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Dimitry Nakhla | Babylon Capital®
$FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand
If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na
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$FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand
If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na
FTAI Aviation $FTAI builds and leases jet engines—but with a twist
Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts
This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses
In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement
$FTAI is a business worth keeping an eye on
$FTAI trades for $182💵 / $18.66B Market Cap - Dimitry Nakhla | Babylon Capital®tweet
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EndGame Macro
https://t.co/DPgvFjypaP
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https://t.co/DPgvFjypaP
WOW this hit hard!
Enjoy every minute!
It goes in a blink
🙏🏻🙏🏻🙏🏻 https://t.co/KdsKpmrqqY - Fletch17tweet
Offshore
Video
EndGame Macro
https://t.co/7s4JK1PzeV
tweet
https://t.co/7s4JK1PzeV
WOW this hit hard!
Enjoy every minute!
It goes in a blink
🙏🏻🙏🏻🙏🏻 https://t.co/KdsKpmrqqY - Fletch17tweet
Offshore
Video
EndGame Macro
https://t.co/rcQVD9pH8Q
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https://t.co/rcQVD9pH8Q
US gas prices reach lowest level in 5 years amid supply glut
#MacroEdge - MacroEdgetweet
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The Few Bets That Matter
$HIMS is down 45% since I closed my position six months ago.
I don't expect the stock to be better over the next months. https://t.co/DIOPWetja4
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$HIMS is down 45% since I closed my position six months ago.
I don't expect the stock to be better over the next months. https://t.co/DIOPWetja4
I decided to close my $HIMS position today, after last night's earnings.
If you are interested by a clear & unbiased summary of the earnings, why I am closing my position & why I believe $HIMS will go through some tough times, it's all detailed below.
https://t.co/vTcjV48al4 - The Few Bets That Mattertweet
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God of Prompt
> find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.
“but isn’t that copying?”
no. you’re extracting patterns, not plagiarizing words.
Nike studies what makes Olympic athletes fast. You study what makes videos viral.
the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic
one transcript = blueprint for 50 videos.
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> find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.
“but isn’t that copying?”
no. you’re extracting patterns, not plagiarizing words.
Nike studies what makes Olympic athletes fast. You study what makes videos viral.
the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic
one transcript = blueprint for 50 videos.
tweet