It certainly was a peculiar day on the Market, a perfect example of how the narrative often diverges from the numbers. The day began with a wave of optimism, fueled by news of relaxed drone regulations. This seemed like a clear signal to invest in the logistics giants—companies like UPS, FedEx, and especially Amazon and Walmart, which are poised to dominate the "last-mile" delivery space with autonomous fleets. The logic was sound: drones, which don't require line-of-sight operation, would dramatically reduce costs and delivery times. It felt like a no-brainer, the News that they can fly beyond line of sight in more areas! Then, the Market, in its infinite wisdom, took a sharp left turn. Instead of soaring, the traditional logistics players traded sideways or even down. The real winners of the day were the ride-sharing and food delivery companies. Lyft surged, before lowering, on news of a potential merger with Waymo, and Uber also edged higher, a reversal from a mid-sess...
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