WJA dropped -10% yesterday and -5% today
AC naturally got dragged with it yesterday -3% and recovered a bit

TD notes that it's actually beneficial for AC with WJA's mess
AC beat ER and dropped -10% since then.. TD thinks it's unfair

It'd take so long for WJA to ramp up and compete with AC's product

I think drop today is also related to oil's +3% pop = higher cost for airlines