A Capital on X
What’s $FTAI worth even assuming Power is $0?
NASDAQ
FTAI Aviation Ltd.
FTAI
13 stories
$16B Market cap · 2026-10-23
A Capital on X
When rates jerk higher and everything rate-sensitive gets smoked together, that’s when you want to swoop in on the names where you actually have conviction. Rates spike. $FTAI, $CORZ, $CIFR, $OWL all gap down 5%. Did anything change in the catalyst? No? Buy the dislocation.
FTAI Aviation Deep Dive
FTAI Aviation is converting retired CFM56 jet engines into 25-megawatt data-center generators, supported by a $1.465 billion order likely…
FTAI Aviation (FTAI US) – The Engine Shop That Owns the Engines
FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…
FTAI · long Ftai Aviation LTD
FTAI Aviation, valued near $23 billion at roughly $226 per share, is presented as a long investment.
A Capital on X
@keshwani_s7063 @grok why has $FTAI sold off?
A Capital on X
If you liked $FTAI at $209, you’re going to love it $186… https://t.co/J40mboCyG8
Deep Sail Capital on X
Interesting take on $FTAI and the securitisation of jet engines for use in AI datacenters. https://t.co/x17VtGdXLt
FTAI update.
FTAI Aerospace margins fell to 28.5% as it pursues airline market share, while Power signed a $1.465 billion hyperscaler order and targets…
The $FTAI Report Cost Me a Fortune. The $APP Report Taught Me a Lesson
A custom AI agent monitors Muddy Waters reports, calls investors with target tickers, and pairs fast alerts with filing-based checks of…
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
FTAI Power and QXO's next aquistion
FTAI Power plans to convert CFM56 jet engines into 25 MW gas turbines for data centers, targeting 100 annual units and $750 million to $1…
Why I bought FTAI Aviation
FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…
Investor Letters
Letters that discuss FTAI.
- Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Q3 2026 CLH $17BCOMP $7.5BFTAI $16B
- Crossroads Capital, LLC Crossroads Capital Q2 2026 Investor Letter Q2 2026 ASTS $16BBE $56BFTAI $16B
- Royce Investment Partners Royce SMid-Cap Total Return Fund Manager Commentary Year-to-date period ended 6/30/26 AAP $2.8BAGO $3.1BANDG $1.1B
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Q1 2026 BWIN $4.5BCOMP $7.5BFLEX $32B
- Crossroads Capital, LLC Crossroads Capital Q1 2026 Investor Letter Q1 2026 ASTS $16BFTAI $16BMETA $1.8T
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