DAL

Misaka9615

Is that why DAL is near ath?

poopieuser909

VM review the option strategy for $DAL 76 Calls expiring April 24th

---Lancelot---

DAL

Full_Cash6140

I opened a short on DAL. Not only will they be hit by jet fuel prices but demand destruction could reduce travel as well.

brainlet99094

> The KOSPI in Seoul ends the session up 0.46%, marking its highest-ever close. My DAL puts will ride to zero... KORU remains printing

stupdizbu

> increasing energy costs that they will probably hedge at a higher cost AAL is fucked that is for sure UAL ... unknown DAL owns their own refinery so they are the best bet... problem isn't only energy, it is a collapse of routes to consolidate half empty planes that will drive airfare higher which means lower sales .... not looking good for airlines even if oil dumps under $80

poopieuser909

sharing my retarded positions so yall can avoid them: PUTS: MOS $23 4/10, DAL $57.5 4/17 Call: SPY $700 4/13, WTI $3.50 4/17 There is no strategy, these were vibes based purchases

VariationConstant675

Thanks to K shaped economy.....DAL to the moon!!!

Harp-Note

Ugh, DAL calls were the way....

Uniquename34556

Calls on DAL it is

graavejrsdag

LMAO, who gives a shit: “On the corporate front, Delta Air Lines (DAL) is scheduled to report earnings ahead of Wednesday’s opening bell, giving investors another key catalyst to watch”

birdman1972

Look to get short UAL and CCL and then at some point long DAL and RCL?

Dull-Buy-2776

entered in 9k in DAL puts for tomorrow morning earnings

HeyYoChill

Did the government take a stake in META when it was down 60%? Did the government take a stake in DAL when it was down 50%? Did the government take a stake in NFLX when it was down around 70%? Did the government take a stake in BAC when it was down around 50%? My point is there are always reasons. If you want to buy low and sell high, you gotta do the buy low part.

nebuloushazybull

Serious answers only please! Got fucked on my tax return somehow and not getting as big a refund as I thought. Any good earnings plays I can use? Planning to drop in just one options call contract. $100. PLEASE. STZ? DAL? Or something else?

Pereise1

My DAL calls are up 80% since Thursday morning while oil is up 11%. With other airlines red today. Clown market for sure.

Pereise1

Got a feeling $DAL is gonna end the week in the mid 40's. Only reason they're even above $60 was some lie about how much extra revenue they're supposed to have throughout the next year but earnings is gonna tell a different story.

HugeAd5056

Lol noobs. I got 7 earnings calls correct in a row last year. How’d I do it? No clue! Half joking. It was all spreads. I don’t remember all of them, but I first filtered for the most bullish companies. TSM GOOG DAL AAPL were four of them. Can’t remember rest off the top of my head. The two that I was happiest with were TSM and AAPL. I guessed AAPL would pin around the 200 price of my sold put and drop below my 210 put based on which weekly put strikes were the most bought. TSM I guessed would move sideways when it was still around $230-$240 with a slightly bullish bias. Won with call debit spreads and put credit spreads combo.

Curious-Let2466

Delta is an interesting pick. Are we assuming analysts are over adjusting for a weak March? jet fuel cost hikes (~60% increase in recent weeks) and TSA/FAA shortcomings (leading to a material hike in cancellations) will make for a battered travel month. YTD, DAL is only down ~3%… not sure this accurately reflects the airline’s Q1 operating performance.

DISAPPOINTING_FAIRY

I am confused by the airlines tbh. UAL and LUV have gotten gashed, DAL has taken a hit but recovered a lot of it, and AAL seems like a dead stock. I'm wondering if UAL might bounce similar to DAL or if DAL is looking at another leg down

techstress

i started looking at DAL again. I hard others say look at pharmaceuticals like Pfizer and J&J. I still hold ABBV and its been good for me. I think that's down almost 20% off its recent high for me now. I bought that cus its was a big buffett position a while ago. Good dividend.

hermeskino715

Really tempted in getting DAL puts but majority of airlines are holding even with all the bullshit that is happening

cochinescu

If oil spikes from that news, airlines might take a hit. Thinking about picking up some short-dated puts on DAL or UAL before the open, just in case we get a knee-jerk reaction.

riskybagholder

Very few airlines are hedged anymore but they are offsetting this by charging increase ticket prices. I don’t know how well this is going to pay off long term. My guess is that you are short either JBLU or AAL. You got to realize that LUV,DAL,UAL cant fall that much further because that’s covid level territory

moorhound

Puts on UAL/AAL/DAL/LUV, it's gonna take like 2 weeks tops before ICE shoots somebody at an airport

bemeandnotyou

DAL Owns a Refinery , aka a hedge.

Affectionate_Age752

You want some sure fire 20% gains within a year? But airline stocks like UAL and DAL when the price of oil starts dropping.

getshmoney69420

Buy DAL calls now. 100x bagger

getshmoney69420

Buy DAL calls here. Thank me later

getshmoney69420

DAL calls. Who is with me??

getshmoney69420

All in on DAL calls

WinnerEffective3102

GOOGL, MSFT, AMZN and shorting DAL are going to be my coffin nails

WinnerEffective3102

DAL is crazy. I keep shorting, but she keep climbing

WinnerEffective3102

how in the fuk is DAL rallying. pump and dump

WinnerEffective3102

Short DAL

WinnerEffective3102

monkey need banana. fuk ber, except for DAL

WinnerEffective3102

should I cover DAL or let it ride? do we think airports are gonna shutdown

WinnerEffective3102

shorted DAL, nicely done

WinnerEffective3102

short DAL ?

Affectionate_Age752

Just buy UAL and DAL and hold it fur 6 months. Make 10-20%

creemeeseason

I'd also be more worried about the other carriers. Basically DAL and UAL are profitable and everyone else is struggling right now.

Crazy_Donkies

Expectation of future profits whether it's higher prices or lower costs.  DAL gave good guidance and may be expecting little impact to profits.   Rumor has it airlines hedge less now as well.  We will see.

Unemployable1593

guess i gotta avg down on my DAL leap put F

aftherith

DAL guidance

MostDouble7144

travel stocks are interesting but i'd wait for the actual oil drop before buying, not just the ceasefire. last time tensions cooled the oil price took weeks to actually come down and airlines didn't move until fuel costs were confirmed lower on earnings calls. i'm watching DAL and MAR but not rushing in yet

NoFix8309

Currently some of them are: RBRK MAR 13 '26 64 CC NXT MAR 20 '26 90 P NFLX MAR 27 '26 92 CC NEM MAR 27 '26 115 P MTDR APR 17 '26 52.5 P KGC APR 10 '26 29P IBKR MAR 13 '26 72P DDOG MAR 13 '26 124 Call DAL MAR 27 '26 60 P B MAR 13 '26 44 P

Platopoker

I personally took a counterintuitive approach. I bought DAL, Puts on USO, flipped SCO (bought near the open and sold when it recovered), and bottom fished SOFI which I plan to hold long term. I would also love to pick up some more AI related stocks on the cheap. I am buying stocks with long term potential rather than short term gains due to the current war situation. Hard to know exactly what to do but I do know that the market will most likely overact to the war just like it usually overreacts to most geopolitical events. I think the best suggestion I can give is to keep some dry powder, put together a shopping list of stock you want to buy on the cheap, and wait for the next dip. Since the stock market is very efficient most war related trade are probably already priced in. Try and figure out what you think will happen next and invest accordingly.

Affectionate_Age752

Getting ready to my some airline stock? DAL and UAL. When they get to covid numbers, that's when I'll buy

TheDizzyTablespoon

Im down 5% in DAL off market, yes, that's dumb boomer stock but I've been holding it since the pandemic crash and I kinda have some good regard memories from that time.

gnanwahs

what ever u guys do, please don't buy puts on USO or UCO, IV is too high because of high jet fuel cost regional airlines stocks are dumping so a good proxy trade is calls on regional airlines like $DAL or $LUV a few months out! thank me in a few months!

data-with-dada

DAL 64 Put weeks out tell me It’s easy money

Big-Refrigerator1899

me purchasing DAL on friday was a 100% guarentee war was starting saturday

crova

I bought puts on AAL and DAL.

LowImprovement4220

So from my very limit knowledge I say calls on XOM,CVX and OXY cuz u know high oil price = higher profit for oil companies and puts on DAL,AAL,UAL and LUV cuz u know high oil prices = big loss on airlines cuz u know they need fuel to fly

Pleasant_Arugula7571

The Hormuz angle is the one that matters most going into Monday and isn't getting enough attention yet. Oil majors and top trading houses have already quietly suspended crude shipments through the Strait. Four trading sources told Reuters. No press release -- they just stopped scheduling voyages. That's the signal, not the headlines. The mechanism: Hormuz doesn't need to be physically blocked. Ships stop moving when war-risk underwriters step away. Lloyd's syndicates pulling coverage makes voyages uneconomical regardless of what the water looks like. We saw this exact dynamic in the Red Sea for 4 months in 2024 -- no ships were sunk but freight rerouted around Africa anyway because insurance disappeared. For Monday specifically: \*\*Energy longs:\*\* XLE +4-8% base case, OXY/DVN +6-12% on higher operational leverage. These open gap up and hold if AIS transit data stays suppressed. \*\*Avoid chasing airlines short:\*\* DAL/UAL will already be down 4-8% at open on jet fuel math. Position is crowded by 9:31am. The relative value trade (long XLE / short XLY) is cleaner. \*\*VIX:\*\* +20-40% on the binary outcome uncertainty. Consider 60-90 day call spreads for convexity rather than spot VIX. \*\*The key data to watch -- not headlines:\*\* AIS tanker transit counts through Hormuz (baseline \~20-22 laden tankers/day) and war-risk insurance quotes. If transits normalize within 3-5 days, oil gives back half the spike. If they stay suppressed into week 2, revise up everything. Running full scenario models with probability breakdowns at [geopulselabs.com](http://geopulselabs.com) for anyone who wants the full causal chain and sector impacts.

stockist420

Great work on the flight data! I track SEC filings pretty obsessively so let me fill in some of the blanks on what's already public: The Jan flights are explained: \- Jan 22 DAL→BFI — Same day Vistra filed an 8-K for a $2.25B senior secured notes offering ($1B at 4.70% due 2031 + $1.25B at 5.35% due 2036). Proceeds explicitly earmarked for the Cogentrix Energy acquisition. That's what they were doing in Seattle. \- Jan 28 + Feb 2 DAL→SJC (San Jose) — Vistra filed a Reg FD 8-K in January disclosing 20-year PPAs with Meta for 2,609 MW of carbon-free nuclear power from their PJM plants (Perry, Davis-Besse, Beaver Valley). Expected 8-10% incremental free cash flow accretion. San Jose trips were almost certainly Meta finalizing terms. \- Dec 31 8-K — Separately, they closed the acquisition of Q-Generation LLC (Hamilton Holdings II). Another deal entirely. What's NOT explained yet: The Feb 9 and Feb 12 flights to BFI (Seattle) and the continued IAD (Dulles) trips. Meta deal is already signed. Cogentrix is already funded. So who are they meeting in Seattle and DC in February? BFI = Amazon/Microsoft territory. IAD = AWS/Equinix/Google data center alley. At 3.5 strategic flights/week with earnings on Feb 26, the pattern matches what you're seeing. The Jan deals are confirmed in filings. The Feb activity is the one to watch. For anyone wanting to verify — all of this is in their 8-K filings on the SEC website. The Meta PPA disclosure is under Item 7.01 (Reg FD), and the Cogentrix financing is under Item 1.01.

Accidental-Genius

Yes. I have a prompt. I feed it to Gemeni & ChatGPT. If there are picks they agree on, I buy a small stake. So far up 20 ish percent in 4 months in that little side portfolio. Their Picks (4 months ago) were FMX DAL HON WELL DHR HIMS HIMS was the only real turd burger.

bdh2067

DAL dropped. UAL popped. A week later, they’re close to where they were pre-earnings. So, yeah, playing for inside move but it might be whipped for a day

BLVCKYOTA

That’s a wash with the cost of the plane ticket. Calls on $DAL.

creemeeseason

UAL and DAL basically earning all the profits for airlines right now. They have the best premium products and cards.

Happy-Champion1661

what strike NFLX? UAL feels good to sell puts on, even if it goes similar to DAL

PaperHandsTheDip

Well - they did. Kinda. DAL fell, and IV went down, and together it means the puts held their value. If selling CSPs you'd have washed. IF DAL went up - printed. If it tanked HARD - you basically buffered the loss as compared to if you were in straight shares

No-Improvement3164

It’s interesting how DAL puts held their value today.

StocksStormTrooper

JPM BK DAL all ER beat … economy is strong… couple that with QE… boom …. Bullish

throwawaayy011

Yea JPM, BK, DAL, CPI, plus bonds auction all can move the market collectively or independently

throwawaayy011

CPI, JPM, BK, DAL, bonds auction, credit card rate 10% cap

StocksStormTrooper

DAL ER beat yet getting beaten up

Happy-Champion1661

DAL crashing

Happy-Champion1661

DAL is cooked

thefrozenone2

$DAL earnings lotto

KroKart100

$DAL

zxc123zxc123

Great way to ensure you keep your money and sanity. I have sister. She's married with a kid so she spends her money on diapers. p.s. OP is right about the K-shaped economy, but a better choice for that play is AXP, LVMUY, DAL, AAPL, TPR, or BLK. Most of those have ran up massively already. One quick google search shows that Aritzia is Canadian which immediately means it's a meme and OP is just shilling his own book.

Pereise1

Man DAL might be the only strangle I've ever bought where the IV went *down*n near close. Wasn't gonna play their earnings but my measly 72c/68p strangle was down 20% by close so I guess I'm playing earnings.

Stocks_N_Bondage

Calls: BK DAL Puts: JPM

PaperHandsTheDip

Anyone buying DAL?

richtopia

Cheap fuel? Also DAL is relatively domestic: I think travel demand has been solid. Not OP and just trying to decide if DAL is worth throwing money at myself.

Slightlybadpicks

Buying DAL calls for earnings. The flights have been full. No way the play fails, right?…..right?

Late_Ocelot7619

Bought DAL $68 call for tomorrow's earning, let's see how it goes

AlarmedAnywhere4996

What will DAL do?

Hopeful_Invite_8275

DAL/TSM gonna moon

SpecialMission6181

DAL is such a good airliner, only that industry sucks hard, an 100% there is like 1000% in the degen sector of tech and others mirages companies.

Virtual-Moose5921

3 more hours of this shit 👎 United First is a trash product, calls on AAL and DAL. Puts on domestic first in general compared to international 🇺🇸 https://preview.redd.it/aj95pju11o9g1.jpeg?width=4032&format=pjpg&auto=webp&s=c7a1d1302a5e246e250a1614a84d3e14c48be004

HumidMind

Well done on the RKLB. Having rode PLTR and MSTR from 2022 misery to 1000% + gains, it is HARD to sell a huge winner and time it right. Being near retirement age, I am sure glad I pivoted those kinds of gains out of MSTR and PLTR and into GLDM, NOC, BNS and DAL early this year. I kept some PLTR as of course there is more upside there.

WhitePriest1

!banbet $DAL -10% 3w

i_simp_f

> DAL Cowboys Moneyline -125 FUCK that shit, I SHIT on cowboys Cowboys are Charger FOOD

GroceryShoppingSucks

I’m did it 2 DAL $70 Puts 1/16/25 expiration

IllustriousLetter898

Keeping two nuts is your goal? Rebound in tech with Goog, AWS, and possibly META because they seem to have some volume at 666.47 but Google Glass announcements and AI Apple Sauce Execs, I'll watch. Maybe rotation into UAL, AGLT, DAL, CCL, IWM. Although, maybe Trump opening the NVDIA H200 chips to China frees recipicle tarrifs. Other chips could buy, but the PLA dug in their heels.

GroceryShoppingSucks

!banbet $DAL -15% 2w

GroceryShoppingSucks

!banbet $DAL -15% 2 weeks

baconography

Takin' DAL against the points....DET is all banged up, and I don't trust them without ARST.

Competitive_Peace_48

I also do something similar to do this (although I don't do it on margin) First, doing anything on margin you need to be extremely careful. Right now, your covered call premium will cover margin costs plus some but if there is a severe drop in the stock price your CC premium will also be drastically cut. Second, covered calls are great but you can miss out on some big gains. The way I combat this is but rolling up and out but this still comes at a cost. Sometimes the stock moves fast enough that you can't buy enough time. In this scenario where I can no longer make a good return on rolling I just let them get assigned and go to cash secured puts. (This is currently happening to me on DAL). You also need to be on top of it. If the stock starts to rally I am pretty quick to move my CC up and out (typically 1 week). I do the math though to see if I am comfortable with the return (I like 2-4%/month target).

shardybo

Not taking my own advice. Last week I added $DAL to my list and thought it looked interesting. Thought I'd buy calls on it at some point soon, didn't end up doing it and ofc it pumped 15% over the last week

zxc123zxc123

>Right, but Berkshire's best deals aren't available on the open market. >When everyone 's hair was on fire in 2008, Warren was making deals with GE and Goldman to "help them out" by buying perpetual preferred shares with a 10% coupon along with warrants to buy common stock at fire sale prices that extended out for years. Very true. I also feel many of Berkshire's best deals were done during the GFC with special in person deals like the ones they got with Goldman Sachs or GE. Some of their China investments were either unavailable or difficult for US investors to mirror. For those cases I don't follow because I can't. It's important to not 1:1 mirror things but to know yourself and the one you're copying/inversing. I bought DAL at the lows after Buffett sold his shares. I suspect DAL or the US government might have wanted BRK to foot some investment prior to getting bailouts or handouts. Or maybe BRK themselves feared for that and dump it first because they didn't like airlines anyways due to them being very cyclically sensitive, needing bailouts every downturn, and better being trading vehicles. I had no issues for a shorter term trade 1-5 or 5-10 years rather than "forever", no one will ask me to foot over money first for bailouts, and I don't mind trading nor volatility. I bought BAC after Buffett bought his shares on the open market for a higher price. BRK did a swap into BAC after dumping WFC. A good move IMO since WFC sullied it's name with the fake/fraud accounts. I also didn't like WFC so I didn't buy Buffett's sell. I personally use BAC but never bought into it but Buffett's buy gave me added confidence to go into it quickly because I assumed BRK had done the homework. So I aimed to buy at or under their $24-25 purchase price. >When you buy Berkshire, you're buying a tiny seat at the table for the kind of deals only they can pull off. That's not something I'll try to dispute. I think it's a sound belief. I just choose not to myself.

zxc123zxc123

You can decide if it's highly regard or exceptionally brilliant yourself. But my reason for buying DAL during the pandemic lows: 1. Buffett/BRK already did the vetting and homework on DAL prior to the pandemic collapse. 2. DAL was the best of the airlines and least likely to be bankrupted. If other died or got consolidated then DAL will get their share or take them over. 3. Most of the companies and airlines were asking for bailouts and based on the GFC most of the biggest ones got bailouts. I had no reason to believe otherwise. 4. This leaves WHY Buffett/BRK sold. They sold WFC and moved to BAC because of the WFC scandal probably made them lose trust in WFC. But why did they also sell DAL? I assumed probably 3 main reasons: Reason A being that airlines aren't great long term investments but more like trading vehicles which BRK might not want in their portfolio. Reason B being that the airlines have proven to dump and be very high VOL every time there is a recession which doesn't play well to BRK's portfolio building style. Reason C being that either the government, DAL, or both expected BRK to hand out cash in a double down either as a precursor to getting PPP/EIDL/bailouts or as a requirement for it. Or BRK feared that might be coming so they dumped out. 5. I wondered if it was right FOR ME to buy DAL at that time since I'm young, could hold for a long time, have a higher risk tolerance, don't mind selling out, and won't be asked to fork over a few hundred million before Pelosi & Trump give DAL a big bag of money. Answer was **YES** so I bailed out Buffett's DAL stocks from his paper hands. TL;DR ["Oh no airplanes house is empty but maybe soon airplanes house will be full"](https://www.youtube.com/watch?v=SYc6QmaGnYc)

elite_haxor1337

> buying DAL when he sold was this intentionally regarded or was this accidental regarded?

zxc123zxc123

Because Berkshire is a giant conglomerate who's investment timeline and goals are not a 1:1 match with mine? I understand why I like AXP/DAL/BAC because I understand why they bought/sold those. I don't like See's candy, understand Buffett's railroad obsession (must be a boomer thing since Biden loves the choochoos too), nor want to hold $381,000,000.00 in cash while inflation eats away at it. I prefer vanilla and leveraged index funds to get my broad market diversification.

zxc123zxc123

Gotta say. I've always felt Buffett was my teacher and someone to learn from. I also developed portfolio habit of mirroring Buffett/BRK during the pandemic: buying DAL when he sold, buying BAC after they did, DCAing into AXP, etcetc. Because I just assume they'll do the homework for me and keep doing that homework. Now I see them buying 4B into Alphabet which I've owned since the days before the GOOG/GOOGL split. Am I the sensei now? Is this a vote of approval in my investment skills? Dunno. Just knows it feels fucking good.

MaleficentCoconut594

I do, I don’t just buy random stuff. I started with airlines during the COVID slump, and it’s paid off really well. My worst performer is Southwest (LUV) at -6.81% overall, best is Delta (DAL) at 163.12% and I’m averaging 53.58% return overall with just airlines. My best overall performer is GE Aviation (GE) with an 889.59% return, but I only have 2 shares (really wish I dumped into it more 😂). Aviation is my passion and I follow that industry the most even before investing, so that’s where I initially focused (including defense contractors etc). I’ve been diversifying more over the past 6mo, and I do research and look at industry trends. All small stuff, I don’t hold a lot so I made money but on a small deposit. Overall I’m at a 15.90% return over the entire portfolio lifetime. I’m also a holder, not a day trader, and I haven’t sold a stock yet.

ehcanadianmoose

Dems poised to torpedo CR. With no end in sight, busiest travel season fast approaching, and FAA reductions increasing 6%, 8%, 10% through Nov. 14, bearish on airlines: AAL, DAL, UAL, LUV, ALK, JBLU. ATM puts Jan. 16 anyone?

KittyLover-7

JUST IN: The three biggest US airlines to cancel hundreds of flights due to shutdown. American Airlines, $AAL, United Airlines, $UAL, and Delta, $DAL, to scrap almost 600 trips collectively