I Found The Next 10x Aerospace Stock
Duration
14:08
Captions
1
Language
EN
Published
Sep 2, 2025
Description
Join my discord to get my trump tracker and talk 10x stocks: https://discord.gg/GEdg7fpChd Disclaimer: I am not a financial advisor. All content provided on this channel is for entertainment purposes only. Investing involves risk and you must do your own research. In this video, I break down Joby Aviation — a $12B startup pioneering electric air taxis in a market projected to hit $1T by 2040. We’ll cover the founder’s insane backstory, the breakthrough technology, and why Joby could deliver multi-thousand percent returns if it executes. By the end, you’ll know whether Joby Aviation deserves a spot in your portfolio while there’s still time to be early. Timestamps 0:00 Intro 0:24 Joby's Origins 02:34 The Tech 05:03 Regulatory Reality 07:20 The Competition 08:54 Partnerships 10:40 Financials 12:44 How Joby Could Change Society
Captions (1)
Finding the next Nvidia or Palunteer is
hard. And the reason why most people do
miss them is they don't take the most
futuristic companies seriously before
it's too late. In this video, I'll
explain how a startup worth just $12
billion today could be the leader in a
trillion dollar market and deliver a
multiund% return. So you'll know if Joby
Aviation deserves a spot in your
portfolio while there's still time to be
early.
The most critical part about spotting a
generational company before the rest of
the market is building belief in the
person that's challenging the status
quo. And in the case of Joby, we might
just be looking at the next Henry Ford.
To get to and from school, Jobin had to
hike 5 miles from the nearest coastal
bus stop. This insane commute sparked in
him a question he would dedicate his
life finding the answer to. Could there
be an aircraft that saves hours, takes
off vertically, and drops you down
without disturbing the silence? By high
school, it was clear that Joben had the
mind to achieve his dream. He designed
one of the world's first full suspension
mountain bikes years before it became an
industry standard. And in college at UC
Davis, he had the privilege of interning
for Paul Mohler, a pioneer in vertical
takeoff aircraft in the 70s and 80s.
Even in university, Joe Ben was trying
to figure out how he could build a
silent helicopter. The only problem was
he was just too early. Battery
technology wasn't advanced enough to
support electric flight. That's why like
Elon Musk, he had to build his wealth
starting other companies while he waited
for the perfect time to strike. Joben's
first company, Velocity 11, was a
robotic startup designed for lab
automation at big pharma companies, and
he sold it to Agyant Technologies in
2007. He then pivoted into consumer
products, launching the hugely
successful Gorilla Pod tripod brand. An
entrepreneur without limits, he even
launched Joby Energy to take a stab at
aerial wind turbines. These experiences
proved that Joben wasn't just a great
engineer. he could build profitable
companies that could scale. But he never
forgot about his childhood dream. He'd
been monitoring advances in battery tech
for over a decade. And in September
2009, he finally founded Joby Aviation.
Using his personal money to fund the
operation, Joben and seven engineers
labored night and day in a barn in the
Santa Cruz Mountains, building
everything from electric motors to
flight software, all from scratch. It
would take them more than 10 years to
reveal their project to the public when
Toyota led a massive $590 million
funding round into their company. And
when Joby went public in 2021, the boy
who used to walk 5 miles to school
became the world's first air taxi
billionaire because he'd built something
so insanely ahead of anyone else.
The hallmark of a generational company
is a product that's 10 times better than
any alternative. Job's S4 aircraft is so
revolutionary, it's like going from a
horse to a car. A true engineering
marvel that combines the strengths of
both a helicopter and a plane. While it
takes off vertically, so it can land
anywhere, it flies horizontally like an
airplane to maximize speed and
efficiency. Six tilting propellers, four
on the wing, two on a V-shaped tail,
enable this dual capability. Now, the
stats on this aircraft are crazy. The S4
can fly up to 200 mph and can cover 150
mi on a single charge with a pilot and
four passengers. This aircraft isn't for
short city hops. I mean, this is true
intercity transportation that can take
you minutes while it would take you
hours in a car. Just think of JFK to
Manhattan in 7 minutes. It's
mind-blowing. Now, what's actually most
important about Job's breakthrough is
the sound. One reason why helicopter
transport isn't more widespread is that
they're insanely noisy. Communities
raise hell for pickleball courts. Now,
imagine a sky full of helicopters. Job's
propulsion system is nearly silent. It
spins six small propellers, much slower
than a helicopter's main rotor. The
result, 65 dibels in hover, 45 dibels in
overflight. That's 100 times quieter
than a helicopter. Instead of intrusive
chopping sounds, you hear a gentle
whoosh that, in Joben's words, sound
like the wind in the trees. This makes
Joby's planes truly scalable as part of
our society. But can they be safe? For
Joby, safety is built into the physics
of its aircraft through redundancy. Each
propeller has dual wound motors with
dual inverters. If one system fails, the
other keeps running. No single point of
failure can cause loss of thrust. This
redundancy addresses the core challenge
in vertical aviation, convincing
regulators and passengers that the
aircraft won't fall out of the sky. But
there's an even crazier technological
breakthrough that Joby recently showed.
In June 2024, the company broke a world
record. One of its planes flew 523 mi on
hydrogen fuel, and it had 10% of its
fuel left when it got back. Since
hydrogen is 300 times more energy dense
than batteries and three times more than
jet fuel, it not only positions Joby for
maximizing short-range missions, but
also longer regional routes like SF to
LA. Now, the last thing I'll say about
Job's technology is that it's fully
vertically integrated. They designed
their motors, inverters, battery packs,
flight control computers, actuators,
propellers, and composite airframe
components all inhouse in the United
States of America. This is the exact
manufacturing approach that allowed Elon
to build rockets that were superior to
anyone else's. But how close are we
really to seeing Jobies starting to fly
around our cities?
Timing is absolutely critical when
picking a stock. Of course, you can be
too late, but you can also be too early.
So, why is now the most rewarding time
to become an investor in Joby? Well,
it's on the cusp of regulatory approval
and full-scale manufacturing. Joby was
such a pioneering force, it worked with
the FAA to create an entirely new
category of aircraft. The agency has a
five-stage certification process and
Joby was the first EV tool company to
complete stage three. That means the FAA
has accepted all of Jobyy's
certification plans covering structural,
mechanical, electrical, cyber security,
human factors, and noise systems.
They're now 62% complete with stage 4
and on track to secure full
certification by 2026. A huge milestone
also just occurred in August of this
year. Joby executed the first piloted
EVOL flight between two public airports,
Marina to Monterey, California in 10
minutes versus the 30 minutes it would
have taken during rush hour. Job's
aircraft even sequenced with other
traffic, including holding patterns for
arriving airliners. With this feat, Joby
proved they can operate within existing
air transportation infrastructure, not
just in isolated test environments. And
the United States may not even be the
first place we see Jobies fully
operational. In June, Joby completed
piloted test flights in Dubai, where the
company has signed a six-year exclusive
deal with the government to operate an
air taxi service and develop a network
of vertaports. But here's a critical
question. While Joby might be close to
commercial operations, can it make
enough aircraft to scale? Their Marina,
California facility has expanded to
435,000 ft with capacity for 24 aircraft
annually. But it's their 2 million
factory in Dayton, Ohio, that could help
the company scale to making hundreds,
even thousands of aircraft per year.
Interestingly enough, this Dayton
location is actually the birthplace of
aviation. It's the same valley where the
Wright brothers imagined men and flying
machines and where the Wright Patterson
Air Force Base is, where countless
aerial innovations were architected.
With any futuristic idea, though,
there's never just one company working
on it. So, how does Joby stack up to the
competition? Before we dive into the
competition, I did want to emphasize one
more time how much regulation impacts
stocks like Joby. For example, when
President Trump posted an executive
order in January around electric
aircraft, it sent Joby stock soaring.
That's why I built a free tool in my
Discord called the Trump Tracker. It
automatically notifies you when Trump
posts on Truth Social, so if he mentions
a specific stock or industry, you can
move on it fast. Check it out for free
at the link in the description.
The stocks that can truly change your
life are well on their way to becoming
monopolies. And while there's always
competition, Joby is in a league of its
own. In the US, Job's competitor is
Archer, which is also publicly traded,
but their tech progress and business
models are very different. Archer is
valued at around half of Job's market
cap, as it's further behind on FAA
certification and doesn't possess the
same advantages in technology or
vertical integration. And on
performance, there's some big
differences between Joby and Archer's
aircraft. Job's S4 has 200 mph top speed
versus Archer's 150, and Job's 150 mi
range is significantly more than
Archer's 20 to 50 mi. On the engineering
front, Archer is not vertically
integrated. Instead, it leans on
traditional aerospace suppliers, and
it's also partnering with automaker
Stellantis on manufacturing. As for FAA
progress, Archer is just 12 to 13% done
with stage 4, while Joby is 62%, giving
it a huge head start. Archer's business
strategy is also very different from
Jobies. Unlike Joby, which plans to own
most of the planes it produces and
incorporate them into its own air taxi
operation, Archer will be selling its
planes to United Airlines to operate
under their brand. And when it comes to
the routes they'll be flying, Archer's
lowrange planes are designed more for
super short taxi-like routes from
airports to city centers, while Joby
will be actually capable of longer
intercity routes. Overall, you can view
Archer as more of a B2B supplier, while
Joby is pursuing the consumerf facing
fully vertically integrated playbook all
the way from the app you book a flight
on to the factory the plane is made in.
If the air taxi can be as big as it's
projected to be, Joby has positioned
itself to capture a disproportionate
amount of the value. But when you're
attempting to create a trillion dollar
industry from scratch, you can't do it
alone.
To become a generational wealth builder,
a company needs massive distribution.
For Joby, it's already locked in huge
dro channels on the consumer side and
landed the biggest organizations as
backers for manufacturing. Job's deep
multi-year partnership with Toyota
creates a huge advantage. Toyota
produces 10 out of every 100 cars made
every year. And it's not just offering
to share its advice on how to build it
scale with Joby. They led the company's
$590 million series B and in October
2024 announced a $500 million
commitment, the first $250 million of
which Joby received in May. And the
interest from Giants doesn't stop there
because the biggest customer in the
world is also interested in what Joby
has to offer. Under the Agility Prime
program, the US Air Force is expected to
purchase up to nine Joby vehicles, two
of which have already been delivered in
a deal that could be worth up to $131
million. On top of this, Job's
partnership with defense contractor L3
Harris will see it develop VTOLs for
defense applications. Government
contracts could bring in steady cash
flow and open up billions in revenue
while Joby safely scales up the consumer
business that will make it huge. Now, on
top of partnerships, Joby has already
executed on two extremely strategic
acquisitions. In 2020, they acquired
Uber's air taxi division, which included
an additional investment from Uber. This
brought a decade of ondemand mobility
software in-house like market selection
algorithms, demand simulation tools, and
multimodal transportation integration.
Uber is already integrating Joby into
its transportation network, so you can
book your flight and a car ride to the
Vertaort in one transaction. But Job's
most recent acquisition might be the
most game-changing. For 125 million, the
company purchased Blades Uber for
helicopters passenger business, which
gives Joby access to a network of 12
terminals near major airports and a user
base of 50,000 existing passengers who
flew in Twin 24. But unless Joby can
remain in a strong cash position and get
to revenue, all this is meaningless. So
what do the financials say?
If Joby stands to deliver multi,000%
returns, it needs the resources to get
to revenue and an insanely large market
to attack. The company is expected to
burn over $500 million this year. A
fortress of nearly a billion in cash
bolstered by the first half of Toyota's
$500 million. The company has
considerable runway. In addition to
this, Joby is already amassing a
significant order backlog potentially
bringing in billions. In June, they
signed an MOU with one of Saudi Arabia's
largest companies, Abdul Latif J, for
200 aircraft in a deal valued at a
billion dollars. Defense contracts and
aircraft orders like this will generate
short-term cash. But primary revenue
will come from the air taxi business
when it launches publicly in 2026. So,
how big can this business really be for
Joby over the next few years? With
target pricing of $6 per mile, riding in
a Joby will start at the same price as
an Uber Black per seat, though it will
drop over time. At an average distance
per flight of 25 miles, Joby could pull
in $600 per flight. With each aircraft
operating 10 flights per day, 300 days
per year, each aircraft produces 1.8
million in annual revenue. To generate a
billion in revenue, Joby will need 550
aircraft in service, and the Ohio
factories being designed to make that
many aircraft in just a year. Assuming
there's sufficient demand, Joby could
hit this milestone by 2028. Given the
company's valuation today is already in
the range of 12 billion, it's not
unrealistic that at a billion in
revenue, Joby could have one of the
market's highest price to sales ratios.
As the undisputed leader in an air taxi
market Morgan Stanley estimates could be
worth a trillion by 2040, Joby could
easily trade at 50 times price of sales
in a few years, putting the stock in the
range of $50 billion, representing a
conservative 4x increase in the stock
price from around 14 a share today to 60
in the next 3 years. Then say we look a
little farther to 2030 where Joby may
have a,000 aircraft. This company could
be worth north of a 100red billion up
from 12 billion today. Now, of course,
there's so much that can derail this
thesis, especially in the short term.
From potential crashes and fatalities
setting the industry back years to
constant manufacturing delays or supply
constraints over critical inputs like
chips or magnets. And looming over all
this are changes in regulation which
could Job's business. But with
these risks considered, it really is
just so mind-blowing to think about how
Joby could change our world and
reshuffle our economy.
A once- ina-lifetime company's impact is
never limited to just its industry. And
the transformative impacts Joby could
have on our society cannot be
understated when we think about its
current valuation. Just think of its
impact on real estate, which is one of
the world's largest asset classes. A
house 50 mi outside Manhattan, priced
like the suburbs today, suddenly becomes
a 10-minute from downtown property.
Developers are already tapping Joby for
vertaports to pitch condos and mixeduse
projects with rooftop pads included. If
you can live in Napa and reach your San
Francisco desk in 12 minutes, why would
you pay SF rents? Greater choice over
where you live is just one dimension to
the air taxi revolution. The average
American spends nine and a half full
days commuting to work each year, and
Joby has the potential to free up hours
in the day for people to spend their
time more meaningfully. The company is
worth just over 10 billion today. But if
it succeeds, it's not hard to envision
that this could be one of the most
important companies ever built. Unlike
the auto industry, the air taxi space
will be highly concentrated with a
couple of players that spent decades
getting the green light from lawmakers.
If the industry does become a staple of
transportation, it's not unreasonable to
assume Joby can have the lion share of a
trillion dollar market in 15 years. And
if you're looking for a high upside
investing opportunity, Joby feels as
asymmetric as it gets. Thank you for
watching this video. I'd love to know in
the comments what you think of the
impending air taxi revolution. And if
you enjoyed this video, I'm sure you'll
really love this video I made. And you'd
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