$ONDS ran 859% after the last "Bull Trigger."
Now we're on the verge again...
Momentum is building and we could see the next "BT" this week.
I'll alert everyone when it prints.
$SOFI CEO Anthony Noto now holds around 12 million shares, worth roughly $180 million in total. That’s estimated to be about 75% of his net worth.
He hasn’t sold a single share since the IPO, and he keeps buying.
Never ignore insider alignment at this level.
Long $SOFI
$SOFI
"Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."
I’ve spent way too much time researching $SPIR lately… so I might as well turn it into a thesis thread.
The short version:
I don’t think the market fully understands what Spire Global could become over the next few years.
Here’s why I’m so interested in it heading into year-end.
On the technical side, the setup is extremely interesting.
$SPIR is breaking out of a 4-year base, and last month brought the highest volume in the company’s history. That usually doesn’t happen by accident.
There’s also significant chart rebalancing still left to happen here. If SPIR can reclaim and hold the $20 area, I think the path toward $35 and even $45 opens up quickly.
That alone implies potential upside of 200–300% purely from the technical structure resetting higher.
But the macro setup is what really makes this story compelling.
Multiple global trends are converging at once:
• Defense spending is surging around space, radio frequency (RF) intelligence, GPS jamming detection, and surveillance
• Weather and climate intelligence are becoming mission-critical
• Governments are increasingly buying commercial satellite data instead of building everything internally
• AI models need proprietary real-world datasets, and SPIR owns one through its satellite constellation
• Europe is aggressively investing in independent aerospace and defense infrastructure, where Spire is already positioned through its Germany operations
That’s why I don’t view this as just another “space stock.”
SPIR sits at the intersection of AI, defense, climate, data infrastructure, and geopolitics, all sectors seeing major capital inflows right now.
And despite that, the company is still valued like a small speculative satellite name.
Another major reason I’m bullish: the contracts are already happening.
SPIR has secured agreements tied to:
• NOAA, including an $11.1M weather data contract
• NASA IDIQ contract programs
• ESA / EUMETSAT weather intelligence and RF geolocation initiatives
• The U.S. Missile Defense Agency SHIELD program
• Commercial AI-weather forecasting customers using Spire’s satellite datasets
To me, that’s the key distinction.
This is no longer just a “future potential” story. Spire is already working with government, aerospace, and defense organizations before the broader market fully appreciates the demand for space-based intelligence and data.
When you combine the macro backdrop, growing contract pipeline, improving fundamentals, and a massive multi-year breakout, it’s hard for me not to be bullish on $SPIR.
Could I be wrong? Absolutely.
But if the company keeps executing while the market starts repricing space-based intelligence, weather data, and RF analytics as critical infrastructure, I think people will look back at these levels very differently.
That’s why $SPIR is my highest conviction name heading into year-end.