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.
$ACHR
One of my favorite setups heading into this week.
The stock has been in a strong uptrend, consistently putting in higher highs and higher lows while volume continues to build, confirming the strength of the move. On top of that, ACHR has reclaimed key moving averages that previously acted as resistance, and those levels are now beginning to turn into support.
There has also been over $1 million in premium opened in the 7/17 $8 calls, which is definitely something worth paying attention to.
I’m currently long through shares and 1/2026 $10 calls.
In my opinion, a clean break above $6.75 opens the door to a move toward $7.40, which lines up with the 200 EMA. If bulls can reclaim that level as well, I believe a move toward $9 could happen much sooner than most expect.
$SPY $TSLA $PLTR $IWM
12/5
Sorry for the hiatus. I really haven’t opened many new positions, trading this volatility feels pointless. I trimmed 75% of my $CHYM position after a huge win this week.
My goal for the rest of the year is to protect as much profit as possible. I’m planning to stick to trading shares only until 2026, and then I’ll look to open some new swings once the market settles a bit.
I will update you all, when I find some good tickers with shares worth trading.
$TSLA $NVDA $MSTR $COIN $BTC $CHYM
Let this be a lesson to anyone working for a company:
NEVER put the company above yourself.
They will embarrass you.
Use ALL of your sick leave every year.
Take your holidays.
Don't come in and do extra, don't do projects that will not serve you personally.
Do not sacrifice your health.
Do not be the donkey.
You can sacrifice everything for years, and they can cut you at 3AM like it was nothing - "it's just business"
They don't care about you like you think they do.