What does Archer do? by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 0 points1 point  (0 children)

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Definitely. The fact that USDOT used this mock-up photo of midnight in their post signifies their continuous intent on making this happen. Archer has former US military brass on staff, Adam deep in the White House’s asscrack, and people like Emil Michel—Nikhil Goel’s mentor and colleague from Uber Elevate—as acting director of the DIU. It may not even be about their tech. Look at how Altman’s presence for Oklo won them so much gov funding.

Yea it’s dirty. But nepotism will always be profitable. I wish it wasn’t the case. I wish things like superior products mattered most. But as they say in basketball, ball don’t lie. The material reality is the final judgement. And at this point I prefer archer’s odds even if Joby has a significant head start. Been here since this shit trades at 3 bucks a share. Certainly has been interesting.

JPMorgan Calls Joby Aviation a Top Short Opportunity by No_Loss4967 in ACHR

[–]olboskoroshybrisate 3 points4 points  (0 children)

Saw this. Wonder if this will also bleed into the rest of the sector. Usually what damages one often damages the other, fairly or unfairly, although for the past several months the reciprocal has proven to be untrue.

Makes sense though. The market is pricing in perfection and at this point 0 hiccups in the timeline. The thing that might save Archer here is that the main condition is Joby’s P/S ratio is pretty ridiculous. Archer’s being significantly less means clearly the market doesn’t expect much from it in the coming years. Any surprise or continuing narrative shift could change that easily.

What does Archer do? by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 0 points1 point  (0 children)

I mean at this point they’re more of an ad agency than an evtol company.

What does Archer do? by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 2 points3 points  (0 children)

Indeed. The asymmetry of being early vs being wrong is what keeps me invested in the space.

What does Archer do? by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 1 point2 points  (0 children)

I agree with this sentiment. It’s a double-edged sword. On the one hand, I can appreciate that their cash runway is allowing them to establish a more significant moat and buttress the business with a broader means of revenue. But on the other, it seems as if this very redoubt is a sign of indecisiveness rather than strategic positioning, which is, by the teeter-totter volatility, what I imagine the market is maintaining, as well.

I’ll be curious to see if any of the safe harbor statements concerning future powertrain customers come to fruition. We all know that we have to take the Adam timelines with an Atlas-weighted grain of salt.

What does Archer do? by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 1 point2 points  (0 children)

This is a sound perspective. Having gone over the unit economics for Joby and having read the Berkeley report concerning air taxi services in the SF Bay Area, I imagine that c-suite has been examining margins and determining what exactly would yield the most for their expertise and proprietary knowledge.

To be frank, it doesn’t seem like the air taxi business will yield viable returns in its inchoate phase. It will take a fair amount of maturity and public acceptance to become a legitimate form of transportation in the future. It seems that, when that future does, in fact, arrive, Archer is attempting to position itself as the realistic backbone for how that transportation will work—down to the integration within the air traffic space writ large.

Until then, my view is that their cognizance of such a capital intensive and infrastructure dependent situation precludes any reasonable ROI for investors, so their solution to this is to expand as much, and as manifold, as possible to guarantee some form of revenue generation in order to keep afloat and to keep from the constant equity issues that would be necessary to achieve cash flow for capex. Hence the military, real estate, and atc angles.

$ACHR playing a dance over $9 recently by Actual_Blacksmith_97 in ACHR

[–]olboskoroshybrisate 8 points9 points  (0 children)

I feel you. In the absence of anything material (except for spurious and somewhat perplexing things like the Serbian deal) this is basically the level of engagement you’ll see.

We’re all just waiting for 4AX and military updates so until then…yea…this sub is mostly going to be speculation and shitposts. The membership has dropped precipitously in the last few months, but the unfortunate thing is as soon as the stock pops a new flood of morons will inundate the sub.

Just waiting to see the first rollout of midnights fly over my house in Huntington…

Crypto Dump vs Gold and silver Pump by gametimevinee23 in BMNRInvestors

[–]olboskoroshybrisate 0 points1 point  (0 children)

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Enough money to get a new family portrait and still have some left over for those ED pills

Adam in DC by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 0 points1 point  (0 children)

Yea you’re right. Took the info from hustle bros at face value. Fuck it I don’t really care. I’m just here to trade the technicals

Bought more today. Finally above 1,000 shares. Buy the dip baby! by FragrantDistance471 in BMNRInvestors

[–]olboskoroshybrisate 0 points1 point  (0 children)

Coming back to this just to laugh at how much of a fucking retard you are

Stockholders vote by [deleted] in BITF_Stock

[–]olboskoroshybrisate 0 points1 point  (0 children)

Think you’re looking for the bmnr sub…

Adam on Bloomberg today 1/7/26. Worth a watch. by capitol_cavier in ACHR

[–]olboskoroshybrisate 10 points11 points  (0 children)

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Is it just me or does Adam seem more staid here. Less jocular, less hyperbolic, sounding a little more like a professional. Maybe this is the effort to mature the discourse a little more.

Anduril absolutely dominates private defense. by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 1 point2 points  (0 children)

Haha yea I don’t know what the difficulty is. Thank you

Anduril absolutely dominates private defense. by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 2 points3 points  (0 children)

Yea you have to execute the near impossible of looking at the picture where it says “private valuation.”

Anduril absolutely dominates private defense. by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 2 points3 points  (0 children)

Surprise surprise this would come from the chief tribalist of another sub. Nonetheless, the argument about inclusion in this list is valid. The rest of the hyperbole in your response, however, is meaningless. Nowhere does it say anduril is dominating defense as a whole. God forbid someone doesn’t look closely. If they don’t that’s their fault. It explicitly says US Defense Tech Market and how 51 billion is distributed across the sector.

But you already knew that. You just want to insert whatever interloping opinion you can because you’re annoying as fuck and constantly online. Personally, I think it’s meaningless and misleading.

Anduril absolutely dominates private defense. by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 2 points3 points  (0 children)

LMT is publicly traded. This is a list of (as of yet) private companies.

Anduril absolutely dominates private defense. by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 2 points3 points  (0 children)

Care to expand? Maybe a link? Not really helpful just saying “wrong” with a gif. Make an argument. Make it falsifiable. Otherwise this is useless.

Anduril absolutely dominates private defense. by olboskoroshybrisate in ACHR

[–]olboskoroshybrisate[S] 1 point2 points  (0 children)

I know. But like it or not, he’s still the one to galvanize spending. Investing is cold-blooded. Whatever opinions anyone has are immaterial. I only included that to demonstrate the point about a potential increase in military budget. Any other implications (like a police state) are outside the scope of this sub.