# ![@rocker_jdb Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::49008862.png) @rocker_jdb Jack D Bridges

Jack D Bridges posts on X about $fwrd, $chrw, $xpo, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::49008862/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::49008862/c:line/m:interactions.svg)

- [--] Week [---------] +481%
- [--] Month [---------] +139,772%
- [--] Months [---------] +19,879%
- [--] Year [---------] +14,818%

### Mentions: [--] [#](/creator/twitter::49008862/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::49008862/c:line/m:posts_active.svg)

- [--] Week [--] +47%
- [--] Month [--] +227%
- [--] Months [---] +245%
- [--] Year [---] +533%

### Followers: [-----] [#](/creator/twitter::49008862/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::49008862/c:line/m:followers.svg)

- [--] Week [-----] -0.03%
- [--] Month [-----] -0.07%
- [--] Months [-----] +0.99%
- [--] Year [-----] +2.10%

### CreatorRank: [---------] [#](/creator/twitter::49008862/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::49008862/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26% [stocks](/list/stocks)  25% [currencies](/list/currencies)  11% [countries](/list/countries)  3% [automotive brands](/list/automotive-brands)  1% [nfl](/list/nfl)  1% [social networks](/list/social-networks)  1% [technology brands](/list/technology-brands)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$fwrd](/topic/$fwrd) 15%, [$chrw](/topic/$chrw) #29, [$xpo](/topic/$xpo) 8%, [in the](/topic/in-the) 7%, [business](/topic/business) 6%, [$knx](/topic/$knx) 5%, [market](/topic/market) 5%, [guess](/topic/guess) 5%, [$jbht](/topic/$jbht) 4%, [strong](/topic/strong) 4%

**Top accounts mentioned or mentioned by**
[@simplejack2000](/creator/undefined) [@given2tweet](/creator/undefined) [@randolphduke7](/creator/undefined) [@rfederer2](/creator/undefined) [@behavioralmacro](/creator/undefined) [@morganstanley](/creator/undefined) [@batman10023](/creator/undefined) [@ubs](/creator/undefined) [@themightyforego](/creator/undefined) [@nickalobeultra](/creator/undefined) [@baincapital](/creator/undefined) [@bayoubikeyboi](/creator/undefined) [@usda](/creator/undefined) [@secrollins](/creator/undefined) [@chicagobears](/creator/undefined) [@grok](/creator/undefined) [@isabelletanlee](/creator/undefined) [@secretarywright](/creator/undefined) [@cbsnews](/creator/undefined) [@miloandbono](/creator/undefined)

**Top assets mentioned**
[Forward Air Corp (FWRD)](/topic/$fwrd) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Knight-Swift Transportation Holdings, Inc. (KNX)](/topic/$knx) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Clearwater Paper Corporation (CLW)](/topic/$clw) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Saia, Inc. (SAIA)](/topic/$saia) [Morgan Stanley (MS)](/topic/morgan-stanley) [Weyerhaeuser Co (WY)](/topic/$wy) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Surgery Partners, Inc. Common Stock (SGRY)](/topic/$sgry) [ArcBest Corporation (ARCB)](/topic/$arcb) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [FedEx Corporation (FDX)](/topic/$fdx) [Mosaic Co (MOS)](/topic/$mos) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"When an analyst talks about discount to NAV in timberland owners then touts an average price per acre as their evidence🥴 Sure $WY is "cheap." Has been for years. Is there a catalyst here Trust me on this. Unless there's a specific plan there are better places to invest"  
[X Link](https://x.com/rocker_jdb/status/1996973785107272184)  2025-12-05T16:03Z [----] followers, [---] engagements


"Eyes on Jerome today.but logistics watching $CHRW earnings AH. @UBS all aboard the compliance trade (most analysts are less bullish).and $UPS metrics should signal Q4 'good enough' for C-Rob. Most analysts aren't as bulled up as UBS. If it dips (like $KNX) I expect buyers"  
[X Link](https://x.com/rocker_jdb/status/2016556777953702282)  2026-01-28T16:59Z [----] followers, [---] engagements


"@given2tweet $XPO reports on Thurs. Let's see how that rolls before we get too excited:) This snippet is from the $HTLD Q this morning. They're TL focused but still a good read. Stoked to see $FWRD & the transport story still working; even better to see this optimism baked into a $42 deal"  
[X Link](https://x.com/rocker_jdb/status/2018697049374408820)  2026-02-03T14:44Z [----] followers, [---] engagements


"This will be wrong of course but part of me wonders if $XPO is taking out $FWRD after all. Seeing the rise (squeeze) higher in $XPO pre-earnings a cash + stock deal would make sense. Use that currency Mario"  
[X Link](https://x.com/rocker_jdb/status/2018718393638015294)  2026-02-03T16:09Z [----] followers, [---] engagements


"Funny thing: For the players with huge buy-backs: $CHRW $JBHT to just name two from a capital allocation perspective why not grow your business instead You "bought" the trough last year with those program buys. With equity expensive why not buy some market share / grow"  
[X Link](https://x.com/rocker_jdb/status/2018722341048476040)  2026-02-03T16:24Z [----] followers, [---] engagements


"The temptation to short a basket of truckers to hedge $FWRD is uh really hard to fight at these levels. Resisting so far. $XPO at [---] $JBHT at [---] to see you so strong in this chop is really something. Like someone's seen the SC tariff ruling something"  
[X Link](https://x.com/rocker_jdb/status/2019068363830329774)  2026-02-04T15:19Z [----] followers, [---] engagements


"@Simplejack2000 Some cooling would make senseits been an epic run. Ill check out the OD note Ty for flagging. XPO numbers were goodtop line 2B decent. Probably at the point good enough wont justify ATH price action but Ive been wrong so far:)"  
[X Link](https://x.com/rocker_jdb/status/2019395319709229086)  2026-02-05T12:58Z [----] followers, [--] engagements


"@Simplejack2000 No it's not you at all. It's how markets get made in companies that should have more liquid / deeper markets. At least $IYT is positive as I write this.and even that ETF trades almost no volume compared to its Ishares bros"  
[X Link](https://x.com/rocker_jdb/status/2019425937574781431)  2026-02-05T15:00Z [----] followers, [--] engagements


"Busy day. So busy that I didn't listen to the $BMY cc. Don't try looking for $BMYRT here btw. My guess is $BMY asked to have it wiped because there was too much useful info from @TheMightyForego or something slipped into the public domain they didn't like. Awesome 🙄👎"  
[X Link](https://x.com/rocker_jdb/status/2019620416566800405)  2026-02-06T03:53Z [----] followers, [---] engagements


"@Simplejack2000 Top line ok bottom line miss (1.77 vs [----] expected). Call should be interestinglets see if the dip gets bought like every other trucker Q where a challenging environment finally looks to be turning around in [--]. Havent seen their outlook yet"  
[X Link](https://x.com/rocker_jdb/status/2021203976784576698)  2026-02-10T12:45Z [----] followers, [--] engagements


"@given2tweet It was a trifecta of shite: tough operating environment business integration / customer issues (Omni acq pissed off customers) uncomfortable debt stack. It's a volatile business without those things & stable macro. So it's understandable why a deal is the preferred path"  
[X Link](https://x.com/rocker_jdb/status/2021250985188798787)  2026-02-10T15:52Z [----] followers, [---] engagements


"$CLW (Dankwater Paper) should move to Scranton PA and consider a name change. Flunder Kifflin Munder Difflin something like that. Whatever it takes to attract a mid-table PE firm to bid $32 / share and put their shareholders out of their misery. (No position.just empathy)"  
[X Link](https://x.com/rocker_jdb/status/1963255379560685697)  2025-09-03T14:58Z [----] followers, [---] engagements


"@RandolphDuke7 Last Q some companies talked about shifting loads to TL when possible (if the network could flex)all the optimism baked into the sector youd think LTL spot would follow suit. Such a competitive market segment maybe still too much supply with demand still sus"  
[X Link](https://x.com/rocker_jdb/status/2021217264712749533)  2026-02-10T13:38Z [----] followers, [--] engagements


"@RandolphDuke7 Thanks for the excellent charts. I guess Id like to know where the compliance crackdown is hitting hardestguess we can rule out LTL:) Puts the huge rally in truckers in perspective and shows how far we need to go to justify the moves IMO"  
[X Link](https://x.com/rocker_jdb/status/2021223650716794974)  2026-02-10T14:04Z [----] followers, [--] engagements


"@RandolphDuke7 Absolutely. $CHRW equity has been helped by their buyback.but I wouldn't want to top-tick it here either. Your frame is spot on"disrupted" multiples grab headlines; extrapolating a different operating environment across NTM in a volatile industry I make other mistakes🥸"  
[X Link](https://x.com/rocker_jdb/status/2021232027186393146)  2026-02-10T14:37Z [----] followers, [---] engagements


"@Simplejack2000 On the call now. $SAIA coming off some big cap-ex spend in the rear-view. It's getting sold (off 7.5%) but if you think LTL can hang in there they've deployed capital well. They think business is in a good place to deliver in '26"  
[X Link](https://x.com/rocker_jdb/status/2021242629862600787)  2026-02-10T15:19Z [----] followers, [--] engagements


"@given2tweet Maybe RollinsUSDA. But most Dems dont know who she is and maybe only Pelosi trades grain futures in her retirement (see story about USDA firings = bad crop data)"  
[X Link](https://x.com/rocker_jdb/status/2021311814290526526)  2026-02-10T19:54Z [----] followers, [--] engagements


"@given2tweet @RFederer2 Yep. It has been.but jesus look at $CHRW today. I bet they're hitting their buyback bigly under 160"  
[X Link](https://x.com/rocker_jdb/status/2021974062072049832)  2026-02-12T15:45Z [----] followers, [---] engagements


"The hopium for actual demand is getting a bit rich. Every single logistics TL & LTL conference call said its still early then the words back half of [--]. But I guess this kind of cheerleading makes Freightwaves advertisers happy Need to rationalize jacking rates right. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"  
[X Link](https://x.com/anyuser/status/2019766707837903019)  2026-02-06T13:34Z [----] followers, [---] engagements


"From the $WERN conference calla direct competitor of $FWRD. They probably have more exposure to the 'value' consumer but just something to keep in mind as $WERN trades off 7% today. "Trading down" is not something you should ever regard as bullish for demand"  
[X Link](https://x.com/anyuser/status/2019796644699443236)  2026-02-06T15:33Z [----] followers, [---] engagements


"Leaving the smaller peer group aside for a sec what's helping goose this massive rally in transports Most of the biggest movers - $CHRW $XPO $ODFL $JBHT - are big buyers of their own equity. If demand doesn't magically appear these guys can adapt better than others"  
[X Link](https://x.com/anyuser/status/2019797842903093680)  2026-02-06T15:38Z [----] followers, [---] engagements


"In [--] years of watching UM / MSU games this was the greatest. What heart from my wolverines.I jumped off my couch when Draper roofed his shorty to tie it at 3-3. Perron in OT So many weapons on this squad. Go Blue Jayden Perron calls it GAME https://t.co/TQUA2A4m99 Jayden Perron calls it GAME https://t.co/TQUA2A4m99"  
[X Link](https://x.com/anyuser/status/2019975687692558497)  2026-02-07T03:25Z [----] followers, [---] engagements


"RT @NickalobeUltra: Please share"  
[X Link](https://x.com/anyuser/status/2020624559725265328)  2026-02-08T22:23Z [----] followers, [--] engagements


"The [--] remaining Daily Herald subscribers seeing this headline. There is fate even worse than death a fate more bleak than Bezos for a newspaper: Alden. Yes. These ass🤡are that bad. Chicago Tribune owner Alden sets sights on Daily Herald https://t.co/Zmw7VRWVVu Chicago Tribune owner Alden sets sights on Daily Herald https://t.co/Zmw7VRWVVu"  
[X Link](https://x.com/rocker_jdb/status/2020696081454276946)  2026-02-09T03:07Z [----] followers, [---] engagements


"Wondering when @BainCapital will perform emergency surgery on $SGRY. Special committee did a superb job for shareholders last yeaer.now down 50% from that bid deemed "too low." Here is the doctor in charge of our emergency fruit-roll-up surgery. Sweet"  
[X Link](https://x.com/rocker_jdb/status/2020876363356426525)  2026-02-09T15:04Z [----] followers, [---] engagements


"Pentwater is still here (9% owner). Can't imagine Halbower is too happy with this one tho. Averaging down in this requires some faith Bain fixes it or brings it fully on sheet. Great time for M&A in so many other parts of the market that aren't held hostage by our hc system"  
[X Link](https://x.com/rocker_jdb/status/2020878707905224862)  2026-02-09T15:13Z [----] followers, [--] engagements


"RT @BayouBikeyBoi: If only they had done this earlier then maybe Texas Attorney General Ken Paxton wouldnt have cheated on his wife"  
[X Link](https://x.com/rocker_jdb/status/2021034210484720123)  2026-02-10T01:31Z [----] followers, [----] engagements


"The Steven Schwarzman Foundation: Where nepo muppet babies can take a fortune built on leveraged poverty traps then condescend to grantees how to spend the 4% legally required to trickle down on them every year"  
[X Link](https://x.com/rocker_jdb/status/2021238778128470519)  2026-02-10T15:04Z [----] followers, [--] engagements


"Ok maybe this is a little cynical. I just don't want to live in a feudal society.and we're comically close to it right now"  
[X Link](https://x.com/anyuser/status/2021239951434670192)  2026-02-10T15:08Z [----] followers, [--] engagements


"Take a victory lap Doge Congrats to all of the morons who cheer torching government jobs at places like @USDA. Secretary @SecRollins you own this idiocy 100%. You're more concerned about photo ops than clean data investing in R&D or helping American farmers. Please resign"  
[X Link](https://x.com/rocker_jdb/status/2021260508008001685)  2026-02-10T16:30Z [----] followers, [--] engagements


"Iowa has [---] million people. Chicago metro has [---] million. We know the McCrapskys are cheap but get serious. Iowa Please. Iowa joins Indiana in bid to lure Bears from Illinois: reports https://t.co/1Lpj4pvoCD Iowa joins Indiana in bid to lure Bears from Illinois: reports https://t.co/1Lpj4pvoCD"  
[X Link](https://x.com/rocker_jdb/status/2021419656196784183)  2026-02-11T03:02Z [----] followers, [---] engagements


"When people ask "What's fun about markets" It's when you're trading at multi-year highs then you blink and some dumb ass AI press release somehow crashes an entire sector wiping out [--] months of gains. That's what's fun"  
[X Link](https://x.com/rocker_jdb/status/2021989564051861648)  2026-02-12T16:47Z [----] followers, [--] engagements


"Henry Ford must be looking up from that burning lake and smilingMy descendants finally surrendered A Model Xi in every driveway Ford's top executive spoke to Trump administration officials about a potential roadmap for Chinese automakers to build cars in America by partnering with US car companies https://t.co/KoyuoH4Aht Ford's top executive spoke to Trump administration officials about a potential roadmap for Chinese automakers to build cars in America by partnering with US car companies https://t.co/KoyuoH4Aht"  
[X Link](https://x.com/rocker_jdb/status/2022498549406273675)  2026-02-14T02:30Z [----] followers, [---] engagements


"This is disgusting. Its inhumane and a colossally corrupt waste of taxpayer $. Federal immigration officials plan to spend $38.3 billion to boost detention capacity to [-----] beds a document shows as U.S. Immigration and Customs Enforcement quietly purchases warehouses to turn into detention and processing facilities. MORE: https://t.co/xSoyjfJzt4 https://t.co/VtvnK3HLAG Federal immigration officials plan to spend $38.3 billion to boost detention capacity to [-----] beds a document shows as U.S. Immigration and Customs Enforcement quietly purchases warehouses to turn into detention and"  
[X Link](https://x.com/rocker_jdb/status/2022524202620740012)  2026-02-14T04:12Z [----] followers, [--] engagements


"Stifel's Bruce Chan (no relation to Jackie sadly) out with some logistics / LTL calls today. Raises PTs on $CHRW & $ARCB. We'll be seeing more of this in 2026.even if these calls are a bit late to the transport rally party & tightness in LTL"  
[X Link](https://x.com/rocker_jdb/status/2000973894736339251)  2025-12-16T16:58Z [----] followers, [--] engagements


"The Gary Bears @ChicagoBears has a nice ring to it And they can move there 10x before I bailout the McCrapsky family with my tax $$$. The Chicago Bears are threatening to move to Northwest Indiana over state leaders' inaction on financial aid for the team's planned Arlington Heights stadium. https://t.co/rZmk8KmIjB https://t.co/aKk0fS4Lh9 The Chicago Bears are threatening to move to Northwest Indiana over state leaders' inaction on financial aid for the team's planned Arlington Heights stadium. https://t.co/rZmk8KmIjB https://t.co/aKk0fS4Lh9"  
[X Link](https://x.com/rocker_jdb/status/2001460464929120553)  2025-12-18T01:12Z [----] followers, [---] engagements


"@Simplejack2000 The FDX numbers & guidance were goodits close to a 52wk high. As you know theyre prepping a spin which is expensive & time consuming. Sure Forward is gonna Forward until we get a process result / updatebut we shouldnt move much on a decent outlook for FDX"  
[X Link](https://x.com/rocker_jdb/status/2002013050321162536)  2025-12-19T13:48Z [----] followers, [--] engagements


"If Harik is tired of running the show day-to-day what better way to leave than with a deal & giving Shawn the reins at $XPO. Just a random thought based on [--] insight.but the Jacobs PR / chair moves are interesting for their timing"  
[X Link](https://x.com/rocker_jdb/status/2002042061734740427)  2025-12-19T15:43Z [----] followers, [--] engagements


"For those of us in the Dude's shoes on $FWRD.this is a good quick read. Remember: Navy guys don't like leaky ships. Trust is paramount. The last 18months have led to this point. We're almost there. https://www.investmentreports.co/interview/shawn-stewart-1500 https://www.investmentreports.co/interview/shawn-stewart-1500"  
[X Link](https://x.com/rocker_jdb/status/2003127581537906707)  2025-12-22T15:36Z [----] followers, [----] engagements


"Betting market or Trump family ass-kissing venue / propaganda machine Insider trade at your own peril idiots. BREAKING: U.S. District Attorney admits Minnesota Somali fraud has cost U.S. taxpayers nearly the entire GDP of Somalia. BREAKING: U.S. District Attorney admits Minnesota Somali fraud has cost U.S. taxpayers nearly the entire GDP of Somalia"  
[X Link](https://x.com/rocker_jdb/status/2005092262372585771)  2025-12-28T01:43Z [----] followers, [---] engagements


"@given2tweet I wrote James. Will let you know if anything comes back:) Would be pretty funny if Petrodelta sends a dividend check before Bristol settles the CVR theft🤣"  
[X Link](https://x.com/rocker_jdb/status/2007503448015851829)  2026-01-03T17:24Z [----] followers, [--] engagements


"@Simplejack2000 Did you see back in March CGM said they're spending $20B to grow their already huge US footprint The optics for their buying $FWRD look a whole lot better now. It's like a Stewart / Lorrain hors d'ouevres platter. Now it's shut up & eat time (ESG report is yet another clue:)"  
[X Link](https://x.com/rocker_jdb/status/2008925190445560118)  2026-01-07T15:34Z [----] followers, [---] engagements


"I still make dumb mistakes in markets. But I've stopped buying & holding companies like $CSAN when there's no catalyst. [--] years of pain for the Ometto fan club. Their cap raise lowered leverage but didn't change the narrative. Any stablecoin $ laundering fortunes interested"  
[X Link](https://x.com/rocker_jdb/status/2008939644310966724)  2026-01-07T16:31Z [----] followers, [---] engagements


"This explains a lot about the creeps in this administration#Hegseth #Bovino #Noemi JUST IN: Pentagon to start using @Grok this month JUST IN: Pentagon to start using @Grok this month"  
[X Link](https://x.com/rocker_jdb/status/2010881427663974829)  2026-01-13T01:07Z [----] followers, [--] engagements


"Yes. It's like our entire government has been hijacked by jackass cartoon villains. The dumbest most annoying ones imaginable. https://t.co/M5hrDuAQPp https://t.co/M5hrDuAQPp"  
[X Link](https://x.com/rocker_jdb/status/2011452029223477409)  2026-01-14T14:55Z [----] followers, [--] engagements


"Im sure somebody has coined this term alreadybut here goes. Its not style drift but style grift these days that gets investors in trouble. Yeah Im using quotes around that word because its Tom Lee. Good luck Bitmine Lobotomy patients Bitmine Immersion Technologies said it will invest $200 million for a stake in Beast Industries the private company behind YouTube starJimmy MrBeast Donaldson. @isabelletanlee has more https://t.co/vSj7bFHe2b https://t.co/AdEyoDn6kd Bitmine Immersion Technologies said it will invest $200 million for a stake in Beast Industries the private company behind YouTube"  
[X Link](https://x.com/rocker_jdb/status/2011916959202308194)  2026-01-15T21:42Z [----] followers, [---] engagements


"Absolute idiots.you work for the American people not some W. Virginia coal magnate. Stop sponging off tax payers and go back to the mines please. President Trump and @SecretaryWright are putting an END to the war on beautiful clean coal. 💪 The revival of American coal is preventing blackouts and preserving over [--] GW of dependable power. https://t.co/lj7Q88w693 President Trump and @SecretaryWright are putting an END to the war on beautiful clean coal. 💪 The revival of American coal is preventing blackouts and preserving over [--] GW of dependable power. https://t.co/lj7Q88w693"  
[X Link](https://x.com/rocker_jdb/status/2011965148030792158)  2026-01-16T00:54Z [----] followers, [--] engagements


"The transformation is nearly complete. But let's wait for @CBSNews to inform us "Thomas Jefferson wanted onion domes on the White House.""  
[X Link](https://x.com/rocker_jdb/status/2012894134093148487)  2026-01-18T14:25Z [----] followers, [---] engagements


"Since Elon's rigged his baby to suppress non-compliant views let's see how many views it gets"  
[X Link](https://x.com/rocker_jdb/status/2012894773334458711)  2026-01-18T14:28Z [----] followers, [--] engagements


"@Simplejack2000 Not fun to sit through 'another' bout of this rubbish. Tomorrow we see the Q for $KNX decent sector peek & outlook for TL after the compliance crackdown. On the bright side $IYT is only off 1.5% right now so there's that (not easy finding good news when toddlers f things up)"  
[X Link](https://x.com/rocker_jdb/status/2013660172103619050)  2026-01-20T17:09Z [----] followers, [---] engagements


"Now lets hope $KNX has a good outlook after the bell and helpful market color for trucking in general. Knight is asset heavy / the TL juggernaut in the US so not the same modelbut still an important barometer / read"  
[X Link](https://x.com/rocker_jdb/status/2014029933547327698)  2026-01-21T17:38Z [----] followers, [---] engagements


"The CEO sums it upnot yet seeing volumes and you dont this time of yearbut the expectation is bid season / the back half of [--] will be good"  
[X Link](https://x.com/rocker_jdb/status/2014182189361991901)  2026-01-22T03:43Z [----] followers, [--] engagements


"Grow up dipshits. Lets see you create 1/10 the jobs in red statesoh right you think renewable energy is a partisan scam. 🤡 https://t.co/T30tRwZHBr https://t.co/T30tRwZHBr"  
[X Link](https://x.com/rocker_jdb/status/2014446019115622578)  2026-01-22T21:12Z [----] followers, [--] engagements


"When very wealthy hedge fund guys step into 'the arena' One of the worst (yet hilarious) tweets I've ever seen"  
[X Link](https://x.com/rocker_jdb/status/2014714126061142304)  2026-01-23T14:57Z [----] followers, [--] engagements


"Not a #silver traderbut when it crossed $70 I said Id get some of gramps coins and hit the melt value. When silver crossed $105/ oz this morning I finally drove to a coin dealer. Nobodys really buying 90% silver stuff. I hit the bid anyway ($30 for [--] jfk 50c)"  
[X Link](https://x.com/rocker_jdb/status/2015855115505184881)  2026-01-26T18:31Z [----] followers, [---] engagements


"@miloandbono Together its quite the bubble on steroids. The dealer today said he wouldnt want to get caught long in this market. Commodity trading is not for the faint of heartthe Reddit loss threads are going to be brutal when the dust settles"  
[X Link](https://x.com/rocker_jdb/status/2015895811637301618)  2026-01-26T21:13Z [----] followers, [--] engagements


"$XPO with some news: B. Jacobs steps down as Chairman at both XPO & $GXO. He'll never really leave his babies but it's a little surprising to see the timing. Guess it's good to give your protege the stage and also leave after your equity has recovered a LOT"  
[X Link](https://x.com/rocker_jdb/status/2000580096353095750)  2025-12-15T14:53Z [----] followers, [---] engagements


"$FDX moving $IYT today. Some dispersion within logistics. LTL weak $XPO $SAIA. Forwarders faring better or at least it helps to have a big buy-back $CHRW. Tender rejection rates & spot pricing not helping on Op-ex. Investors await consolidation (cough $FWRD)"  
[X Link](https://x.com/rocker_jdb/status/2002037949328765281)  2025-12-19T15:26Z [----] followers, [---] engagements


"$XPO is a battleground name in logistics. It's now off over 10% from its recent high. Yes Jacobs passing the Chair baton doesn't help and the sector rallied HUGE. But the added weakness is curious. Market sniffing a deal / acquisition"  
[X Link](https://x.com/rocker_jdb/status/2002041542542807135)  2025-12-19T15:41Z [----] followers, [---] engagements


"@Simplejack2000 It hasn't been easy sitting on this process no doubt. The team has done what was askedintegrate Omni tidy up for a sale no matter what the macro brings. Strategics need to grow w/ out chasing stupid deals. $FWRD at $3B EV is GARP. I still think we see a deal"  
[X Link](https://x.com/rocker_jdb/status/2003135894396809412)  2025-12-22T16:09Z [----] followers, [---] engagements


"Anyone short $MOS / $NTR & the fertilizers today. Ouch"  
[X Link](https://x.com/rocker_jdb/status/2011451651899711728)  2026-01-14T14:53Z [----] followers, [---] engagements


"Not the logistics / freight deal we're waiting for.but still good to see a transaction involving a 3PL: Echo does about $3.5B in revenue so just a bit bigger than $FWRD:) So guys let's see the DMA before another moron tries to torpedo global trade ok"  
[X Link](https://x.com/rocker_jdb/status/2014025148823642294)  2026-01-21T17:19Z [----] followers, [----] engagements


"Also yes I think this says very good things about $FWRD getting snapped up by a strategicthis is not a small deal and both Echo & ITS compete with Forward / Omni. Seeing this print is relief to see in a time like this"  
[X Link](https://x.com/rocker_jdb/status/2014029336370716708)  2026-01-21T17:36Z [----] followers, [---] engagements


"$KNX a little soft on the top line guidance in range equity giving back most of todays bounce in AH. Outlook finebut still waiting for Godot (actual volume). Until then its AI and compliance as the tailwind story. If it holds $55 tomorrow Ill be impressed"  
[X Link](https://x.com/rocker_jdb/status/2014138527458480441)  2026-01-22T00:50Z [----] followers, [---] engagements


"Selfishly I couldnt find anything that would throw shade on the $FWRD strat process. No surprises no giant whiffs from one segment. Just a market ready & primed for when demand isnt whipsawed 3x a year"  
[X Link](https://x.com/rocker_jdb/status/2014139919334060223)  2026-01-22T00:55Z [----] followers, [---] engagements


"More color on capacity coming out of the marketthe trend that isnt slowing down"  
[X Link](https://x.com/rocker_jdb/status/2014182437585097157)  2026-01-22T03:44Z [----] followers, [---] engagements


"It's early but strong open for $KNX. The capacity narrative along with operating discipline & "hopes for the 2nd half of '26" winning out. Let's see if it holds. Stifel (Chan) keeps it at 'Buy' but lowers 🎯 to $61. Cucksquehanna reiterates neutral (lits to $60). UBS neutral$54"  
[X Link](https://x.com/rocker_jdb/status/2014341603079442920)  2026-01-22T14:17Z [----] followers, [--] engagements


"Relieved to see the $UPS earnings beat. Guided slightly above analyst expectations for 26which is excellent (even if the bar wasnt super high). Solid numbers for the W top & bottom. This bodes well for $FWRD and should keep a bid across the sector"  
[X Link](https://x.com/rocker_jdb/status/2016140331591295448)  2026-01-27T13:24Z [----] followers, [---] engagements


"@Simplejack2000 It just seems out of character for Ancora. I mean they've owned FWRD off / on for years. Got what they wanted. I can only say they freaked at the soft demand ignored the compliance "boost" or sold before it really took effect"  
[X Link](https://x.com/rocker_jdb/status/2016144619004674361)  2026-01-27T13:41Z [----] followers, [---] engagements


"@Simplejack2000 What bugs me is this: Stewart has mentioned the 2nd option before (selling Omni / selling legacy separately). He's said splitting would garner less than the combined business.I'm not so sure about that right now. Why would Ancora sell even before this option is explored Odd"  
[X Link](https://x.com/rocker_jdb/status/2016145180366090390)  2026-01-27T13:44Z [----] followers, [---] engagements


"@Simplejack2000 I've followed this saga long before taking a position in $FWRD. I sat on the sidelines (stunned frankly) at everything post-Omni. My basis is low enough to ride this through a conclusion of the strat process OK. Wish Ancora didn't jump but the market already absorbed the shares"  
[X Link](https://x.com/rocker_jdb/status/2016145800057802766)  2026-01-27T13:46Z [----] followers, [---] engagements


"@Simplejack2000 Was it something they said in the article Did they even comment Industry comps since they sold out have all firmed considerably. They missed a huge transport rally and have their hands full with CSX yes"  
[X Link](https://x.com/rocker_jdb/status/2016146419053121757)  2026-01-27T13:48Z [----] followers, [--] engagements


"$CHRW also announced a $2 B buyback in October. So along with $JBHT these guys have managed the freight recession exceptionally well. They didn't chase growth with leverage expecting a rebound [--] years ago (cough old $FWRD board of idiots)"  
[X Link](https://x.com/rocker_jdb/status/2016557529988297188)  2026-01-28T17:02Z [----] followers, [---] engagements


"Bottom line adjusted eps beat: $1.21 vs. [----] expected. Top line revs missed by 800m (3.91B v. [----] expected. Market likes itanother quarter of challenging volumes but they executed / increased efficiency (again). Worth a read. Sector 💪🏼 https://s21.q4cdn.com/950981335/files/doc_financials/2025/q4/Q4-2025-Earnings-Release.pdf https://s21.q4cdn.com/950981335/files/doc_financials/2025/q4/Q4-2025-Earnings-Release.pdf"  
[X Link](https://x.com/rocker_jdb/status/2016626686893101211)  2026-01-28T21:37Z [----] followers, [--] engagements


"Just In: Lesotho buys $112 of used car parts from Mozambique. (No no one gives a shit about that either.) JUST IN: El Salvador buys $50M worth of Gold JUST IN: El Salvador buys $50M worth of Gold"  
[X Link](https://x.com/rocker_jdb/status/2017001232989086113)  2026-01-29T22:25Z [----] followers, [--] engagements


"Another day another person put into a job that they have [--] business havingeven if they borrowed a qualified persons resume. #Warsh #MarriedALauder"  
[X Link](https://x.com/rocker_jdb/status/2017076080880890313)  2026-01-30T03:23Z [----] followers, [----] engagements


"@given2tweet Your buddy again Would be nice to see this print next week. We've seen enough 3PL & LTL Qs and outlooks to nudge the paper across the table. "Monseiur S'il vous plat""  
[X Link](https://x.com/rocker_jdb/status/2017276266890612940)  2026-01-30T16:38Z [----] followers, [---] engagements


"@given2tweet Despite being a top-notch operator with a great reputation most sell-siders give ODFL the stink eye (even with a great balance sheet consistent buyback good cap allocation etc.) Their governance / culture is a bit proudsell side maybe grumpy they cant sell more to ODFL"  
[X Link](https://x.com/rocker_jdb/status/1995328292098850893)  2025-12-01T03:05Z [----] followers, [--] engagements


"@given2tweet In the weeds a bit but consider the ODFL chart & now a 3PL operator: $EXPD. The spread between LTL and 3PL is huge right now. The market drags FWRD because of LTL when it should (and finally will) see the 3PL component Omni can be even when freight volumes arent strong"  
[X Link](https://x.com/rocker_jdb/status/1995334285038072231)  2025-12-01T03:28Z [----] followers, [---] engagements


"@Simplejack2000 Where are you seeing this"  
[X Link](https://x.com/rocker_jdb/status/2016142946765087114)  2026-01-27T13:35Z [----] followers, [--] engagements


"@given2tweet Fair enough. It's a volatile series and the commentary (to me) says look beneath the headline #. It's great to see the strength in LTL. I just don't want the Board to overplay their hand because the get excited at peak optimism for a freight turnaround"  
[X Link](https://x.com/rocker_jdb/status/2018350451259785683)  2026-02-02T15:47Z [----] followers, [--] engagements


"@given2tweet Expedited LTL + 3PL (Omni) is a little different beast. If the leverage / coverage ratio is addressed i'd still rate it a little lower. Far from an expert in the sector and differences between how shippers / LTL get valued.but that's my 2c"  
[X Link](https://x.com/rocker_jdb/status/2018701602261975242)  2026-02-03T15:02Z [----] followers, [---] engagements


"@given2tweet Yep. That's true. And maybe wading through [--] years of garbage makes a person too bearish / cautious to miss the turn. I just think given the macro backdrop it's wiser to look at the hope for '26 (where we're trading now) with a side-eye"  
[X Link](https://x.com/rocker_jdb/status/2018703834294415539)  2026-02-03T15:11Z [----] followers, [---] engagements


"@BehavioralMacro DUOL.but don't go blind looking at it too closely. It's a bottomless pit (@MorganStanley put out a note this am that's not helping the poor souls who're long)"  
[X Link](https://x.com/rocker_jdb/status/2018717273184235961)  2026-02-03T16:04Z [----] followers, [---] engagements


"@BehavioralMacro @MorganStanley Yep. From a technical perspective it's untouchable. My daughter has a 375+ day streak and loves it for Spanish.but for some reason that hasn't helped the equity price:) TY as always MD"  
[X Link](https://x.com/rocker_jdb/status/2018719804618612752)  2026-02-03T16:14Z [----] followers, [--] engagements


"@Simplejack2000 "We banning short selling in trucking companies." 🥸 Shorting anything at 52-wk highs is usually a very bad idea at least in my 25+ years doing this.but purely as a hedge If they use their richly priced equity to acquire it would be an incredibly lucky hedge wouldn't it:)"  
[X Link](https://x.com/rocker_jdb/status/2019070340249321759)  2026-02-04T15:27Z [----] followers, [--] engagements


"@Simplejack2000 100% yes. Based on comps absolutely. In this kind of climate expedited LTL has some optionality that's attractive versus peers. So I think their outlook for the finally integrated Omni side should reflect that. This move to $30 is just playing catch-up"  
[X Link](https://x.com/rocker_jdb/status/2019076473873719546)  2026-02-04T15:51Z [----] followers, [--] engagements


"Given the push in homebuilders $ITB is today the day to finally chew on the $timber REITs Nope. Long-story short you get none of the asset class benefits (owning productive timberland directly has some believe it or not) and all of the rich valuation of $SPY+correlation"  
[X Link](https://x.com/rocker_jdb/status/1947701125639033175)  2025-07-22T16:51Z [----] followers, [---] engagements


"@batman10023 $SUZ was rumored to be kicking the tires back when $CLW was trading around $30. So that $40 minimum was likely in the ballparkuntil Suzano bought some Kimberly Clark assets instead:( The perpetual paper turnaround machine keeps spinning for now"  
[X Link](https://x.com/rocker_jdb/status/1963690316550008922)  2025-09-04T19:47Z [----] followers, [---] engagements


"@batman10023 Trueit would probably take an activist (Starboard & Wausau Paper would be a campaign to re-visit). Is the CEO a significant owner I am not up-to-speed on $CLW to be honest. Not anymore anyway"  
[X Link](https://x.com/rocker_jdb/status/1963693854801961007)  2025-09-04T20:01Z [----] followers, [--] engagements


"$FWRD folks: Don't get distracted by the Fed day nuttery. After the close we have $CHRW earnings. Thing to watch how AI agents are going to transform logistics.this is how PE is going to 'transform' Forward Air.because they can't dump any more debt on it can they😂"  
[X Link](https://x.com/rocker_jdb/status/1983563059546280051)  2025-10-29T15:54Z [----] followers, [---] engagements


"Looks like pricing is $7 ishbut theres a lot of supply to absorb for a company massively diluting shareholders to finance an acquisition in ARG"  
[X Link](https://x.com/rocker_jdb/status/1998515824735445051)  2025-12-09T22:11Z [----] followers, [---] engagements


"This is certainly one way to increase liquidity for Adecoagro.and Tether is keeping it bid at $8.35+ right now. So little volume has crossed in relation to the offering (like 400K shares) I would be shocked if it stays here for long"  
[X Link](https://x.com/rocker_jdb/status/1998770112112009563)  2025-12-10T15:01Z [----] followers, [---] engagements


"$AGRO buys the other 1/2 of Profertil from YPF.and says the offering + cash + long-term debt covers the $1.1B they're paying. Audacious move Mr. Bosch. The cap structure is kind of a mess now and there's another $200M on the shelf which I'd guess hits later in '26"  
[X Link](https://x.com/rocker_jdb/status/2000577445582282877)  2025-12-15T14:43Z [----] followers, [---] engagements


"I was shocked to see this AH on Fridaythought it was a mistake at first. Tether makes no small plans apparently. This is a huge shift for Adecoagro and as long as ARG stays on the rails (always up for debate) it's an interesting move. Index makers will be watching $AGRO now"  
[X Link](https://x.com/rocker_jdb/status/2000578492304367735)  2025-12-15T14:47Z [----] followers, [---] engagements


"For investors who follow $KEWL this isn't good news. But never fear the geniuses running the show in DC will likely fill in this $50M infrastructure gap somehow. Remember: "We don't like the federal government unless it's paying my cap-ex for me & my investors." #Copper"  
[X Link](https://x.com/rocker_jdb/status/1975217327118692603)  2025-10-06T15:11Z [----] followers, [---] engagements


"Another bit of relevant news for $KEWL holders: https://www.mining.com/highland-copper-exits-white-pine-north-project-for-30m/ https://www.mining.com/highland-copper-exits-white-pine-north-project-for-30m/"  
[X Link](https://x.com/rocker_jdb/status/1993700474919244070)  2025-11-26T15:16Z [----] followers, [---] engagements


"Not a gold bug. Never had much interest in useful metals either. But for everyone who likes to dunk on the Big Short guys ('one trick ponies' some say) dig into what Jamie Mai from Cornwall has done with his time over the last [--] years. @Business could write a good story"  
[X Link](https://x.com/rocker_jdb/status/2016923490683634052)  2026-01-29T17:16Z [----] followers, [---] engagements


"I only know pieces of the portfolio. And we haven't caught up in a long time.but the Cornwall metals portfolio has been carefully constructed (hands on not outsourced to managers) precisely for the environment we're in now. $KEWL still has no royalties but yikes it's bid:)"  
[X Link](https://x.com/rocker_jdb/status/2016923492017385640)  2026-01-29T17:16Z [----] followers, [---] engagements


"Um what am I missing here Diluting Peter to Buyout Paul. Who's the smart money here kids #FinancialEngineering http://t.co/SVVRJ3UVvg"  
[X Link](https://x.com/rocker_jdb/status/440970923617693697)  2014-03-04T22:03Z [----] followers, [--] engagements

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