May. 11 at 5:23 AM
$ACHR vs
$JOBY: The ITC war just got real. 🚀🔥
Major stakeholders are filing "Public Interest" comments in Archer’s patent case against Joby (ITC No. 337-TA-1499). This isn't just noise—it's a battle for 2026 dominance.
The Heavy Hitters Involved:
🔹
$DAL (Delta): Fighting to prevent an Archer monopoly.
🔹
$UBER: Worried about the entire eVTOL ecosystem.
🔹 Former FAA Heads: Dickson & Elwell weighing in on national aviation leadership.
🔹 Dayton Coalition: Warning of lost US manufacturing jobs.
The Stakes:
Archer is swinging for a "Limited Exclusion Order." If they win, they could legally block
$JOBY from importing critical parts/aircraft—a potential knockout blow to Joby's commercial launch.
Investor Take:
$ACHR is trying to build a legal moat.
$JOBY is leaning on "too important to fail" political/commercial muscle. With
$ACHR earnings tomorrow, expect the fireworks to continue. 🍿