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[@Sophoninvest](/creator/twitter/Sophoninvest)
"Whats your favorite sub-$500M market cap company Provide the ticker and write a short blurb on what makes them great"  
[X Link](https://x.com/Sophoninvest/status/1959029126947643531) [@Sophoninvest](/creator/x/Sophoninvest) 2025-08-22T23:05Z 3401 followers, 60.6K engagements


"As covered in our original initiation the market narrative around $AIRJ has largely focused on its long-term vision of extracting water from ambient air using waste heat. While that thesis remains structurally attractive we now see three overlooked near-term levers that sharpen the R/R profile ahead of scaled water generation: (1) compelling unit economics in industrial dehumidification already present today (2) bounded dilution scenarios that can be credibly underwritten at current market cap and (3) a tangible de-risking roadmap tied to early revenue proof points in 20252026"  
[X Link](https://x.com/Sophoninvest/status/1975925407506698285) [@Sophoninvest](/creator/x/Sophoninvest) 2025-10-08T14:05Z 3402 followers, 1293 engagements


"REITs like $CBL and $SEG a better investment than Bitcoin"  
[X Link](https://x.com/Sophoninvest/status/1945100745281245603) [@Sophoninvest](/creator/x/Sophoninvest) 2025-07-15T12:38Z 3409 followers, 1377 engagements


"A new profile on a leader in the biosimulation software space: Simulations Plus $SLP"  
[X Link](https://x.com/Sophoninvest/status/1972046677847752987) [@Sophoninvest](/creator/x/Sophoninvest) 2025-09-27T21:12Z 3409 followers, 2044 engagements


"New post on our site Last month we covered FILA Group in a brief initiation and issued a Buy rating. It didnt take us long to understand the bull case - the value disconnect/steep discount to SOTP value in the name and we wanted to share our opinion (many are already aware of this name from write-ups that have circulated). We spent some more time performing due diligence and wanted to share our findings once again. This note essentially serves as a Part X to our previous initiation and can provide investors more depth in the name. As we already covered FILA remains a surprisingly overlooked"  
[X Link](https://x.com/Sophoninvest/status/1980011844090712410) [@Sophoninvest](/creator/x/Sophoninvest) 2025-10-19T20:43Z 3408 followers, XXX engagements