Archer Aviation's CEO looks like a pump-and-dump type who cannot be trusted. That would matter less if the product worked, but Archer has still failed to show a solid working product. x.com  x.com 

Archer Aviation's business model is selling dreams, and basic logic says it will not end well. Elon Musk has said its approach will not work, its CEO comes across as a hype man, and a $5B valuation is hard to justify. Investors should trust that logic over spreadsheet models, CEOs promoting their own stock and analysts whose firms may be paid by the companies they cover. x.com 

Archer Aviation could become a 'Mini Monster' if its planned Boeing deal adds a defense business to help finance Midnight. Insitu has over $200M in annual revenue and is profitable per Boeing, but cash flow and synergies are unproven. At roughly $2.4B pro forma enterprise value before further burn, the next 12 to 24 months must show a closed deal, audited margins, certification progress and defense production awards. Delays or faster dilution could break the case. x.com 

Joby Aviation's and Archer Aviation's commercial payoff is still way, way out, and their market caps are already high. x.com 

Projected earnings growth makes AeroVironment look best on valuation among the drone names discussed. The consensus figures shown put adjusted EPS at $3.26 in 2027 and $8.32 in 2030, with the indicated P/E falling from 37x to 14.5x. x.com  x.com 

Archer Aviation is increasingly one of the best bargains at a $3.5B market cap after releasing a dual-use autonomous hybrid-electric VTOL aircraft developed with Anduril. Anduril is also showcasing its Thunder attack aircraft built with Archer. The open question is how much defense revenue Archer captures, given its apparent focus on the commercial side. x.com  x.com 

Ondas Holdings and Archer Aviation are dead money because endless dilution has outpaced their hot stories. Ondas shareholders haven't made a buck all year as dilution inflates its market cap, and a $460M backlog, even if fully realized, is thin against a roughly $6B market cap. Archer went the same way, climbing on a red-hot story until billions in dilution left enthusiasm unable to keep pace. The biggest cost is opportunity cost in one of the hottest markets of a lifetime. x.com  x.com 

Archer Aviation looks mispriced after catalysts that cement its eVTOL leadership. It partnered with defense firm Anduril on Thunder, an autonomous VTOL for defense and commercial markets, and joined an alliance with the FAA and five other countries to streamline eVTOL certification. Over $1.7B in cash puts it well ahead of anticipated commercial launches and removes near-term funding risk. Holding its moving averages and breaking short-term resistance would leave upside wide open. x.com  x.com 

Archer Aviation is becoming much more than a single-catalyst air-taxi bet. Beyond its lead in FAA certification and Midnight nearing commercialization, it now has Wisk's autonomous-flight technology, Insitu's defense revenue and customers, SkyGrid's airspace-management platform, its ZEE aviation AI model, Halo/Thunder and the Anduril relationship, and $1.6B of liquidity. @matthewl_cn would weight the Insitu/Anduril pillar, noting the rest is pre-revenue and burn across eight bets adds up. x.com  … Show more

Archer Aviation's purchase of Wisk Aero, SkyGrid and Insitu from Boeing could turn it from an eVTOL company into a broader aerospace and defense AI platform, a shift the market may not fully price yet. Insitu alone brings over $200M in annual revenue and 2 million autonomous flight hours; Wisk's autonomy technology could feed Halo and Thunder, and SkyGrid the ZEE AI model. Boeing is also taking a stake in Archer and becoming a strategic partner. x.com