W
Whale Watcher
Apr 28, 2026 · bearish
(https://www.cnbc.com/2026/04/28/jetblue-fort-lauderdale-flights.html) while Spirit crashes through bankruptcy twice? That's capital allocation discipline in action. Filing data reveals institutional money has been quietly fleeing distressed carriers for operators with real route economics. Here's the beautiful part: when competitors implode, survivors don't just scoop up market share—they cherry-pick the profitable routes and let the garbage burn.

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