Ticker brief
FTAI FTAI AVIATION LTD
Industrial · Aerospace/Defense
last close
$154.37
1 day
-2.0%
14 days
-9.2%
mkt cap
$25.4B
signals 14d
20
authors 14d
14
crowd 14d
+2.0σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 76% rich · 88 pctile own 1y | IV/HV 1.35× |
| Skew — 25Δ RR 30d | -0.053 28 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) |
| Next earnings | 2026-10-29 (proj) | in 3d |
Sentiment — last 14 days
daily mean sentiment, 2026-10-03 → 2026-10-16 · now +0.53 (−1 bearish … +1 bullish)
Who spoke14
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @MMatters22596 | C | -0.73 | 6 | +0.64 |
| @EchoAnalysis | C | -0.85 | 2 | +0.80 |
| @CKCapitalxx | C | -0.89 | 1 | +0.85 |
| @ACapitalLP | A | -0.51 | 1 | +0.70 |
| @FlowbyBobby | C | · | 1 | +0.30 |
| @TheNewMoney_app | C | · | 1 | +0.40 |
| @_inpractise | B | +0.29 | 1 | +0.00 |
| @HunterAllen4 | C | -2.09 | 1 | +0.55 |
| @CrweWorld | C | · | 1 | +0.25 |
| @mathlonning | A | -1.27 | 1 | +0.70 |
| @joinyellowbrick | C | -0.23 | 1 | +0.65 |
| @porquettfin | C | -1.14 | 1 | +0.40 |
| @LogicalThesis | A | -1.21 | 1 | +0.35 |
| @_TP888 | C | +0.93 | 1 | +0.40 |
Recent signals20of 20 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @_TP888 | +0.40 | Reports aggressive FTAI call buying. | -6.1% | tweet ↗ |
| 2026-10-16 | @MMatters22596 | +0.35 | Lists low forward-P/E stocks described as trading at steep discounts. | -6.1% | tweet ↗ |
| 2026-10-16 | @EchoAnalysis | +0.85 | Starting an FTAI position here and will add heavily at the 200WMA. — Explicit new entry with a planned add level and bullish Wave B objective. | -6.1% | tweet ↗ |
| 2026-10-15 | @LogicalThesis | +0.35 | Likes FTAI for behind-the-meter power but notes persistent weak market recognition. | -8.4% | tweet ↗ |
| 2026-10-13 | @EchoAnalysis | +0.75 | Start an FTAI position here, invalidating if price loses the 0.5 fib. — Provides a concrete FTAI entry, invalidation level and 80% Wave B objective. | -7.5% | tweet ↗ |
| 2026-10-12 | @porquettfin | +0.40 | Morgan Stanley identifies three beneficiaries of a projected AI-power infrastructure shortfall through 2029. | -6.7% | tweet ↗ |
| 2026-10-12 | @MMatters22596 | +0.70 | Cites rapid growth, EBITDA targets, and a secured order as a bullish FTAI thesis. | -6.7% | tweet ↗ |
| 2026-10-09 | @joinyellowbrick | +0.65 | Bullish FTAI thesis cites MRO growth, Power upside, valuation, guidance and a large JV order. | -9.2% | tweet ↗ |
| 2026-10-08 | @mathlonning | +0.70 | Look to add power-related names such as VST or FTAI. — Explicitly states an intention to add VST or FTAI during an AI-related selloff. | -9.8% | tweet ↗ |
| 2026-10-08 | @CrweWorld | +0.25 | Reports FTAI and United Airlines are expanding their engine-exchange program. | -9.8% | tweet ↗ |
| 2026-10-07 | @MMatters22596 | +0.75 | Plan additional buys from this list and expect every name to trade higher in six months. — Lists buy levels, says several were bought, and forecasts all names higher within six months. | -11.7% | tweet ↗ |
| 2026-10-07 | @HunterAllen4 | +0.55 | Aviation aftermarket firms are presented as beneficiaries of aging fleets, constrained deliveries and scarce repair capacity. | -11.7% | tweet ↗ |
| 2026-10-06 | @_inpractise | +0.00 | References aeroderivative pricing per megawatt, but the values and stance require the linked chart. | -14.0% | tweet ↗ |
| 2026-10-06 | @TheNewMoney_app | +0.40 | Reports bullish call flow with explicit transaction details. | -14.0% | tweet ↗ |
| 2026-10-06 | @FlowbyBobby | +0.30 | Reports $250K of whale buying in FTAI calls. | -14.0% | tweet ↗ |
| 2026-10-05 | @ACapitalLP | +0.70 | Buy conviction names when a rate spike creates an unchanged-catalyst dislocation. — Explicitly recommends buying listed conviction names after rate-driven 5% gaps down. | -6.3% | tweet ↗ |
| 2026-10-04 | @MMatters22596 | +0.65 | Buy these five quality stocks at historical discounts. — Explicitly recommends five discounted stocks with growth and valuation metrics. | -7.6% | tweet ↗ |
| 2026-10-04 | @MMatters22596 | +0.75 | Presents a bullish FTAI thesis based on aerospace profits and data-center turbine expansion. | -7.6% | tweet ↗ |
| 2026-10-03 | @CKCapitalxx | +0.85 | FTAI is one of the market's better long opportunities near $170. — Presents FTAI as a long opportunity based on engine scarcity, AI-power demand and valuation. | -7.6% | tweet ↗ |
| 2026-10-03 | @MMatters22596 | +0.65 | Author identifies a multi-stock basket as potential tenfold winners over five years. | -7.6% | 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.