Reddit's New Obsession: $RR.L Turnaround Is Real and the Street Is Finally Paying Attention
WSB discovers Tufan Erginbilgiç's turnaround playbook while the macro backdrop gets spicier by the hour
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| DAL DELTA AIR LINES, INC. | buy | $75.64 | — | — | — |
| UAL United Airlines Holdings, Inc. | buy | $99.80 | — | — | — |
| AAL American Airlines Group Inc. | sell | $13.81 | — | — | — |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | buy | $369.15 | — | — | — |
| HLT Hilton Worldwide Holdings Inc. | buy | $321.08 | — | — | — |
| USO United States Oil Fund, LP | hold | $140.92 | — | — | — |
Bloomberg's Odd Lots podcast on the Rolls-Royce turnaround is quietly making the rounds in investing subreddits, and honestly? The DD writes itself. CEO Tufan Erginbilgiç inherited a company with shares down nearly 70%, renegotiated contracts that were bleeding cash, and rebuilt the whole thing on four pillars: leadership, strategy, performance culture, and cold hard data. That's not a restructuring — that's a resurrection. Reddit loves an underdog CEO story, and this one has receipts.
Meanwhile, the macro backdrop is quietly losing its mind. The Fed's favorite inflation gauge (PCE) is tracking toward 4% in April — the biggest two-month jump since late 2021 — while gas sits at $4.51/gallon nationally with warnings of $5 by July. An Iran deal is half-baked at best, with senators comparing it unfavorably to the Obama JCPOA. The Strait of Hormuz toll dispute alone is enough to keep energy traders stress-eating through the summer.
The K-shaped economy is doing K-shaped things: Delta, United, Marriott, and Hyatt are expected to outperform as high-income travelers keep flying premium while everyone else Googles 'is a Spirit Airlines middle seat technically sleeping?'