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Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights FTAI as an undervalued stock within the power sub-sector of the AI infrastructure ecosystem.
FTAI has just announced another $1.5 billion order following a 40 percent pullback from its February highs and has found support at the 50 percent retracement level.
Lupton has previously drawn attention to shareholder frustration over the recent performance and management at IREN, noting technical signs of an oversold bottom. He also recently highlighted Samsung's triple digit revenue and quadruple digit earnings growth during a period of share price weakness and low valuation. These observations come as he monitors movements across diverse sectors.