Nov. 6 at 9:55 AM
$JBHT $ODFL $WERN
There is a wealth building trade forming here.
It is not a typical swing or day trade but a Michael Burry type over a year or more.
The setup:
On September 26, 2025, the Federal Motor Carrier Safety Administration (FMCSA) issued an emergency ruling that immediately restricts the issuance and renewal of non-domiciled CDLs. The FMCSA estimates the new requirements are expected to remove 380,000 drivers from the U.S.
supply over the next year with some estimates over 600,000. The open borders lead to an endless supply of unqualified and inexpensive truck drivers, especially for small operators, who dominate the industry with 91.5% of carriers operating 10 or fewer trucks. Trucking as a whole moves over 70% of the nation's freight by value.The border is now essentially shut, so small carriers with had already limited profitability
will either have to pay up in terms of higher pay and bonuses for legal truck drivers or go BK.
cont.
