FTAI Aviation's power business gives retired aircraft engines a second life supplying AI data centers, built on capabilities it already has. FTAI Power converts CFM56 engines into 25 MW gas turbines and targets on-site turbine swaps in under 48 hours, drawing on its exchange model and fleet of over 1,000 engines. Its joint venture with Jereh Group won a $1.465 billion initial order from a leading cloud provider, delivered through November 2027; that order belongs to the JV, not all to FTAI. … Show more

FTAI Aviation is becoming one of the most undervalued and compelling power plays in AI infrastructure, growing earnings far faster than GE Vernova at a much lower multiple. Per sell-side estimates, FTAI trades at 22x NTM EPS with EPS growing 50-55% this year and 75-80% next, a 46% CAGR through 2028, versus GE Vernova's 28% CAGR at 58x. It just announced another roughly $1.5B order through partner J&F Power Systems, and found support at the 50% retracement after a 40% drop from February highs. … Show more

FTAI Aviation is in the macro penalty box for now, after the way GE traded, so it is not worth owning yet. It would be a buy if the war is resolved for good. The power business is an appealing angle, but it probably needs time to really get going. x.com 

FTAI Aviation is one of the most mispriced names in the power trade after falling nearly 50% from its high. It owns the largest pool of 737 engines on earth; airlines cannot get new engines, so old ones fly longer, and with fuel up 70% airlines are dumping jets, letting FTAI buy engines cheap. It is converting those engines into data-center turbines for 2027 delivery, while GE and Siemens quote 2029, with a $1.465B order in hand. Three sold-out markets, one engine, under 10x next year's EBITDA. … Show more

FTAI Aviation is no bargain on current numbers, but its Power business should eventually succeed, which would make the stock fairly cheap. Its accounting is problematic: reported EBITDA should be cut by 15-18%, leaving the stock on the expensive side, and fewer engine shop visits could bring a guidance cut. The current environment is not representative and should improve, but it is not a no-brainer. @Ofekl12 argues instead that the stock is deeply undervalued even with Power valued at zero. … Show more

2G Energy's growing orders and long service tail support its unusually cheap AI data-center power valuation. Nine-month 2026 orders exceed €880m, more than twice 2025 revenue; backlog runs into 2028 and service contracts last 15-20 years. Management first guided to €750-850m of revenue in 2028 and says units already sold could support over $100m in annual service revenue once running from mid-2027. At about 17x expected 2027 earnings, it looks cheapest in this space and is preferred to INNIO. … Show more

Forgent Power Solutions wins on speed and customization for hyperscalers who can't wait years for power equipment, while larger rivals like GE Vernova, Siemens and Hitachi win on scale and backlog. Per zerohedge, data center builders wait 2.5 years for power transformers and 3 years for step-ups. Forgent sells full powertrain solutions that cut field labor and speed installs; backlog hit a record $1.98B, up 157%, with revenue up 103%, bookings up 308% and data centers about 42% of revenue. x.com 

Applied Digital's locked-in power is an irreplaceable asset amid an AI-driven power shortage. A Montana-Dakota Utilities deal secures grid capacity for its planned 430 MW campus, and a 15-year take-or-pay hyperscaler lease should bring about $5.2B of base revenue. Polaris Forge 1, leased to CoreWeave, delivered its first 100 MW building. Spinning APLD Cloud into ChronoScale with Ekso Bionics would make it a pure-play AI infrastructure landlord eligible for a growth premium. x.com 

Forgent Power Solutions addresses AI's biggest bottleneck, which is power rather than compute, by building the transformers, switchgear and power distribution every AI data center needs. Its bookings grew 308%, a trend worth watching. x.com 

FuelCell Energy could ride AI data-center power demand with high-temperature fuel cells for clean baseload, scaling 12.5MW FuelCell Blocks for hyperscalers. At about a $650 million market cap, it has $170 million of TTM revenue, Q1 up 61%, a $1.17 billion backlog, $312 million of cash and output ramping to 350MW. Risks are negative gross margins, cash burn, dilution and unproven execution; @SueWallSt notes its 1.5GW of data center deals are proposals and backlog shrank. High risk, high reward. … Show more