Delta Air Lines and American Airlines look vulnerable because jet fuel supply is extremely tight. x.com 

Airline stocks are a no-brainer long as Delta Air Lines lifts off its 10-month EMA on the monthly chart despite oil and rate pressures. x.com 

American, United, Southwest and Frontier are heading into peak summer travel with strong demand and some of the hottest chart bases. The World Cup adds another travel tailwind, and lower fuel costs could boost margins. x.com 

Delta Air Lines looks set to take a major blow to its reputation from the Delta/Starlink situation, which prompts a rare bearish view on the stock. This is probably an overreaction, though, and there is no plan to actually short it. x.com  x.com 

Airlines' fuel-driven fare hikes are finally cracking consumer demand. TSA checkpoint traffic is firmly negative year over year, while the airline ETF is breaking down. x.com 

Delta Air Lines looks extremely bullish because its pullback has been inefficient after a near-decade resistance level flipped into support on its largest buy volume since the COVID low. A $2 billion buy day was the largest since last summer, and the quarterly and monthly charts still show that heavy buying. x.com 

United Airlines is a stock to avoid in October. Oil is at an all-time high, flights are getting canceled and refunds are stacking up. x.com 

Airlines remain a bad industry, and their new capacity discipline looks more like a lucky accident than strategy. Someone, probably American Airlines, will start dumping capacity on routes again and push margins back to zero. Oil may rise again and consumer spending may roll over. x.com 

United Airlines is showing that even a supposedly uninvestable airline can produce powerful earnings growth. Despite razor-thin margins, fuel, labor, debt and cyclical demand, Q1 FY26 revenue rose 11% to $14.6 billion, operating income 64% to $997 million, net income 81% to $699 million and diluted EPS 84% to $2.14. The quarter earns an A grade. x.com 

United Airlines is dead money as the Iran war drives up its fuel bill. The Kobeissi Letter reports United's fuel costs rose by $340 million in the first quarter of 2026. x.com