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[@justfactstruth](/creator/twitter/justfactstruth)
"$FTAI $GE $HEI $TDG all very close to ALL TIME HIGH FTAI best growth rate best margins best business mix and getting ZERO credit for SCI - which will own 150-160 planes when they report Just keep adding"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1946240682806390878) 2025-07-18 16:08:32 UTC 2575 followers, 1357 engagements


"$BLK Larry Fink @ BlackRock talking Golden Age of Infra investing makes me giddy $FIP - infra and data center power in PA / PJM = sweet spot $GLNG - LNG infrastructure player = sweet spot I believe GIP - Global Infrastructure Partners will be one firm to make an offer to acquire Golar LNG -"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1945145491559178275) 2025-07-15 15:36:38 UTC 2575 followers, 8346 engagements


"$CSX $BNSF $UNP $NSC $FIP Hey Grok is this UNP and NSC news good for Transtar The news of a potential M&A race among Class X railroads such as Union Pacific's interest in acquiring Norfolk Southern presents significant positives for non-Class X operators like Transtar Rail owned by FTAI Infrastructure Inc. (FIP). During Surface Transportation Board (STB) regulatory reviews short lines often secure concessions like enhanced trackage rights improved network access and better interchange rates to mitigate anticompetitive concerns as seen in past mergers such as Canadian Pacific's acquisition of"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1947645476930482336) 2025-07-22 13:10:41 UTC 2575 followers, 1483 engagements


"$FIP Everything in the PJM getting bought Long Ridge gas fired power plant next to sign a Data Center deal or be acquired"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1946197727404085317) 2025-07-18 13:17:51 UTC 2575 followers, 1215 engagements


"$GLNG Why do I think @BlackRock $BLK 's GIP will make an offer for Golar LNG. GIP's new fund just closed w/ $25.5B AUM bringing total AUM to $170B - they already know the name well - Golar's current 17bn of EBITDA backlog and growing to $28B late this year would be a "low risk" way of putting a chunk of capital to work while also gaining expertise in FLNG (accepted & growing technology) plus they get a call option on commodity upside. Lastly and very importantly GLNG belongs in the hands of a very smart financially savvy player with large balance sheet and access to capital.GIP can"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1945150112361033803) 2025-07-15 15:55:00 UTC 2574 followers, 14.8K engagements


"$FTAI Citibank investor meeting / dinner July 9th A Post Card From New York Opening 90-Day Positive Catalyst Watch Fortress Aviation (FTAI) expressed optimism about the global engine module growth their development of their aircraft leasing partnership and for growing potential for authorities to grant the final green light on Parts Manufacturer Approval (PMA) for CFM56 engine modules. Over the next three months we expect FTAI to announce its final PMA approval for the CFM56 engine. Once this occurs this event could propel the companys engine module volumes boost aerospace EBITDA and increase"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1944793469936873653) 2025-07-14 16:17:50 UTC 2575 followers, 2047 engagements


"$FTAI Read through from GE Aerospace earnings -2Q internal shop visit revenue +22% higher output workscopes and price -2Q spare parts revenue XX% higher volume and price ----------------------------------- Cost of engine services increases and spare parts price increases which is great for FTAI as they expanded parts inventory last year and in 1Q 2025 and can easily push through higher prices now and going forward"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1945836158967054793) 2025-07-17 13:21:06 UTC 2575 followers, 3083 engagements


"$FIP Interesting to see what happens if the $X and $X calls exercise today and take delivery of 397300 shares vv"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1946208843404321176) 2025-07-18 14:02:01 UTC 2575 followers, XXX engagements


"$NBIS For those that don't know ClickHouse Investors include- NBIS owns XX% Altimeter Capital Coatue Management Index Ventures Benchmark Capital Clients are Amazon AWS Sony Lyft Cisco GitLab Twilio and many more choose ClickHouse Cloud for its scale efficiency and ease of use"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1867281849635979657) 2024-12-12 18:54:20 UTC 2574 followers, 11.4K engagements


"$GLNG - Golar's cash balance $1.219B 4Q ending cash 700mm add Artic +24mm add Avenir +39mm add Gimi +371mm add +85mm from BP (220mm owed less 135mm paid) Total cash $1.219B MKII Cash Equity funded a/o 2/27/25 $600mm All they do is execute What do u think is next"  
![@justfactstruth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1082423439783354368.png) [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1902737155723567386) 2025-03-20 15:01:03 UTC 2576 followers, 7611 engagements