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@1035_Capital "We wrote on $MOB when it was below $XXXX. Want to catch our next one It is coming soon.sign up and make sure to take advantage of our 1000 subscriber special - XX% off. Link to Substack in bio"
X Link @1035_Capital 2025-09-15T13:25Z 2018 followers, 1476 engagements

"We think people are sleeping on $REFR just like they were on $MOB below $X. $REFR has X near term opportunities for inflection (and a competitor who is dropping the ball in automotive - see tweet below) with a VERY low burn rate and a licensing model it doesn't take many new wins to see cash flow inflect (they already have at least X new car models launching in the next XX months). Plus $REFR has additional end markets to grow into like agriculture architectural (launching Q1 26) aerospace and more that should drive growth in the mid-to-long term. For example farm vehicles are in the sun most"
X Link @1035_Capital 2025-10-13T15:06Z 2018 followers, 1353 engagements