Occam’s Edge: Back to Fundamentals - The Next Two Weeks Matter - eVTOL Hub | Martyn Lucas Investor
Автор: Martyn Lucas Investor
Загружено: 2026-02-21
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🕊️ Follow Vaz - eVTOL Hub on X for daily eVTOL updates: https://x.com/eVTOLHUB
Join Vaz as he applies Occam’s Edge to cut through the noise in the eVTOL market. With volatility, rumours, and short-term price swings dominating sentiment, this episode strips everything back to what truly matters. Instead of chasing headlines, we focus on long-term signals: certification progress, cash runway, production reality, and real customer demand.
With three major catalysts approaching — Joby earnings on 20 February, Archer earnings on 2 March, and the eIPP decision on 3 March — the coming weeks will test whether the sector’s core story remains intact. This is not about short-term bullish or bearish calls. It’s about filtering out the rubbish, focusing on what matters, and understanding where eVTOL stands long term.
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