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's power segment is the underrated part of the thesis, since the market still prices FTAI mostly on its aviation aftermarket business. FTAI Power's deliveries, scheduled in batches through November 2027, give it a multi-year revenue tail tied to a single hyperscaler. x.com 

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 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 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

Vertiv's surging orders and Q3 growth show AI infrastructure demand exceeding expectations. Per WallStEngine, revenue rose 61% to $4.3B, adjusted EPS rose 78% to $2.21, organic orders grew more than 100%, and FY26 guidance was raised above estimates. Vertiv is delivering into accelerating demand for its power and cooling equipment. x.com  x.com 

GE Aerospace's rising orders and higher 2026 free cash flow strengthen its growth case. Orders rose 49% overall and 58% in Commercial Engines & Services. That segment's revenue rose 21%, with services up 17% and equipment up 38%; defense rose 7%. Commercial Engines & Services margins were in line, with mix and inflation noted. x.com 

Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com  x.com 

IREN's 5 GW-plus of secured power is becoming one of AI's scarcest inputs, so demand is no longer the question. About $4 billion of AI Cloud ARR is contracted, $1 billion operating, 2026 capacity is largely sold out and 2027 talks are advanced. Recent three-year contracts top $20M a year per IT MW, with talks near $25M. Its $25-30B FY27 capex may be funded increasingly by customers and lenders. The risks are building fast enough and keeping dilution from absorbing the value. x.com