[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @NestBetter Better Nest Better Nest posts on X about $soipa, canada, $matrto, monopoly the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1248816857785786368/interactions)  - X Week XXXXXX +2.20% - X Month XXXXXX +93% - X Months XXXXXXX +45% - X Year XXXXXXX +9.10% ### Mentions: XX [#](/creator/twitter::1248816857785786368/posts_active)  - X Week XX +32% - X Month XXX +59% - X Months XXX +85% - X Year XXX +77% ### Followers: XXXXX [#](/creator/twitter::1248816857785786368/followers)  - X Week XXXXX +0.22% - X Month XXXXX +1.80% - X Months XXXXX +11% - X Year XXXXX +28% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1248816857785786368/influencer_rank)  ### Social Influence [#](/creator/twitter::1248816857785786368/influence) --- **Social category influence** [finance](/list/finance) XXXX% [countries](/list/countries) XXX% **Social topic influence** [$soipa](/topic/$soipa) 2.86%, [canada](/topic/canada) 1.9%, [$matrto](/topic/$matrto) 1.9%, [monopoly](/topic/monopoly) 1.9%, [freight](/topic/freight) 0.95%, [chips](/topic/chips) 0.95%, [cpo](/topic/cpo) 0.95%, [$soipas](/topic/$soipas) 0.95%, [imo](/topic/imo) 0.95%, [drivers](/topic/drivers) XXXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@nocapcap](/creator/undefined) [@kairospraxis](/creator/undefined) [@no_cap_cap](/creator/undefined) [@diogo70210](/creator/undefined) [@pythiar](/creator/undefined) [@fivesigmacap](/creator/undefined) [@roojoo3](/creator/undefined) [@jonathankeith2](/creator/undefined) [@yankybanash](/creator/undefined) [@logicalthesis](/creator/undefined) [@glpone1](/creator/undefined) [@beenthread](/creator/undefined) [@wombliingfree](/creator/undefined) [@cheshir3cap](/creator/undefined) [@rodbhar](/creator/undefined) [@chudcap](/creator/undefined) [@ragingbullcap](/creator/undefined) [@hughyjass58](/creator/undefined) [@barbell_ideas](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1248816857785786368/posts) --- Top posts by engagements in the last XX hours "I still do maintenance work every Q but if you buy with a large enough margin of saftey you don't need to know every detail. Incremental time is better spent finding a multibagger than figuring out if elevated freight costs will cause a one-off 100bp headwind to Q2 margins"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948188910443471346) 2025-07-24 01:10:06 UTC 6480 followers, 1365 engagements "@roojoo3 @Cheshir3Cap Keep in mind the original 2B guide was for 2026 - clearly management was way off I would be shocked if they can't hit it X years from now. Especially given the nvidia's CPO chips coming in '26 which should be a game changer for SOI"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948205415847657628) 2025-07-24 02:15:41 UTC 6481 followers, XXX engagements "@no_cap_cap It's wild they are only up X% on a year Canada announced such a huge step up in defense spending prioritizing Canadian firms of which there are few"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948935621419962449) 2025-07-26 02:37:16 UTC 6481 followers, XX engagements "No I didn't spell check this I wrote it while biking and relistening to $SOI.PA's trading update"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948190951718932780) 2025-07-24 01:18:13 UTC 6481 followers, 1227 engagements "@no_cap_cap IMO $MATR.TO has a XX% earnings yield on 2030 #s and is way higher quality this is not a fair fight"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1945310821610865115) 2025-07-16 02:33:36 UTC 6481 followers, XXX engagements "@KairosPraxis Hard disagree 95/5 the other way. Just need to but cheap enough + understand the drivers"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948147803487662509) 2025-07-23 22:26:45 UTC 6481 followers, XXX engagements "@no_cap_cap Yeah so basically when I got involved XX this was a solid mid teens compounder trading at a trough multiple w/ temporary headwinds. Then canada said they were going to massively jack defense spending to X% of GDP this year and prioritize canadian firms 1/x"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948934642360336743) 2025-07-26 02:33:22 UTC 6480 followers, XX engagements "@no_cap_cap Stock was up X% on the day single digit fwd pe. Stock has been slowly grinding up ever since. Then NATO news more grinding. Pretty no brainer buy"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948935136579399900) 2025-07-26 02:35:20 UTC 6481 followers, XX engagements "No position (yet) but think $VBNK.TO looks interesting here"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1947845914493669745) 2025-07-23 02:27:09 UTC 6481 followers, 2756 engagements "Soitec $SOI.PA is very interesting here. Trough revenue margins & multiple (My favorite setup) Monopoly. Should be a low to mid teens full cycle average grower. The completely bombed out chart does not at all match the rather rosy outlook"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1944581922887270657) 2025-07-14 02:17:13 UTC 6481 followers, 3994 engagements "@KairosPraxis The 3rd picture mentioning the XX rigs contract using hydraulic CRT is a v big deal. Hopefully we get a PR on it sometime in 2025"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1946334754699202787) 2025-07-18 22:22:21 UTC 6482 followers, XXX engagements "@bizalmanac @grok @grok figure this out for me"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948943034621604286) 2025-07-26 03:06:43 UTC 6480 followers, X engagements "I'm suprised $PRL.TO doesn't get more attention on fintwit explosive revenue growth operating leverage. Fat right tail and decent sized left tail - the perfect fintwit stock"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948937128508825748) 2025-07-26 02:43:15 UTC 6481 followers, 1833 engagements "@roojoo3 @Cheshir3Cap @ 2B in revenue they are targeting XX% EBITDA margins call it XX% EBIT margins. That's 600M in EBIT vs EV of 1.56B today way too cheap. By that time the cloud/edge mix will be much higher as well"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948206601749356587) 2025-07-24 02:20:24 UTC 6480 followers, XXX engagements "@KairosPraxis @no_cap_cap Would argue we've already turned MEO is done margins are set to ramp ahead of schedule"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1945316202223378475) 2025-07-16 02:54:59 UTC 6481 followers, XXX engagements "@Bonhoeffer_KDS You're right to flag SBC I haven't even gotten that far. Generally I have to buy a little of a name which looks interesting to get myself to complete due diligence - early days still on my end"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1940929422653038798) 2025-07-04 00:23:29 UTC 6481 followers, XXX engagements "$MATR.TO top pick - really is such a nice thesis"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1944093100713861427) 2025-07-12 17:54:49 UTC 6478 followers, 4059 engagements "@no_cap_cap TVK fan club is more passionate than the MATR one I'll give you that"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1945314713505599704) 2025-07-16 02:49:04 UTC 6481 followers, XXX engagements "@UnrivaledInvest $SOI.PA monopoly trough revenue trough margins trough multiple. X segments two in deep cyclical drawdowns (autos & mobile) one growing XX% y/y cloud. The cloud segment (25% of revenue) is worth entire mktcap levered to AI should grow faster than category w/ penetration"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1944951087716274538) 2025-07-15 02:44:09 UTC 6481 followers, 3560 engagements "@no_cap_cap Prefer CGY to both those names. CGY = low multiple + operating leverage + robust topline. Tends to work well"  [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948942853947728209) 2025-07-26 03:06:00 UTC 6481 followers, XX engagements
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@NestBetter Better Nest
Better Nest posts on X about $soipa, canada, $matrto, monopoly the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +2.20%
- X Month XXXXXX +93%
- X Months XXXXXXX +45%
- X Year XXXXXXX +9.10%
Mentions: XX #
- X Week XX +32%
- X Month XXX +59%
- X Months XXX +85%
- X Year XXX +77%
Followers: XXXXX #
- X Week XXXXX +0.22%
- X Month XXXXX +1.80%
- X Months XXXXX +11%
- X Year XXXXX +28%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% countries XXX%
Social topic influence $soipa 2.86%, canada 1.9%, $matrto 1.9%, monopoly 1.9%, freight 0.95%, chips 0.95%, cpo 0.95%, $soipas 0.95%, imo 0.95%, drivers XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @nocapcap @kairospraxis @no_cap_cap @diogo70210 @pythiar @fivesigmacap @roojoo3 @jonathankeith2 @yankybanash @logicalthesis @glpone1 @beenthread @wombliingfree @cheshir3cap @rodbhar @chudcap @ragingbullcap @hughyjass58 @barbell_ideas
Top Social Posts #
Top posts by engagements in the last XX hours
"I still do maintenance work every Q but if you buy with a large enough margin of saftey you don't need to know every detail. Incremental time is better spent finding a multibagger than figuring out if elevated freight costs will cause a one-off 100bp headwind to Q2 margins"
@NestBetter on X 2025-07-24 01:10:06 UTC 6480 followers, 1365 engagements
"@roojoo3 @Cheshir3Cap Keep in mind the original 2B guide was for 2026 - clearly management was way off I would be shocked if they can't hit it X years from now. Especially given the nvidia's CPO chips coming in '26 which should be a game changer for SOI" @NestBetter on X 2025-07-24 02:15:41 UTC 6481 followers, XXX engagements
"@no_cap_cap It's wild they are only up X% on a year Canada announced such a huge step up in defense spending prioritizing Canadian firms of which there are few" @NestBetter on X 2025-07-26 02:37:16 UTC 6481 followers, XX engagements
"No I didn't spell check this I wrote it while biking and relistening to $SOI.PA's trading update" @NestBetter on X 2025-07-24 01:18:13 UTC 6481 followers, 1227 engagements
"@no_cap_cap IMO $MATR.TO has a XX% earnings yield on 2030 #s and is way higher quality this is not a fair fight" @NestBetter on X 2025-07-16 02:33:36 UTC 6481 followers, XXX engagements
"@KairosPraxis Hard disagree 95/5 the other way. Just need to but cheap enough + understand the drivers" @NestBetter on X 2025-07-23 22:26:45 UTC 6481 followers, XXX engagements
"@no_cap_cap Yeah so basically when I got involved XX this was a solid mid teens compounder trading at a trough multiple w/ temporary headwinds. Then canada said they were going to massively jack defense spending to X% of GDP this year and prioritize canadian firms 1/x" @NestBetter on X 2025-07-26 02:33:22 UTC 6480 followers, XX engagements
"@no_cap_cap Stock was up X% on the day single digit fwd pe. Stock has been slowly grinding up ever since. Then NATO news more grinding. Pretty no brainer buy" @NestBetter on X 2025-07-26 02:35:20 UTC 6481 followers, XX engagements
"No position (yet) but think $VBNK.TO looks interesting here" @NestBetter on X 2025-07-23 02:27:09 UTC 6481 followers, 2756 engagements
"Soitec $SOI.PA is very interesting here. Trough revenue margins & multiple (My favorite setup) Monopoly. Should be a low to mid teens full cycle average grower. The completely bombed out chart does not at all match the rather rosy outlook" @NestBetter on X 2025-07-14 02:17:13 UTC 6481 followers, 3994 engagements
"@KairosPraxis The 3rd picture mentioning the XX rigs contract using hydraulic CRT is a v big deal. Hopefully we get a PR on it sometime in 2025" @NestBetter on X 2025-07-18 22:22:21 UTC 6482 followers, XXX engagements
"@bizalmanac @grok @grok figure this out for me" @NestBetter on X 2025-07-26 03:06:43 UTC 6480 followers, X engagements
"I'm suprised $PRL.TO doesn't get more attention on fintwit explosive revenue growth operating leverage. Fat right tail and decent sized left tail - the perfect fintwit stock" @NestBetter on X 2025-07-26 02:43:15 UTC 6481 followers, 1833 engagements
"@roojoo3 @Cheshir3Cap @ 2B in revenue they are targeting XX% EBITDA margins call it XX% EBIT margins. That's 600M in EBIT vs EV of 1.56B today way too cheap. By that time the cloud/edge mix will be much higher as well" @NestBetter on X 2025-07-24 02:20:24 UTC 6480 followers, XXX engagements
"@KairosPraxis @no_cap_cap Would argue we've already turned MEO is done margins are set to ramp ahead of schedule" @NestBetter on X 2025-07-16 02:54:59 UTC 6481 followers, XXX engagements
"@Bonhoeffer_KDS You're right to flag SBC I haven't even gotten that far. Generally I have to buy a little of a name which looks interesting to get myself to complete due diligence - early days still on my end" @NestBetter on X 2025-07-04 00:23:29 UTC 6481 followers, XXX engagements
"$MATR.TO top pick - really is such a nice thesis" @NestBetter on X 2025-07-12 17:54:49 UTC 6478 followers, 4059 engagements
"@no_cap_cap TVK fan club is more passionate than the MATR one I'll give you that" @NestBetter on X 2025-07-16 02:49:04 UTC 6481 followers, XXX engagements
"@UnrivaledInvest $SOI.PA monopoly trough revenue trough margins trough multiple. X segments two in deep cyclical drawdowns (autos & mobile) one growing XX% y/y cloud. The cloud segment (25% of revenue) is worth entire mktcap levered to AI should grow faster than category w/ penetration" @NestBetter on X 2025-07-15 02:44:09 UTC 6481 followers, 3560 engagements
"@no_cap_cap Prefer CGY to both those names. CGY = low multiple + operating leverage + robust topline. Tends to work well" @NestBetter on X 2025-07-26 03:06:00 UTC 6481 followers, XX engagements