$FTAI is quickly becoming one of the most undervalued and compelling stocks in the "power" sub-sector of the ai infrastructure ecosystem. $FTAI just announced another $1.5B order this morning. $FTAI pulled back -40% from the February highs and found support at the 50% retracement level. Based on sell side estimates... $FTAI is now trading at 22x NTM EPS with EPS growing 50-55% this year and 75-80% next year. NFA DYOR. *We are long $FTAI at @FirstWaveFund
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