DAL

uniquepancakebacon

I bought ALK, LUV, and DAL on 4/1/26 and all are up about 30%. Once the Iran war/conflict in the straight is resolved, I expect prices to increase due to decrease in oil prices. Then I will sell.

wafflepiezz

$1k in $DAL 0dte puts yolo

No_Macaroon2129

Last call. Don't miss the flight! $DAL

No_Macaroon2129

$DAL https://preview.redd.it/4t4s6r84d9ch1.png?width=892&format=png&auto=webp&s=41ccd396169513d1647d6bbe858b483b51ff986f

No_Macaroon2129

Final boarding call for $DAL

No_Macaroon2129

$DAL

No_Macaroon2129

$DAL reporting earnings pre-marky tomorrow. Get on the fucking plane.

No_Macaroon2129

My dick is going to be so hard from DAL ripping tomorrow that I'm going to have to sit down to pee.

No_Macaroon2129

$DAL Now boarding Group 1 for takeoff

No_Macaroon2129

$DAL

SunaF2

Is anyone playing DAL earnings today if so what are you guys thinking could happen?

wafflepiezz

$1k into DAL puts for earnings tmr yolo

waka_wear_art

The 1,046 contract volume on that 2027 January leap $90 strike on DAL

Cstooby

Are any of these companies real?? Pepsico...that's not Coke..AZZ speaks for itself... and DAL they don't even know how to fly on time but they are able to trade publicly...doubt it. This is obviously a Nigeran prince scam.

mks_csw

was thinking about grabbing some DAL calls but they already had a pretty good run up tho

VariationConstant675

No DAL? Why?

Ozy_Veidt

UAL and DAL have some good potential for today.

freightliner1010

$DAL calls here?

imustbegthequestion

I'm still shorting AAL cause they stole my tennis racquets and think I don't care. They should all Ed Bastian and DAL. UAL all the way to EWR. I no longer give any fucks. Ported them all.

SkySoul27

I'm not invested in DEL (Delorean) even though flying back to the future seems cool, it's just not ready for mass market. But I do have DAL (Delta) from the covid crash.

TreGet234

What's DAL?

Jericho3434

Interesting take, I know DAL serves the top of the K. If the market stays down for an extended period of time “the wealth effect” will lose its muster and actually create a recession.

CD274

Yup and PLTR And random stuff like DAL

imustbegthequestion

Strike. Hedge. !banbot strike sandisk on AMZN 1 TB USD 2 day delivery due 06/21/2026. Strike hedge 55 USD. Strike hehe 57. Strike hedge 570 ghc. Temu. She in. +6. Strike hehe 52 strike Wilson. Short long limit low strike AAL. Strike block DAL. Strike Skyteam. Strike United Airlines. strike Chiraq. September 2026. Hedge 10/31/2026-12/31/2026. Strike +5.

imustbegthequestion

I'm team ONEWORLD. AAL STOLE MY RACQUETS ON A FLIGHT FROM CLT TO JAX AND DIDN'T TURN THEM IN. JUNIOR. BABA IS TALKING TO YOU. I WILL CALL THE FEDS YOU IDIOTS. ASK DAL. I FLY UNITED FROM NEWARK NOW YOU IDIOTS. AND I HAVE A CREDIT CARD. SHEESH. READ THE CONSTITUTION ON THE SENATE'S WEBSITE. IT'S NOT THE HARD.

imustbegthequestion

Not DAL. ATL we will print and eat jollof come hell or Black Stars. RexZr print my knight.

Secure_Persimmon8369

[What It Means for Investors](https://www.capitalaidaily.com/fundstrats-mark-newton-says-semiconductors-are-unsustainable-after-40-rally-names-two-sectors-starting-to-look-attractive/) While most analysts would always recommend letting winners run, Newton appears to be pointing to where the smart money is heading. Looking specifically at Nike (NKE), the stock is flashing a bullish divergence on the relative strength index (RSI) on the weekly chart while hovering at oversold levels. A bullish divergence indicates that buying momentum is rising despite falling prices. Traders see bullish divergence as a solid signal that a rally is in sight. Since 2022, Nike has flashed a bullish divergence signal two other times, and on those occasions, the stock rallied more than 50% from the bottom. Meanwhile, Delta Air Lines (DAL) has broken out to new all-time highs after testing resistance at $75 for months. Turning to Micron (MU), the stock continues to rise, but it is flashing a bearish divergence on the daily chart, suggesting that buying momentum is waning. In technical analysis, a bearish divergence is just a warning sign and does not necessarily mean a correction is in sight. All in all, price action and momentum data appear to support Newton’s stance that a potential capital rotation may be underway from semiconductors into consumer discretionary and airlines.

imustbegthequestion

Time for the news drop. Should I fly AAL, DAL, or UAL business class? I need a nap and a clean toilet. #UCBDTHWC

imustbegthequestion

I fly SkyTeam and HATE DAL and Ed Bastian. Damn 767-300ERs.

RobotSquid_

Puts on Delta (DAL). Why? They are the only one of the major airlines not to offer Starlink, because they instead went with Amazon Leo. Guess what satellites were supposed to launch on this rocket and will now be sitting on the ground? Their only other launch options are SpaceX (fully booked with Starlink), Ariane (capacity constrained), Atlas V (only two or so rockets left) and Vulcan (uses the same engines as this rocket). Also they are currently petitioning the FCC to extend their license because they already missed the deadline to launch a thousand satellites or something. This probably delays their service by a year, a year during which other airlines will have Starlink and Delta will be left hanging.

sdanielsmith

I've learned (am learning) to go into a trade with a plan to exit the trade. I sell up to 70% of the position on the way to and at my target, and then I let the rest ride. Sort of. I usually sell tbh because I don't like the stress. Did that with DAL, D, and IBM this week. If they keep going up, I look for a new base to trade them from later. That's what I'm doing with NVDA. Just because you sell your current position for a profit doesn't mean you won't have a reentry point later. Or that you have to sell the whole thing.

zxc123zxc123

LYFTards unite! I should have exited after [my brainlet "Taxi close now, but maybe after pandemic taxi open" investment idea.](https://substackcdn.com/image/fetch/$s_!40Zw!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F885c612a-5220-4377-9092-deb040083fd7_1200x600.jpeg) With 20/20 hindsight, I was on the genius side for DAL but brainlet side for LYFt. It worked and I should have just taken my W. Instead I take multiple Ls.

_SirPunsALot_

I find the AMZN sell a bit more surprising than the DAL buy.

IncidentSome4403

I don’t like or understand the DAL buy at all, airlines are terrible at returning value to shareholders. I’m quickly losing faith in Abel.

jcpopm

Berkshire went with the "sell DAL at decade low, buy at all-time high in the middle of a pending jet fuel shock" strategy. Intriguing.

charon-the-boatman

These are all major changes reported yesterday from major institutional fund managers; * **Delta Air Lines (DAL):** Berkshire Hathaway made a massive return to airlines, dropping **$2.65B** to build a 39.8M share stake in Delta—reversing Buffett's 2020 pandemic exit. * **Alphabet (GOOGL):** Berkshire aggressively tripled its stake in Google's parent company, adding **36.4M shares** to make it their 7th largest holding ($15.6B total). * **Microsoft (MSFT):** Bill Ackman’s Pershing Square bought the dip after MSFT's early-year pullback, establishing a massive new **5.65M share** flagship position. * **Amazon (AMZN) & Entertainment:** Berkshire completely exited its legacy positions in **Amazon** and trimmed down its consumer stakes to consolidate firepower. * **Visa (V), Mastercard (MA), & UnitedHealth (UNH):** Berkshire liquidated its entire stake in these financial and healthcare giants, reducing its total stock count from 42 down to 29. * **Alphabet (GOOG):** Bill Ackman aggressively gutted his existing Google position, cutting it down to just over 311k shares. * **Chevron (CVX):** Berkshire took massive profits on energy, dumping roughly **$8 billion** worth of Chevron shares after it hit all-time highs in March. Yes it's true, I have used AI to help me make this list.

Lower_Skin_3683

DAL jumped AH ole Buffy put some money in and now it's everyone in the pool?

Schmergenheimer

The way you phrased your question and other comment tells me that Etrade is saving you from yourself. Naked shorting a stock offers a fixed potential return but unlimited potential loss. On something like DAL, BAC, or MO that are very established companies, the likelihood that they go up by 50% in a couple of days is very low. On a penny stock, it's much more likely. When it does happen, if you don't have enough cash or other marginable securities, you'll be subject to a margin call, and the amount could be a lot. When shorting a stock with a higher price, you could short it hoping it drops 5% and still make a decent amount of money. With a penny stock, it might have to lose 50% of its value to get the same dollar per share return. That said, with a penny stock, you could see that kind of swing (in or against your favor) from a Facebook post, which isn't something you'd see on more established stocks. There's also the fact that Etrade has to find shares for you to short. This means they need a customer who has a long position and has signed a lending agreement. Etrade needs to pay them the going interest rate for the stock, which can be 30% or 60% on a penny stock (compared with 2% on something like SPY). You'll be paying that interest. You'll also be responsible for covering any dividends that happen while your short position is open. If Etrade has no customers who are long the shares, the can't let you short them. The reality for most retail traders is that naked shorting is too much risk with too little reward. Unless you have non-public information to trade on, your ability to time a short properly is going to be overshadowed by all of the institutions doing the same. Your best way to bet on a stock going down is to buy puts.

apesmarket_io

That missing fuel curve date is actually a pretty important detail. If DAL/UAL clearly disclosed their curve assumptions and AAL didn’t, then the thesis is less just “fuel estimate looks wrong” and more “AAL gave less transparent guidance around the most important variable.” I think sticking to peer guidance comparisons is reasonable if you don’t have access to the exact curve. The cleaner argument might be: AAL’s implied fuel assumption looks materially different from peers, they didn’t explain the curve as clearly, and the market may punish that if Q2 forces a reset. The one thing I’d be careful with is separating “shady” from “less transparent.” Shady may be true, but less transparent is easier to defend if someone pushes back.

Mental-At-ThirtyFive

I never understood naked puts unless they are for income - aka Tasty's ~50DTE entry/21DRTE exit - as a retail investor If I am outright negative on AAL (I don't have a view), I will 1) do pair trades. (AAL vs UAL or DAL as it is a zero sum game within the airline industry. The weak remains weak until there is a airline specific big event) or 2) sell call spreads Also, consider what Spirit news does for your thesis

dljmonkeyboiz

You can own your own refineries … DAL

zxc123zxc123

No one knows about supply shocks but if I had to guess? Probably look for the high quality among the cheapies (Mag8 dips, MSFT among Saaspolocypse, LVMH/NKE to play the rebounds instead of say TPR, strong industrials like DAL if it dips), inflation hedges like gold if it's below $4k or pricing power strength via AXP/V/MA on better PE valuations, probably deleveraging from UPRO to SSO and SSO to VOO now, commodities might be good but it's too hard to guess, RE if you can afford it, and probably don't hold too much cash but if you do then probably just a small amount in ST notes. I think this cause I see inflation coming down the pipeline.

Full_Cash6140

DAL flat again.... Can this market be serious for even 1 hour?

LaggingIndicator

Airlines buy fuel in huge bulk and get large discounts. I believe last year they paid something like $2.00/gallon. You’re that confident the price of fuel more than doubles AND they can’t make it up with increasing ticket prices while all airlines are reporting demand is STRONG? If anything I think their fuel costs are wildly pessimistic. Another difference between AAL/UAL/DAL is that UAL and DAL travel more overseas where these shortages hit hardest. AAL is less exposed to fuel shortages than UAL and DAL. DAL has a refinery to mitigate some of the crack spreads and UAL does not. UAL with their heavy TPAC flying is probably most exposed and actually has room to fall rather than AAL which is already priced in the dumps.

ballistic762

Spot on. The mental gymnastics here are incredible. Last week, the narrative was that war and high oil prices would crush margins; now that we’ve had a green day, suddenly '*inflation is a tailwind for equities*’. This is the definition of Monday morning quarterbacking. If you look at the post histories of the people claiming this was obvious, none of them were calling for a rally before the tickers turned green. They just wait for the market to move and then cherry-pick a macro reason to justify it **after the fact**. Personally, I expect a dip this summer, starting by mid-May. The reality is that high oil and rising inflation are structural drags on the economy. We are not getting a big crash, just anemic growth and red tickers for consumer. Currently I have some shorts in $CCL & $DAL. Cruises are the ultimate discretionary spend. They are also floating cities that run on large amounts of fuel. My thesis is that rising costs plus falling bookings equal a disaster for their margins.

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.