“You’ll Own Nothing and You’ll Be Happy”

$7B Valuation Betting on 62% CAGR Through 2030 Hey there, future-focused investor! While traditional aviation struggles with legacy constraints, Joby Aviation (NYSE: JOBY) is quietly building the infrastructure for a trillion-dollar "sky layer" economy. With FAA certification approaching and multiple revenue streams developing, this pre-revenue moonshot may be closer to liftoff than markets realize. The Three-Pronged Business Model Defense Revenue: Already monetizing with U.S. Air Force del

$7B Valuation Betting on 62% CAGR Through 2030 Hey there, future-focused investor! While traditional aviation struggles with legacy constraints, Joby Aviation (NYSE: JOBY) is quietly building the infrastructure for a trillion-dollar "sky layer" economy. With FAA certification approaching and multiple revenue streams developing, this pre-revenue moonshot may be closer to liftoff than markets realize. The Three-Pronged Business Model Defense Revenue: Already monetizing with U.S. Air Force deliveries under the Agility Prime program—providing near-term cash flow and operational validation. Global Joint Ventures: Capital-light partnerships with ANA (Japan) and Virgin Atlantic (UK) enable international expansion without full infrastructure costs. U.S. Vertical Integration: Full-stack air taxi networks in high-demand metros like NYC and LA—higher margins, higher capital requirements. This diversified approach reduces dependence on any single market or regulatory timeline. The Market Opportunity Explosive Growth Projected: Bank of America forecasts 62% CAGR in eVTOL deliveries through 2030, reaching 250,000+ aircraft by 2045. New Transport Layer: Operating below 1,000 meters, eVTOLs fill the gap between helicopters and drones with zero emissions, low noise, and vertical takeoff capability. Initial Markets: Government services (tourism, medical, emergency) transitioning to commercial passenger/cargo transport post-2030. Current Financial Reality Q1 2025 Burn: $127M adjusted EBITDA loss, $139M negative free cash flow Runway: $813M cash plus $250M from Toyota's $500M strategic investment Production Status: 5 pilot aircraft manufactured, FAA-compliant units expected late 2025 The burn rate is substantial (~$500M annualized), but the cash position provides adequate runway to commercialization. Technical ViewPoint JOBY is gaining traction as it continues to make higher highs, with its price currently at an affordable point for early investors You guys… the response yesterday was wild! Everyone’s loving this new income machine—and honestly, I get it. What makes it so powerful is how you can tailor it to your style: ✅ Conservative if you like to play it safe ✅ Balanced for steady growth ✅ Aggressive if you’re ready to go big We’re giving free access to this indicator for all our members right now. 👉 Just click the link and it’s yours! Key Catalysts Ahead Dubai Launch: 2026 commercial service in a favorable regulatory environment, FAA Certification: Target completion end of 2025 (62% of Stage 4 documents submitted), U.S. Commercial Flights: Shortly after FAA approval These aggressive but achievable timelines could transform Joby from prototype to commercial operation within 18 months. Valuation: All or Nothing Current Reality: ~$7B market cap with zero commercial revenues The Bet: Infinite forward multiples betting purely on execution The Payoff: If scaling to hundreds of annual deliveries by 2027, current valuation could prove conservative Key Risks to Monitor Certification Delays: FAA approval critical for U.S. operations. Infrastructure Bottlenecks: Vertiport development, especially in fragmented U.S. markets. Public Acceptance: Safety concerns and airspace capacity issues. Execution Risk: Manufacturing scale-up and cost discipline Toyota Factor The $500M Toyota investment provides more than liquidity—it brings manufacturing expertise for complex vertical integration. Toyota's backing adds credibility to Joby's ambitious production targets. Investment Thesis Joby represents a binary bet on the future of urban mobility. The company has: Regulatory lead in FAA certification process Diversified monetization strategies Strategic partnership validation Early mover advantage in emerging market If eVTOLs become the "new trillion-dollar transport layer" as projected, Joby's current position could generate multi-decade compounding returns. However, any significant delays or adoption challenges could result in severe equity downside. This isn't a traditional value play—it's a venture bet on transforming transportation infrastructure. Regards,TradingStrategyGuides IMPORTANT NOTICE! No representation is being made that the use of this strategy or any system or trading methodology will generate profits. Past performance is not necessarily indicative of future results. There is substantial risk of loss associated with trading securities and options on equities. Only risk capital should be used to trade. Trading securities is not suitable for everyone. 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