FedEx

Here is every top $SPY performer (RP>85) currently sitting near the 50 day SMA 👀

$Unitedhealth(UNH.US)

$Datadog(DDOG.US)

$GE Vernova(GEV.US)

$Analog Devices(ADI.US)

$Lumentum(LITE.US)

$FedEx(FDX.US)

$Centene(CNC.US)

$Keysight Tech(KEYS.US)

$F5(FFIV.US)

$Moderna(MRNA.US)

$Casey General Stores(CASY.US)

$Teradyne(TER.US)

$Humana(HUM.US)

$Cisco(CSCO.US)

$Targa Resources(TRGP.US)

Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April.

Which listed:

1. Figure AI

2. Agility Robotics $Churchill Capital XI(CCXI.US)

3. Apptronik

4. $Tesla(TSLA.US)

5. Boston Dynamics

6. Physical Intelligence

7. 1X Technologies

8. $Amazon(AMZN.US) Robotics

9. Covariant

10. Skild AI

As the National Champions of the United States robotics program.

"The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles.

While losing the race on where robotics is shipping today."

Then it frames:

1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability.

2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and China

As one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was:

"With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027".

With Logistics / E-commerce (like $Amazon(AMZN.US) / $FedEx(FDX.US)) and Automotive from $General Motors(GM.US) to $Forward Industries(FORD.US) as being the immediate top use cases for deployment.

I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China.

Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.

$FedEx(FDX.US) | JPMorgan 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐅𝐞𝐝𝐄𝐱 𝐭𝐨 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟔𝟎

Analyst sees an attractive risk/reward in FDX ahead of the Freight business separation, with structural improvements creating a credible path to CY29 targets.

The USPS just reported a $9 billion loss for fiscal 2025 with a 5.7% parcel volume drop. Most people see this and think okay, the post office is losing package business to Amazon and FedEx but no that's only part of the reason.

USPS controls roughly a third of the parcel market by volume but only captures 17% of the industry's revenue. Theyre printing massive volume while getting paid like a discount carrier. UPS and FedEx are printing money on the high margin stuff while USPS is stuck doing the volume plays. Meanwhile they're also saddled with mandatory pension funding obligations that their commercial competitors don't have to deal with. Since 2007, USPS has accumulated over $100 billion in cumulative losses. The agency spends $9.30 for every dollar it brings in.​

The attempted fixes have backfired spectacularly. They raised stamp prices 46% since 2019 yet mail volume still hit its lowest level since 1967. They've cut transportation costs and incentivized early retirements but operating expenses are still climbing year over year despite all of it. The controllable loss actually surged from $1.8 billion to $2.7 billion a $900 million deterioration.​

Congress has also pumped over $160 billion into USPS through various bailout, pandemic relief grants and debt transfers rather than actually fixing the underlying business model. They won't officially convert USPS to a publicly funded utility so it's trapped between trying to operate like a business and delivering universal service to every address in America. That's an impossible mandate.

At this point, what do we even do to fix any of this?

Source: StockMarket.News