Archer Aviation

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Archer, BETA & Macquarie Launch U.S. eVTOL Charging Consortium - $Archer Aviation(ACHR.US) $Beta Tech(BETA.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐫𝐜𝐡𝐞𝐫, 𝐁𝐄𝐓𝐀, and 𝐌𝐚𝐜𝐪𝐮𝐚𝐫𝐢𝐞 launch 𝐀𝐂𝐄𝐒 consortium.

➤ ACES targets electrifying up to 𝐵𝟓𝟎 air taxi sites over a decade.

➤ Network will deploy 𝐂𝐂𝐒-based interoperable charging infrastructure nationwide.

➤ Initial focus includes airports and vertiports in 𝐂𝐚𝐥𝐢𝐟𝐨𝐫𝐧𝐢𝐚, 𝐓𝐞𝐱𝐚𝐬, 𝐅𝐥𝐨𝐫𝐢𝐝𝐚, and 𝐍𝐞𝐰 𝐘𝐨𝐫𝐤.

➤ Consortium supports the 𝐅𝐀𝐀'𝐬 𝐞𝐕𝐓𝐎𝐋 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐢𝐥𝐨𝐭 𝐏𝐫𝐨𝐠𝐫𝐚𝐦.

➤ 𝐁𝐄𝐓𝐀 will supply interoperable charging hardware for every site.

➤ 𝐀𝐫𝐜𝐡𝐞𝐫 plans to anchor the network with passenger air taxi operations.

➤ 𝐌𝐚𝐜𝐪𝐮𝐚𝐫𝐢𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 will help arrange infrastructure investment and financing.

➤ Shared charging network supports passenger, cargo, medical, and airport ground vehicles.

➤ Consortium aims to create an open infrastructure model for the entire eVTOL industry.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:

𝐃𝐚𝐧 𝐄𝐝𝐰𝐚𝐫𝐝𝐬, Principal Deputy Assistant Secretary for Aviation and International Affairs at the U.S. Department of Transportation:

"The eVTOL Integration Pilot Program is about more than just getting electric aircraft flying in American cities - it's about building the infrastructure ecosystem needed to support commercial operations. By bringing 250+ interoperable charging sites in eIPP markets and beyond, America’s Consortium for Electric Skyways is helping to lay the foundation for the United States to win in the next era of advanced aviation."

𝐀𝐝𝐚𝐦 𝐆𝐨𝐥𝐝𝐬𝐭𝐞𝐢𝐧, Founder & Chief Executive Officer of Archer Aviation:

"Electric air taxi operations can't scale without the infrastructure to charge them. That's why we're building the backbone to support the next 250 years of electric aviation in America. We're putting interoperable chargers in the locations where we plan to fly, including the core eIPP markets, and using the industry-adopted charging standard so every operator can share in their usage and distribute the cost across the whole industry. This is how you build the foundation for the next-gen aviation technologies that will transform how Americans move through their cities.”

𝐊𝐲𝐥𝐞 𝐂𝐥𝐚𝐫𝐤, Founder & Chief Executive Officer of BETA Technologies:

"The infrastructure required to open our nation’s airports and future vertiports to advanced air mobility is a fraction of what people expect. By deploying interoperable chargers built on an open standard, we're putting in place nearly all the physical infrastructure this industry needs, built so every operator can use it."

𝐃𝐚𝐯𝐢𝐝 𝐅𝐚𝐫𝐤𝐚𝐬, Managing Director, Aerospace, Defense & Government Services, Macquarie Capital:

“Macquarie Capital has spent three decades building essential infrastructure that powers economies around the world. This consortium brings together the right combination of technology, operations, and advice on arranging capital to do the same for electric aviation. We are helping to build the foundation of a national network that every eVTOL manufacturer can rely on, and a template for how partnerships can accelerate the next generation of urban mobility in America and beyond."

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Archer Aviation(ACHR.US) Archer Unveils Zee, Aviation AI Foundation Model

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐫𝐜𝐡𝐞𝐫 launches 𝐙𝐞𝐞, its aviation-specific foundational AI model.

➤ Zee integrates 𝐀𝐃𝐒-𝐁, ATC, maps, aircraft, terrain, and weather data.

➤ Model is trained using real-world data from over 𝐬𝐢𝐱 𝐭𝐡𝐨𝐮𝐬𝐚𝐧𝐝 𝐀𝐃𝐒-𝐁 receivers.

➤ Zee supports both 𝐨𝐧-𝐝𝐞𝐯𝐢𝐜𝐞 offline and server-hosted deployment.

➤ Platform targets air taxis, 𝐔𝐀𝐕𝐬, commercial airlines, and air traffic management.

➤ Archer's AI team includes nearly 𝐨𝐧𝐞 𝐡𝐮𝐧𝐝𝐫𝐞𝐝 researchers and engineers.

➤ Team is led by former Apple executive 𝐌𝐚𝐫𝐢𝐨 𝐒𝐫𝐨𝐮𝐣𝐢.

➤ Archer is discussing pilot programs with 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭𝐬, airlines, and industry partners.

➤ Zee aims to improve 𝐟𝐥𝐢𝐠𝐡𝐭 𝐬𝐚𝐟𝐞𝐭𝐲 and operational efficiency.

➤ U.S. DOT has committed approximately 𝐒𝟐𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 to airspace modernization.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:

𝐀𝐝𝐚𝐦 𝐆𝐨𝐥𝐝𝐬𝐭𝐞𝐢𝐧, Founder and CEO of Archer:

“We are building an intelligence layer for the entire aviation system with Zee. The company that owns the data and the foundation model will help lead the aviation industry into the next era of flight.”

𝐌𝐚𝐫𝐢𝐨 𝐒𝐫𝐨𝐮𝐣𝐢, VP of AI Products at Archer:

“Aviation is having its GPT moment. Our current national air system is built on legacy technology, and is ripe for AI innovation. Archer’s world-class team, and industry-leading Zee foundation model positions us to help lead the industry transformation; unlocking new levels of safety, efficiency, and scale for America’s airspace.”

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: AI Data Center Boom Accelerates Growth in 𝐃𝐫𝐨𝐧𝐞𝐬-𝐚𝐬-𝐚-𝐒𝐞𝐫𝐯𝐢𝐜𝐞 Market

$Archer Aviation(ACHR.US) $Aerovironment(AVAV.US) $Ondas(ONDS.US) $ZenaTech(ZENA.US) $Red Cat(RCAT.US) $Unusual Machines(UMAC.US) $Draganfly(DPRO.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Surging 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 demand boosts adoption of commercial drone services.

➤ Global 𝐃𝐫𝐨𝐧𝐞𝐬-𝐚𝐬-𝐚-𝐒𝐞𝐫𝐯𝐢𝐜𝐞 market projected at $𝟐𝟎𝐁–$𝟐𝟔𝐁 over next decade.

➤ Broader 𝐝𝐫𝐨𝐧𝐞 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 market could exceed $𝟐𝟐𝟓𝐁 by 𝟐𝟎𝟑𝟒.

➤ Drones increasingly used for 𝐬𝐮𝐫𝐯𝐞𝐲𝐢𝐧𝐠, inspections, security, and construction analytics.

➤ AI-powered drone platforms enable 𝐫𝐞𝐚𝐥-𝐭𝐢𝐦𝐞 monitoring and automated issue detection.

➤ ZenaTech launches 𝐙𝐞𝐧𝐚𝐖𝐨𝐫𝐱 LiDAR platform targeting AI data center construction.

➤ North American AI data center market forecast to grow at 𝟑𝟎% 𝐂𝐀𝐆𝐑 through 𝟐𝟎𝟑𝟎.

$Archer Aviation(ACHR.US) | 𝐀𝐫𝐜𝐡𝐞𝐫 𝐀𝐯𝐢𝐚𝐭𝐢𝐨𝐧: Canaccord maintains 𝐁𝐮𝐲, cuts 𝐏𝐓 𝐭𝐨 $𝟏𝟐

Analyst sees higher R&D and production spending pressuring near-term losses, while certification and flight testing efforts continue scaling.

🌙 After-Market Earnings Recap:

$ZoomInfo Tech(GTM.US) $Blink Charging(BLNK.US) $Bakkt(BKKT.US) $Simon Property(SPG.US) $AST SpaceMobile(ASTS.US) $Quantum Computing(QUBT.US) $Surf Air Mobility(SRFM.US) $Rigetti Computing(RGTI.US) $Archer Aviation(ACHR.US) $Hims & Hers Health(HIMS.US) $Plug Power(PLUG.US) $Mara(MARA.US) $CleanSpark(CLSK.US)

$Archer Aviation(ACHR.US) Absolutely crushed sales expectations

EPS: $(0.28) vs $(0.32) est

REV: $1.600M vs $900.000K est

🟩 +4.43%

I have nothing against momentum names but I treat them as low capital trades. The risk is too high for serious sizing.

Especially for new traders, do you see how no one talks about $SoundHound AI(SOUN.US), $Archer Aviation(ACHR.US), $TIC Solutions(TIC.US), $Joby Aviation(JOBY.US), $Richtech Robotics - B(RR.US), etc? These were the darlings of the timeline last year and now they are forgotten. Chasing the hype is a fast way to burn capital. I suggest to stay focused on quality over quantity.

10 shares of $NVIDIA(NVDA.US) eats 1000 $TIC Solutions(TIC.US)'s and 5000 $Richtech Robotics - B(RR.US)'s for breakfast.

#Trading #Investing

Source: First Fellow

Andruil $20 Billion USD cumulative total contract awarded by US Department of War.

Positive news for $Palantir Tech(PLTR.US), $KRKNF, $Spire Global(SPIR.US), $Archer Aviation(ACHR.US) and other supply chain/integration partners.

Larger partners from $Oracle(ORCL.US), $AMD(AMD.US), and $NVIDIA(NVDA.US) are less likely to get much of a tailwind.

“Andruil… was awarded a firm-fixed-price contract with a cumulative total of $20,000,000,000 to consolidate current and future commercial solutions, including the proprietary, open-architecture, AI-enabled Lattice suite, integrated hardware, data, computer infrastructure, and technical support services”

Source: Serenity