DK Delek US Holdings, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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21:15
Sep 18
Sep 18
DK refining read-through on Iran-Saudi escalation
Watch DK as a refiner read-through on potential margin upside from a Middle East supply disruption scenario.
MED
19:43
Sep 18
Sep 18
DK in US refining capacity thesis
Watch DK as a listed US refiner in the capacity-destruction theme. Research-note framing with no position language.
MED
18:14
Sep 18
Sep 18
Refiners watched on Hormuz/Iran geopolitical scenario
Refiners flagged as geopolitical read-through if Strait of Hormuz opens while Houthis/Iran gain control of BAM Strait, weakening Saudi Arabia. No author position; treat as watchlist basket.
MED
17:52
Sep 18
Sep 18
Refiners watch on Red Sea supply risk
Refiner basket flagged as affected names on Houthi Red Sea / Saudi supply-risk read-through. No author position language, so treat as watch only.
MED
17:24
Sep 18
Sep 18
DK beneficiary if XOM refining stays down
Watch DK as a listed independent refiner in the author's beneficiary map; framing is research read-through, not a stated position.
MED
14:44
Sep 18
Sep 18
Refiner watch on rising diesel prices
Watch DK as a refiner/marketer beta to the diesel price alert; bare-ticker research framing without position language keeps this as a watch, not a long.
MED
02:58
Sep 18
Sep 18
DK watch on refining outage map
Watch DK as a listed refining peer in the outage-alert basket; no position language attached.
MED
02:54
Sep 18
Sep 18
Refiner watch on Aramco supply hit
Watch DK within the refiner basket tied to Aramco pumping-station damage; research read-through, not a disclosed long.
MED
01:14
Sep 18
Sep 18
Yanos strike refiner basket watch
Watch DK as part of the refining read-through basket from the Yanos strike; no author ownership language present.
MED
00:57
Sep 18
Sep 18
DK lubricants read-through watch
Watch DK as a lubricants-exposed refiner; cited inelastic demand supports read-through, but no author position language.
MED
00:25
Sep 18
Sep 18
DK lubricants read-through watch
Watch DK within the lubricants read-through group; no explicit author ownership or forward call.
MED
23:26
Sep 17
Sep 17
Watch DK on refining margin tailwind
Watch DK as refining play benefiting from record crack spreads amid supply disruption; no author position disclosed.
MED
22:11
Sep 17
Sep 17
The author asks whether refiners VLO, MPC, PSX, DK, and CLMT are on a target list.
The author asks whether refiners VLO, MPC, PSX, DK, and CLMT are on a target list, in the context of a quoted post about Ukrainian drone strikes on Moscow, implying a possible read-through to refining margins without expressing any position or directional view.
18:13
Sep 17
Sep 17
Refiner FCF resilient despite fuel politics
Watch DK within refiner basket; political intervention chatter on fuel costs doesn't threaten refiner FCF near term.
MED
16:24
Sep 17
Sep 17
Refiners as product-market read-through winners
Watch refiners as the read-through winners of Goldman's gasoline-market call and prolonged tight product markets; author analyzes the basket but states no position.
MED
14:48
Sep 17
Sep 17
Refiners benefit from gasoline tightness
Watch refiners VLO, MPC, PSX, DK, CLMT as ultimate winners from tightening gasoline markets and Goldman's shift from diesel to gasoline.
MED
06:09
Sep 17
Sep 17
DK watch on Whiting outage read-through
Watch DK as a refiner with exposure to tighter Midwest product markets after the Whiting disruption; research-map framing only.
MED
04:54
Sep 17
Sep 17
DK refining read-through from YANOS strike
Watch DK as a refining beneficiary-map name on YANOS damage; the Ukrainian campaign against Russian refineries is the medium-term product-crack catalyst.
MED
04:05
Sep 17
Sep 17
Refiner trade flagged, structure matters
Refiner basket flagged as a trend the author says he is "not the only person who sees," but with no explicit ownership or directional entry language — options are expensive, structure matters. Watch list, not long.
MED
02:20
Sep 17
Sep 17
Diesel demand vector boosts refiners watchlist
Refiners listed as beneficiaries of a growing diesel demand vector; watch the group as a thematic read-through basket, not an author-owned long.
MED
02:10
Sep 17
Sep 17
Refiners watched on record diesel prices
Watch refiners VLO/MPC/PSX/DK/CLMT as the diesel-price beneficiaries whose high prices are driving the transport cost shock documented in this read-through.
MED
01:47
Sep 17
Sep 17
Diesel refining beneficiary in watch basket
Watch DK as a diesel-refining beneficiary in the valueist's thematic basket; research framing, not a stated position.
MED
01:18
Sep 17
Sep 17
PADD 3 refiners benefit from Venezuela growth
Watch PADD 3 refiners as Venezuela production growth from Exxon's potential re-entry benefits regional crude slates; research read-through basket, not an owned position.
MED
21:18
Sep 16
Sep 16
Refiners may need CY27 multiple rerating
Watch refiners VLO, MPC, PSX, DK, CLMT as multiple-expansion rerating candidates into CY27; no explicit author ownership disclosed.
MED
21:00
Sep 16
Sep 16
Refiners as consumer consumption hedge watch
Refiners flagged as consumption hedges on jet fuel strength read-through; no author-owned position language, so treat as a thematic watchlist basket rather than buys.
MED
20:59
Sep 16
Sep 16
Refiner hedge basket stays on watch
Duplicate post of the refiner hedge basket keyed off UAL jet-fuel headline; no explicit ownership, so default all listed refiners to WATCH rather than LONG.
MED
20:31
Sep 16
Sep 16
Diesel refining basket on watch
Research-note basket on global diesel covering refiners and distributors; affected names, not author positions. Watch for refining-margin and scarce-capacity dynamics rather than a single directional bet.
MED
17:45
Sep 16
Sep 16
Refiners insulated from Houthi shipping deal
Refiner basket flagged as unaffected by the Houthi/Red Sea deal; author dismisses the quoted headline's impact. Research read-through only, no position stated, so treat as watch.
MED
16:09
Sep 16
Sep 16
Watch DK on refiner trade read-through
Watch DK as a listed refiner read-through; author notes the long refiner trade but no explicit ownership. Rich options IV argues caution on entry structure.
MED
15:31
Sep 16
Sep 16
Watch PADD 3 refiners on Venezuelan crude
Watch PADD 3 refiners as rising Venezuelan crude imports (nearly 800k bpd) reshape feedstock economics for Gulf Coast operators; research basket, no position stated.
MED
About DK Investor Commentary
Across the available history and selected sources, Buzzberg tracks DK (Delek US Holdings, Inc.) across 3 sources: 2 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 2% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 96 total trade ideas tracked. Past 7 days, before deduplication: 55 other directions. Latest voices: TheValueist.