Austin

@PepInvestStocks Big upside and we are early!

$SPIR is one of the most slept-on small-cap rockets in the entire Space / AI-data sector right now 🚀 They just pulled off the perfect reset: sold the Maritime business for ~$239M, wiped out ALL debt, and are sitting on $81.8M cash - debt-free beast mode activated. Core business (RF Intelligence, Space Services + Weather) is now lean, high-margin and ready to print. Q4 core revenue already up +44% YoY with Gross Margin exploding to 43%. 2026 guidance: $75–85M revenue → that’s over 50% growth, and 75% of it is already locked in via backlog (RPO north of $216M). The real moonshot catalyst? RFGL capacity scaling 15x in the next 12 months. Real-time Radio Frequency Geolocation, emitter tracking, spoofing/jamming detection from orbit - exactly what the Pentagon and allies are screaming for in this new threat environment. They’re already deep with the Tier-1s: Missile Defense Agency – SHIELD IDIQ ($151 BILLION ceiling) U.S. Space Force – STEP 2.0 multi-year contract NRO, NOAA, NASA, EUMETSAT + first sovereign allied deals (Canada etc.) Deloitte bridging commercial/gov hybrid builds EBITDA break-even locked for late 2026 / early 2027. After that it’s pure margin expansion + operating leverage. Current market cap: ~420M. Tiny float. Still hated/ignored while $PL trades at 35x+ sales. Hyper-bull case: RFGL fully deployed + big SHIELD task orders → 2027-28 revenue scaling to $250–400M at 60-70% gross margins. At realistic Defense/Space multiples this thing can hit $7B+ market cap → $150 - 200+ per share. Even at more conservative 12-15x we’re still looking at 70 - 100$ easy. This is the textbook asymmetric small-cap setup: debt-free, high-growth, defense-critical tech, insane backlog visibility, and still flying completely under the radar. Not financial advice.

Catholic converts in the US have reached a near 20-year high, with Catholics on track to become the largest single religious group, surpassing American Evangelical Protestants. Protestants as a whole will likely still outnumber Catholics, but the trend suggests the US may be entering a new era of religious leadership. Follow: @AFpost

@Filmdaddy77 @itschrisray @NASAAdmin yep

@itschrisray @NASAAdmin You conveniently left off $SATL and $SPIR literally the only two on that list that I own that are in the green. This is just another buying opportunity.

Can someone explain to me like I’m 5 why space stocks are getting hammered on the day that @NASAAdmin is giving his Return to the Moon/Golden Era of Space presentation? 🤔 $FLY $RKLB $ASTS $PL $VOYG $LUNR $RDW $BKSY

@aleabitoreddit Spire is set up for success very impressed by them lately !

There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following. Then there's the Photonics SuperCycle: -> Triggered by $LITE and $COHR. With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following. One is hype over applications from Space. The other is hype over extreme revenue and earnings growth from AI. The latter tends to be more defensible.

@wliang $SPIR even cheaper at 5x EV/Sales with 50% rev growth in 2026 $PL trades at 22x EV/Sales with 40% rev growth in 2026

@SpaceInvestor_D Undervalued by a billion or two

$SPIR: Spire strengthening it's ability to deliver RF intelligence, supporting defense and national security missions worldwide. Spire has successfully demonstrated single-satellite radio frequency (RF) geolocation techniques on orbit, including the detection and geolocation of S-band and X-band radio frequency signals. Spire’s single-satellite RF geolocation capability expands the company’s RF sensing capabilities by enabling the identification and geolocation of higher-frequency emitters, including S- and X-band signals, using sensors onboard a single satellite.

@SpaceInvestor_ This new team at Spire is super impressive!

News: $SPIR Global Demonstrates Single-Satellite RF Geolocation Capability ir.spire.com/news-events/pr…

@Starbeardx Checks out!

Nobody is talking about $SPIR and I genuinely don't understand why. Everyone's debating $PL vs $BKSY vs $SATL , Let me fix that. The comp table that should make your jaw drop: $PL → 11B market cap. Satellite imagery only. $BKSY → 1B market cap. Satellite imagery only. $SATL → 710M market cap. Satellite imagery only. And then we have our boy $SPIR → 445M market cap. The 2nd largest commercial satellite constellation after SpaceX, and the largest constellation by number of sensors. Now let me tell you what $SPIR actually does that nobody talks about: ✅ SIGINT radio frequency intelligence from orbit ✅ Missile defense tracking ✅ GPS spoofing & jamming detection ✅ Weather forecasting (NASA/NOAA) ✅ Hyperspectral atmospheric profiling (HyMS first light Jan 2026) ✅ Space-as-a-Service host YOUR payload on their constellation ✅ IoT connectivity from space ✅ Actively engaged with 17 sovereign nations TODAY This isn't an imagery company. This is the intelligence layer of space. The Q4 2025 numbers: 📈 Revenue ex-maritime: +44% YoY, +36% sequential 💰 $81.8M cash — ZERO debt 🛰️ 21 satellites launched/shipped in Q4 alone with 10 more at Vandenberg launching THIS month 📊 2026 guide: $75-85M, +50% growth at midpoint with 75% of low-end already contracted 🎯 EBITDA breakeven target: Q4 2026 📈 Gross margin target at scale: 60-70% The NATO math nobody is running. NATO countries pledging 5% of GDP to defense. If just 5% of that goes to space = $17-32 BILLION per year in new contracts. Iran fired on Diego Garcia. Europe just discovered it has no anti-missile defense. SPIR is pre-positioned on SHIELD, already engaged in 17 nations, and has the ONLY deployed multi-mission constellation doing this today. Who tracks the missiles and jamming signals from orbit? $SPIR. The weather intelligence moat. In January 2026 SPIR achieved first light on their Hyperspectral Microwave Sounder 1,000+ sensing channels for temperature, humidity, and water vapor. NASA, NOAA, the US Air Force, and US Navy are ALL integrating this data. $11.2M NOAA contract. €3M EUMETSAT renewal. WildFireSat with 72M from Canada. The weather business alone is arguably worth more than the current market cap. The manufacturing moat. US facility AND EU facility manufacturing sats and able to make 300+ in a year. EU data sovereignty compliance. NATO ally manufacturing requirements. Transatlantic trust for the most sensitive intelligence customers. Analyst price targets: Current price: $12.82. Every single analyst covering this stock says it's undervalued. The stock is +34% in March alone and STILL hasn't reached the lowest target on the Street. $PL does satellite imagery: $11B market cap. $SPIR does radio + weather + SIGINT + missile defense + spoofing detection + forecasting + IoT + HyMS + Space-as-a-Service + WildFireSat + 17 sovereign nations + SHIELD $151B IDIQ + zero debt + 2nd largest commercial constellation in orbit + largest constellation by sensors. Market cap: ~$445M. Either every other space company is massively overvalued, or $SPIR is the most mispriced asset in the entire space sector. I know which one I believe $SPIR 🛰️

The best of LatAm is in the mountains

@graemelamperson It was so bad when I went last year. I truly believe Kast can clean it up though.

A day in arguably Chile’s PRETTIEST city 📍Valparaíso 🇨🇱 VERY vibeyyy & worth checking out. But… Too gritty to be liveable.

Big day for space tomorrow. Don't miss it.

In many cities across the United States it is very very close to South Africa already. It goes RAPID too! Watched hometown in Orlando do it in a span of 4 years.

@RKLBMan This will be the consensus trade in the next few months in a good way! Still very early.

$PL, $BKSY, $SPIR, $SATL. Earth Observation (EO) is critically important for national defense - especially during wartime. Crowded market but there are very clear differences between all of these companies. Let's break it down at a high level: $PL - think of them as the "Global Library." They operate a massive "flock" of 200+ satellites (Doves) that scan the entire Earth's landmass every single day. And because they scan everything, they have a "Time Machine" of data. Key Customers: Defense & Intelligence, but also other verticals like Agriculture & ESG. $BKSY - let's think of them as the "Live Feed" of the planet. They operate a swarm of small satellites that prioritize revisit rate over global coverage. They aren't trying to take a picture of every tree on Earth. They want to take a picture of that specific airstrip 15 times a day. Key customers: Defense & Intelligence customers. $SPIR (Spire Global) – think of them as the "Radio Station." Unlike the others, Spire doesn't focus on pictures (optical imagery). They focus on Radio Frequency (RF) and Radio Occultation. They track AIS (ships), ADS-B (planes), and weather patterns by listening to signals. They can "see" a ship through the thickest storm clouds or track a plane over the middle of the ocean where radar doesn't reach. Key customers: Maritime logistics, Aviation, and Weather agencies. $SATL (Satellogic) - this company is the "Discount EO" play. Their goal is to have a constellation so large they can remap the entire world in high-res every week at a fraction of the cost. They claim to have the lowest cost-per-satellite in the industry (under $1M in-orbit) and are the "budget-friendly" alternative for high-resolution 0.7m (moving to 0.3m) imagery. Key customers: Defense & Intelligence. There's also many other private companies like Maxar, Synspective, and many others in this EO space. Super interesting space to watch, especially as AI continues to be layered in for real-time decisions/insights. What's your favorite pick in EO?