# ![@SpaceFastighet Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1907694121092804608.png) @SpaceFastighet SpaceFastigheter

SpaceFastigheter posts on X about $snbr, $idia, debt, $sbb the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1907694121092804608/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1907694121092804608/c:line/m:interactions.svg)

- [--] Week [---] +297%
- [--] Month [---] +673%
- [--] Months [-----] -73%

### Mentions: [--] [#](/creator/twitter::1907694121092804608/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1907694121092804608/c:line/m:posts_active.svg)

- [--] Months [--] -31%

### Followers: [--] [#](/creator/twitter::1907694121092804608/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1907694121092804608/c:line/m:followers.svg)

- [--] Week [--] -1.30%
- [--] Month [--] -9.80%
- [--] Months [--] +23%

### CreatorRank: undefined [#](/creator/twitter::1907694121092804608/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1907694121092804608/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [celebrities](/list/celebrities) 

**Social topic influence**
[$snbr](/topic/$snbr), [$idia](/topic/$idia), [debt](/topic/debt), [$sbb](/topic/$sbb), [$publi](/topic/$publi), [$powl](/topic/$powl), [$iesc](/topic/$iesc), [$cvx](/topic/$cvx), [$xom](/topic/$xom), [has been](/topic/has-been)

**Top assets mentioned**
[Impossible Finance Launchpad (IDIA)](/topic/$idia) [Powell Industries Inc (POWL)](/topic/$powl) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [Convex Finance (CVX)](/topic/$cvx) [Exxon Mobil (XOM)](/topic/$xom) [IonQ, Inc. (IONQ)](/topic/$ionq) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Blackstone, Inc. (BX)](/topic/$bx) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)](/topic/$bbva) [Ethereum (ETH)](/topic/$eth) [Vistra, Corp. (VST)](/topic/$vst) [Southern Co (SO)](/topic/$so) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Oklo Inc. (OKLO)](/topic/$oklo) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [Smooth Love Potion (SLP)](/topic/$slp) [American Electric Power Company Inc (AEP)](/topic/$aep) [AAR Corp. (AIR)](/topic/$air) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@E_Invests I would add $SBBB to the list 😉"  
[X Link](https://x.com/SpaceFastighet/status/1907785039733039247)  2025-04-03T13:19Z [--] followers, [---] engagements


"@Wghhn123 What would you like in that scenario Any differentiation or just a basket trade"  
[X Link](https://x.com/SpaceFastighet/status/1909556292445675994)  2025-04-08T10:37Z [--] followers, [--] engagements


"@junkbondinvest PM whos been neutral all factors (even alpha) and is in the top 95th percentile by being flat for the year"  
[X Link](https://x.com/SpaceFastighet/status/1915910194342641884)  2025-04-25T23:26Z [--] followers, [--] engagements


"$BBVA $SAB Spains antitrust agency approved with strict conditions BBVA SAs [--] billion ($14.8 billion) bid to buy smaller rival Banco Sabadell SA setting the stage for the government to have a final say in the year-long takeover fight #Spain #financials #Banks #takeover"  
[X Link](https://x.com/SpaceFastighet/status/1917604222847033658)  2025-04-30T15:37Z [--] followers, [---] engagements


"$SBB IR on the Q1 earnings call: " 10bn SEK non-core assets disposal program to reduce LTV if not enough have liquid holdings." $PUBLI $SVEAF will never be safe companies till SBB finally sells its shares"  
[X Link](https://x.com/SpaceFastighet/status/1922212465615548734)  2025-05-13T08:48Z [--] followers, [--] engagements


"$SBB: A Hedge Fund Squeeze Story Surprising earnings from several points of view but don't get too excited about the stock being up 20%+. Most of today's buying is most likely short covering and not actual institutional buying. As you can see on the chart below short interest has meaningfully increased in the past two months and peaked last Friday at almost 31% Last Friday short interest was increased by 4% of the float in what I see as an anticipation of bad earnings. As today's results and the Aker deal were announced hedge funds had to cover forcing the shares higher. If $SBB tries to"  
[X Link](https://x.com/SpaceFastighet/status/1922227214524834200)  2025-05-13T09:47Z [--] followers, [----] engagements


"Someone somewhere is having a very very bad day. #SBB #ShortSqueeze #UpOnly #Sweden"  
[X Link](https://x.com/SpaceFastighet/status/1922313553949630872)  2025-05-13T15:30Z [--] followers, [--] engagements


"China's decoupling is real just more subtle than expected. It will be interesting to monitor Chinas strategic counterattacks. I have the unfortunate feeling that the European Union will be the battleground #TradeWar #China #UK"  
[X Link](https://x.com/SpaceFastighet/status/1922412761469898771)  2025-05-13T22:04Z [--] followers, [--] engagements


"$GS These [--] charts would have saved you from the Liberation Day market madness Super bearish and super bullish nonsense takes were flowing both here and in institutional channels but Goldman Sachs Asset Management's piece on "Bear market anatomy" would have made you $$$$ (Published the 8th of April) "We argue that we are currently in an event-driven bear market. The event in this case was liberation day and the sharp rise in tariffs it triggered. Indeed this could be seen as self-inflicted given the strong prospects for global economic activity at the start of the year particularly in the US"  
[X Link](https://x.com/SpaceFastighet/status/1923411127351853139)  2025-05-16T16:12Z [--] followers, [--] engagements


"Dalata Hotel Group $DHG $DHG.IR very interesting special situation out there Announced a strategic review not so long ago considering also a full sale of the business. and. Starwood is in the shareholder base (already own 3% of the shares)"  
[X Link](https://x.com/SpaceFastighet/status/1927396473999655093)  2025-05-27T16:08Z [--] followers, [---] engagements


"$DHG $DHG.ID Most likely PE bidders are already offering a much better price than 6.05/sh *DALATA HOTEL GROUP REJECTION OF POSSIBLE OFFER BY PANDOX GROUP *DALATA HOTEL STILL ENGAGING IN CONSTRUCTIVE TALKS WITH A NUMBER OF PARTIES *DALATA HOTEL COMMITTED TO ONGOING STRATEGIC REVIEW"  
[X Link](https://x.com/SpaceFastighet/status/1929904216195109113)  2025-06-03T14:13Z [--] followers, [---] engagements


"$ETH is actually a stablecoin $2500 FOREVER https://t.co/3LvG2GhVIu $2500 FOREVER https://t.co/3LvG2GhVIu"  
[X Link](https://x.com/SpaceFastighet/status/1939715785460433195)  2025-06-30T16:00Z [--] followers, [--] engagements


"Epstein files are not out as: 1) they could stir house and/or senate majority towards democrats making long term changes thougher if not impossible 2) the amount of business magnates exposed would destabilise the current corporate America tissue My two poors cents"  
[X Link](https://x.com/SpaceFastighet/status/1945554862827033054)  2025-07-16T18:43Z [--] followers, [--] engagements


"Hey anon Shitcoin season is here $sklz Dear bears I regret to inform you that this is NOT what you see at a market top LOL $sklz https://t.co/PMRdJFUxSg Dear bears I regret to inform you that this is NOT what you see at a market top LOL $sklz https://t.co/PMRdJFUxSg"  
[X Link](https://x.com/SpaceFastighet/status/1947777570289643569)  2025-07-22T21:55Z [--] followers, [---] engagements


"$SNBR positioned for a killing. Shorts about to get killed. Assuming yesterday's move was only covers (+10%) then there are still 4.7m shares shorted that could squeeze to an 85%+ upside I guess it's meme and hedge fund hunting season Good flag @convexititties @blondesnmoney"  
[X Link](https://x.com/SpaceFastighet/status/1948009184659714511)  2025-07-23T13:15Z [--] followers, [---] engagements


"$SNBR Crazy positioning in the market squeezeee time"  
[X Link](https://x.com/SpaceFastighet/status/1948009424804520136)  2025-07-23T13:16Z [--] followers, [---] engagements


"@dilantha_de $SNBR Moreover there is a squeeze angle in the name rn https://x.com/SpaceFastighet/status/1948009184659714511 $SNBR positioned for a killing. Shorts about to get killed. Assuming yesterday's move was only covers (+10%) then there are still 4.7m shares shorted that could squeeze to an 85%+ upside I guess it's meme and hedge fund hunting season Good flag @convexititties @blondesnmoney https://t.co/p6gBythATL https://x.com/SpaceFastighet/status/1948009184659714511 $SNBR positioned for a killing. Shorts about to get killed. Assuming yesterday's move was only covers (+10%) then there"  
[X Link](https://x.com/SpaceFastighet/status/1948011460388680052)  2025-07-23T13:24Z [--] followers, [--] engagements


"@blondesnmoney If you short something that has a 20%+ SI of the float you are deliberately asking to get your face ripped off"  
[X Link](https://x.com/SpaceFastighet/status/1948037398937403654)  2025-07-23T15:08Z [--] followers, [---] engagements


"Longed the Ai energy basket. insanity today And yet I believe we are still early as this is a multi-year bull run with power needs growing exponentially and deregulation facilitating CAPEX deployment $TLN $VST $POWL $IESC $CVX $XOM $D $SO"  
[X Link](https://x.com/SpaceFastighet/status/1948062484734128440)  2025-07-23T16:47Z [--] followers, [---] engagements


"With $BX earnings out just found out this interesting piece on their Mid-Year Megatrends: "Our conviction in power is just as strong as Ai infrastructure: Power demand forecasts are being consistently revised upward with data center demand expected to rise over 300% by [----]. -"  
[X Link](https://x.com/SpaceFastighet/status/1948388345064653230)  2025-07-24T14:22Z [--] followers, [---] engagements


"'Trump Administration Greenlights Chevron to Resume Pumping Oil In Venezuela' - WSJ Exclusive Multi-year energy bull run loading 💸💸 With $BX earnings out just found out this interesting piece on their Mid-Year Megatrends: "Our conviction in power is just as strong as Ai infrastructure: Power demand forecasts are being consistently revised upward with data center demand expected to rise over 300% by [----]. - https://t.co/ISxNj5uBfP With $BX earnings out just found out this interesting piece on their Mid-Year Megatrends: "Our conviction in power is just as strong as Ai infrastructure: Power"  
[X Link](https://x.com/SpaceFastighet/status/1948423718025204100)  2025-07-24T16:43Z [--] followers, [--] engagements


"Another day of strength in the AI energy/infra trade. $DLR results pointed to strong leasing activity in the pipeline boosting investors' confidence on the exponential demand for the future years $IESC $POWL $TLN $CVX $XOM"  
[X Link](https://x.com/SpaceFastighet/status/1948745061782426045)  2025-07-25T14:00Z [--] followers, [---] engagements


"Goldman Sachs: "The Power Industry May Need More Than [------] New Workers by 2030" My boy trash your white collar degree and start getting your hands dirty"  
[X Link](https://x.com/SpaceFastighet/status/1949753987944665234)  2025-07-28T08:49Z [--] followers, [--] engagements


"https://www.goldmansachs.com/insights/articles/power-industry-may-need-more-workers-by-2030 https://www.goldmansachs.com/insights/articles/power-industry-may-need-more-workers-by-2030"  
[X Link](https://x.com/SpaceFastighet/status/1949753990234649058)  2025-07-28T08:49Z [--] followers, [--] engagements


"it's going to be one heck of a race." "The US has been flat for how long in terms of energy production From my perspective infinite. In fact electricity demand declined for a while as has overall energy needs because of conservationism." And you are still fading energy Anon"  
[X Link](https://x.com/SpaceFastighet/status/1949758366303314367)  2025-07-28T09:06Z [--] followers, [--] engagements


"Worth a watch $XOM $CVX $POWL $IESC https://www.youtube.com/watchv=qaPHK1fJL5s https://www.youtube.com/watchv=qaPHK1fJL5s"  
[X Link](https://x.com/SpaceFastighet/status/1949758368253394957)  2025-07-28T09:06Z [--] followers, [---] engagements


"Energy is the real bottleneck with the forecasted built-out to [----] (and the announced Hyperscalers capex # for the coming year) you can't fade power stocks. Published last week:"  
[X Link](https://x.com/SpaceFastighet/status/1949761715983335446)  2025-07-28T09:19Z [--] followers, [--] engagements


""Pillar II: Build American AI Infrastructure AI is the first digital service in modern life that challenges America to build vastly greater energy generation than we have today. American energy capacity has stagnated since the 1970s while China has rapidly built out their grid"  
[X Link](https://x.com/SpaceFastighet/status/1949761718147576081)  2025-07-28T09:19Z [--] followers, [--] engagements


"Per $GS the recent rise in speculative trading has been one of sharpest increases in the last 30years. That usually translated in a very good signal of above average short-term stock returns"  
[X Link](https://x.com/SpaceFastighet/status/1949879606418313307)  2025-07-28T17:08Z [--] followers, [--] engagements


"Proper deep value story here. The administration is fighting as hard as possible to get rate cuts in to make the American dream of owning a home a reality again. Like it or not it is a mandatory stepping stone for them and must happen before the mid-terms to keep control Heres my Sleep Number model $SNBR My 2Q estimate of ($0.17) is in-line with the Street and reflects expected continued top line pressure (-9.4% y/y) and [---] bp and [--] bp linked-quarter reductions in SG&A and R&D due to cost-savings initiatives. The key thing to listen for on https://t.co/Fg9dQgRxdu Heres my Sleep Number model"  
[X Link](https://x.com/SpaceFastighet/status/1949884197143007431)  2025-07-28T17:26Z [--] followers, [---] engagements


"Once rate cuts are in the new found affordability will properly push home ownership that is already partially priced-in for developers and mortgage issuers. Totally different story for furnishers and that's were $SNBR is key"  
[X Link](https://x.com/SpaceFastighet/status/1949884201173647653)  2025-07-28T17:26Z [--] followers, [--] engagements


"Existing mattrass sale have a close to 1:1 purchase once an existing or new home transact as shown in the graph furnishing spending will be a key winner in the trade. It's a question of when not if. $SNBR is positioned generate 25%+ IRR by end of 2026"  
[X Link](https://x.com/SpaceFastighet/status/1949884203044049102)  2025-07-28T17:26Z [--] followers, [--] engagements


"@convexititties Good to see restructuring effort coming through on the cost side but top-line numbers were disgusting. The good thing is their FY revenue guidance implies no rate cuts no increase in housing purchases"  
[X Link](https://x.com/SpaceFastighet/status/1950557430967923035)  2025-07-30T14:01Z [--] followers, [---] engagements


"@convexititties this without considering market share gains vs. Amazon/Chinese products tariffs should help $SNBR gaining market share as they are US producers (only 100-150bps of impact in earnings due to Chinese components)"  
[X Link](https://x.com/SpaceFastighet/status/1950557819796660354)  2025-07-30T14:03Z [--] followers, [--] engagements


"Last thing I was expecting was seeing the DefiLlama TVL chart in the White House latest executive order. DeFi summer might really be back @DefiLlama"  
[X Link](https://x.com/SpaceFastighet/status/1950678039018262950)  2025-07-30T22:01Z [--] followers, [--] engagements


"@ParrotCapital Extremely naive take that lacks basic understanding of of crypto. An audit of Tether will not yield any name. There is no KYC in place so how the hell would you know who is who Some people launder cash USD should an audit of the dollar reveal you their names🤣"  
[X Link](https://x.com/SpaceFastighet/status/1951320993257136270)  2025-08-01T16:35Z [--] followers, [--] engagements


"@Lordvultures @fatcoin88 Lowering the acquisition ticket 10% of the company at a 20/30% discount of the offer price (based on average premiums paid in take private). Might seem small but in a 1bn hypothetical acquisition you might save 20/30m enough to cover the legals and bankers"  
[X Link](https://x.com/SpaceFastighet/status/1956347520109449323)  2025-08-15T13:29Z [--] followers, [--] engagements


"@QuestforYield @Wghhn123 It will be super well taken by the market you are going to solve the equity needs of the last acquisition (565m eur at high single digits cap rate) and lower the LTV. The last acquisition alone is increasing the NOI by 13/14% alone (pre-dilution) insane deal"  
[X Link](https://x.com/SpaceFastighet/status/1957845694632317061)  2025-08-19T16:42Z [--] followers, [--] engagements


"@DudeBiotech @balue8000 @Idorsia But yeah insane to have her as CEO. I expect a lot from her but big pharma pockets are not infinite"  
[X Link](https://x.com/SpaceFastighet/status/1968040638525690259)  2025-09-16T19:53Z [--] followers, [--] engagements


"@MktHitchhiker @SilbergleitJr Leaving Oklo aside. Shorting Joby and Archer on forward sales / valuation is plain retarded. You just dont get TV plays and tech growth. And timing wise even more stupid. Shorting pre-revenues at the beginning of a rate cut cycle oh boy🤦🏻♂"  
[X Link](https://x.com/SpaceFastighet/status/1970039164646387809)  2025-09-22T08:15Z [--] followers, [---] engagements


"@MktHitchhiker @SilbergleitJr If you don't have bbg happy to share. If you are a retail investors why bother with shorting fr If you are institutional why bother with something that might fuck up your risk metrics and will not make you sleep at night + alpha elsewhere imo. FYI I hold [--] shares"  
[X Link](https://x.com/SpaceFastighet/status/1970071898529907156)  2025-09-22T10:25Z [--] followers, [--] engagements


"@FiatElpis @TMTLongShort Says the walking clown managing a 15m Hedge fund loool Perf aint public dude why spitting nonsense"  
[X Link](https://x.com/SpaceFastighet/status/1971199407103279251)  2025-09-25T13:05Z [--] followers, [--] engagements


"@Andre_AGTC if you believe $MLYS then you should spend time on $IDIA. The Aprocitentan is the most effective hypertension treatment for CKD (stage 3&4) in the market with: 1) already commercially available (they are looking for a partner) and 2) proven efficacy (unlike Mineralys "study")"  
[X Link](https://x.com/SpaceFastighet/status/1987896353083510847)  2025-11-10T14:53Z [--] followers, [---] engagements


"@robgus67 @sbb I really dont get the retail obsession with $SBBB Svea getting a good credit rating is a net positive event but does not change the overall picture. The CEOscapital allocation decision to buy more shares in Svea instead of preserving cash left me completely stunned"  
[X Link](https://x.com/SpaceFastighet/status/1909524277994434927)  2025-04-08T08:30Z [--] followers, [---] engagements


"@robgus67 @sbb To add on that why bother with Sbb where the risk return profile is so shit on a risk adjusted basis when you have great companies that can compound 15%/20% yearly like $LOGIB $SLP #INTEAB"  
[X Link](https://x.com/SpaceFastighet/status/1909524676256153895)  2025-04-08T08:32Z [--] followers, [--] engagements


"Hemnet ( $HEM ) down 9% on Q1 results. Good entry point for a close monopoly in property ads in Sweden. early enough to not see the new "MAX" pricing plan kicking-in should surprise to the upside in the coming earnings. Nice pair trade vs/Scout24 $G24 #PairTrade #Internet"  
[X Link](https://x.com/SpaceFastighet/status/1915696085592424622)  2025-04-25T09:15Z [--] followers, [----] engagements


"@RikiLivet $PUBLI could meaningfully re-rate if they cut ties with $SBB; it's a simple reality"  
[X Link](https://x.com/SpaceFastighet/status/1922221332390941102)  2025-05-13T09:24Z [--] followers, [---] engagements


"They are clearly trying to squeeze people out. Now the question is will Aker take-private $PUBLI in the coming months How probable and how much liquidity would it realize for the holding company $SBB Not a bad trade if $PUBLI's assets are half-decent especially looking at $INTEA trading at a 50%+ premium to spot NAV $SBB: A Hedge Fund Squeeze Story Surprising earnings from several points of view but don't get too excited about the stock being up 20%+. Most of today's buying is most likely short covering and not actual institutional buying. As you can see on the chart below short interest"  
[X Link](https://x.com/SpaceFastighet/status/1922246959886139727)  2025-05-13T11:06Z [--] followers, [---] engagements


"$AEP Ai energy trade on full speed. $70bn Capex 5years plan. *AMERICAN ELECTRIC POWER 2Q REV. $5.09B EST. $4.97B *AEP: GUIDES TO UPPER HALF OF FY OPERATING EARNINGS RANGE *AEP: EXPECTS TO REPORT NEW FIVE-YEAR CAPITAL PLAN OF ABOUT $70B"  
[X Link](https://x.com/SpaceFastighet/status/1950512258586489001)  2025-07-30T11:02Z [--] followers, [---] engagements


"@DudeBiotech @Idorsia @IdorsiaUS $IDIA to 20/sh in 4years mate 🚀🚀🚀"  
[X Link](https://x.com/SpaceFastighet/status/1974019847529836718)  2025-10-03T07:53Z [--] followers, [---] engagements


"I never thought to find myself sharing Cathie Woods opinion. This is a real problem. I faced many time issues with Proxy voting firms like ISS awful-woke voting systems that in many cases are imposed by LPs mandates Just a bunch of trash propaganda/manipulation tools Isnt it sad if not damning that institutional shareholders rely on proxy firms to tell them how they should voteIndex funds do no fundamental research yet dominate institutional voting. Index-based investing is a form of socialism. Our investment system is broken. Isnt it sad if not damning that institutional shareholders rely on"  
[X Link](https://x.com/SpaceFastighet/status/1980346044702683336)  2025-10-20T18:51Z [--] followers, [--] engagements


"@Andre_AGTC this without considering the large solid pipeline of molecules of Idorsia compared to the single product of MLYS"  
[X Link](https://x.com/SpaceFastighet/status/1987897018224717834)  2025-11-10T14:55Z [--] followers, [---] engagements


"$IONQ is such a joke CFO going around talking being a proper snake-oil salesman it doesnt matter if you understand the tech just trust us same vibes as $NKLA"  
[X Link](https://x.com/SpaceFastighet/status/1988568488806350855)  2025-11-12T11:24Z [--] followers, [---] engagements


"$IONQ CFO: we alright the nividia of quantum We are at 80k qubits vs NVDA 2k qubits Lol mate show your real order backlog buddy"  
[X Link](https://x.com/SpaceFastighet/status/1988568968089546860)  2025-11-12T11:26Z [--] followers, [---] engagements


"$IONQ who do you think would be a better HFT hedge fund a quantum based or a normal computing one Good luck trading with a kilobyte capacity hahaha"  
[X Link](https://x.com/SpaceFastighet/status/1988569931248525443)  2025-11-12T11:29Z [--] followers, [---] engagements


"@LowAlphaHighVol This is what concerns me: The way they present it implies that there are clauses allowing the debt to be called back to Idorsia Ltd. So either 1) the debt is actually outside the perimeter and should not have been consolidated or "  
[X Link](https://x.com/SpaceFastighet/status/1995424680120082632)  2025-12-01T09:28Z [--] followers, [---] engagements


"@LowAlphaHighVol 2) the debt is still within perimeter and thing have not meaningfully changed (net of maturity extension). aka if Apro does not fly the debt load would be back in the parent and bring equity value close to 0"  
[X Link](https://x.com/SpaceFastighet/status/1995425162817339499)  2025-12-01T09:30Z [--] followers, [--] engagements


"@LowAlphaHighVol also worth highlighting the base case on the potential Apro deal quite impressive if they pull it over"  
[X Link](https://x.com/SpaceFastighet/status/1995426307589788121)  2025-12-01T09:34Z [--] followers, [--] engagements


"Snapping some $AIR shares on the quality issues of the A320s seems more of a blown out headline risk than long term material impact to the production (considering the fix has been completed among all affected planes)"  
[X Link](https://x.com/SpaceFastighet/status/1995476531666125187)  2025-12-01T12:54Z [--] followers, [---] engagements


"The debate seems to be revolving around the potential impact on deliveries. concerns about Airbus ability to meet its FY delivery guidance of [---] aircraft. November deliveries are at [--] units as of Nov [--] reported by Cirium leaving a significant ramp-up required in December"  
[X Link](https://x.com/SpaceFastighet/status/1995477958178308244)  2025-12-01T12:59Z [--] followers, [--] engagements


"got lost in a rabbit hole this morning checking Panama Papers. and guess who showed up 👀"  
[X Link](https://x.com/SpaceFastighet/status/1996540783059751262)  2025-12-04T11:23Z [--] followers, [--] engagements


"@strifenjustice I don't buy your conspiracy theory. No proof of that but agree on the great quality of Airbus"  
[X Link](https://x.com/SpaceFastighet/status/1996545108091732140)  2025-12-04T11:40Z [--] followers, [--] engagements


"The devil is in the details and literally in the last line of the "debt restructuring" section of the 9M results. I am not negative on the story but it's not far from the usual biotech 100x / -100% return profile Btw only saw your reply today as X does not notify"  
[X Link](https://x.com/SpaceFastighet/status/1996997539317661924)  2025-12-05T17:38Z [--] followers, [--] engagements


"@DudeBiotech @Mineralystx @AstraZeneca @aktienmessie @AlainMettraux @BillAckman @binggeli87382 @BioBoyScout @BiopharmIQ @BiotekOie @Biotenic @Idorsia have you seen any news on yesterdays spike Cant comprehend the reason"  
[X Link](https://x.com/SpaceFastighet/status/2003427625885401397)  2025-12-23T11:29Z [--] followers, [--] engagements


"@taobanker Why $ADBE The only reasonable moat for software names is private Data for use/training and embedded infra. $ADBE has literally none"  
[X Link](https://x.com/SpaceFastighet/status/2014357162399526986)  2026-01-22T15:19Z [--] followers, [---] engagements


"@adrianisxx @zephyr_z9 Yes tech is not there. Almost zero commercial use. All their top line growth comes from other businesses (among which M&A of non-quantum businesses). So yeah its the whole core business is fake while revenues come from ancillary services"  
[X Link](https://x.com/SpaceFastighet/status/2015743207909314856)  2026-01-26T11:06Z [--] followers, [---] engagements


"@Wghhn123 Lasting impact no but the hedging on the CB will be kept in place and adjusted on Vol. good thing is $VNA liquidity to absorb it"  
[X Link](https://x.com/SpaceFastighet/status/1922211912810434959)  2025-05-13T08:46Z [--] followers, [----] engagements


"$VNA convertibles / The book has not closed yet but yields seem to be 1.25% on the 5years and 1.75% on the 7years with a convert premium of above 40%+ @Wghhn123 what are the terms of converts yield @Wghhn123 what are the terms of converts yield"  
[X Link](https://x.com/SpaceFastighet/status/1922228315751952689)  2025-05-13T09:51Z [--] followers, [----] engagements


"@Andre_AGTC $IDIA only lacks visibility the swiss investor base can't be compared to US listing + the recent debt restructuring left it for dead. No-sense arbitrage with Mineralys trading at 3bn vs Idia at 1.5bn (ev)"  
[X Link](https://x.com/SpaceFastighet/status/1987896828797260217)  2025-11-10T14:55Z [--] followers, [---] engagements


"will not get wiped out but the equity on the parent might. It is unclear at the moment as they did not provide any information. I expect the management to discuss it further at the FY results. In particular: (1) what does it mean "limited & subordinated guarantee by Idorsia Ltd""  
[X Link](https://x.com/SpaceFastighet/status/1996997535706370515)  2025-12-05T17:38Z [--] followers, [--] engagements


"@DudeBiotech @IdorsiaUS You should be hired as IR and social media manager of $IDIA. No one pushing the story more than you do buddy 🙌🏻🚀"  
[X Link](https://x.com/SpaceFastighet/status/1998870384251429336)  2025-12-10T21:40Z [--] followers, [--] engagements


"Bottom fishing software is inherently a short Ai thesis. Are you really that confident anon"  
[X Link](https://x.com/SpaceFastighet/status/2018069909742203306)  2026-02-01T21:12Z [--] followers, [--] engagements


"$ALLFG 17th October Betaville article on a potential Take Private from CVC 8eur calls volume spike. Today: ALLFUNDS AGREED TO EXCLUSIVITY ON DEUTSCHE BRSE PROPOSAL IMPLIES TOTAL [----] PER ALLFUNDS SHARE you gotta love public markets"  
[X Link](https://x.com/SpaceFastighet/status/1994072542936535403)  2025-11-27T15:55Z [--] followers, [---] engagements


"yes double digits FCFs and growth expected this year in many names. Stop thinking about the random John vibe coding irrelevant. Think about broader talent. Are the barriers to entry that solid How many years of those FCFs are actually safe"  
[X Link](https://x.com/SpaceFastighet/status/2018069911562559603)  2026-02-01T21:12Z [--] followers, [--] engagements


"This is not 100% true only partially. $Idia q3 reports clearly states that SPV debt has subordinated guarantees on the parent. That's why the auditors considered it within perimeter hence the consolidation imo. So no the SPV bondholders. @SpaceFastighet @LowAlphaHighVol It's a non-recourse loan so debt holders will get wiped out in 2048/2050 if Apro deal Selatrogel or Cenerimod don't materialize. Maybe bondholders can take legal actions against a poorly run R&D/commercial process (not a lawyer) Under GAAP-rules Idorsia has to report all debt. @SpaceFastighet @LowAlphaHighVol It's a"  
[X Link](https://x.com/SpaceFastighet/status/1996997532300267613)  2025-12-05T17:38Z [--] followers, [---] engagements


"(2) is this guarantee true for the full debt stack on the SPV or limited to the A1 (3) what conditions need to be triggered to activate the guarantee If they don't close an Apro deal there is no way they will repay the SPV debt == $IDIA becomes a [--] once the back goes back in"  
[X Link](https://x.com/SpaceFastighet/status/1996997537425658047)  2025-12-05T17:38Z [--] followers, [--] engagements


"If Keplers deal estimates are achieved thats a 20CHF a share in 1year I trust you Mr. Panda 🏇🏻 @LowAlphaHighVol @DudeBiotech @SpaceFastighet What do I know Im just a panda. TP CHF [-----] in [--] year. @SpaceFastighet What do I know Im just a panda. TP CHF [-----] in [--] year"  
[X Link](https://x.com/SpaceFastighet/status/1998014763394084898)  2025-12-08T13:00Z [--] followers, [--] engagements


"Wokesoft getting smoked fairly deserved $UBI *Ubisoft Cancels Six Games Slashes Guidance in Restructuring"  
[X Link](https://x.com/SpaceFastighet/status/2014255980633043052)  2026-01-22T08:37Z [--] followers, [---] engagements


"Can we check in on the software dip buyers Are they still alive $DUO $CSU"  
[X Link](https://x.com/SpaceFastighet/status/2021880694012878916)  2026-02-12T09:34Z [--] followers, [---] engagements

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