$DAL just raised its revenue guidance mid-Iran war and I genuinely did not see that coming

I thought airlines were toast. $100 oil, Strait of Hormuz basically closed, airspace rerouting adding thousands of miles per flight. The bear case was writing itself. Then Delta comes out today and raises Q1 revenue guidance. Turns out people are panic-booking flights to lock in fares before fuel surcharges kick in. The demand rush is actually offsetting the cost spike, at least for now. American and JetBlue said the same thing. The whole sector is up today. Is this sustainable or are we just front-loading demand that disappears in Q2 when the fuel surcharges actually hit tickets and people stop booking? Because at $100 oil, these margins don’t survive a demand slowdown. Are airlines actually a buy right now or is today’s rally just a classic bull trap before the real pain hits in Q2?