May. 14 at 8:12 PM
$NCLH Here is why the sub-
$16 print today is pure "phlegm":
The Viking Proxy: Viking just reported a 17.5% revenue jump and occupancy at 94.7%. In the cruise world, Viking is the "lead ship." If they are 92% booked for the year, the "soft demand" narrative the shorts are using to crush NCLH is objectively false.
The "Insider" Manual Override: While the vultures are selling, a Director at NCLH just disclosed an acquisition of 34% more stock this morning. Insiders don't buy 34% more of a "sinking ship" at
$16—they buy because they know the "self-inflicted wounds" are being stitched up.
Institutional "Sanctuary": Capital International Investors just disclosed a 6.6% stake (30 million shares). The big money is using this "unwarranted crater" to build a fortress, just like you did at
$16.77.
