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how we feeling?
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PROJECT NYX DECISION DUE THIS MONTH
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ACHR
Earnings and war with Iran. This should be an interesting upcoming week. Archer defense talks I could see being discussed possibly due to conflict. Maybe on Earnings call we hear something about it with current activities. Never the less we got some starlink news which some brush as small but I see it as an Elon connection that could be the first of many. Archer is gonna be a glorious play in the future. I can't wait.
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Joby and carrying weight
I would like to start off by saying I was not giving BagofHolding enough credit with his constant questions about in flight testing w/ weight! Now to hear from the company that they have not been doing it was a bit tough to hear.
While I'm no aeronautical engineer, I was expecting some sort of weight testing and now I'm really wondering where they are at with it and how it will effect range reduction?
This earnings call also seemed less enthusiastic as the last one.
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Defense Contract Opportunities
Beta Technologies (BETA) is well-positioned to secure major U.S. Department of Defense (DoD) contracts in 2026, building on its established track record in military testing, including the 100% uptime for its ALIA CTOL (conventional takeoff and landing) variant during extended deployments. While the industry faces certification and scaling challenges, BETA's dual-use technology, ongoing partnerships, and revenue from existing defense work make it a frontrunner among eVTOL developers for military applications like logistics, resupply, and reconnaissance. I'll break this down based on recent developments.
Confirmation of CTOL Uptime and eVTOL Testing
BETA's ALIA CTOL has indeed demonstrated exceptional reliability in DoD evaluations. During a months-long deployment at Duke Field (Eglin Air Force Base) and participation in joint military exercises with the U.S. Air Force (USAF), Air Combat Command, and Air Mobility Command, the aircraft achieved a 100% dispatch rateāmeaning no downtime or mission cancellations due to mechanical issues. This involved overā¦
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Love it!!!!!