12 days ago
Imagine a city free from rush-hour traffic -- not a city that literally doesn't have cars (like, say, Venice), but one that has aerial forms of transportation, like flying cars.
That picture in your head is something that could become real in the next decade. The term for it is "urban air mobility." It won't look like The Jetsons or Back to the Future II -- that is, present-day cars that can hover and propel. Rather, urban air mobility will give us electric vertical takeoff and landing (eVTOL) aircraft, basically a combo of drone and helicopter. They will be quieter than helicopters, with a quick velocity that can reduce an hour of traffic to a 10-minute aerial hop.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The total addressable market of urban air mobility could become a trillion-dollar market, which opens an opportunity to invest in its start-ups. One of those start-ups is Archer Aviation (NYSE: ACHR) -- and it very much has the potential to set investors up for life.
Archer is one of the frontrunners in the eVTOL market. It is currently working on certifying its flagship aircraft, Midnight, which could potentially taxi passengers within urban hubs and to and from airports.
#cars
That picture in your head is something that could become real in the next decade. The term for it is "urban air mobility." It won't look like The Jetsons or Back to the Future II -- that is, present-day cars that can hover and propel. Rather, urban air mobility will give us electric vertical takeoff and landing (eVTOL) aircraft, basically a combo of drone and helicopter. They will be quieter than helicopters, with a quick velocity that can reduce an hour of traffic to a 10-minute aerial hop.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The total addressable market of urban air mobility could become a trillion-dollar market, which opens an opportunity to invest in its start-ups. One of those start-ups is Archer Aviation (NYSE: ACHR) -- and it very much has the potential to set investors up for life.
Archer is one of the frontrunners in the eVTOL market. It is currently working on certifying its flagship aircraft, Midnight, which could potentially taxi passengers within urban hubs and to and from airports.
#cars
12 days ago
Confession: I've been wrong about Archer Aviation (NYSE: ACHR). Not totally wrong, but wrong enough to make me rethink the stock. In truth, I've been ****** yzing the stock too narrow-mindedly, with too much focus on its air taxi business and not enough on the other developments taking shape around it.
Two of those developments are in defense and autonomous technology. And I think they will make Archer one of the most formidable eVTOL businesses on the market.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
By now, you probably know what Archer is, or what it's trying to build. It's a frontrunner in the nascent electric vertical takeoff and landing (eVTOL) industry. Long term, it wants to operate an air taxi service, a kind of Uber (NYSE: UBER) in the skies, a transportation network to taxi people through the air to vertiports in major cities.
The urban mobility market, which includes eVTOL services, is expected to grow into a multitrillion-dollar market over the next several decades. That has also been one of the primary reasons to invest in companies like Archer, whose $4 billion-ish market cap could grow exponentially if this industry attracts the heavy demand expected of it.
#market #wrong
Two of those developments are in defense and autonomous technology. And I think they will make Archer one of the most formidable eVTOL businesses on the market.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
By now, you probably know what Archer is, or what it's trying to build. It's a frontrunner in the nascent electric vertical takeoff and landing (eVTOL) industry. Long term, it wants to operate an air taxi service, a kind of Uber (NYSE: UBER) in the skies, a transportation network to taxi people through the air to vertiports in major cities.
The urban mobility market, which includes eVTOL services, is expected to grow into a multitrillion-dollar market over the next several decades. That has also been one of the primary reasons to invest in companies like Archer, whose $4 billion-ish market cap could grow exponentially if this industry attracts the heavy demand expected of it.
#market #wrong
21 days ago
Archer Aviation Inc. (NYSE:ACHR)'s shares are up by over 36% in the past month, as of the close on August 14, amid growing optimism among investors over the company's future growth and revenue diversification as it moves beyond air-taxis towards a defense and AI story.
Photo by Arturo Añez on Unsplash
On August 10, the company announced that it was acquiring Boeing's Wisk Aero, SkyGrid, and Insitu business units, as part of a definitive agreement that will see the planemaker take a nearly 20% stake in Archer Aviation Inc. (NYSE:ACHR).
The deal will combine capabilities in autonomy, eVTOL aircraft, and uncrewed aircraft systems, resulting in an end-to-end physical AI platform for aerospace and defense, the firm said in a press release.
The agreement adds drone maker Insitu to the company's portfolio, a profitable business that generates over $200 million in annual revenue. Its takeover, along with those of Wisk Aero and SkyGrid, will provide access to Boeing's advanced autonomous flight technologies and strengthen Archer's position in defense and commercial logistics.
#wisk
Photo by Arturo Añez on Unsplash
On August 10, the company announced that it was acquiring Boeing's Wisk Aero, SkyGrid, and Insitu business units, as part of a definitive agreement that will see the planemaker take a nearly 20% stake in Archer Aviation Inc. (NYSE:ACHR).
The deal will combine capabilities in autonomy, eVTOL aircraft, and uncrewed aircraft systems, resulting in an end-to-end physical AI platform for aerospace and defense, the firm said in a press release.
The agreement adds drone maker Insitu to the company's portfolio, a profitable business that generates over $200 million in annual revenue. Its takeover, along with those of Wisk Aero and SkyGrid, will provide access to Boeing's advanced autonomous flight technologies and strengthen Archer's position in defense and commercial logistics.
#wisk
22 days ago
Joby Aviation (NYSE: JOBY) is in the business of making flying taxis. It's not the kind of taxi most people would have in mind -- a white or yellow cab -- but rather a small electric aircraft that takes off vertically like a helicopter and flies forward like a plane. This is called an electric vertical takeoff and landing (eVTOL) craft, and one day, you might take one to an airport to save time.
The core value proposition of air taxis is, indeed, saving time, which could resonate strongly in areas where congested urban traffic devours a large portion of it. With increased urbanization, the total addressable market for urban air mobility (which includes eVTOLs) could be enormous. Morgan Stanley, for example, projects the global urban mobility market to reach $1 trillion by 2040 and $9 trillion by 2050. That's the base case, too, not the bullish one.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
As the frontrunner of the eVTOL market in the U.S., Joby seems like a once-in-a-decade opportunity -- if you follow Morgan Stanley's predictions. The potential could be enormous, but how likely is it that Joby will turn this air-taxi vision into a real, thriving business?
There's compelling evidence right now that Joby can make a business from its vision. Perhaps the most persuasive is the dominant lead it has taken in the race to commercialize its eVTOL aircraft in the U.S.
#business #like #urban
The core value proposition of air taxis is, indeed, saving time, which could resonate strongly in areas where congested urban traffic devours a large portion of it. With increased urbanization, the total addressable market for urban air mobility (which includes eVTOLs) could be enormous. Morgan Stanley, for example, projects the global urban mobility market to reach $1 trillion by 2040 and $9 trillion by 2050. That's the base case, too, not the bullish one.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
As the frontrunner of the eVTOL market in the U.S., Joby seems like a once-in-a-decade opportunity -- if you follow Morgan Stanley's predictions. The potential could be enormous, but how likely is it that Joby will turn this air-taxi vision into a real, thriving business?
There's compelling evidence right now that Joby can make a business from its vision. Perhaps the most persuasive is the dominant lead it has taken in the race to commercialize its eVTOL aircraft in the U.S.
#business #like #urban
1 month ago
Five years ago, Wisk Aero sued Archer Aviation Inc. (NYSE:ACHR) for allegedly stealing its trade secrets. On August 10, Archer agreed to buy Wisk entirely, along with two other The Boeing Company (NYSE:BA) subsidiaries, in a deal that gives the aerospace giant a roughly 20% interest in the electric-aircraft company it previously accused of corporate theft. Archer's stock jumped by about 20% following the announcement.
Wisk sued Archer back in 2021, alleging that the younger company stole its autonomous-flight trade secrets and breached on its patents. The two reached an agreement in August 2023, with a unique twist: The Boeing Company (NYSE:BA) invested in Archer Aviation Inc. (NYSE:ACHR), and the companies formed an autonomous-flight relationship, with Wisk serving as Archer's exclusive autonomy provider for subsequent aircraft.
That collaboration has now turned into a complete acquisition. Under the definitive agreement, Archer Aviation Inc. (NYSE:ACHR) will buy Wisk Aero, SkyGrid, a digital airspace and air-traffic-management software firm, and Insitu, a drone producer, in an all-stock transaction.
The Boeing Company (NYSE:BA) will acquire freshly issued ACHR Class A shares equal to 19.75% of Archer's outstanding shares immediately before to closing, leaving Boeing with about 16.5% in stakes once the transaction closes, making it Archer's largest outside stakeholder. The Boeing Company (NYSE:BA) has also agreed to spend up to $55 million in an upcoming Archer investment round, and will obtain warrants to buy up to $200 million additional Archer stock in the future. In exchange, the companies have signed a cross-licensing agreement that allows Boeing to continue using Wisk's fundamental autonomous flight systems for its own commercial and defense programs, a detail experts have linked to Boeing's ultimate successor to the 737.
For Archer Aviation Inc. (NYSE:ACHR), the deal is less about eliminating a competitor than about expanding. The acquisition includes a defense firm with an annual revenue of more than $200 million across 35 nations, as well as Wisk's six generations of eVTOL aircraft designs and over 1,700 completed test flights. Archer describes the combined operation as a "end-to-end physical AI platform for aerospace and defense."
#archer
Wisk sued Archer back in 2021, alleging that the younger company stole its autonomous-flight trade secrets and breached on its patents. The two reached an agreement in August 2023, with a unique twist: The Boeing Company (NYSE:BA) invested in Archer Aviation Inc. (NYSE:ACHR), and the companies formed an autonomous-flight relationship, with Wisk serving as Archer's exclusive autonomy provider for subsequent aircraft.
That collaboration has now turned into a complete acquisition. Under the definitive agreement, Archer Aviation Inc. (NYSE:ACHR) will buy Wisk Aero, SkyGrid, a digital airspace and air-traffic-management software firm, and Insitu, a drone producer, in an all-stock transaction.
The Boeing Company (NYSE:BA) will acquire freshly issued ACHR Class A shares equal to 19.75% of Archer's outstanding shares immediately before to closing, leaving Boeing with about 16.5% in stakes once the transaction closes, making it Archer's largest outside stakeholder. The Boeing Company (NYSE:BA) has also agreed to spend up to $55 million in an upcoming Archer investment round, and will obtain warrants to buy up to $200 million additional Archer stock in the future. In exchange, the companies have signed a cross-licensing agreement that allows Boeing to continue using Wisk's fundamental autonomous flight systems for its own commercial and defense programs, a detail experts have linked to Boeing's ultimate successor to the 737.
For Archer Aviation Inc. (NYSE:ACHR), the deal is less about eliminating a competitor than about expanding. The acquisition includes a defense firm with an annual revenue of more than $200 million across 35 nations, as well as Wisk's six generations of eVTOL aircraft designs and over 1,700 completed test flights. Archer describes the combined operation as a "end-to-end physical AI platform for aerospace and defense."
#archer
1 month ago
Archer Aviation (ACHR) shares ripped higher on Monday morning after the electric vertical take-off and landing (eVTOL) specialist announced a landmark deal with Boeing (BA). Under the agreement, ACHR will acquire three Boeing subsidiaries — autonomous eVTOL rival Wisk Aero, defense system maker Insitu, and airspace management software firm SkyGrid — in an all-stock transaction that increases Boeing's equity stake in Archer to 19.75%.
Archer Aviation stock has reversed half of its intraday gains in recent hours, but is still up roughly 38% versus its year-to-date low.
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#boeing #Monday
Archer Aviation stock has reversed half of its intraday gains in recent hours, but is still up roughly 38% versus its year-to-date low.
Don't ***** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Shaq Says His Dad Treated Him to White Castle, But When He Saw Homeless Man With a Sign, He Gave 3 of His Burgers to the Guy — 'Always Look Out for the Little Man'
#boeing #Monday
1 month ago
Archer (ACHR) stock jumped on Monday after the air-taxi maker agreed to buy three of Boeing's (BA) aerospace subsidiaries, handing the planemaker an equity stake in return for cash.
Under the agreements, Archer will acquire Boeing's Wisk Aero, the autonomous eVTOL developer; SkyGrid, an air traffic management software firm; and Insitu, a defense drone maker.
Boeing will be paid mostly in Archer stock, receiving newly issued stock equal to 19.75% of Archer's shares outstanding just before closing, leaving it with an approximate 16.5% stake once the deal is done.
Boeing also agreed to invest up to $55 million in an upcoming Archer funding round and take warrants to eventually buy up to $200 million of stock down, positioning the planemaker as one of Archer's largest shareholders.
#boeing #maker
Under the agreements, Archer will acquire Boeing's Wisk Aero, the autonomous eVTOL developer; SkyGrid, an air traffic management software firm; and Insitu, a defense drone maker.
Boeing will be paid mostly in Archer stock, receiving newly issued stock equal to 19.75% of Archer's shares outstanding just before closing, leaving it with an approximate 16.5% stake once the deal is done.
Boeing also agreed to invest up to $55 million in an upcoming Archer funding round and take warrants to eventually buy up to $200 million of stock down, positioning the planemaker as one of Archer's largest shareholders.
#boeing #maker
1 month ago
Archer Aviation surged 11% Tuesday as earnings-call details revealed Boeing's Insitu subsidiary generates $200M+ annually and can fund Archer's operations independently.
JOBY shares dropped 2% and EH stayed flat, indicating that the rally is Archer-specific and not a broad eVTOL sector move.
Despite back-to-back double-digit rallies, ACHR remains down 10% year to date, with an ******* yst target of $10.50 implying meaningful upside potential.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Archer Aviation (NYSE:ACHR) stock is climbing 11% to $6.93 Tuesday morning, extending Monday's 12% deal-day pop as investors continue to digest details from Archer's Q2 2026 earnings call. The move follows Monday's coverage of the Boeing (NYSE:BA) tie-up with Archer Aviation and reflects Day 2 follow-through on the same story.
#aviation #earnings #back
JOBY shares dropped 2% and EH stayed flat, indicating that the rally is Archer-specific and not a broad eVTOL sector move.
Despite back-to-back double-digit rallies, ACHR remains down 10% year to date, with an ******* yst target of $10.50 implying meaningful upside potential.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Archer Aviation (NYSE:ACHR) stock is climbing 11% to $6.93 Tuesday morning, extending Monday's 12% deal-day pop as investors continue to digest details from Archer's Q2 2026 earnings call. The move follows Monday's coverage of the Boeing (NYSE:BA) tie-up with Archer Aviation and reflects Day 2 follow-through on the same story.
#aviation #earnings #back
2 months ago
It is hard to place a value on Archer Aviation (NYSE: ACHR) because it is a money-losing start-up. But the stock has fallen more than 60% from its 2025 highs and is now trading at about the same level as in 2021, shortly after coming public via a merger with a special purpose acquisition company (SPAC). Archer Aviation has come a long way since then, so you could easily argue the stock is cheap. But should you buy it?
The big story with Archer Aviation is its electric vertical take-off and landing (eVTOL) aircraft. It already has a model, called Midnight, that it is testing. And it just introduced a variation on Midnight, called Thunder, that is intended for military and industrial use. The hope is that eVTOLs will revolutionize the aerospace industry.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That's not a far-fetched idea, since aircraft like Midnight and Thunder can quickly transport people and other items over short distances. Think of an air taxi that allows people to fly over traffic congestion. Or, in the case of Thunder, an unmanned aircraft flying supplies to an oil rig in the middle of the ocean. These are real-world scenarios where Archer's eVTOL aircraft would be hugely valuable. If you can envision a world where Midnight and Thunder aircraft are zipping through the air, it might be cheap enough for you to buy.
There are some problems to consider before you buy that will likely keep all but the most aggressive growth investors on the sidelines. For starters, the company is losing money and will likely continue to do so for a while longer. That's because it is still working on getting its eVTOL approved for commercial use. And even though Thunder won't require the same regulatory approvals, it isn't ready for prime time just yet, either. After the company's eVTOL aircraft are approved, it will still have to spend significant sums to ramp up production.
#aircraft #archer #aviation #NVIDIA
The big story with Archer Aviation is its electric vertical take-off and landing (eVTOL) aircraft. It already has a model, called Midnight, that it is testing. And it just introduced a variation on Midnight, called Thunder, that is intended for military and industrial use. The hope is that eVTOLs will revolutionize the aerospace industry.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That's not a far-fetched idea, since aircraft like Midnight and Thunder can quickly transport people and other items over short distances. Think of an air taxi that allows people to fly over traffic congestion. Or, in the case of Thunder, an unmanned aircraft flying supplies to an oil rig in the middle of the ocean. These are real-world scenarios where Archer's eVTOL aircraft would be hugely valuable. If you can envision a world where Midnight and Thunder aircraft are zipping through the air, it might be cheap enough for you to buy.
There are some problems to consider before you buy that will likely keep all but the most aggressive growth investors on the sidelines. For starters, the company is losing money and will likely continue to do so for a while longer. That's because it is still working on getting its eVTOL approved for commercial use. And even though Thunder won't require the same regulatory approvals, it isn't ready for prime time just yet, either. After the company's eVTOL aircraft are approved, it will still have to spend significant sums to ramp up production.
#aircraft #archer #aviation #NVIDIA
2 months ago
Archer Aviation Inc. (NYSE:ACHR) shares are ripping higher, with roughly 19.6% gains in a single session. As of July 21, ACHR trades at $5.29. The market move comes after Archer, with Anduril, unveiled its Thunder autonomous vertical takeoff and landing defense craft, which is designed to accompany crewed aircraft and helicopters.
While the market move is tied to a concrete product launch, there is another catalyst on the calendar this week.
The catalyst that sent the company higher was the launch of an autonomous VTOL aircraft platform with a defense variant called Thunder, jointly developed with the defense company Anduril. At the Farnborough Airshow on July 20, Archer Aviation Inc. (NYSE:ACHR) and Anduril unveiled a jointly developed, series hybrid-electric VTOL platform built for both defense and commercial missions.
The defense variant "Thunder" was of particular focus. It is a Group 5 autonomous attack rotorcraft designed to multiply the combat power of crewed attack and ***** ault aircraft. This marks a real pivot from Archer's original air-taxi pitch into dual-use defense revenue. CEO Adam Goldstein noted defense to be a "huge market" and said, "the applications we can bring in the defense world are quite impressive and very much needed for the warfighter."
Management noted that what sets Thunder apart is "a hybrid-electric powertrain enables the aircraft to achieve significant range and endurance, while still maintaining the necessary precision to closely optimize power through the full range of flight conditions."
#aviation #NYSE
While the market move is tied to a concrete product launch, there is another catalyst on the calendar this week.
The catalyst that sent the company higher was the launch of an autonomous VTOL aircraft platform with a defense variant called Thunder, jointly developed with the defense company Anduril. At the Farnborough Airshow on July 20, Archer Aviation Inc. (NYSE:ACHR) and Anduril unveiled a jointly developed, series hybrid-electric VTOL platform built for both defense and commercial missions.
The defense variant "Thunder" was of particular focus. It is a Group 5 autonomous attack rotorcraft designed to multiply the combat power of crewed attack and ***** ault aircraft. This marks a real pivot from Archer's original air-taxi pitch into dual-use defense revenue. CEO Adam Goldstein noted defense to be a "huge market" and said, "the applications we can bring in the defense world are quite impressive and very much needed for the warfighter."
Management noted that what sets Thunder apart is "a hybrid-electric powertrain enables the aircraft to achieve significant range and endurance, while still maintaining the necessary precision to closely optimize power through the full range of flight conditions."
#aviation #NYSE
2 months ago
If you thought Archer Aviation (NYSE:ACHR) was only building flying taxis, you might want to think again.
On July 20, Archer and defense company Anduril unveiled an autonomous VTOL aircraft platform, with a defense variant, "Thunder", also introduced. Since late 2024, both companies have been jointly developing technology for the vertical takeoff and landing (VTOL) sector. While "Thunder" is a defense variant, Archer says it will announce the platform's first commercial customers later this week.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The importance of this platform for Archer cannot be overstated. The company is not generating meaningful revenue, and Midnight, its flagship electric vertical takeoff and landing (eVTOL) aircraft, still lacks FAA type certification. If, however, it can turn the Anduril platform into firm orders, it could create a path to meaningful revenue while Midnight continues working through the certification process.
Archer stock jumped roughly 20% on the news, which puts it roughly 30% lower on the year. If you've been waiting for a reason to buy this beaten-down aviation stock, let's take a closer look to see if now is the time to jump in.
#company #platform #vtol #thunder
On July 20, Archer and defense company Anduril unveiled an autonomous VTOL aircraft platform, with a defense variant, "Thunder", also introduced. Since late 2024, both companies have been jointly developing technology for the vertical takeoff and landing (VTOL) sector. While "Thunder" is a defense variant, Archer says it will announce the platform's first commercial customers later this week.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The importance of this platform for Archer cannot be overstated. The company is not generating meaningful revenue, and Midnight, its flagship electric vertical takeoff and landing (eVTOL) aircraft, still lacks FAA type certification. If, however, it can turn the Anduril platform into firm orders, it could create a path to meaningful revenue while Midnight continues working through the certification process.
Archer stock jumped roughly 20% on the news, which puts it roughly 30% lower on the year. If you've been waiting for a reason to buy this beaten-down aviation stock, let's take a closer look to see if now is the time to jump in.
#company #platform #vtol #thunder
2 months ago
Finding a bargain is a relative feat. For a growth investor like Cathie Wood, there might be deals in stocks that are slumping despite not yet being textbook cheap. She added to existing Ark positions in Archer Aviation (NYSE: ACHR), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) on Monday.
Archer and **** eX are now trading below their IPO pricing. Meta is faring a bit better than the recent slides at Archer and **** eX, but the Facebook parent company is still trading 8% lower over the past year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's take a closer look at the three potentially opportunistic purchases by Ark to kick off the new trading week.
One of Monday's biggest winners was Archer Aviation stock. One of the leaders in the development of electric vertical takeoff and landing (eVTOL) aircraft saw its shares soar nearly 20% on its heaviest day of trading volume since late last year after introducing a new revenue stream.
#NVIDIA #aviation #company
Archer and **** eX are now trading below their IPO pricing. Meta is faring a bit better than the recent slides at Archer and **** eX, but the Facebook parent company is still trading 8% lower over the past year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's take a closer look at the three potentially opportunistic purchases by Ark to kick off the new trading week.
One of Monday's biggest winners was Archer Aviation stock. One of the leaders in the development of electric vertical takeoff and landing (eVTOL) aircraft saw its shares soar nearly 20% on its heaviest day of trading volume since late last year after introducing a new revenue stream.
#NVIDIA #aviation #company
2 months ago
The flying taxi company just unveiled a military drone, and investors are betting it's a much faster path to a paycheck.
If you blinked, you might have missed it. Archer Aviation (ACHR) stock jumped +19.6% on Monday, a sharp reversal after hitting its 52-week low of $4.44 just the session before. While peers like JOBY also saw a lift, Archer's move was in a different league. So what exactly put the charge back into this electric aircraft developer?
On Monday morning, the company pulled the curtain back on a new partnership with a defense technology company. They unveiled an autonomous aircraft platform called Thunder. This isn't another sleek pod designed to whisk you over city traffic. It's a craft built with military and commercial applications in mind, marking a significant new direction for the company.
Because it gives Archer a second, more tangible story to tell. Crucially, Archer remains essentially pre-revenue, with its entire valuation pinned on the future commercialization of urban air mobility. But as one report noted, the eVTOL industry is seeing "slower-than-expected progress." This pivot into defense is a "major expansion beyond its core urban air mobility business," offering a potential path to revenue that doesn't rely solely on a consumer market that doesn't exist yet. It's a strategic hedge while commercial passenger certification moves through lengthy regulatory timelines.
The company isn't abandoning its original mission. The CEO reaffirmed the goal of achieving certification for its passenger craft by 2028. But the more immediate catalyst is on the commercial front. Archer is expected to announce its "first commercial customers later this week," which could provide another jolt of validation. This pivot firmly plants a foot in the aerospace and defense sector, a move that clearly resonated with investors tired of waiting.
#Monday #investors
If you blinked, you might have missed it. Archer Aviation (ACHR) stock jumped +19.6% on Monday, a sharp reversal after hitting its 52-week low of $4.44 just the session before. While peers like JOBY also saw a lift, Archer's move was in a different league. So what exactly put the charge back into this electric aircraft developer?
On Monday morning, the company pulled the curtain back on a new partnership with a defense technology company. They unveiled an autonomous aircraft platform called Thunder. This isn't another sleek pod designed to whisk you over city traffic. It's a craft built with military and commercial applications in mind, marking a significant new direction for the company.
Because it gives Archer a second, more tangible story to tell. Crucially, Archer remains essentially pre-revenue, with its entire valuation pinned on the future commercialization of urban air mobility. But as one report noted, the eVTOL industry is seeing "slower-than-expected progress." This pivot into defense is a "major expansion beyond its core urban air mobility business," offering a potential path to revenue that doesn't rely solely on a consumer market that doesn't exist yet. It's a strategic hedge while commercial passenger certification moves through lengthy regulatory timelines.
The company isn't abandoning its original mission. The CEO reaffirmed the goal of achieving certification for its passenger craft by 2028. But the more immediate catalyst is on the commercial front. Archer is expected to announce its "first commercial customers later this week," which could provide another jolt of validation. This pivot firmly plants a foot in the aerospace and defense sector, a move that clearly resonated with investors tired of waiting.
#Monday #investors
2 months ago
The electric vertical take-off and landing aircraft (eVTOL) market is a tough one to invest in because it's in such an early stage. While there are multiple companies involved in the ***** e and trying to convince investors they're the real deals, it's difficult, if not impossible, to predict which, if any, will lead the market in the next five to 10 years.
Joby Aviation (NYSE: JOBY) is one of the promising players in the industry, and that's evident with its sizable valuation. Its market cap is nearly $9 billion -- more than double that of rival Archer Aviation. But investors have grown bearish about Joby's stock of late, as it's down more than 30% since the beginning of the year. Trading at around $9, investors may be torn about where the eVTOL stock will be headed from here on out: is it more likely to get to $15 or $5 this year?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Joby's stock had been rising prior to the start of this year on the hope that its air taxis would soon commence operating activities. While that's still a possibility, it's notable that the stock began to go into a free fall in late January after Joby announced it was raising about $1.2 billion from the issue of common stock and convertible notes, raising flags over the unprofitable company's need to raise cash -- an issue that's likely to persist over the long haul.
While Joby has been showcasing its air taxi with test flights in New York City and Dubai, investors are still left waiting for approval from regulators, which would surely be the catalyst that lifts the stock higher. Joby has previously stated it expects to commence U.S. operations at some point this year. If that ends up happening, that could be what's needed for the stock to rally once more.
Joby Aviation (NYSE: JOBY) is one of the promising players in the industry, and that's evident with its sizable valuation. Its market cap is nearly $9 billion -- more than double that of rival Archer Aviation. But investors have grown bearish about Joby's stock of late, as it's down more than 30% since the beginning of the year. Trading at around $9, investors may be torn about where the eVTOL stock will be headed from here on out: is it more likely to get to $15 or $5 this year?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Joby's stock had been rising prior to the start of this year on the hope that its air taxis would soon commence operating activities. While that's still a possibility, it's notable that the stock began to go into a free fall in late January after Joby announced it was raising about $1.2 billion from the issue of common stock and convertible notes, raising flags over the unprofitable company's need to raise cash -- an issue that's likely to persist over the long haul.
While Joby has been showcasing its air taxi with test flights in New York City and Dubai, investors are still left waiting for approval from regulators, which would surely be the catalyst that lifts the stock higher. Joby has previously stated it expects to commence U.S. operations at some point this year. If that ends up happening, that could be what's needed for the stock to rally once more.
3 months ago
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Joby Aviation, Inc. stock rose Tuesday after the company and Toyota Motor Corporation formed a joint venture to support commercial production and scale-up of Joby's electric air taxi aircraft.
This builds upon a deep, multi-year collaboration and follows Toyota's massive $500 million investment in Joby in late 2024 to fund aircraft certification and early-stage production
The joint venture, Joby Toyota Aero Manufacturing Preparation Company, will manufacture Joby's S4 Series eVTOL aircraft.
Toyota will hold a 51% stake after buying 1.02 million shares for $1.02 million, while Joby will hold 49% after buying 980,000 shares for $980,000.
Joby Aviation, Inc. stock rose Tuesday after the company and Toyota Motor Corporation formed a joint venture to support commercial production and scale-up of Joby's electric air taxi aircraft.
This builds upon a deep, multi-year collaboration and follows Toyota's massive $500 million investment in Joby in late 2024 to fund aircraft certification and early-stage production
The joint venture, Joby Toyota Aero Manufacturing Preparation Company, will manufacture Joby's S4 Series eVTOL aircraft.
Toyota will hold a 51% stake after buying 1.02 million shares for $1.02 million, while Joby will hold 49% after buying 980,000 shares for $980,000.
3 months ago
The prospects for electric vertical take-off and landing (eVTOL) companies don't just depend on future orders or regulatory approvals; they also depend on securing their supply chains and ramping up production to meet expectations. That's why investors have reason to be positive about Vertical Aerospace (NYSE: EVTL) after it recently signed a long-term agreement with Astronics for power distribution systems for its Valo eVTOL. Is it enough to make the stock a buy?
Not all eVTOL companies are made equal. While Joby Aviation is pursuing a vertically integrated model and developing its own technology, Boeing's Wisk is also relying on investment and technology from its parent company, and companies like Archer Aviation and Vertical Aerospace are heavily reliant on components from established companies.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In theory, at least, this should accelerate development and make it easier to ramp up production. That's why every time the U.K.'s Vertical Aerospace signs a long-term supply agreement, it helps de-risk the company's business model. It already has deals in place with Honeywell (flight control and management systems), Hyundai WIA (landing gear), and other specialist aerospace suppliers, with the recent deal adding low-voltage power distribution systems -- a critical part of an eVTOL.
While execution risk has diminished somewhat with the deal, this is still a company burning cash and won't generate earnings until 2032, according to the Wall Street ******* yst consensus from S&P Global Market Intelligence. In other words, the $239 million-market cap company will need cash, which means significant dilution for existing investors is on the way.
Not all eVTOL companies are made equal. While Joby Aviation is pursuing a vertically integrated model and developing its own technology, Boeing's Wisk is also relying on investment and technology from its parent company, and companies like Archer Aviation and Vertical Aerospace are heavily reliant on components from established companies.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In theory, at least, this should accelerate development and make it easier to ramp up production. That's why every time the U.K.'s Vertical Aerospace signs a long-term supply agreement, it helps de-risk the company's business model. It already has deals in place with Honeywell (flight control and management systems), Hyundai WIA (landing gear), and other specialist aerospace suppliers, with the recent deal adding low-voltage power distribution systems -- a critical part of an eVTOL.
While execution risk has diminished somewhat with the deal, this is still a company burning cash and won't generate earnings until 2032, according to the Wall Street ******* yst consensus from S&P Global Market Intelligence. In other words, the $239 million-market cap company will need cash, which means significant dilution for existing investors is on the way.
3 months ago
On Monday, Archer Aviation (NYSE: ACHR) stock fell to a new 52-week low. It has declined by nearly 40% since the start of the year, and it's now down close to 70% from its high of $14.62. It was a hot buy a few years ago, but the excitement around the electric vertical take-off and landing (eVTOL) stock has cooled off significantly.
However, for long-term investors, could this prove to be a blessing in disguise? Could now be an opportune time to buy low on Archer and just hang on for the long haul?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Air taxis have the potential to revolutionize the way people commute and travel on a day-to-day basis. That's the hope, anyway. And ****** ysts at Grand View Research believe that by the end of the decade, the global eVTOL aircraft market could be worth around $28.6 billion. That would be an astounding rate of increase from the merely $2.1 billion they expect it to be worth this year.
The industry remains in its early growth stages, and Archer is one of the companies that hopes to be among the first to have an approved eVTOL aircraft in the skies. It's also the official air taxi provider for the upcoming Olympics in Los Angeles in 2028, in what could be Archer's big coming-out party.
However, for long-term investors, could this prove to be a blessing in disguise? Could now be an opportune time to buy low on Archer and just hang on for the long haul?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Air taxis have the potential to revolutionize the way people commute and travel on a day-to-day basis. That's the hope, anyway. And ****** ysts at Grand View Research believe that by the end of the decade, the global eVTOL aircraft market could be worth around $28.6 billion. That would be an astounding rate of increase from the merely $2.1 billion they expect it to be worth this year.
The industry remains in its early growth stages, and Archer is one of the companies that hopes to be among the first to have an approved eVTOL aircraft in the skies. It's also the official air taxi provider for the upcoming Olympics in Los Angeles in 2028, in what could be Archer's big coming-out party.
3 months ago
If you grew up watching The Jetsons, your idea of the future probably looked something like aerial cars zipping through cities, video-chat, androids, and flat-screen TVs. Surprisingly, reality has caught up to The Jetsons in many ways, yet one of its most iconic technologies -- flying cars -- largely remains in the realm of science fiction.
For now, at least.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Archer Aviation (NYSE: ACHR) is one of several aviation companies trying to make a version of flying cars real. Its Midnight aircraft is an electric vertical takeoff and landing (eVTOL) craft designed to fly passengers above congested city streets at speeds approaching 150 miles per hour. Although the aircraft looks like a drone converted into a helicopter, it's designed to be quieter, cleaner, and more efficient for short urban hops in crowded cities.
That's the dream, and so far Archer has yet to complete a piloted transition flight (that is, transitioning from vertical to horizontal with a ****** pitted pilot). Archer stock, meanwhile, has dipped pretty far into the red, trading today almost 50% lower than its initial listing price.
For now, at least.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Archer Aviation (NYSE: ACHR) is one of several aviation companies trying to make a version of flying cars real. Its Midnight aircraft is an electric vertical takeoff and landing (eVTOL) craft designed to fly passengers above congested city streets at speeds approaching 150 miles per hour. Although the aircraft looks like a drone converted into a helicopter, it's designed to be quieter, cleaner, and more efficient for short urban hops in crowded cities.
That's the dream, and so far Archer has yet to complete a piloted transition flight (that is, transitioning from vertical to horizontal with a ****** pitted pilot). Archer stock, meanwhile, has dipped pretty far into the red, trading today almost 50% lower than its initial listing price.
3 months ago
Picture the last time you were stuck in bad traffic. Awful traffic -- like in Atlanta, New York, or L.A. The kind that draws out the grumpiest side of us all, the ******* per-to-bumper, stop-and-go traffic -- a long red line on the GPS -- with several chokepoints and squeezes, and no end in sight.
That kind of traffic is no laughing matter to drivers or city planners. But thanks to Joby Aviation (NYSE: JOBY), traffic like that could one day inspire you to take an alternative route in the sky.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Call them flying cars -- or taxis, or shuttles -- the electric vertical takeoff and landing (eVTOL) vehicles Joby is designing have immense potential to revolutionize the transportation industry. Despite the recent sell-off of Joby stock, that potential is looking less and less imaginary by the week. Here's why I'd be considering Joby if you're a growth stock investor.
Joby Aviation is widely recognized as the front-runner in the race to certify an eVTOL aircraft in the U.S.
That kind of traffic is no laughing matter to drivers or city planners. But thanks to Joby Aviation (NYSE: JOBY), traffic like that could one day inspire you to take an alternative route in the sky.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Call them flying cars -- or taxis, or shuttles -- the electric vertical takeoff and landing (eVTOL) vehicles Joby is designing have immense potential to revolutionize the transportation industry. Despite the recent sell-off of Joby stock, that potential is looking less and less imaginary by the week. Here's why I'd be considering Joby if you're a growth stock investor.
Joby Aviation is widely recognized as the front-runner in the race to certify an eVTOL aircraft in the U.S.
3 months ago
"Where we're going, we don't need roads!" said Doc Brown of Back to the Future before revving up the most famous flying car in the history of film -- the iconic, lightning-powered, Flux Capacitor-embedded DeLorean.
The phrase could just as well be the motto of Archer Aviation (NYSE: ACHR). Archer, like Doc, has a flying car -- Midnight, an electric takeoff vertical and landing (eVTOL) aircraft. It might not travel back in time, but it can travel above streets and turnpikes at a targeted speed of 150 mph, cutting an hour-long slog through traffic to 10 minutes or less.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Archer stock has been trailing the market in 2026, as Wall Street continues to worry about FAA certification timelines and ongoing losses. And yet for those who believe eVTOLs will transform transportation, today's dip in Archer Aviation might be an opportunity, one that could grow tenfold or more over the long run. Here's how.
Archer Aviation currently trades between $5 and $6 a share, with a market cap of about $4.5 billion. A tenfold gain to Archer stock at today's price, then, would bring its market cap to $45 billion -- **** uming no significant stock dilution. In reality, Archer has increased its share count substantially over the years to fund operations, and chances are more dilution is coming. For the sake of example, however, we'll use $45 billion, knowing that the actual market cap needed to support a tenfold gain could be higher.
The phrase could just as well be the motto of Archer Aviation (NYSE: ACHR). Archer, like Doc, has a flying car -- Midnight, an electric takeoff vertical and landing (eVTOL) aircraft. It might not travel back in time, but it can travel above streets and turnpikes at a targeted speed of 150 mph, cutting an hour-long slog through traffic to 10 minutes or less.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Archer stock has been trailing the market in 2026, as Wall Street continues to worry about FAA certification timelines and ongoing losses. And yet for those who believe eVTOLs will transform transportation, today's dip in Archer Aviation might be an opportunity, one that could grow tenfold or more over the long run. Here's how.
Archer Aviation currently trades between $5 and $6 a share, with a market cap of about $4.5 billion. A tenfold gain to Archer stock at today's price, then, would bring its market cap to $45 billion -- **** uming no significant stock dilution. In reality, Archer has increased its share count substantially over the years to fund operations, and chances are more dilution is coming. For the sake of example, however, we'll use $45 billion, knowing that the actual market cap needed to support a tenfold gain could be higher.
3 months ago
Is VTOL a good stock to buy? We came across a bullish thesis on Bristow Group Inc. on Valueinvestorsclub.com by Gator19. In this article, we will summarize the bulls’ thesis on VTOL. Bristow Group Inc.'s share was trading at $42.73 as of May 25th. VTOL’s trailing P/E was 11.13 according to Yahoo Finance.
dade72/Shutterstock.com
Bristow Group (NYSE: VTOL) is a global helicopter and aviation services operator positioned for a meaningful earnings inflection driven by a transition from heavy investment into long-duration government contracts, improving pricing in offshore energy services, and emerging optionality in Advanced Air Mobility (AAM).
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
dade72/Shutterstock.com
Bristow Group (NYSE: VTOL) is a global helicopter and aviation services operator positioned for a meaningful earnings inflection driven by a transition from heavy investment into long-duration government contracts, improving pricing in offshore energy services, and emerging optionality in Advanced Air Mobility (AAM).
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
3 months ago
Is VTOL a good stock to buy? We came across a bullish thesis on Bristow Group Inc. on Valueinvestorsclub.com by Gator19. In this article, we will summarize the bulls' thesis on VTOL. Bristow Group Inc.'s share was trading at $42.73 as of May 25th. VTOL's trailing P/E was 11.13 according to Yahoo Finance.
dade72/Shutterstock.com
Bristow Group (NYSE: VTOL) is a global helicopter and aviation services operator positioned for a meaningful earnings inflection driven by a transition from heavy investment into long-duration government contracts, improving pricing in offshore energy services, and emerging optionality in Advanced Air Mobility (AAM).
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
dade72/Shutterstock.com
Bristow Group (NYSE: VTOL) is a global helicopter and aviation services operator positioned for a meaningful earnings inflection driven by a transition from heavy investment into long-duration government contracts, improving pricing in offshore energy services, and emerging optionality in Advanced Air Mobility (AAM).
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
