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[@NestBetter](/creator/twitter/NestBetter)
"@no_cap_cap It's a mixed business you're right though I suspect defense growth will dominant the other segments. Particularly the Norad Modernization program. If you want an under the radar partial defense play check out $HAI.TO under earning solid medium term growth outlook"  
[X Link](https://x.com/NestBetter/status/1965608530175828141) [@NestBetter](/creator/x/NestBetter) 2025-09-10T02:49Z 6731 followers, XXX engagements


"I feel for $LIT.L shareholders while I was never long the name I considered it a couple of times - I'm not sure how an outside investor could possibly judge they would loose that many cases in succession and materially impair the business"  
[X Link](https://x.com/NestBetter/status/1973578017327984995) [@NestBetter](/creator/x/NestBetter) 2025-10-02T02:37Z 6738 followers, 1605 engagements


"The only saving grace for me was everytime I looked $BUR seemed like the better buy consistently cheaper if you assume Argentina pays and benefits from greater scale"  
[X Link](https://x.com/NestBetter/status/1973578714576461848) [@NestBetter](/creator/x/NestBetter) 2025-10-02T02:40Z 6738 followers, 1520 engagements


"I know a guy up XX% this year X analysis all vibes just long a bunch of calls - think we're getting close to a broad market top"  
[X Link](https://x.com/NestBetter/status/1973823990973280585) [@NestBetter](/creator/x/NestBetter) 2025-10-02T18:54Z 6744 followers, 4006 engagements


"@barbell_ideas @no_cap_cap Illiquid stock + promotional CEO doing an investor webinar after fundamentals have bottomed = rally IMO"  
[X Link](https://x.com/NestBetter/status/1976114357978399023) [@NestBetter](/creator/x/NestBetter) 2025-10-09T02:35Z 6730 followers, XXX engagements


"@barbell_ideas @no_cap_cap I find him promotional"  
[X Link](https://x.com/NestBetter/status/1976118906415943781) [@NestBetter](/creator/x/NestBetter) 2025-10-09T02:53Z 6730 followers, XX engagements


"@barbell_ideas @no_cap_cap Yeah I like the setup"  
[X Link](https://x.com/NestBetter/status/1976119091854475693) [@NestBetter](/creator/x/NestBetter) 2025-10-09T02:54Z 6730 followers, XX engagements


"@barbell_ideas @no_cap_cap They also missed guidance X times and their financials are not optically pretty"  
[X Link](https://x.com/NestBetter/status/1976126305688068464) [@NestBetter](/creator/x/NestBetter) 2025-10-09T03:23Z 6730 followers, XX engagements


"@no_cap_cap Sure but cheap multiple + strong fwd growth is a very good starting place. Few stocks pitched on here fall in the bucket mostly see GARP/growth or stodgy value"  
[X Link](https://x.com/NestBetter/status/1976349399891812862) [@NestBetter](/creator/x/NestBetter) 2025-10-09T18:09Z 6730 followers, XX engagements


"@barbell_ideas @no_cap_cap The price reaction does not mean he isn't promotional - that's also not necessarily a bad thing"  
[X Link](https://x.com/NestBetter/status/1976396336523288683) [@NestBetter](/creator/x/NestBetter) 2025-10-09T21:16Z 6730 followers, XX engagements


"@barbell_ideas @no_cap_cap Locked in might be a stretch projects can get delayed"  
[X Link](https://x.com/NestBetter/status/1976398122239787081) [@NestBetter](/creator/x/NestBetter) 2025-10-09T21:23Z 6730 followers, XX engagements


"If we can get $CLPT to touch a shade over $XX I can have my 4th "doubled within calender year" for 2025"  
[X Link](https://x.com/NestBetter/status/1976399733792084360) [@NestBetter](/creator/x/NestBetter) 2025-10-09T21:29Z 6747 followers, 1744 engagements


"Good recent news article on Comstock Metals $LODE"  
[X Link](https://x.com/NestBetter/status/1978289524091281632) [@NestBetter](/creator/x/NestBetter) 2025-10-15T02:39Z 6738 followers, 2313 engagements


"@TKSaville @Sammydougs @whirlybard Not sure what you're saying but they have not closed series A and they dont currently have the funding for plant 1"  
[X Link](https://x.com/NestBetter/status/1978849503420539191) [@NestBetter](/creator/x/NestBetter) 2025-10-16T15:44Z 6727 followers, XX engagements


"@AbdrazakAlmas Glancing at the financials it looks like a sh*tco what's the pitch"  
[X Link](https://x.com/NestBetter/status/1979737284812632170) [@NestBetter](/creator/x/NestBetter) 2025-10-19T02:32Z 6746 followers, XXX engagements


"@FirstHillcap I like also like and own $LAKE & $ONIT but they aren't "quality" per say"  
[X Link](https://x.com/NestBetter/status/1972459861020684725) [@NestBetter](/creator/x/NestBetter) 2025-09-29T00:34Z 6747 followers, XXX engagements


"I go through a lot of stock ideas. Going to start a thread where I post ideas which smell they have high implied returns (20%+ IRRs over X years) but due to lack of time or too high complexity I am passing on. Will be fun to see the weighted future returns for all these ideas"  
[X Link](https://x.com/NestBetter/status/1958365977290104947) [@NestBetter](/creator/x/NestBetter) 2025-08-21T03:10Z 6747 followers, 27.2K engagements


"Q3-2025 +27% YTD importantly highest forward implied 5y IRR I've ever had (high 30s) will it work out Stay tuned"  
[X Link](https://x.com/NestBetter/status/1973183634371961190) [@NestBetter](/creator/x/NestBetter) 2025-10-01T00:30Z 6747 followers, 7435 engagements


"SOI = $SOI.PA VST = $VST.CN"  
[X Link](https://x.com/NestBetter/status/1973204887874969615) [@NestBetter](/creator/x/NestBetter) 2025-10-01T01:54Z 6747 followers, XXX engagements


"Anyone know a monopoly company instrumental to next generation chips via their silicon photonics tech which will meaningfully reduce energy needs yet is trading at trough multiples $SOI.PA"  
[X Link](https://x.com/NestBetter/status/1976393218117009609) [@NestBetter](/creator/x/NestBetter) 2025-10-09T21:03Z 6747 followers, 2333 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"  
[X Link](https://x.com/NestBetter/status/1944581922887270657) [@NestBetter](/creator/x/NestBetter) 2025-07-14T02:17Z 6747 followers, 4498 engagements


"@AbdrazakAlmas Just buy more $LODE"  
[X Link](https://x.com/NestBetter/status/1979740578922504213) [@NestBetter](/creator/x/NestBetter) 2025-10-19T02:45Z 6749 followers, XXX engagements