Substack · Kapex Markets por Diego Puertas · Diego Puertas
El próximo gran cuello de botella de la IA y cómo aprovecharlo
Informe completo
US · 4 entries · 3 publications
FTAI
FTAI Aviation Ltd.
- Entries
- 4
- Bullish
- 1
- Bearish
- 3
- First
- Jan 15, 2025
- Latest
- Oct 15, 2025
More bearish than bullish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on FTAI at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- October 2025 1 entry
Substack · Kairos Research
Why I bought FTAI Aviation
Why I took a position
Since publication −9.5% α −24.6 pp vs S&P 500 · USD
- March 2025 1 entry
Short reports · Muddy Waters Research
FTAI Could Be Violating U.S. Sanctions Against Iran (FTAI US)
Since publication −32.9% α −1.6 pp vs S&P 500 · USD
- February 2025 1 entry
X · X @TheManwel · Manwel
$FTAI 01/03/25: Capital International Investors Increased holdings form 7.8m -> 10.8m shares. This was after the Decembe
$FTAI 01/03/25: Capital International Investors Increased holdings form 7.8m -> 10.8m shares. This was after the December dip (myst advisors circulating short thesis). 02/05/25: Blackrock increased shares from 7.8m to…
Since publication −34.8% α −8.1 pp vs S&P 500 · USD
- January 2025 1 entry
Short reports · Muddy Waters Research
MW is Short FTAI Aviation Ltd. (FTAI US)
Since publication −35.8% α −6.7 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.