cumhurkaplan/iStock via Getty Images The Thesis The topline weakness of ATI (NYSE:ATI) continued as it entered 2024, however, the company saw some improvement in the AA&S segment due to increased titanium shipment for airframes during the quarter. I expect the topline to grow in the coming quarters as the demand environment remains strong for the company's materials mainly in the A&D and medical end market. The capacity expansion initiative for titanium production also continued which should drive the c ...