May. 10 at 7:42 PM
$ACHR $JOBY Joby Aviation in hot water: If guilty in Archer's ITC lawsuit (import bans on Chinese components), Joby faces US sales halt, massive fines (
$100K/day), delayed launches & crushed investor faith. Delta warns it could kill their eVTOL line.
Not a hater—I'm long
$JOBY and
$ARCH myself ( own shares), just being real about risks. The overhang itself can weigh on
$JOBY until they're cleared or convicted.
Competition Wins Big if found allegations are true . (
$ACHR) surges ahead – Gains monopoly in eVTOL race, clears path for FAA cert & NYC/LA vertiports while Joby stalls 12-18 mos on appeals Vertical Aerospace (
$EVTL) Valid play if Joby stalls— could snag diverted DoD contracts that
$JOBY eyes.
Its Not time to dump
$JOBY shares just yet—case ongoing w/ appeals possible—but hedge with
$JOBY puts (e.g., July
$6 strikes) Bearish on
$JOBY, bullish shorts & rival longs! If Joby gets banned, ACHR could +50-100% while
$JOBY tanks 30-50%.
