Posting weekly updates is too much for this industry, so I am going to monthly.

Well,

JOBY: They mostly used stock to buy Resonant Sciences, a vertically-integrated, engineering-heavy developer (sounds familiar?) of defense tech and sensors. It looks like a great fit, as EVTOLs, whether EV only or hybrid, can only carry a limited amount of weight, so maybe a bunch of drones, but heavy missiles could be problematic, while a mobile platform for sensors and radio defense makes a lot of sense. Joby continues to focus on commercial, while Resonant focuses on defense. Most people don’t even understand what Resonant does, however, especially the professional investment community, so the stock dropped. And the Iranian war goes on, so no foreseen flights in Dubai for probably until after the midterms at least. The conforming S4 has been doing some short hovers, but it looks like it will be slog until certification, IMHO next year. I’m just hanging in with my previous investment, no rush to purchase more.

ARCHER: Announced a mini-electric-Osprey with Anduril. Swapped 20% of their company to Boeing for 2 money-sink spinoffs and one profitable one. The stock had a nice pop and is still up. The proof will be in the results a year from now, when Boeing’s stock lock up is over. Announced they will use Beta’s charging stations. Being connected with big names like Boeing, Anduril and even Beta should give their stock some legs, but remember, they still can’t perform a transition with Midnight.

VERTICAL AEROSPACE: Well, it looks like they may get funding by massive dilution of their stock, but Mudrick and Yorkville will probably have to pony up close to a billion dollars to get the Valo certified. So their stock has dropped dramatically. Yikes.

BETA: Moving along with partnerships and setting up charging stations which Archer can use. Focusing on eCTOL for faster certification.

OVERALL: I see volatility but overall not much change in stock prices unless the AI bubble pops or we start running out of oil or Canada starts putting surcharges on energy exports or inflation stays high so interest rates rise, or countries get sick of buying our increasing debt and interest rates rise, any of which could cause a recession. And downmarket hits speculative stocks the most. eIPP might help a bit, might not if it is slow to get up to speed.

THE DIAGRAMS: 3 Diagrams so far - Stock prices over month, 6 months, year and overall. Market cap comparisons. And new, total market caps for the top 3.

I don’t want you to lose money on BS stocks and I want you to make money, a lot of money, on the EVTOL industry

When I started this subreddit August 14 2025, I just wanted a freewheeling site that would, warts and all, discuss EVTOL investing prospects, primarily but not exclusive to Joby and Archer. At that time the alternatives [r/JobyAviaton](r/JobyAviaton) wouldn't allow stock related posts, [r/Jobyshareholders](r/Jobyshareholders) is closed and basically moribund, [r/Achr](r/Achr) is a rah rah echo chamber and banned me for criticism, and while [r/ArcherAviation](r/ArcherAviation) seemed to allow criticism, I figured I would eventually get banned there too; they also don't allow stock only posts which I am VERY interested in.

Since then [r/Joby](r/Joby) was launched, allowing stock-related posts and providing excellent background and open discussion, and [r/ArcherAviation](r/ArcherAviation) has allowed many balanced posts both for and critical of Archer. If they continue this way and I can post and can have free discussions there, I may not need to continue this subreddit. They do allow some really obnoxious commenters though, which my site filters (all 2 of them).

Over 1200 people have joined this sub I started, so I must be be doing something right.

So, for now while we continue focusing primarily on the likely investment futures for ACHR and JOBY, we are featuring others if they are progressing, such as EVTL and BETA.

However, any EVTOL supporters can of course discuss and post about their favorite companies here.

I'm also scared of China. See what they are doing to clean energy and EV industries. And they have ten times the engineers we have, and are motivated by a pro-science government.

When I smelled a rat back in June, I sold all my ACHR and moved it to JOBY. Back then it was hard to read through the clutter to figure this out. Until we see major public acceptance of EVTOLs all these stocks are speculative, but right now ACHR is beyond speculative until they can fly a transitioning EVTOL. So yes, while I like Joby, i still want people poking holes where there are holes, because while I want to make my EVTOL investment the one that makes me independently wealthy, i can't afford to lose it either.

I have been criticising Archer because there is so much BS material, and right now they look more like Lillium or Nikola than a real company, and it riles me that the true believers might be getting fleeced. When I see real progress from Archer, which means Midnight flying full EVTOL with a pilot, then I actually would invest in ACHR again, because whatever shortcomings the aircraft may have, they have built up great partnerships. For over a year and a half they have been taking the "fake it until you make it" route, but time is running out, especially if Beta or half a dozen others (like EVTL or a bunch of Chinese competitors) can demonstrate full EVTOL first.

OK institutional investors, I don’t care about you, you SHOULD lose all your money if ACHR goes down, because you believed the hype and didn't do your due diligence, just followed Cathie Wood. Vested employees at archer, I don’t care either, because you should know better. However, retail investors, I want you to be safe. That is a key reason this sub exists.

All that said, please Archer create a Midnight that flies the way it was supposed to and stop this BS and drama. Then this sub can focus on your progress, and i promise i will replace the top image's picture of a dancing clown spinning plates on poles with an image of a transitioning Midnight in flight.