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▶ 0:33 · $JOBY · Joby Aviation: The Air Taxi Stock About to Explode
episode briefing
Asymmetric Investing

Joby Aviation: The Air Taxi Stock About to Explode

2026-05-01 · 1 company · 2 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“Joby Aviation stock is down 57% from its highs, but the potential for this company has only gotten bigger since then... I'm even more bullish on the company. They got a ton of potential as they move towards commercial operations, one that…”
—travis hoium
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$JOBY···bullish· high· postravis hoium
Hoyle bullish on Joby Aviation: 57% drawdown creates asymmetric entry as commercial operations near
Joby has $2.6B cash runway, FAA type certification flight testing starting this year, White House air taxi program across 10 states, vertiport infrastructure expanding via Blade a…