《The Stock Market Nervousness, Fed, Elon, AI Chips》
DAL 是最强的航空公司；一旦油价反转，其表现将优于同行，80 以下的价格是有吸引力的买点。
所以你很快又加仓了 Netflix，也加仓了 Delta。也在这波下跌中加仓了 Delta。Delta 与其他航空公司一起被压低，因为原油重回 100 以上。你等着看这反转有多快。
油价一两个工作日。航空公司会大涨，Delta 可能比其他公司涨得更多，因为它是这个板块里最好的选手。我认为 80 以下任何价位都是捡便宜。
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.