UPS, Saia and XPO are among the most exposed to competitive and price pressure from Amazon's new Supply Chain Services, yet their shares have glossed over it, with UPS up almost daily for two weeks. LTL and parcel demand is lagging, and these carriers have relied heavily on price to offset higher costs and weaker volumes. Amazon's entry should squeeze both sides, especially for domestic players. Broader trucking has support from regulatory crackdowns and AI-related flatbed demand. x.com 

UPS is cheap against its earnings, at 17x trailing and 12x next year's versus an industry norm of 19x. Fair value is $134.92-171.72, or 19x next year's forecast $8.07 EPS give or take 12%, leaving the stock about 30% under the low end. The case leans on that forecast, which is 50% above trailing earnings, and rests on valuation levels only, without fundamental work. x.com 

United Parcel Service offers attractive upside plus a dividend yield above 7%, making it a defensive diversifier as capital rotates out of crowded S&P 500 sectors. The stock has consolidated for months in a high-timeframe support range around $92, tilting risk-reward toward buyers. The 12-month target is $165, at high-timeframe resistance and the 0.5-0.618 Fibonacci golden pocket, roughly 60% upside before dividends. x.com  x.com 

UPS's post-earnings selloff is unjustified and should reverse quickly. It beat and reaffirmed guidance; revenue fell only because it ended its Amazon contract to generate more profit, which investors already knew. The selling was likely algorithm-driven. x.com 

GM, Comcast, CVS, Bristol Myers Squibb, Pfizer, Citigroup, Lululemon, UPS, FedEx, Disney, PepsiCo, Target, Netflix and Uber are favorite value stocks right now. The picks rest on valuation, free cash flow, balance-sheet quality and how much pessimism is already priced in. x.com