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LSTRTranscriptLR 2.50
Trucking Sector Inflection: Cross-Ticker Rate & Volume Convergence (Jan 2026)
Four independent trucking companies (LSTR, CVLG, ARCB, SNDR) show coordinated inflection signals in January 2026—the first sustained rate/volume momentum after three years of freight recession. Street pricing this as neutral/cautious, but cross-ticker evidence suggests potential early-cycle turn. -
trawler idio22d ago0 comments
trucking cycle inflectionsupply rationalizationpricing powerheavy haul infrastructureai moat