ACHR와 FAA 승인: 토론합니다 ✈️

I sold JOBY last year when it pumped up to the high teens and haven’t looked back at them since but unless something’s changed in the past ~4 months Archer is quite a ways away from FAA approval.

Joby is still in process of getting it and they’re years ahead of Archer.

Frankly, even without the fact that Archer is well behind, the constant grifting from the CEO is more than enough to turn me off of giving that company a dime.

Joby is finalizing FAA certification now and will be testing in Dubai this year. They just dropped because they diluted, but I think they're funded until 2028 now, so if you're looking for the first to revenue, it's probably them.

Archer hasn't begun FAA certification, they're somewhat more attractive because they've effectively outsourced their production to Stellantis, so they'll have less cash burn on standing up that process. That said, Joby has something like 200 Toyota engineers on site standing up their construction process.

I would imagine both stocks will jump in price when Joby gets FAA approval, but ACHRs will be more ephemeral. They'll likely rerate to a higher level when they get certified themselves. At that point they can become a real company and make some money.

They're both highly speculative plays, currently, I think Joby may be more attractive as they're farther along and they just diluted so you're buying at a discount. But i wouldn't put much in either one. I do think it'd be cool to own stock early on evotl tech given what it can do, but it's a pretty big ask.

I wouldn’t call it a meme stock personally but it’s 100% speculative until they can start generating revenue. I agree it would probably shoot up with FAA approval then settle back down until they can start landing contracts but why sell after securing a significant catalyst for the future of that company?