Andrew Smith

Logistics | Investor | Dad

[Andrew Smith @ajsmith616]

@elonmusk @elonmusk Every change you’ve made to Grok Bot so far has made it slower, dumber, and forgetful. Why not just have a premium pay tier where we get it unleashed?

[Andrew Smith @ajsmith616]

@FreightAlley Why does every single class of hotels have terrible pillows?

[Andrew Smith @ajsmith616]

@sweatystartup With a third row passenger door!

[Andrew Smith @ajsmith616]

@dwshorowitz @TheDrugMoney ^ this guy has kids

[Andrew Smith @ajsmith616]

@thefreightnerd Human ~8%
Robot ~ 15%

[Andrew Smith @ajsmith616]

@ready3take2 @FreightAlley Mail delivery does not need to be a public service anymore.

[Andrew Smith @ajsmith616]

@BeaglTech @FreightAlley Bro no idea, I just threw l my entire retirement portfolio in FWRD about 6 months ago because @FreightAlley said Amazon is going to buy them.

[Andrew Smith @ajsmith616]

@BeaglTech @FreightAlley Yep, many are already up ~50%, some have 10-30% more to go. 2027 could see more contract rate increases still.

[Andrew Smith @ajsmith616]

@BeaglTech @FreightAlley Not a fan of CHRW stock. Lots of liability risk and overblown AI hype priced in. There’s better opportunities.

[Andrew Smith @ajsmith616]

You can’t be bullish enough on trucking and logistics stocks.

[Polymarket @Polymarket]

JUST IN: Meteorologist warns the coming “Super El Niño” could be the strongest in 500 to 1,000 years.

[Andrew Smith @ajsmith616]

@chrisofearth @__0HOUR1_ This is only about 10% of them

[Andrew Smith @ajsmith616]

@John__Ferguson There is usually more capacity the first half of July due to automotive shutdown, BUT many plants are staying open this year. I’d be cautious about historical patterns this year.

[Andrew Smith @ajsmith616]

@FormidableWill @FreightAlley My grammar here is correct because I’m referring to chemicals as a singular indicator and not multiple indicators even though the word itself is plural. You’re right I probably could’ve worded it better.

[Andrew Smith @ajsmith616]

@WallStreetApes Data center induced inflation is going much further than electricity bills. All of the demand for building products, steel, aluminum, and transportation - plus higher oil prices - is going to have a significant impact on inflation very soon.

[Andrew Smith @ajsmith616]

@adamlwingfield Companies are finding out they can build with one person what used to take 5. A whole new unlock of demand is coming.

[Andrew Smith @ajsmith616]

@FreightAlley Sustained higher rates in Flatbed will convert dry van drivers to Flatbed leading to tightness on the dry van side. I usually see flatbed as an overall leading market indicator.

[Andrew Smith @ajsmith616]

@thefreightnerd Just getting started too 📈