer Kate Gutmann Kate Gutmann EVP & President International, Healthcare and Supply Chain Solutions BSubramanian_380x380.jpg Bala Subramanian EVP & Chief Digital and Technology Officer Board of Directors William R. Johnson William R. Johnson Former President and CEO, H.J. Heinz Company Rodney C. Adkins Rodney C. Adkins Former Senior Vice President, International Business Machines Corporation (IBM) Eva Boratto Eva Boratto Chief Financial Officer, Bath & Body Works, Inc. 380x380-BOD-KevinClark.jpg Kevin Clark Chairman and CEO, Aptiv PLC Wayne Hewett Wayne Hewett Senior Advisor to Permira Angela Hwang Angela Hwang CEO, Metaphore Biotechnologies and CEO - Partner, Flagship Pioneering Kate_Johnson_BrBkgd_380x380.jpg Kate Johnson President and CEO, Lumen Technologies Franck Moison Franck Moison Former Vice Chairman, Colgate-Palmolive Company John Morikis John Morikis Former CEO, The Sherwin-Williams Company Christiana Smith Shi Christiana Smith Shi Former President, Direct-to-Consumer, Nike, Inc. Russell Stokes Russell Stokes President and CEO, Commercial Engines and Services, GE Aerospace Carol B. Tomé Carol Tomé Chief Executive Officer 1023x1023-KevinWarsh-BOD.jpg Kevin M. Warsh Former Member of the Board of Governors of the Federal Reserve System, Distinguished Visiting Fellow, Hoover Institution Stanford University

MagnesiumKitten

You and your messed up PE and PEG weirdness the different PE's for UPS is good for the UPS Stock Chart it's mediocre to the Industrial/Transportaion Sector Overall it's a stock with Average Performance, so maybe not an A-lister or B-list sorta stock But it was a stock 38% undervalued a few weeks ago and now it's 20% undervalued It's got a yearly Target of 26% which is pretty good for gains UPS is a Moderate Risk though it's got problems with Gross Margins Operating Margins Revenue per Share Profitability is good Growth is mediocre Valuation is good as I said before the various PE metrics are mediocre for the sector and PEG Ratio is mediocre too the PE metrics for the stock chart is good none of that is a majorly significant factor to the valuation which is solidly a good one I would easily say UPS is a 75% yes 25% no, if I were buying the stock and if 25% yearly gains isn't good enough, it's great if you got spare money and don't see anything a bit better like Nvidia or even United Health or something else And yes, I've got severe issues with your valuation judgements on a bunch of stocks, you see to **dangerously** think PE and PEG is a huge factor in a good or bad valuation. People have different investing styles and don't take it personally, but you're a little strong with the 'minority viewpoint' here Most analysts would jump at this stock Zacks wouldn't buy it though, it's a hold for them They say good news 4 days ago, and it's not enough of a sign to buy, since hey don't like the momentum. The momentum is good but Zacks is probably looking at the EPS from 4 days ago and the Annual Report in 17 days, and don't see it worthy jumping in. I would have jumped in September 2025 if I had some spare change that week my only hesitation is that it's likely to be Average Performance and a Moderate Risk so I would hesitate 25% of this one but if my wallet was heavy, sure it's a great C-stock contender on my radar

Jumpy_Nose863

Bro to be honest when a CEO user their own money to buy stock its super bullish. Middle of last year the CEO of UPS posted a picture of the 1,000,000 check she wrote to buy shares at 85.60 or something like that. I saw the article a few days later, it was down to 83.44 I wanna say. I liked them at that price anyway because of the 7% dividend at the time in my roth, where income is tax free. So I loaded in! TY Carol Tome!! I've gotten over $350 in tax free dividend income with another $175 about to hit or it may of already hit my account plus its up to 107 a share or so. That's a nice 25% gain on the price alone within about 7 months or so. But without seeing her confidence I might of missed the play!

dannyboyy247

Japan selling off treasury bonds, AI bubble, Iran , job layoffs of Amazon,UPS Fedex, gold and silver  up, dollar devalued. The capital expenditures have increased and worry investors.  Overvalued stocks.  Big Short. Volatility.  

Sick0h

Warsh is on the board of directors at UPS and CPNG. Check those 5 year returns. Thank god I’m young enough to buy the shit storm this dude may help release on the markets. Why not pick literally any of the other options.

Meetrikur

They have already started letting people go because of this. Even UPS has stated they are firing people due to Amazon and something else I don't remember right now.

the_Q_spice

A good way of chasing it without major risk is courier services. UPS and FedEx were both some of the first essential workers declared specifically because of their ability to pick up and deliver antigen tests under temperature controlled conditions. No other couriers are capable of end-to-end cold-chain shipping *from* anywhere in the world, *to* anywhere in the world in 24 hours or less. Both have since cemented themselves as the primary shippers of Pfizer, ModeRNA, Exact, Abbot, and other biotech companies. *If* another pandemic breaks out, expect UPS and FDX shares to trade at a 15-20% premium.

Least_Research_254

But when UPS does it its fake and homose

Stock_Succotash_1560

UPS to eliminate 30,000 high paying delivery driver jobs. Between Amazon and UPS, 46,000 high paying American jobs have been eliminated— within 24 hours. This is precision this is winning For the oligarchs lol

gay_ghoti_yo

Fuck UPS

nicksteve11

I have a very secure job that is recession proof. I’m sorry for those that do not. But Amazon announced they would be significantly cutting their work force due to AI. The UPS job cuts are directly related to Amazon due to their contract expiring.

IulianHI

The $3B savings from these cuts is substantial, but the real question is whether UPS can pivot away from Amazon dependency fast enough. They're betting big on B2B logistics and healthcare, both higher margin but also highly competitive. If they execute, the stock could see a turnaround in 2-3 years. If not, these cuts are just delaying the inevitable.

Wooden-Broccoli-7247

I’m not really sure Amazon falls under either category technically. FedEx, UPS and USPS make home delivery available for any online retailer. DoorDash and other home delivery services also give any other business the power for fast delivery. Maybe you could argue the pricing power point but Amazon is made up of a lot of smaller sellers so it kind of makes all of these arguments null. Especially since sellers on Amazon have the option to use third party fulfillment a delivery. Walmart operated their online store much the same just without the in house delivery options but it would be hard to argue Amazon has a monopoly over home delivery services for e-commerce goods.

A_Ripple_To_A_Wave

Oh you mean those companies that have left America for China? These companies chose China. Even gave up there technology to gain access to that market. So who exactly are your traitors/enemies? Key American Companies with Substantial China Exposure Technology: Apple, Qualcomm, Intel, Amazon, Applied Materials, AMD. Automotive: General Motors, Tesla, Ford, Cummins. Consumer & Retail: Nike, Starbucks, Coca-Cola, Walmart, McDonald's, Procter & Gamble. Industrial & Other: Boeing, Honeywell, UPS, Disney.

cow_grass

Wow UPS what a complete piece of shit

sailortyx56

UPS is laying off another 30k employees. They laid off 48k last year.

EnginrA

“UPS will cut 30,000 jobs this year, on top of 48,000 cut last year” TIL UPS has a workforce the size of a small nation

cow_grass

Pretty pathetic UPS

cow_grass

UPS saving my ass badly

cow_grass

UPS 😊

throwaway2676

I'm going to regret selling UPS at like $95

Cstooby

what happened to UPS lol...

Harp-Note

Stupid UPS.

Slightlybadpicks

My super otm UPS calls dead 😤😤

No-Improvement3164

UPS green on earnings? 😳

CUbuffGuy

Hey guys. UPS did a good job delivering packages, so that means all the tech stocks will definitely beat. Better buy everything

Cstooby

UPS calls will print. UNH puts will mega print.

eudaimonia_dc

I know it's not sexy, but what are the expectations for UPS? As a bagholder, are my pants about to be as brown as their trucks?

Quirky-Ad-4831

UPS puts will pay, not bigly but they will pay

No-Improvement3164

UPS going to Swan Dive to the Street next?

StaFa_San

Earnings are always a gamble, DD or not. You can see that in my ranking. UPS was dead last. UNH and BA were the only trades I actually had conviction in.

StaFa_San

My plays. PUTS on UNH / BA / UPS

Country_Gravy420

UPS, UHC, and AAL are all going to tank tomorrow. But defense stocks will bust a nut all over the markets face while screaming, "drink it, bitch!"

EnginrA

Anyone in UPS calls

Short-Dependent7676

UPS $120+ earnings 🚀

SopaFria42

All my homies luv UPS 125$ Calls

Short-Dependent7676

!banbet UPS 120 1d

Gristle__McThornbody

I need UPS and UNH to take me to valhalla.

Lonely_Paper_1198

UPS calls free money? Popped hella last ER

CADboy911

Lol UPS down 20% in 1year chart and Intel still up 110%. UPS Paying 6% dividend and plummet from $200 to $100 is such a huge win for investors. Tariff is still there and it’s gonna go down again soon along with dividend cut

ZmanB-Bills

INTC continues to tank. UPS ontinues to rise and pay me huge dividends. Your comment aged like swiss cheese in the hot sun. Good day.

JayBeFC

!banbet UPS +7% 2d

the_Q_spice

One you don’t mention that *absolutely* meets this definition, is *actually* beat down, and showing signs of a significant rally; UPS. P/E of 16.7, still posting earnings of >1.2B/quarter, and a massive market cap of ~$92B/yr. They were down at $80/share this fall, I got in at $100, and wouldn’t be surprised if they rebounded to last year’s (and before) norm of $120-$140/share. Their stock never recovered from the COVID hit, and then had a series of bad news events… there’s nothing underlying as far as lack of fundamentals goes - just seems like pricing reflecting emotional reaction of investors than actual company performance. IMO, *that* is a massive rebound candidate. Side note, even if their current guidance of $107/share is accurate, you’d be getting 6% guaranteed passive growth per year just in dividends. There really isn’t a downside unless they slash dividend - which contrary to what people say, they won’t do because FDX’s stock is performing too well in comparison. UPS is a large cap company whose stock currently has mid to even small cap pricing. Insane opportunity, and with over 100 years of operational history, and complexity/scale that isn’t appealing for a takeover, not a ton of risk of going under.

Pereise1

Reposting from earnings thread, feel free to inverse but here's what I'm thinking for next week: > AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.

Pereise1

Reposting from earnings thread, feel free to inverse but here's what I'm thinking for next week: > AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.

Lopsided_Storm8028

Some that I recall off the top of my head are Amazon, AT&T, fed ex, UPS

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term) **Prognosis:** Buy Dips (<$110), Accumulate heavily <$70. Hold 3+ Years. **Moonshot Catalyst:** Your smartphone reading your groceries. **Creep Factor:** High (Corporations knowing exactly what is in your pantry) * **The Business:** Impinj makes RAIN RFID (UHF) chips used for tracking items (Walmart clothing, UPS packages, Delta bags). They sell ~15B chips/year. * **The Moat:** Recently defeated rival NXP in court; secured a patent peace treaty until 2034, allowing 8+ years of aggressive innovation without fear of lawsuits. * **The Growth Thesis:** Moving beyond supply chains into **Consumer Use**. * **Short Term:** Expanding into food tracking (Kroger bakery). * **Mid Term:** EU "Digital Product Passport" mandates could force adoption. * **Long Term (The Bagger):** Getting RFID readers into consumer smartphones (Qualcomm already put one in a commercial chip). * **The Tech Play:** Moving to "Protected Mode" allows secure authentication (anti-counterfeit) and privacy. This enables a future where brands can track inventory *inside your house* if you opt-in via phone. * **Risks:** Trump messing up EU relations (killing the EU mandate), metal surfaces are still too expensive to tag ($0.60 vs $0.05), and reliance on gaining new massive enterprise clients. * **Bottom Line:** Needs 20% yearly growth to justify current price. Enterprise is the floor; Consumer adoption is the 20x ceiling. Volatile stock, so patience on entry price is key.

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Buy shares on dips <$110. Scream and buy if <$70. **Nemesis:** Aluminum cans (physics makes tagging metal expensive). **Orwellian Score:** 9/10 (Corporations will know exactly how long that shirt has been sitting in your closet). **Summary:** OP is holding 3,011 shares and betting on the evolution of RAIN RFID from supply chains (Walmart/UPS) to consumer pockets. Impinj recently won a patent war against NXP, securing a 10-year truce to grow unchecked. **The Bull Thesis:** * **Consumer Phones:** Qualcomm is integrating RFID reading into chips. If smartphones start reading tags, volume goes from 15B tags/year to hundreds of billions. * **Recurring Revenue:** New "Authentication" features allowing brands to verify real vs. fake goods could generate service fees per scan. * **Europe:** Potential EU mandates (Digital Product Passport) could force adoption, though political climate makes this shaky. **The Risks:** * **Physics:** Tagging metal/liquid is still too expensive ($0.60 vs $0.04). * **Macro:** Trump vs. EU trade relations could kill the regulatory tailwinds. * **Timeline:** Breaking into the consumer market is a "moonshot" that might take years. **Trade:** Volatile stock. Needs 20% yearly growth to justify valuation. Sit on it for 3 years for a potential 20x tag volume increase.

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Accumulate shares < $110; Aggressive buy < $70 **Bullish On:** Your pantry snitching on you **Barrier to Entry:** Canned Soup (Metal interference) ### TLDR Summary **The Business:** Impinj makes RAIN RFID chips (15B+ sold/year). They are the dominant player in tracking inventory for giants like Walmart, UPS, and Delta. They recently won a patent war against rival NXP, securing an 8-year runway free of litigation. **The Bull Case:** * **Expansion:** Moving from just clothes/logistics into food (testing with Kroger). * **Tech Integration:** Qualcomm is integrating RFID reading into mobile chips. The endgame is consumer smartphones reading tags on everything you own. * **Revenue:** If they crack the consumer market/smartphones, volume goes from 15B to 100s of billions of tags (20x growth). * **Services:** New "Authentication" features could allow PI to charge a fee every time a genuine item is scanned/verified. **The Bear Case:** * **Physics:** You can't cheaply tag metal (cans) or liquid yet (costs >$0.60 vs $0.04 for normal tags). This limits grocery adoption. * **Politics:** Trump vs. EU relations could hurt the adoption of the Digital Product Passport (DPP), a major potential catalyst. * **Valuation:** Priced for perfection. Needs +20% yearly growth to justify current price. **The Trade:** Stock is volatile. Don't chase the pumps. Look for dips below $110 to enter, and treat this as a 3-year hold while waiting for smartphone adoption.

Pereise1

Some of these stocks have insane implied moves (= IV crush) or nasty bid/ask spreads and low volume. I'm thinking the following: AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.

DuAbUiSai

puts on UPS? 🤔

Deeznutzsgotcha

Unfortunately since Covid19 UPS and FedEx don't give a shit about misloads or misdeliveries. They just want you to buy more shit to be shipped. You're lucky an employee didn't use it and then retape the box.

nyse25

UPS delivered my fleshlight to a different address FUCK YOUUU UPSSS

nyse25

same, UPS delivered my bookmark to a different address 😔

DudeManBroGuy9

I’m finally doing it. I’m going in on UPS

jlboygenius

I've noticed that the reason you pick changes your return options. I've had some that were like.. :i dont' want it" ? ok, you have to go to an amazon return store 10 miles away. "It's broken" ok you can just go to the UPS store 1 mile away.

VolcanicCupid69

Have 20 and holding for an hour. This stock is dead money for at least a year. It only stays flat or goes up temporarily if retail morons decide to be exit liquidity today. Govt money can’t help a crap company with sub par talent vs their peers. This is the post office vs FedEx and UPS in the chip sector

alnarra_1

Alternatively, they are attempting to cover for the fact, that under the weave the actual economy is collapsing rapidly, and Amazon's actual business model (Shipping things) isn't doing so hot. Except unlike fedex and UPS they can just point at AI so that folks don't get spooked that the underlying economic system is rapidly taking a nosedive.

NigerianPrinceClub

Currently stalking my UPS delivery person via live map 👀👀👀👀

ZmanB-Bills

Yup. But, I'm good. I own 1000s in UPS and collecting a hefty dividend every 3 months while being up $24/ share. INTC is a bubble that will pop. Why RIP? Kinda dumb. I just made money in a different stock, one I still feel much better about long term.

fuck_zebster

UPS raising prices on everything somethings are up 20 % other things up 200 % . stonk sucks so much appreciate the drivers though ..

No-Improvement3164

I’m also noticing some dividend stocks are rebounding. UPS TGT are a couple. XOM and CVX pay nice dividends too.

SkullWithHair

Are we expected to see stocks drop in airline (travel) and shipping companies (FedEx / UPS) with the expected ice storm? Puts?

InclinationCompass

But these examples are AI. Traditional ML uses fixed features for narrow tasks. That's not the case here. The AI used by Meta, Google, Amazon, UPS, Walmart, healthcare uses **predictive modeling, reinforcement learning and generative techniques to make dynamic decisions at scale**. They analyze massive, unstructured data, optimize workflows and even summarize complex info, doing things static algorithms simply can’t.

InclinationCompass

You should look the raw data and not what redditors are telling you. 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.