XPO

XPO, Inc.

stock all instruments

+0.0

net board stance what this means

176.95

+0.3% · close 2026-11-06

-2% / -13% / +30%

1m / 3m / 12m

+29%

vs SPY since 2025-08-01

50%

of 52w range · -22.5% off high

—

hit rate as primary

Where All-In Alpha stands — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. From the conviction ledger; an idea counts from birth until its window closes. Dots mark episodes where this ticker's ideas were actually mentioned; a dashed stretch is silence. Last mention E228 · silent for 67 episodes.

PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Sacks 44% equities

1 idea (0 live) · last heard E226

pushes up

Jason 49% equities

1 idea (0 live) · last heard E228

-2

pushes down

Aaron Levie guest ×1.0

1 idea (0 live) · last heard E226

-2

pushes down

Ryan Petersen 58% equities guest ×1.0

1 idea (0 live) · last heard E226

-3

pushes down

Track record on XPO

No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.

idea	call	play	result	return	vs SPY	scored
📈 Trans-Pacific container volume collapse seizes up the physical logistics economy	▼ SHORT	adjacent	WRONG	-55.3%	-83.9	2026-05-02

The tape — what was actually said

every capture on any idea holding XPO, newest first · quotes verbatim, timestamps deep-link into the episode

Jason support ×2 ▼ on 📈 Trans-Pacific container volume collapse seizes up the physical logistics economy E228 · 2025-05-17 ▶ 45:39

we were sitting here a couple weeks ago and as I was mentioning, I know a lot of e-commerce folks and they were saying, layoffs coming, we don't have predictability.

Sacks oppose ×2 ▼ on 📈 Trans-Pacific container volume collapse seizes up the physical logistics economy E226 · 2025-05-02 ▶ 58:20

Okay. I don't remember the shelves being empty, which is now the new panic the media is trying to create. So look, there's a lot of pant sweating that's occurring here that's being fueled by the media.

Aaron Levie support ×2 ▼ on 📈 Trans-Pacific container volume collapse seizes up the physical logistics economy E226 · 2025-05-02 ▶ 55:37

I think that you sort of phrase that we could do the research paper and we could do Aspen Institute as a bad thing, but also it could be a bad thing if you're the small business owner right now who has 30 employees and you just literally don't know what you're going to do next month.

Ryan Petersen support ×3 ▼ on 📈 Trans-Pacific container volume collapse seizes up the physical logistics economy E226 · 2025-05-02 ▶ 29:07

And what has happened is a 60% decline in bookings of ocean freight from China to the U S I mean, so that's really, really pretty dramatic, like probably exceeding what was expected.

Jason support ×2 ▼ on 📈 Trans-Pacific container volume collapse seizes up the physical logistics economy E226 · 2025-05-02 ▶ 28:08

And according to the thread that you shared, somewhere around early June, we're going to expect warehouses trucking the entire supply chain maybe to start to seize up or layoffs.