$DAL 0.60 Developing

Notable posts

• @wallstengine neutral 266 eng

  BERKSHIRE HATHAWAY DISCLOSES Q2 PORTFOLIO Berkshire reported a $299.3B U.S. equity portfolio as of June 30. Notable additions by share count: $GOOGL +45% → $28.2B | 9.4% of portfolio $GOOG +658% → $9.6B | 3.2% $DAL +44% → $5.4B | 1.8% $LEN +30% → $1.2B | 0.4% $M +142% → $173M Notable cuts: $COF -58% → $602M $NUE -52% → $414M $KR -22% → $2.2B $BAC -6% → $27.5B Alphabet is now worth ~$37.8B combined, or 12.6% of Berkshire’s reported equity portfolio.

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• @Venu_7_ neutral 143 eng

  Top Hedge Fund Buys from the latest 13F filings 👀 Renaissance Technologies - $CRWD $META $NVDA $GOOGL $AMZN Tiger Global - $CBRS $AMD $INTC $STX $V Coatue - $MU $SPCX $INTC $CBRS $AMD Stan Druckenmiller -$INSM Calls $GOOGL $AMZN $FOXA $TSLA Calls $META Calls David Tepper - $BA $AMZN $TSM $AAL $SPCX $CRWV Berkshire Hathaway - $GOOGL $GOOG $DAL $LEN $M $DHI Bill Ackman - $NFLX $V $MA $SPGI $ALC $ICE D1 Capital -$SPCX $JCI $META $SHW $NU Whale Rock - $AMD $ALAB $SNOW $TWLO $INTC Baillie Gifford - SPCX MU AMD KLAC AVGO Saudi PIF - SPCX now 65% of the portfolio A few themes really stand out: - SPCX showing up across multiple major funds - Mega-cap AI exposure remains strong through GOOGL AMZN META - Semis continue seeing institutional interest: AMD INTC TSM - Memory remains a divided trade, with funds taking opposite sides - AVGO showing up heavily on the sell side Space. Semis. AI. Memory. Very interesting to see where some of the biggest funds are positioning.

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• @wallstengine bullish 65 eng

  DELTA AIR LINES $DAL Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $17.7B (Est. $17.52B) 🟢; +14% YoY 🔹 Adj. EPS: $1.56 (Est. $1.48) 🟢; -26% YoY 🔹 Pre-Tax Income: $1.4B (Est. $1.30B) 🟢 🔹 Operating Margin: 8.8% (Est. 8.5%) 🟡 🔸 Corporate sales grew double digits Affirms FY26 Guide: 🔹 EPS: $6.50-$7.50 (Est. $6.07) 🟢 🔹 Free Cash Flow: $3B-$4B (Est. $2.52B) 🟢 🔹 Gross Leverage: Approx. 2x Q3 Guide: 🔹 Total Revenue YoY: Up Mid-Teens 🔹 Operating Margin: 11%-13% 🔹 EPS: $2.00-$2.50 (Est. $2.07) 🟢 Other Q2 Metrics: 🔹 Non-Fuel Unit Cost (CASM-Ex): 14.09¢; +6.8% YoY 🔹 After-Tax ROIC: 10.9% Capital Return: 🔹 Dividend: 15% increase beginning September quarter Comments: 🔸 “We delivered $1.4 billion in pre-tax profit while absorbing the highest quarterly fuel expense in our history, reflecting broad demand strength, growing brand preference and momentum across our diversified revenue base.”

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• @wallstengine neutral 54 eng

  Today's Key Events (All EST) — 07/10/2026 04:00: IEA Monthly Oil Report 13:00: US Baker Hughes Total Rig Count Before Open 👇 06:30: Delta Air Lines $DAL

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• @wallstengine bullish 38 eng

  Delta $DAL CEO: World Cup demand was stronger than expected, including from inbound visitors to the U.S.; I think pricing power is sustainable

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• @faststocknewss neutral 41 eng

  DRUCKENMILLER'S DUQUESNE Q2 13F: AMAZON UP 1083%, NEW ALPHABET AND FOX STAKES Largest holdings: - Natera $NTRA: $864.9M - Taiwan Semiconductor $TSM: $281.6M - STMicroelectronics $STM: $232.4M - Invesco S&P 500 Equal Weight ETF $RSP calls: $174.7M - Insmed $INSM: $151.9M - iShares MSCI Brazil ETF $EWZ calls: $145.9M - YPF $YPF: $142.7M - Amazon $AMZN: $129.1M, shares +1083% New positions: - Alphabet $GOOGL: $120.2M - Fox Corp Class A $FOXA: $115.0M - CDW $CDW: $104.6M - Bitdeer $BTDR: $64.7M - Delta Air Lines $DAL: $56.5M - Fluor $FLR: $51.5M - D.R. Horton $DHI: $48.7M - Advanced Micro Devices $AMD: $42.3M - Palo Alto Networks $PANW: $39.8M - Hut 8 $HUT: $36.3M - Fox Corp Class B $FOX: $29.6M - Cavco Industries $CVCO: $24.3M - Hyperliquid Strategies $PURR: $23.2M - Rambus $RMBS: $23.0M - Rhythm Pharmaceuticals $RYTM: $22.6M New calls: - Insmed: $143.9M - Tesla $TSLA: $53.0M - Meta Platforms $META: $28.2M Added: - iShares Russell 2000 ETF $IWM calls: +318% - United Airlines $UAL: +203% - PureCycle Technologies $PCT: +178% - Seagate $STX: +141% - Daktronics $DAKT: +100% - Cleveland-Cliffs $CLF: +82% - ADMA Biologics $ADMA: +80% - CRH $CRH: +47% Exited: - Broadcom $AVGO: $60.7M - Option Care Health $OPCH: $50.3M - Figure Technology $FIGR: $39.1M - Restaurant Brands $QSR: $33.6M - Lattice Semiconductor $LSCC: $30.0M - Humana $HUM: $23.8M - Twilio $TWLO: $22.9M - Jabil $JBL: $21.8M - iShares GSCI Commodity ETF $GSG: $20.7M - Bloom Energy $BE: $18.5M - Intel $INTC: $18.2M Trimmed: - Alcoa $AA: -88% - Roku $ROKU: -75% - Teva $TEVA: -74% - Arm Holdings $ARM: -74% - Woodward $WWD: -68%

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• @wallstengine bullish 32 eng

  Bernstein raised Delta $DAL PT to $93 from $88, keeping an Outperform rating. The firm expects a 2%+ beat in Q2, with demand steady and no clear consumer weakness showing up in the numbers. They see Q2 unit revenue up 12.2% Y/Y and expect Delta to offset 3Q cost/capacity pressure through pricing and load factor.

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• @faststocknewss neutral 24 eng

  BERKSHIRE NEARLY DOUBLES ALPHABET STAKE, NOW ITS THIRD-LARGEST HOLDING Alphabet Class A $GOOGL rose 45% to $28.16B and Class C $GOOG jumped 658% to $9.61B, a combined $37.76B stake that now ranks third in the portfolio, ahead of Coca-Cola. All holdings: - Apple $AAPL: $65.95B - American Express $AXP: $51.28B - Coca-Cola $KO: $32.51B - Bank of America $BAC: $27.54B, shares -6% - Chevron $CVX: $13.99B - Occidental Petroleum $OXY: $12.87B - Chubb $CB: $11.67B - Moody's $MCO: $11.17B - Kraft Heinz $KHC: $7.69B - DaVita $DVA: $6.43B, shares -4% - Delta Air Lines $DAL: $5.37B, shares +44% - SiriusXM $SIRI: $3.69B - VeriSign $VRSN: $2.26B - Kroger $KR: $2.17B, shares -22% - Ally Financial $ALLY: $1.24B, shares -7% - Lennar $LEN: $1.19B, shares +30% - Liberty Live Series C $LLYVK: $1.12B - New York Times $NYT: $1.10B, shares +4% - Capital One $COF: $601.9M, shares -58% - Liberty Live Series A $LLYVA: $504.9M - Louisiana-Pacific $LPX: $445.6M - Nucor $NUE: $413.8M, shares -52% - Macy's $M: $173.0M, shares +142% - NVR $NVR: $75.7M - Jefferies $JEF: $21.7M - D.R. Horton $DHI: $580K, new Exited: Constellation Brands $STZ, $94.9M. Homebuilder exposure grew across the board: Lennar Class A up 30%, Class B up 25%, and a new D.R. Horton position of 3,564 shares.

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