Sell JOBY by Aug 20, 2026.

I have been very interested in the eVTOL space recently. The technology is very promising and I can see why the whole sector is getting a lot of attention recently. But, I have some concerns. Based on current estimates there are 40,000 to 70,000 helicopters in the world and roughly 160,000 propellor planes in the world. Let’s say eVTOLs replace every helicopter and propellor plane in the world. That’s only 230,000 eVTOLs. Now let’s say they sell 4X as many …