Jul. 22 at 5:15 PM
$FTAI
AI infrastructure power play getting overlooked.
$FTAI is quickly emerging as one of the more attractive names in the power side of the AI infrastructure ecosystem.
The company announced another
$1.5B order this morning, adding more strength to the growth story.
After pulling back roughly 40% from February highs,
$FTAI found support around the 50% Fibonacci retracement level.
Based on sell-side estimates:
• Trading around 22x NTM EPS
• EPS growth expected around 50-55% this year
• EPS growth projected around 75-80% next year
The market may be underestimating the power demand opportunity.
