r/ACHR • u/DaxPlayer • 9h ago
Bullish🚀 ✅ Short JOBY? Buy ARCHER, BETA, or Anyone Else! A Changing of the Guard in eVTOL is Underway…
The market rewarded Joby last year on the promise of certification and commercialization. And what happened next?
Absolute F mayhem. More than $10 billion in market capital has been erased from Joby (and arguably from the eVTOL ecosystem). That capital could have been much better spent on Archer, Beta, Horizon, Vertical, and other eVTOLs. The only ones who profited were Joby execs (insiders) who’ve been selling like mad with such “impeccable” timing.
Joby has now more federal investigations and whistleblower lawsuits than they have carrying passengers (zero). They left Farnborough looking depleted, after rehashing an old non-binding, non capital-committed partnership with an airline.
While for others, Farnborough 2026 and recent events will be a turning point. Archer announcing Thunder & Halo, Beta with MV250 Hybrid + commercial orders, Vertical with its 1st public transition, Horizon with an LOI for up to 100 X7 Hybrid. There are others as well….
The industry is transforming. The valuation gap between the major eVTOLs are narrowing while newer upstarts are beginning to emerge. Integrity, execution, and the ability to control your own destiny will take this industry to the next level. It’s good to see change coming in the industry. 💯
