DAL

AI-extracted call. Cite this call

He bought into Delta Airlines

AI-extracted call. Cite this call

but if you get a selloff for a period of few days or a week or so where the market is softer, you may want to use that time to get in.

AI-extracted call. Cite this call

would you rather own Delta Airlines or Nvidia if oil is going higher? You'd obviously rather own Nvidia.

AI-extracted call. Cite this call

If oil plummets, you would rather own Delta Airlines than Nvidia because, yeah, sure, it's a positive for Nvidia as well, but it's a much bigger positive for the other areas of the markets.

AI-extracted call. Cite this call

Would you rather own Nvidia or Delta Airlines or restaurants or whatnot if oil goes back above a 100?

AI-extracted call. Cite this call

The other big buy was another $1.6 billion into Delta Airlines, a very strong operator

AI-extracted call. Cite this call

that's why we like Delta ... we like the risk reward better

AI-extracted call. Cite this call

DELTA AIRLINES IS A NAME WE FEEL IS ALSO KIND OF, YOU KNOW, FRONT AND CENTER IN THE AIRLINE INDUSTRY AS FAR AS INNOVATION IN A WAY THAT REALLY MAKES THEIR BUSINESS MODEL INFALLIBLE.

AI-extracted call. Cite this call

I like the riskreward. Five down to make 15 up. I think this is a $100 stock ultimately and the buyers are coming in exactly when they're supposed to.

AI-extracted call. Cite this call

Delta is the best run in the business right now. And I think with some of the consolidation and some of the discounters going out of business, they're just going to pick up more. So I think Delta's probably the best in the business. I you know, I would lean into it.

AI-extracted call. Cite this call

They did add 44% to Delta Air

AI-extracted call. Cite this call

They also added more Delta Airlines, Lennar, New York Times, Macy's.

AI-extracted call. Cite this call

Berkshire, they also increased Delta and LAR while reducing Bank of America, Kroger, New Court, and Capital 1.