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Freight Logistics Selloff Looks Mispriced: Why The AI Panic May Be Overdone

By Seeking Alpha February 21, 2026 Bullish
Freight Logistics Selloff Looks Mispriced: Why The AI Panic May Be Overdone
SemiCab's AI-enabled freight optimization platform is not as disruptive as market reactions suggest, given widespread industry adoption of similar AI tools. The recent transportation sector sell-off is overdone; AI will transform, not eliminate, traditional brokerage models, shifting focus to efficiency and network depth.
SemiCab's AI-enabled freight optimization platform is not as disruptive as market reactions suggest, given widespread industry adoption of similar AI tools. The recent transportation sector sell-off is overdone; AI will transform, not eliminate, traditional brokerage models, shifting focus to efficiency and network depth.