Dec. 1 at 5:19 PM
$AUR hello everyone. i am continuing to think about the yard infrastructure. and despite loving the new holiday music they added to the stream, i need more. also, i forgot to mention something. something which, in my view, is CRITICAL.
$FDX is spinning off their trucking business, fedex freight, in june of 2026 and they're having an analyst day at some point in the spring. similar to how chris was the keynote speaker at aumovio's analyst day and how they positioned AT/our partnership as a key growth driver, we NEED something similar. if we don't, i would take that as a diabolical, egregious, epically-monstrous negative, and dare i say, a THESIS-RETHINKING negative. how can you be a trucking company presenting your story to analysts as a stand-alone entity and not have this be a key pillar of your future? it would mean we're simply not that close. especially because there is so much anchored to 2027 timelines. hold on, i'm running out of room. part 2 incoming...
