🚁 Drone Stocks Take Flight Af-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🚁 Drone Stocks Take Flight After Trump’s New Orders

• Catalyst: President Trump just inked a trio of executive orders to fast-track FAA rules, expand beyond-visual-line-of-sight (BVLOS) testing, and launch an eVTOL pilot programme.

• Instant reaction:

Archer Aviation (ACHR) ▲ 10 %+

Joby Aviation (JOBY) ▲ 13 %+

Vertical Aerospace (EVTL) ▲ 15 %+

Blade Air Mobility (BLDE) ▲ 11 %+

Why retail investors should care

1. Regulatory tailwind – For years, certification bottlenecks capped revenue. A 240-day deadline for BVLOS rules could pull forward commercial launch dates by 12-18 months.

2. Total addressable market (TAM) – Morgan Stanley pegs the “low-altitude economy” at > US $1 tn by 2040; freight drones and air taxis are the early profit pools.

3. First-mover premium – Companies already deep in FAA certification (ACHR, JOBY) may lock in airport and city partnerships before late entrants arrive.

Watch-list metrics

• FAA Type-Certification milestones ✔️

• Cash burn vs liquidity (all four are pre-profit)

• Defence/Cargo contract wins that offer non-civil revenue streams

Risk check

Regulatory timelines can slip, battery density gains may stall, and eVTOL unit economics hinge on utilisation rates > 3 000 hrs per craft per year.

My quick take

Near-term pop may cool, but policy clarity upgrades the risk-reward curve for early leaders. I’m nibbling JOBY for growth beta and holding ACHR as a value-tilted hedge.

Drone Policy Shakes Market: Time To Jump In?

Trump Signed Three Executive Orders to Accelerate Drone Development. ACHR Rose Over 10%, JOBY Gained More Than 13%, EVTL Jumped 15.24%, and BLDE Also Logged an 11.58% Increase. Are you bullish on drone policy and stocks? Rocket, drone, quantum computing: what sector has more potential?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Regulatory tailwind – For years, certification bottlenecks capped revenue. A 240-day deadline for BVLOS rules could pull forward commercial launch dates by 12-18 months.</p>\n<p>2. Total addressable market (TAM) – Morgan Stanley pegs the “low-altitude economy” at &gt; US $1 tn by 2040; freight drones and air taxis are the early profit pools.</p>\n<p>3. First-mover premium – Companies already deep in FAA certification (ACHR, JOBY) may lock in airport and city partnerships before late entrants arrive.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>Watch-list metrics</p>\n<p>• FAA Type-Certification milestones ✔️</p>\n<p>• Cash burn vs liquidity (all four are pre-profit)</p>\n<p>• Defence/Cargo contract wins that offer non-civil revenue streams</p>\n<p><br></p>\n<p>Risk check</p>\n<p>Regulatory timelines can slip, battery density gains may stall, and eVTOL unit economics hinge on utilisation rates &gt; 3 000 hrs per craft per year.</p>\n<p><br></p>\n<p>My quick take</p>\n<p>Near-term pop may cool, but policy clarity upgrades the risk-reward curve for early leaders. I’m nibbling JOBY for growth beta and holding ACHR as a value-tilted hedge.</p></body></html>","htmlText":"<html><head></head><body><p>🚁 Drone Stocks Take Flight After Trump’s New Orders</p>\n<p>• Catalyst: President Trump just inked a trio of executive orders to fast-track FAA rules, expand beyond-visual-line-of-sight (BVLOS) testing, and launch an eVTOL pilot programme.&nbsp;</p>\n<p><br></p>\n<p>• Instant reaction:</p>\n<p>Archer Aviation (ACHR) ▲ 10 %+</p>\n<p>Joby Aviation (JOBY) ▲ 13 %+</p>\n<p>Vertical Aerospace (EVTL) ▲ 15 %+</p>\n<p>Blade Air Mobility (BLDE) ▲ 11 %+&nbsp;</p>\n<p>Why retail investors should care</p>\n<p>1. Regulatory tailwind – For years, certification bottlenecks capped revenue. A 240-day deadline for BVLOS rules could pull forward commercial launch dates by 12-18 months.</p>\n<p>2. Total addressable market (TAM) – Morgan Stanley pegs the “low-altitude economy” at &gt; US $1 tn by 2040; freight drones and air taxis are the early profit pools.</p>\n<p>3. First-mover premium – Companies already deep in FAA certification (ACHR, JOBY) may lock in airport and city partnerships before late entrants arrive.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>Watch-list metrics</p>\n<p>• FAA Type-Certification milestones ✔️</p>\n<p>• Cash burn vs liquidity (all four are pre-profit)</p>\n<p>• Defence/Cargo contract wins that offer non-civil revenue streams</p>\n<p><br></p>\n<p>Risk check</p>\n<p>Regulatory timelines can slip, battery density gains may stall, and eVTOL unit economics hinge on utilisation rates &gt; 3 000 hrs per craft per year.</p>\n<p><br></p>\n<p>My quick take</p>\n<p>Near-term pop may cool, but policy clarity upgrades the risk-reward curve for early leaders. I’m nibbling JOBY for growth beta and holding ACHR as a value-tilted hedge.</p></body></html>","text":"🚁 Drone Stocks Take Flight After Trump’s New Orders • Catalyst: President Trump just inked a trio of executive orders to fast-track FAA rules, expand beyond-visual-line-of-sight (BVLOS) testing, and launch an eVTOL pilot programme. • Instant reaction: Archer Aviation (ACHR) ▲ 10 %+ Joby Aviation (JOBY) ▲ 13 %+ Vertical Aerospace (EVTL) ▲ 15 %+ Blade Air Mobility (BLDE) ▲ 11 %+ Why retail investors should care 1. Regulatory tailwind – For years, certification bottlenecks capped revenue. A 240-day deadline for BVLOS rules could pull forward commercial launch dates by 12-18 months. 2. Total addressable market (TAM) – Morgan Stanley pegs the “low-altitude economy” at > US $1 tn by 2040; freight drones and air taxis are the early profit pools. 3. First-mover premium – Companies already deep in FAA certification (ACHR, JOBY) may lock in airport and city partnerships before late entrants arrive. Watch-list metrics • FAA Type-Certification milestones ✔️ • Cash burn vs liquidity (all four are pre-profit) • Defence/Cargo contract wins that offer non-civil revenue streams Risk check Regulatory timelines can slip, battery density gains may stall, and eVTOL unit economics hinge on utilisation rates > 3 000 hrs per craft per year. My quick take Near-term pop may cool, but policy clarity upgrades the risk-reward curve for early leaders. 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