Ticker brief
FTAI FTAI AVIATION LTD
Industrial · Aerospace/Defense
last close
$194.98
1 day
-2.2%
14 days
-10.2%
mkt cap
$25.4B
signals 14d
18
authors 14d
14
crowd 14d
-1.7σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 70% mid · 77 pctile own 1y | IV/HV 0.99× (as of 2026-07-31) |
| Skew — 25Δ RR 30d | -0.027 52 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.00 thin | 5-session Δ -0.40 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2025-07-10 (z=4.9) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-28 · now -0.20 (−1 bearish … +1 bullish)
Who spoke14
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @davey_juice | B | -2.55 | 4 | +0.19 |
| @CapstackCapital | B | -0.06 | 2 | +0.30 |
| @LogicalThesis | A | +2.21 | 1 | +0.30 |
| @ThematicTrader | A | -2.47 | 1 | +0.10 |
| @OptionsFlowBoss | C | · | 1 | +0.55 |
| @DeepSailCapital | A | -0.47 | 1 | +0.10 |
| @Sam_Badawi | C | -1.46 | 1 | +0.25 |
| @DeepValue47 | C | +0.08 | 1 | +0.40 |
| @ftr_investors | C | -0.61 | 1 | +0.35 |
| @davydaytrades | C | -0.98 | 1 | +0.20 |
| @ACapitalLP | A | +0.05 | 1 | +0.65 |
| @joinyellowbrick | C | -0.82 | 1 | +0.45 |
| @_inpractise | B | -0.30 | 1 | +0.10 |
| @R_and_Invest | A | +1.40 | 1 | -0.20 |
Recent signals18of 18 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @R_and_Invest | -0.20 | Builds a two-month hawkish-policy and data-center permitting thesis led by semiconductor downside. | — | tweet ↗ |
| 2026-08-24 | @_inpractise | +0.10 | Former engineering director discusses the seven-year FAA approval barrier behind FTAI's PMA blades. | -1.7% | tweet ↗ |
| 2026-08-24 | @joinyellowbrick | +0.45 | Highlights bullish FTAI pitches centered on aerospace with upside from its power business. | -1.7% | tweet ↗ |
| 2026-08-22 | @davey_juice | +0.10 | Finds FTAI's business attractive but declines conviction because aviation cycles and industry risks are poorly understood | -7.0% | tweet ↗ |
| 2026-08-22 | @ACapitalLP | +0.65 | Author sees a $150-$160 valuation floor and upside above $300 if the 2027 plan works. | -7.0% | tweet ↗ |
| 2026-08-21 | @davey_juice | +0.20 | Reports selling the entire FTAI position at $207 for a quick gain. | -7.0% | tweet ↗ |
| 2026-08-20 | @davey_juice | +0.45 | Added a starter swing position in FTAI at 200.52 while researching the company. — Explicit new starter position with entry price and exploratory thesis questions. | -1.4% | tweet ↗ |
| 2026-08-19 | @davydaytrades | +0.20 | Suggests FTAI likely belongs in an unstated comparison or list. | -7.6% | tweet ↗ |
| 2026-08-19 | @ftr_investors | +0.35 | Ranks stocks by projected 2027 EPS growth; output is capped to the first six names. | -7.6% | tweet ↗ |
| 2026-08-19 | @DeepValue47 | +0.40 | Quotes FTAI announcing a Palantir partnership to apply AI to aircraft-engine maintenance. | -7.6% | tweet ↗ |
| 2026-08-18 | @Sam_Badawi | +0.25 | Highlights FTAI's US engine and turbine-blade manufacturing during a government visit. | -7.8% | tweet ↗ |
| 2026-08-18 | @davey_juice | +0.00 | Identifies FTAI as under review but explicitly says no opinion has formed yet. | -7.8% | tweet ↗ |
| 2026-08-18 | @DeepSailCapital | +0.10 | Calls a take on FTAI jet-engine securitization for AI data centers interesting. | -7.8% | tweet ↗ |
| 2026-08-17 | @OptionsFlowBoss | +0.55 | Reports $574K currently flowing into calls. | -14.3% | tweet ↗ |
| 2026-08-17 | @CapstackCapital | +0.30 | Bullish framework argues SPCX is vertically integrating turbine supply to solve power bottlenecks. | -14.3% | tweet ↗ |
| 2026-08-17 | @CapstackCapital | +0.30 | Highlights NNBR customer exposure to turbine and generator demand supporting data-center power infrastructure. | -14.3% | tweet ↗ |
| 2026-08-16 | @ThematicTrader | +0.10 | Author is convinced FTAI is a BWEN customer, implying a positive commercial relationship for BWEN. | -10.2% | tweet ↗ |
| 2026-08-16 | @LogicalThesis | +0.30 | Describes FTAI's aircraft-maintenance business and a new data-center power opportunity using old jet turbines. | -10.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.