Norwegian Cruise Ord NCLH

$NCLH closed the week at $17.57 (+16.4% w/w, -3.6% Friday), above the 50-day SMA ($15.39) and below the 200-day ($18.69). RSI14 66.1. Support $14.54, resistance $18.47 (20-day range, top). Broad market sell-off on Friday. Oct 29: Q3 adjusted EPS $1.12, above guidance; full-year 2026 guidance raised (adjusted EPS ~$1.70). CFO transition announced. New hub updated: https://www.merlintrader.com/norwegian-cruise-line-holdings-stock-hub/

$NCLH Comparing the shutdown of Villa Vie's residential cruise ship to Norwegian Cruise Line (NCLH) is comparing apples to oranges. Villa Vie operated a residential cruise model with limited ability to pass rising fuel costs on to customers. Its monthly fuel expenses reportedly jumped from $400,000 to $2 million, a 400% increase. Norwegian operates an entirely different business model, generating billions in revenue from recurring passenger bookings. NCLH reported $2.9 billion in Q3 2026 revenue and approximately $491 million in net income. It also has fuel hedging in place, covering 48% of projected fuel purchases for the remainder of 2026 and 39% for 2027. Does higher fuel cost hurt Norwegian's bottom line? Absolutely. But comparing a small residential cruise operator struggling with cash flow to a multibillion-dollar cruise corporation with diversified revenue, pricing flexibility, and fuel hedges is simply misleading.

$NCLH unlike other posts, I’m willing to bet we see a nice bounce back over 18 and continue up this week. Friday was a red market day, Monday will likely be green.

$NCLH Love the large moves on this stock... but with those moves comes the gaps that at some point NCLH always comes back and fills. I think this is a long hold but I do think she will come back to $16 before continuing to $20... Chidsey and the leadership teams focus on net yields have started to show improvement despite elevated fuel cost. However macro's, potential risk to consumer spending and rising interest rates variables bring uncertainty. Personally, I think it should have a strong run over the next 6 months- again macro allowing. Ive said it before- institutions buy Oct-Dec historically. (Full disclosure- sold half of my ~14.30 avg position at $18 and will load in the $15.75-16.50 area pending volume support-if an opportunity)

$NCLH my covered calls all got exercised at 17 yesterday. Average was 14.46. Oh well, can't cry about getting paid nicely. Will stay on the sideline and get back in if it does it's weird thing of dropping too low again (I think there is still a lot of room for this to go higher fwiw and think anyone buying in that range will be fine.. idk if I'd buy at 18.5 and above just yet though)

$1.9M just went into $NCLH calls. The stock is up about 16% from a week ago. $SPY $QQQ Full read has the biggest contracts behind the flow and where the money is leaning. Anyone else watching this flow on $NCLH? Full story: https://globaltradersacademy.com/articles/norwegian-cruise-nclh-draws-1-9m-in-unusual-call-activity-here-s-what-else-the?utm_source=stocktwits&utm_medium=social Free 14-day trial: https://globaltradersacademy.com/start-trial?a=stocktwits&sym=NCLH&tool=options

$NCLH I have been trimming in the high 15s this week for other buys but held 2050 which I did sell yesterday at 18.29. I did buy back 500 at 17.98 yesterday and then sold 300 at 17.50 or a bit higher for the tech rout again today. My hope is the iran mess ends soon and everything launches up. I will miss with a heavy share count here, but caught the 15.60 avg to 18.29 move. So, fingers crosses, positive pre-midterm hail Mary's get done this weekend. I had a tinfoil hat idea that the Binance job by North Korea was going to help pay for the exit in Iran since the funds are hard to trace. Sponsored by the US maybe? Honestly, at this point, it makes sense. Iran gets a ton of money and shakes hands with the US and it is over. Didn't Obama fly billions over to Iran before? Strange things happen. I just want to make cash where I can.

$NCLHSo $CCL was flat today and this one was down. I guess people just realize that their earnings were bad after all.