Delta Air Lines Inc (DAL)

$70.23 -1.32 (-1.84%)
Market Cap 47.01B
Revenue (ttm) 63.36B
Net Income (ttm) 5.01B
EPS (ttm) N/A
PE Ratio 11.84
Forward PE 13.50
Profit Margin 7.90%
Debt to Equity Ratio 0.70
Volume 7,336,000
Avg Vol 11,872,937
Day's Range N/A - N/A
Shares Out 656.99M
Stochastic %K 22%
Beta 1.25
Analysts Strong Sell
Price Target $81.68

Company Profile

Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Detroit, Minneapolis-St. Paul, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico...

Industry: Airlines
Sector: Industrials
Phone: 404-715-2191
Address:
1030 Delta Boulevard, Atlanta, United States
D011
D011 May. 16 at 3:28 AM
$DAL brk sold Delta in 2020 at $20 and buying back at $70. Wth is going. They have lost their mind
2 · Reply
JustTryin38
JustTryin38 May. 16 at 2:28 AM
$DAL ah yes airlines, traditionally one of the most highly profitable industries
0 · Reply
MountCapital
MountCapital May. 16 at 12:54 AM
$DAL MAGA death cult
1 · Reply
Tfukalis
Tfukalis May. 16 at 12:04 AM
$DAL buying very secured and profitable food companies, in my opinion, is a much better bargain, for long term investment than buying airline companies. Some food companies like Conagra pays 10% dividend yield. Even if we have a new world war food will still be in demand.
1 · Reply
jewell69
jewell69 May. 15 at 11:54 PM
EL AVISO ! STAY AWAY from Africa; nbc nightly news reporting 65 dead on new new new ebola outbreak in "w africa" stay away from: $CAFRX $EZA $TRAMX FWIW $EEM IS Africa/Middle East: 7.39% 7:53 PM EDT 5/15/26 don't forget, 11,000 killed 10 years ago (so says nbc nightly news) I remember $DAL had a route in / out of a very very nearby country 10 years ago.
0 · Reply
topstockalerts
topstockalerts May. 15 at 11:44 PM
Appaloosa, the hedge fund founded by David Tepper, made a sharp portfolio shift in the first quarter by completely exiting its positions in the three major U.S. airlines—Delta Air Lines, American Airlines, and United Airlines—according to its latest regulatory disclosure. The move comes as the airline sector faces renewed pressure from rising fuel costs, which have been driven higher by geopolitical tensions, including the war involving Iran. Higher fuel prices typically squeeze airline margins, especially for carriers that already operate on thin profitability and are sensitive to cost volatility. Despite earlier signals from Delta’s CEO Ed Bastian suggesting travel demand remained resilient, the hedge fund opted to fully step away from the sector. At the same time, Appaloosa redeployed capital into companies viewed as more resilient or growth-oriented in the current environment. The fund increased its exposure to Amazon. $DAL $AAL $UAL $AMZN $UBER
0 · Reply
opticaldog
opticaldog May. 15 at 10:50 PM
$DAL oh boy. Berkshire is making a huge mistake.
1 · Reply
topstockalerts
topstockalerts May. 15 at 10:16 PM
Berkshire Hathaway disclosed new stakes in Delta Air Lines and Macy’s during Q1 under CEO Greg Abel, according to a Friday regulatory filing. Shares rose 3% and 5%, respectively, in after-hours trading following the news. The Omaha-based conglomerate bought nearly 40 million Delta shares and about 4 million Macy’s shares. Berkshire exited positions in Aon, Amazon, Domino’s Pizza, Mastercard, Visa, and UnitedHealth Group during the quarter. These smaller holdings may have been managed by former investment manager Todd Combs, who joined JPMorgan Chase in April. UnitedHealth shares fell 2.4% in after-hours trading, while the other divested positions saw limited movement. Abel, who became CEO in January following Warren Buffett’s retirement, reaffirmed Apple, American Express, Coca-Cola, and Moody’s as core holdings and said Berkshire would maintain its concentrated equity investment strategy. $DAL $M $BRK.A
0 · Reply
StockMomentumLab
StockMomentumLab May. 15 at 9:34 PM
TEPPER Q1 2026 — SHARP MACRO ROTATION CONFIRMED Latest 13F read shows continued unwinding of legacy cyclicals + China exposure while capital concentrates into AI, energy, and platform growth. 👉Click to view @StockMomentumLab for timely updates amid the volatility. Recent reductions/exits: $UAL $52M — airlines pressure fully unwinding $DAL $33M — further airline de-risking $FXI $42M — China large-cap exposure trimmed $GT $22M — Goodyear industrial exposure reduced Macro message is consistent: less China beta, less travel cyclicals, more AI + power + infrastructure sensitivity. Meanwhile capital continues clustering into AMZN, UBER, VST, and EWY-linked exposure. This is not random trimming — it’s a directional shift in risk appetite. Early signal of institutional capitulation in old economy trades, or just rotation chasing the strongest tape?
0 · Reply
notreload_ai
notreload_ai May. 15 at 9:01 PM
$BRK.B bought a $2.6B stake in $DAL again and also took a small new position in $M while reshaping its portfolio in Q1 2026. https://notreload.xyz/berkshire-buys-stake-in-delta-air-lines/
0 · Reply
Latest News on DAL
Delta, Macy’s jump after Berkshire discloses new positions

2026-05-16T11:35:11.000Z - 3 hours ago

Delta, Macy’s jump after Berkshire discloses new positions

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Berkshire Hathaway reveals stakes in Delta, Macy's as portfolio reshuffled under Warren Buffett's successor

May 15, 2026, 6:11 PM EDT - 17 hours ago

Berkshire Hathaway reveals stakes in Delta, Macy's as portfolio reshuffled under Warren Buffett's successor

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Berkshire Boosted Stake in Alphabet in First Quarter, Bought Delta Air, Sold Visa, Mastercard

May 15, 2026, 5:50 PM EDT - 17 hours ago

Berkshire Boosted Stake in Alphabet in First Quarter, Bought Delta Air, Sold Visa, Mastercard

GOOG GOOGL MA V

This hedge fund just dumped the ‘big three' airline stocks, as the industry faces soaring fuel costs

May 15, 2026, 5:48 PM EDT - 17 hours ago

This hedge fund just dumped the ‘big three' airline stocks, as the industry faces soaring fuel costs

AAL UAL

Berkshire's Abel sours on some of Warren Buffett's picks, while betting big on Delta

May 15, 2026, 5:41 PM EDT - 17 hours ago

Berkshire's Abel sours on some of Warren Buffett's picks, while betting big on Delta

Berkshire Hathaway triples Alphabet stake — and reveals new bet on Delta

May 15, 2026, 5:35 PM EDT - 17 hours ago

Berkshire Hathaway triples Alphabet stake — and reveals new bet on Delta

GOOG GOOGL

Berkshire Hathaway returns to airlines with $2.6 billion stake in Delta Air Lines

May 15, 2026, 4:34 PM EDT - 18 hours ago

Berkshire Hathaway returns to airlines with $2.6 billion stake in Delta Air Lines

Berkshire Added Positions in Delta and Macy's During Abel's First Quarter as CEO

May 15, 2026, 4:31 PM EDT - 18 hours ago

Berkshire Added Positions in Delta and Macy's During Abel's First Quarter as CEO

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Delta Passed on Starlink. Should Investors Care?

May 15, 2026, 10:59 AM EDT - 1 day ago

Delta Passed on Starlink. Should Investors Care?

Delta gives workers 4% pay raise amid industry uncertainty

May 14, 2026, 2:45 PM EDT - 1 day ago

Delta gives workers 4% pay raise amid industry uncertainty

Delta won't use Starlink. Elon Musk is not happy.

May 14, 2026, 1:37 PM EDT - 1 day ago

Delta won't use Starlink. Elon Musk is not happy.

Delta adds four round-trip flights between U.S. and Europe for football matches

2026-05-13T19:53:47.000Z - 2 days ago

Delta adds four round-trip flights between U.S. and Europe for football matches

Delta Air Lines to Present at the TD Cowen Future of the Consumer Conference

May 13, 2026, 10:30 AM EDT - 3 days ago

Delta Air Lines to Present at the TD Cowen Future of the Consumer Conference

Spirit's Big Fail: Oversized Planes Are Breaking Low-Cost Airlines

May 13, 2026, 5:45 AM EDT - 3 days ago

Spirit's Big Fail: Oversized Planes Are Breaking Low-Cost Airlines

AAL ALK ATRO BA CPA IYT JBHT

This is how much airlines pay to fuel passenger jets as oil tops $100 a barrel — and what it means for ticket prices

May 12, 2026, 5:18 PM EDT - 3 days ago

This is how much airlines pay to fuel passenger jets as oil tops $100 a barrel — and what it means for ticket prices

JETS AAL JBLU LUV UAL

Delta Air Lines price target raised to $88 from $81 at Bernstein

2026-05-11T11:50:51.000Z - 5 days ago

Delta Air Lines price target raised to $88 from $81 at Bernstein

Option traders moderately bearish in Delta Air Lines with shares up 0.22%

2026-05-08T22:09:51.000Z - 7 days ago

Option traders moderately bearish in Delta Air Lines with shares up 0.22%

Mixed options sentiment in Delta Air Lines with shares down 0.47%

2026-05-07T22:13:46.000Z - 8 days ago

Mixed options sentiment in Delta Air Lines with shares down 0.47%

'HEY CONGRESS, YOU SCREWED US': Airlines for America CEO BLASTS political games

May 6, 2026, 3:30 PM EDT - 9 days ago

'HEY CONGRESS, YOU SCREWED US': Airlines for America CEO BLASTS political games

AAL ALK JBLU JETS LUV UAL

Airlines spent 56.4% more on jet fuel in month after Iran war started, U.S. government says

May 6, 2026, 12:22 PM EDT - 9 days ago

Airlines spent 56.4% more on jet fuel in month after Iran war started, U.S. government says

AAL JBLU JETS LUV UAL

These airlines have cut the most flights this summer as jet fuel prices skyrocket

May 6, 2026, 11:35 AM EDT - 9 days ago

These airlines have cut the most flights this summer as jet fuel prices skyrocket

AAL JETS UAL

US airlines spent $1.8 billion more on fuel in March as prices jumped

May 6, 2026, 11:30 AM EDT - 9 days ago

US airlines spent $1.8 billion more on fuel in March as prices jumped

AAL ALK JETS LUV UAL

Airlines trim 13,000 May flights as jet fuel costs spike globally

May 6, 2026, 8:43 AM EDT - 10 days ago

Airlines trim 13,000 May flights as jet fuel costs spike globally

JETS

Delta cuts snacks and drinks from hundreds of daily flights as social media gripes over barebones air travel

May 5, 2026, 3:51 PM EDT - 10 days ago

Delta cuts snacks and drinks from hundreds of daily flights as social media gripes over barebones air travel

Delta is canceling hundreds of flights due to crew and scheduling challenges, an internal memo shows

May 4, 2026, 5:09 PM EDT - 11 days ago

Delta is canceling hundreds of flights due to crew and scheduling challenges, an internal memo shows

Spirit Airlines is no more, but discount plane tickets are here to stay

May 4, 2026, 5:00 PM EDT - 11 days ago

Spirit Airlines is no more, but discount plane tickets are here to stay

AAL ALGT JBLU SNCY UAL ULCC

Bearish options flow identified in Delta Air Lines with shares down 0.7%

2026-05-04T20:38:34.000Z - 11 days ago

Bearish options flow identified in Delta Air Lines with shares down 0.7%

Jet Fuel Prices Are Soaring. Airlines and Travelers Will Feel It.

May 4, 2026, 10:19 AM EDT - 12 days ago

Jet Fuel Prices Are Soaring. Airlines and Travelers Will Feel It.

AAL ABEV ALK CPA JETS LUV RYAAY

Airlines work to help stranded Spirit passengers after budget carrier collapses

May 2, 2026, 11:12 AM EDT - 14 days ago

Airlines work to help stranded Spirit passengers after budget carrier collapses

JBLU JETS LUV

Delta Air Lines Invests $500M in Workers’ Wage Hikes Despite Share Price Bash

2026-05-01T14:33:50.000Z - 15 days ago

Delta Air Lines Invests $500M in Workers’ Wage Hikes Despite Share Price Bash

AAL

Japan's ANA, JAL say Middle East war lifts fuel costs, no immediate supply issues

Apr 30, 2026, 6:28 AM EDT - 16 days ago

Japan's ANA, JAL say Middle East war lifts fuel costs, no immediate supply issues

AAL ALK BBJP DBJP DFJ DXJ EWJ

Bearish options flow identified in Delta Air Lines with shares down 1.39%

2026-04-29T21:11:18.000Z - 16 days ago

Bearish options flow identified in Delta Air Lines with shares down 1.39%

Delta extends pause of Atlanta-Tel Aviv service through Nov. 30

2026-04-29T18:26:24.000Z - 16 days ago

Delta extends pause of Atlanta-Tel Aviv service through Nov. 30

Iran war, jet fuel concerns cloud airlines' summer holiday plans

Apr 29, 2026, 2:03 AM EDT - 17 days ago

Iran war, jet fuel concerns cloud airlines' summer holiday plans

AAL ALK IYT JBLU JETS LUV UAL

Airlines will have a hard time making profits as jet fuel increases, expert says

Apr 28, 2026, 11:30 PM EDT - 17 days ago

Airlines will have a hard time making profits as jet fuel increases, expert says

AAL ALGT ALK JBLU JETS LUV UAL

U.S. airlines are hiking fares — and travelers keep booking

Apr 28, 2026, 4:28 PM EDT - 17 days ago

U.S. airlines are hiking fares — and travelers keep booking

AAL JBLU LUV UAL ULCC

Airfare data shows how ticket prices may jump if Spirit collapses

Apr 28, 2026, 5:01 AM EDT - 18 days ago

Airfare data shows how ticket prices may jump if Spirit collapses

AAL ALK HASI HEI IYT JBLU JETS

Airfares may stay sky-high even if fuel prices fall, airline CEOs warn

Apr 27, 2026, 11:22 AM EDT - 18 days ago

Airfares may stay sky-high even if fuel prices fall, airline CEOs warn

AAL JBLU LUV UAL

Budget Airlines Pitch Trump Administration on $2.5 Billion Relief Plan

Apr 26, 2026, 9:25 PM EDT - 19 days ago

Budget Airlines Pitch Trump Administration on $2.5 Billion Relief Plan

AAL BKNG CCL JBLU LUV RYAAY UAL

Wheels Up appoints Delta Air Lines CFO Erik Snell to board

2026-04-24T11:55:39.000Z - 22 days ago

Wheels Up appoints Delta Air Lines CFO Erik Snell to board

UP

Delta Air Lines Declares Quarterly Dividend

Apr 23, 2026, 4:30 PM EDT - 22 days ago

Delta Air Lines Declares Quarterly Dividend

Airlines are facing higher fuel costs and cutting fares at the same time. How does that work?

Apr 23, 2026, 11:20 AM EDT - 22 days ago

Airlines are facing higher fuel costs and cutting fares at the same time. How does that work?

AAL JBLU LUV UAL

American Airlines, United, Delta, Suffer Amid Fuel Fears, Flight Delays. What to Know Ahead of Earnings.

Apr 20, 2026, 6:07 AM EDT - 26 days ago

American Airlines, United, Delta, Suffer Amid Fuel Fears, Flight Delays. What to Know Ahead of Earnings.

AAL UAL

Airlines Won't Lower Prices Soon, Says Brian Kelly, the 'Points Guy'

Apr 17, 2026, 3:02 PM EDT - 4 weeks ago

Airlines Won't Lower Prices Soon, Says Brian Kelly, the 'Points Guy'

AAL JBLU LUV UAL

Airline and cruise stocks soar, as ‘TACO' gives way to ‘trust in Trump alone'

Apr 17, 2026, 1:38 PM EDT - 4 weeks ago

Airline and cruise stocks soar, as ‘TACO' gives way to ‘trust in Trump alone'

AAL CCL JBLU LUV NCLH RCL UAL

Airline CEOs urged by lawmaker to lower fares if fuel prices come down

Apr 16, 2026, 9:44 AM EDT - 4 weeks ago

Airline CEOs urged by lawmaker to lower fares if fuel prices come down

JBLU LUV UAL

These stocks are taking big hits from worries about higher gasoline prices

Apr 13, 2026, 2:07 PM EDT - 4 weeks ago

These stocks are taking big hits from worries about higher gasoline prices

AAL BBY CCL F JETS LEVI MCD

Delta Air Lines unveils first new Delta One suite in premium cabin arms race

Apr 13, 2026, 9:00 AM EDT - 4 weeks ago

Delta Air Lines unveils first new Delta One suite in premium cabin arms race

Airline stocks are dropping as Trump's Hormuz blockade intensifies fears of a jet fuel shortage

Apr 13, 2026, 6:43 AM EDT - 4 weeks ago

Airline stocks are dropping as Trump's Hormuz blockade intensifies fears of a jet fuel shortage

AAL JBLU LUV UAL

Delta's Ace in the Hole for Surging Jet Fuel Costs: Its Own Refinery

Apr 9, 2026, 5:30 AM EDT - 5 weeks ago

Delta's Ace in the Hole for Surging Jet Fuel Costs: Its Own Refinery

Delta, Southwest hike checked bag fees as airlines face surging fuel costs

Apr 8, 2026, 3:31 PM EDT - 5 weeks ago

Delta, Southwest hike checked bag fees as airlines face surging fuel costs

LUV

Delta scraps capacity growth plans as fuel price surge drives up costs

Apr 8, 2026, 1:18 PM EDT - 5 weeks ago

Delta scraps capacity growth plans as fuel price surge drives up costs

Delta Air Lines is reducing flights and raising fees as it combats fuel shock. Here's why the stock is up anyway

Apr 8, 2026, 1:11 PM EDT - 5 weeks ago

Delta Air Lines is reducing flights and raising fees as it combats fuel shock. Here's why the stock is up anyway

Delta CEO says airline will reduce capacity growth plans as jet fuel costs soar

Apr 8, 2026, 12:01 PM EDT - 5 weeks ago

Delta CEO says airline will reduce capacity growth plans as jet fuel costs soar

Delta CEO braces flyers for higher fares amid surge in oil prices tied to Iran war

Apr 8, 2026, 11:51 AM EDT - 5 weeks ago

Delta CEO braces flyers for higher fares amid surge in oil prices tied to Iran war

Delta Air Lines Earnings Call Transcript: Q1 2026

Apr 8, 2026, 10:00 AM EDT - 5 weeks ago

Delta Air Lines Earnings Call Transcript: Q1 2026

Delta stock soars 11% as Iran cease-fire, earnings boost outlook

Apr 8, 2026, 9:53 AM EDT - 5 weeks ago

Delta stock soars 11% as Iran cease-fire, earnings boost outlook

Iran ceasefire, Delta earnings, the Navy's retail woes and more in Morning Squawk

Apr 8, 2026, 8:22 AM EDT - 5 weeks ago

Iran ceasefire, Delta earnings, the Navy's retail woes and more in Morning Squawk

Delta's stock soars after a well-timed earnings report showed higher fuel costs weren't an issue

Apr 8, 2026, 7:40 AM EDT - 5 weeks ago

Delta's stock soars after a well-timed earnings report showed higher fuel costs weren't an issue

Delta pulls growth plans as fuel spike drives up costs, dents Q2 profit

Apr 8, 2026, 6:36 AM EDT - 5 weeks ago

Delta pulls growth plans as fuel spike drives up costs, dents Q2 profit

Delta CEO says airline will 'meaningfully' cut growth plans, sees $300 million boost from its refinery

Apr 8, 2026, 6:32 AM EDT - 5 weeks ago

Delta CEO says airline will 'meaningfully' cut growth plans, sees $300 million boost from its refinery

D011
D011 May. 16 at 3:28 AM
$DAL brk sold Delta in 2020 at $20 and buying back at $70. Wth is going. They have lost their mind
2 · Reply
JustTryin38
JustTryin38 May. 16 at 2:28 AM
$DAL ah yes airlines, traditionally one of the most highly profitable industries
0 · Reply
MountCapital
MountCapital May. 16 at 12:54 AM
$DAL MAGA death cult
1 · Reply
Tfukalis
Tfukalis May. 16 at 12:04 AM
$DAL buying very secured and profitable food companies, in my opinion, is a much better bargain, for long term investment than buying airline companies. Some food companies like Conagra pays 10% dividend yield. Even if we have a new world war food will still be in demand.
1 · Reply
jewell69
jewell69 May. 15 at 11:54 PM
EL AVISO ! STAY AWAY from Africa; nbc nightly news reporting 65 dead on new new new ebola outbreak in "w africa" stay away from: $CAFRX $EZA $TRAMX FWIW $EEM IS Africa/Middle East: 7.39% 7:53 PM EDT 5/15/26 don't forget, 11,000 killed 10 years ago (so says nbc nightly news) I remember $DAL had a route in / out of a very very nearby country 10 years ago.
0 · Reply
topstockalerts
topstockalerts May. 15 at 11:44 PM
Appaloosa, the hedge fund founded by David Tepper, made a sharp portfolio shift in the first quarter by completely exiting its positions in the three major U.S. airlines—Delta Air Lines, American Airlines, and United Airlines—according to its latest regulatory disclosure. The move comes as the airline sector faces renewed pressure from rising fuel costs, which have been driven higher by geopolitical tensions, including the war involving Iran. Higher fuel prices typically squeeze airline margins, especially for carriers that already operate on thin profitability and are sensitive to cost volatility. Despite earlier signals from Delta’s CEO Ed Bastian suggesting travel demand remained resilient, the hedge fund opted to fully step away from the sector. At the same time, Appaloosa redeployed capital into companies viewed as more resilient or growth-oriented in the current environment. The fund increased its exposure to Amazon. $DAL $AAL $UAL $AMZN $UBER
0 · Reply
opticaldog
opticaldog May. 15 at 10:50 PM
$DAL oh boy. Berkshire is making a huge mistake.
1 · Reply
topstockalerts
topstockalerts May. 15 at 10:16 PM
Berkshire Hathaway disclosed new stakes in Delta Air Lines and Macy’s during Q1 under CEO Greg Abel, according to a Friday regulatory filing. Shares rose 3% and 5%, respectively, in after-hours trading following the news. The Omaha-based conglomerate bought nearly 40 million Delta shares and about 4 million Macy’s shares. Berkshire exited positions in Aon, Amazon, Domino’s Pizza, Mastercard, Visa, and UnitedHealth Group during the quarter. These smaller holdings may have been managed by former investment manager Todd Combs, who joined JPMorgan Chase in April. UnitedHealth shares fell 2.4% in after-hours trading, while the other divested positions saw limited movement. Abel, who became CEO in January following Warren Buffett’s retirement, reaffirmed Apple, American Express, Coca-Cola, and Moody’s as core holdings and said Berkshire would maintain its concentrated equity investment strategy. $DAL $M $BRK.A
0 · Reply
StockMomentumLab
StockMomentumLab May. 15 at 9:34 PM
TEPPER Q1 2026 — SHARP MACRO ROTATION CONFIRMED Latest 13F read shows continued unwinding of legacy cyclicals + China exposure while capital concentrates into AI, energy, and platform growth. 👉Click to view @StockMomentumLab for timely updates amid the volatility. Recent reductions/exits: $UAL $52M — airlines pressure fully unwinding $DAL $33M — further airline de-risking $FXI $42M — China large-cap exposure trimmed $GT $22M — Goodyear industrial exposure reduced Macro message is consistent: less China beta, less travel cyclicals, more AI + power + infrastructure sensitivity. Meanwhile capital continues clustering into AMZN, UBER, VST, and EWY-linked exposure. This is not random trimming — it’s a directional shift in risk appetite. Early signal of institutional capitulation in old economy trades, or just rotation chasing the strongest tape?
0 · Reply
notreload_ai
notreload_ai May. 15 at 9:01 PM
$BRK.B bought a $2.6B stake in $DAL again and also took a small new position in $M while reshaping its portfolio in Q1 2026. https://notreload.xyz/berkshire-buys-stake-in-delta-air-lines/
0 · Reply
ChipDistribution7
ChipDistribution7 May. 15 at 8:54 PM
$BRK.B Q1 showing a few interesting adds — Delta $DAL and Macy’s $M among them. What stands out isn’t the names themselves, but the consistency of Berkshire’s style shift: selective, value-oriented, and still leaning into real-economy cash flow businesses. Important context: this is also the first reporting cycle after Buffett stepped back from day-to-day leadership, so naturally the market is watching for any subtle changes in positioning behavior. Nothing here screams “new strategy” — more like continued disciplined capital deployment into beaten-down, cash-generative names. Curious if this is just routine allocation… or early signal of a tone shift under the new structure. Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!
0 · Reply
stevo69
stevo69 May. 15 at 8:50 PM
$AC.TSX Now I know why. $BRK.A Just brought a huge stake in $DAL Delta. Very bullish for airline sector.
2 · Reply
minimalistreview
minimalistreview May. 15 at 8:49 PM
Berkshire Hathaway latest disclosure shows new positions in $DAL Delta Air Lines and $M Macy’s, alongside a significant increase in $GOOGL exposure by roughly 200%. The positioning suggests a repricing of overly pessimistic consumer and cyclical narratives. Airlines reflect a bet on easing oil prices and resilient travel demand, while retail implies expectations of gradual demand stabilization. At the same time, Alphabet continues to be reinforced as a core AI and advertising compounder. The overall shift signals capital rotation toward cash-flow durability and earnings resilience over sentiment-driven trading.
0 · Reply
lextrading
lextrading May. 15 at 8:47 PM
$V Why would you reduce your Visa and $MA and close $AMZN while adding to a cyclical business like $DAL. Delta is trading at its historical peaks.
2 · Reply
cloudhedge
cloudhedge May. 15 at 8:45 PM
Latest update: Berkshire Hathaway $BRK.B added two new positions in Q1, Delta Air Lines $DAL and Macy’s $M. One notable detail is that this is the first quarterly filing released without Warren Buffett directly managing the portfolio. Is the market going to read this as a shift in positioning, or just another routine adjustment? Follow me 👉 @cloudhedge for real-time updates and everything. Let’s make moves!
0 · Reply
Ozzyinmtl
Ozzyinmtl May. 15 at 8:42 PM
$DAL yes buffet has taken a $2 billion steak in Delta
0 · Reply
NeverFadeTheOracle
NeverFadeTheOracle May. 15 at 8:31 PM
$DAL Could be Wareen Buffets last Major Buy Since $GOOGL Smart since airlines are mostly Fooked
0 · Reply
Lbjr
Lbjr May. 15 at 8:21 PM
$DAL what a dumbass. planes dont fly without jet fuel.
0 · Reply
chartistmind
chartistmind May. 15 at 8:20 PM
$DAL $QQQ $SPY Buffett I am on to you. you are the greatest breakout technician i’ve ever seen. $BRK.B
0 · Reply
Jimmy_Javelin
Jimmy_Javelin May. 15 at 8:19 PM
$DAL $SPY $QQQ BREAKING: Berkshire Hathaway initiated 2.6B position in Delta Airlines
1 · Reply
MountCapital
MountCapital May. 15 at 1:22 PM
$DAL MAGA has killed the once beautiful USA
1 · Reply
Championinvestor
Championinvestor May. 15 at 1:06 PM
$ALK $AAL $UAL $DAL $JBLU Just published:
1 · Reply