The devil is in the details. Despite some mixed-headline numbers from Delta Air Lines' ( DAL 0.31%) latest investor update, one aspect of management's commentary is bullish for the company and much of the industry. Here's an unpacking of what management says and why you can feel more comfortable holding the stock afterward.

Delta has added a new gateway to Asia and will begin flying from Salt Lake City to Seoul. The nonstop flight will be the first from the airport to the South Korean city. The route will begin on June 12, and is the only direct route between the two cities.

Delta Air Lines shares have dropped 10.40% since May, despite strong travel demand and revenue growth. Click here to read why DAL stock is a Strong Buy.

Delving into the details, we found 20% of traders were bullish, while 80% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $419,780, and 7 were calls, valued at $764,295.

The Atlanta-based carrier filed plans over the weekend to add five new routes from Austin-Bergstrom International Airport (AUS), as first seen in Cirium schedules and later announced by the airline. None of the new Austin routes touch a Delta hub.

Delta Air Lines has completed most of its rebound from COVID, with positive free cash flow and an improving balance sheet. Growth will largely depend on maximizing revenue from premium products and giving those customers a quality experience.