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Eliant Capital
L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Never Financial Advice
It feels like we’re nearing the final stretch of the AI-disruption trade when a clear beneficiary from last year, C.H. Robinson (CHRW), sells off 20% on the idea that freight & logistics are suddenly going to be vibe coded.
Nov 26, 2025
One of the bigger emerging themes for ‘26 will be identifying which companies can truly integrate AI into their workflow in a way that lowers costs, lifts margins, and drives real efficiency.
One clear example which the market has rewarded is CHRW which has already shown what successful adoption looks like with AI showing up across operations, routing, and pricing & translating into real, measurable gains.
Not hard to see the recent cyclical and value outperformance continuing on into ’26, and this is just one of the drivers.
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Despite yesterday’s hotter than expected jobs report, rate-cut expectations through year-end remain largely unchanged, with markets still pricing in two cuts.
What is not priced in at all is Trump ultimately getting his way, which largely hinges on whether disinflationary productivity gains actually materialize.
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