Airline Pilot Central Forums

Airline Pilot Central Forums (https://www.airlinepilotforums.com/)
-   Delta (https://www.airlinepilotforums.com/delta/)
-   -   Q3 earnings call (https://www.airlinepilotforums.com/delta/151218-q3-earnings-call.html)

Tyler Brisbon 10-09-2025 08:27 AM


Originally Posted by OOfff (Post 3957938)
everything is fine, guys. this is a healthy economy

Take out AI Capex and tell me how it looks.

CBreezy 10-09-2025 08:33 AM


Originally Posted by OOfff (Post 3957938)
everything is fine, guys. this is a healthy economy

In case anyone missed it, this was HEAVY sarcasm

OOfff 10-09-2025 08:42 AM


Originally Posted by Tyler Brisbon (Post 3957965)
Take out AI Capex and tell me how it looks.

but now i can’t rub your nose in it

StoneQOLdCrazy 10-09-2025 09:14 AM


Originally Posted by notEnuf (Post 3957916)
Profit sharing accrual through Q3 roughly the same as last year...$986M through 3 quarters compared to $964M in 2024.

Last year's numbers included the Crowdstrike meltdown, though

AirCoxswain 10-09-2025 09:47 AM


Originally Posted by game (Post 3957962)
Remind me in 5 years after Artificial Intelligence has replaced the first 10-20 million blue collar jobs in the US and the widening of the wealth gap begins to take off. =)

Blue collar jobs? They're coming for ALL jobs including ours. There's going to be the investment class and everyone else.

notEnuf 10-09-2025 10:52 AM


Originally Posted by AirCoxswain (Post 3958000)
Blue collar jobs? They're coming for ALL jobs including ours. There's going to be the investment class and everyone else.

Dey took 'er jerbs!! Durka der

https://i.pinimg.com/736x/17/34/6f/1...b2bc71286e.jpg


texas1970 10-09-2025 11:48 AM


Originally Posted by notEnuf (Post 3957939)
TATL is down and losing money currently. The rest of the ops is making up for it.

Airlines from other countries have reported substantial downward trends in bookings to/from the USA (particularly Canadian airlines which have slashed tons of flights). US citizens tend to fly mostly on U.S. airlines, and vice versa for other countries and their airlines, so it presumably hasn’t hit us as hard. Over the long term, however, substantial hits to US reputation abroad will have other impacts.

Buck Rogers 10-09-2025 12:12 PM

So how should I play these substantial hits to the industry and the substantial hits to the US reputation.....short DAL or buy puts? What is your learned opinion? Do you recommend I take money out of SOXL, AMUU, NVDU, SCMX, TNA....and short DAL? I put these leveraged ETF's up for consideration after liberation day. I was told the fees were too high due to the leverage and high expense ratio.

By the way....those ETF's I mentioned above(and previously) have, for the most part, a bear side where you can invest in your "sky is falling" beliefs.

OOfff 10-09-2025 01:19 PM


Originally Posted by Buck Rogers (Post 3958051)
So how should I play these substantial hits to the industry and the substantial hits to the US reputation.....short DAL or buy puts? What is your learned opinion? Do you recommend I take money out of SOXL, AMUU, NVDU, SCMX, TNA....and short DAL? I put these leveraged ETF's up for consideration after liberation day. I was told the fees were too high due to the leverage and high expense ratio.

By the way....those ETF's I mentioned above(and previously) have, for the most part, a bear side where you can invest in your "sky is falling" beliefs.

“play” it however you want. most of us recognize that timing a market is a fool’s errand, even if you can see the macro view of a decaying empire


definitely bet on continued nvidia price growth, though.

m3113n1a1 10-09-2025 01:21 PM


Originally Posted by Buck Rogers (Post 3958051)
So how should I play these substantial hits to the industry and the substantial hits to the US reputation.....short DAL or buy puts? What is your learned opinion? Do you recommend I take money out of SOXL, AMUU, NVDU, SCMX, TNA....and short DAL? I put these leveraged ETF's up for consideration after liberation day. I was told the fees were too high due to the leverage and high expense ratio.

By the way....those ETF's I mentioned above(and previously) have, for the most part, a bear side where you can invest in your "sky is falling" beliefs.

Man, when I'm in my late 60s I hope I'm happier than you. Go outside!!!


All times are GMT -8. The time now is 11:18 AM.


Website Copyright © 2026 MH Sub I, LLC dba Internet Brands