Search: CHRW - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	CHRW	$185.86 $185.86 +0.0%	LONG	Michelle McGinness CEO of My Cargo 247	"The larger freight companies have traditional insurance that is great for contracts... a $200,000 loss for a large carrier might be a blip on their balance sheet but it can put out of business a small shipper." The surge in cargo theft creates a "survival of the fittest" environment. Small, underinsured carriers in the spot market face existential risk from a single theft event. This structural fragility favors large, capitalized logistics providers (UPS, FedEx, C.H. Robinson) who possess robust insurance programs and balance sheet depth. Shippers seeking reliability will likely consolidate volume toward these safer incumbents. LONG (Flight to Safety/Consolidation). A broad recession reducing overall freight volumes; "Strategic theft" (identity fraud) evolving to bypass even sophisticated carrier defenses.	CNBC How small businesses are insuring their cargo...
Feb 18	CHRW	$185.86 $185.86 +0.0%	N/A	Finnhub News	—	Finnhub - CHRW C.H. Robinson is the disruptor, 'not the disr...
Feb 17	CHRW	$177.38 $185.86 +4.8%	N/A	Finnhub News	—	Finnhub - CHRW AI Broke the Trucks: 3 Transports to Buy Afte...
Feb 17	CHRW	$177.38 $185.86 +4.8%	N/A	Finnhub News	—	Finnhub - CHRW IYT: The Undervalued U.S. Transportation Indu...
Feb 17	CHRW	$177.38 $185.86 +4.8%	N/A	Finnhub News	—	Finnhub - CHRW What's Going On With Algorhythm Stock Tuesday...
Feb 16	CHRW	$176.01 $185.86 +5.6%	N/A	Finnhub News	—	Finnhub - CHRW C.H. Robinson: The AI Scare Is An Overreactio...
Feb 16	CHRW	$176.01 $185.86 +5.6%	N/A	Finnhub News	—	Finnhub - CHRW C.H. Robinson (CHRW) Valuation Check After AI...
Feb 15	CHRW	$176.01 $185.86 +5.6%	SHORT	Finnhub News	Wall Street is concerned about the negative impact of AI, leading to a stock sell-off due to disruption fears.	Finnhub - CHRW 'The dark side of AI': Wall Street weighs rec...
Feb 15	CHRW	$176.01 $185.86 +5.6%	LONG	Finnhub News	The headline questions if C.H. Robinson is leveraging AI disruption fears to gain a competitive advantage and enhance capital returns.	Finnhub - CHRW Is C.H. Robinson (CHRW) Turning AI Disruption...
Feb 13	CHRW	$176.01 $185.86 +5.6%	N/A	Finnhub News	—	Finnhub - CHRW Logistics stock selloff Thursday brings assur...
Feb 13	CHRW	$176.01 $185.86 +5.6%	N/A	Finnhub News	—	Finnhub - CHRW How a Former Karaoke Company Slammed Freight ...
Feb 13	CHRW	$176.01 $185.86 +5.6%	N/A	Finnhub News	—	Finnhub - CHRW Jobs: The Economy's Achilles Heel
Feb 13	CHRW	$176.01 $185.86 +5.6%	WATCH	Michael Batnick Managing Partner, Ritholtz Wealth Management	Logistics stocks like C.H. Robinson and J.B. Hunt lost billions in market cap because a penny stock (Algorithm Holdings/Karaoke company) announced an "AI freight product." The market is reacting to "tape bombs" and headlines from non-credible sources. If established logistics giants are selling off due to a penny stock press release, the selling is irrational and likely to mean-revert once the "threat" is debunked. Potential recovery play as the market realizes the "disruption" threat was noise. The freight recession continues; genuine AI disruption eventually emerges from credible competitors.	The Compound News The Baddest Hedge Fund in the World \| TCAF 22...
Feb 13	CHRW	$176.01 $185.86 +5.6%	N/A	Finnhub News	—	Finnhub - CHRW C.H. Robinson pushes back on AI disruption fe...
Feb 13	CHRW	$176.01 $185.86 +5.6%	LONG	Finnhub News	The headline reports a sudden surge in Algorhythm stock and questions the reasons behind it.	Finnhub - CHRW Algorhythm Stock Is Popping: What's Going On?
Feb 13	CHRW	$176.01 $185.86 +5.6%	N/A	Finnhub News	—	Finnhub - CHRW AI Fears Are Spooking Stocks. Why It’s an Ove...
Feb 13	CHRW	$176.01 $185.86 +5.6%	SHORT	Guy Johnson Anchor, Bloomberg	A small AI company ("Algorithm Holdings") disrupted the sector, causing a "scare trade" where logistics stocks fell ~7%. The market is in a "manic" phase, pricing in the obsolescence of labor-intensive business models (logistics, trucking) due to AI efficiency. Investors are dumping "human-heavy" cost structures. SHORT / AVOID. Sentiment is currently "Category 5 paranoia" regarding AI displacement in logistics. The sell-off is an overreaction to a single news story (the "karaoke company" pivot), leading to a sharp mean reversion bounce.	Bloomberg Markets L'Oreal Falls, Kongsberg Sees Air Defense Sys...
Feb 13	CHRW	$176.01 $185.86 +5.6%	SHORT	Sheldon McLeod Market Strategist	The "AI Scare Trade" has spread beyond tech into Logistics and Commercial Real Estate. The speaker notes that logistics firms rely on pricing inefficiencies and human error for margins. AI eliminates these inefficiencies. If logistics clients use AI to optimize truckloads and routes, they will no longer pay for the "inefficiencies" that previously padded the margins of logistics giants. Similarly, AI reduces the need for office labor, crushing demand for commercial space. SHORT. The market is repricing these sectors as "AI Losers" due to permanent deflationary pressure on their pricing power. The selloff may be an overreaction/panic selling before actual earnings erosion occurs.	Bloomberg Markets AI Angst Rocks Asia Markets \| The Asia Trade ...
Feb 13	CHRW	$176.01 $185.86 +5.6%	N/A	Finnhub News	—	Finnhub - CHRW Meet the Former Karaoke Company That Sank Tru...
Feb 12	CHRW	$167.78 $185.86 +10.8%	SHORT	Tim Sandvik Anchor, Bloomberg	C.H. Robinson (CHRW) is down ~14% and the "scare trade continues to make its way through different sectors... software this week, financials... logistic companies apparently are going to lose out to AI." The market is currently pricing in a "terminal value risk" for industries viewed as displaceable by AI agents. Investors are selling first and asking questions later. This momentum suggests continued downside for legacy logistics brokers and "system of record" software companies perceived as vulnerable to AI automation. SHORT (Sentiment/Thematic Rotation). Market realizes the AI displacement threat is overblown/too distant.	Bloomberg Markets Software Selloff Deepens on AI Fears \| Closin...
Feb 12	CHRW	$167.78 $185.86 +10.8%	N/A	Finnhub News	—	Finnhub - CHRW Stock Market Today, Feb. 12: AI Fears Slam Ma...
Feb 12	CHRW	$167.78 $185.86 +10.8%	N/A	Finnhub News	—	Finnhub - CHRW Freight Brokers Are the Latest AI Victims. Th...
Feb 12	CHRW	$167.78 $185.86 +10.8%	N/A	Finnhub News	—	Finnhub - CHRW Logistics Are Getting Hammered. It's a 'Shoot...
Feb 12	CHRW	$167.78 $185.86 +10.8%	SHORT	@zerohedge	*CH ROBINSON PLUNGE IS BUYING OPPORTUNITY, SAYS BARCLAYS Ok Barclays, let's see the 13D	@zerohedge *CH ROBINSON PLUNGE IS BUYING OPPORTUNITY, SA...
Feb 12	CHRW	$167.78 $185.86 +10.8%	N/A	Finnhub News	—	Finnhub - CHRW AI Panic Hits Trucking, Transport Stocks
Feb 12	CHRW	$167.78 $185.86 +10.8%	N/A	Finnhub News	—	Finnhub - CHRW C.H. Robinson stock tumbles amid freight sect...
Feb 12	CHRW	$167.78 $185.86 +10.8%	N/A	Finnhub News	—	Finnhub - CHRW 12 Industrials Stocks Moving In Thursday's In...
Feb 11	CHRW	$196.33 $185.86 -5.3%	LONG	Ben Carlson Director of Institutional Asset Management, Ritholtz Wealth Management	C.H. Robinson is a logistics company using AI to match drivers with trucks more efficiently. The stock chart has gone "parabolic." Unlike companies just talking about AI, CHRW is demonstrating actual "AI-driven economic gains." It is a real-world beneficiary of the productivity boom. Long momentum in companies proving AI ROI. Cyclical downturn in shipping/logistics.	The Compound News What Would You Do With $3 Million? \| Animal S...
Feb 09	CHRW	$200.31 $185.86 -7.2%	LONG	—	The reporter identifies UPS, FedEx, and C.H. Robinson as leaders in reverse logistics, alongside warehousing REITs Prologis and Terreno Realty, as the best way to play the surge in returns. Handling returns is more complex than standard shipping. Because it is a "specialized" service, logistics companies can charge a premium, resulting in better profit margins compared to commoditized delivery. Furthermore, the demand for this service is structural and growing due to "bracketing"—where shoppers intentionally buy more than they need (e.g., multiple sizes) with the intent to return, a habit deeply ingrained in Gen Z and Millennial consumers. Holiday returns are up 11% YoY. Returns generate significantly more revenue per unit ($30 cost to retailer vs. $12 for delivery). 50% of consumers now engage in bracketing. Retailers may tighten return policies to reduce costs, potentially lowering volume for logistics providers.	CNBC Holiday returns surge 11%: Reverse logistics ...

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