Delta is a buy; it is the best-run airline, and AI-driven pricing and baggage technology could boost profitability by up to 50%, raising margins from 10% to 15%, assuming the economy holds.

Let's look at Delta. I see a double bottom at 80. I bought some more today. I do have a stop in. I think this is the best airline in the world. Um, not just the experience as a user, but the way the company is run. Ed Bastion is is uh phenomenal.

He said this week AI could lift Delta's profitability by as much as 50%. He frames that moving the margins from roughly 10% to 15%. But that's worth billions on a revenue base. Billions.

Delta is working with Fetcher on AI fair setting. As of July 2025, AI was only influencing 3% of fairs. The stated goal is for 20% of all Delta flights to have this AI lens on the pricing.

It's going to work. So long as the economy holds up, it's going to work. Delta also implemented AIdriven baggage technology during the July 2026 quarter. And I don't know what that means, but I like it.

I was ABOUT TO SAY I I DON'T KNOW. [laughter] I don't know. Maybe they put a a data center in the baggage claim.