How Meet Kevin’s view on $DAL changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo1 entry
2026-09-15Bullish
“The Stock Market Nervousness, Fed, Elon, AI Chips”
DAL is the strongest airline; it will outperform peers on an oil reversal, and prices below 80 are attractive buys.

So, you real quick, you bought more Netflix, you bought more Delta. Also added to Delta on this dip. Delta is being depressed with the other airlines because of crude oil back above 100.

You wait and see how fast that reverses. One or two week days for oil. The airlines will rip and Delta probably more than the others because it is the best player in the group. I think anywhere under 80 gets a steal.