Calls
1
Patrick Kelleher
CEO, GXO
Win Rate
100.0%
return
+3.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 11
$46.48
+3.2%
Humanoid robots are expected to play a large role in warehouses going forward. GXO has completed 45 pilots across six providers, is launching another pilot in Europe in H2, and believes ROI is about two years away as processing speeds improve. Humanoids are already performing tasks like picking cosmetics and unloading trucks, and further AI/computing investments will accelerate their viability.
Freight & Logistics
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Patrick Kelleher has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: GXO.
