Mar. 21 at 8:24 PM
$ACHR $JOBY
The world is facing a potential 1973 energy crisis, less so directly in the US, but it will hurt. You can't just turn supply back on, it takes months. You can't restore destroyed infrastructure --it takes years. The long-term facilities damage in the countries surrounding Hormuz is extensive.
Archer and Joby are sitting on a goldmine in terms of a trend that no one can stop. Electric power and overcoming urban chokepoints. The Archer CEO can run his mouth less and the company more. Nobody wants it right now, but my small position is staying where it is. Hope springs eternal!