Asymmetric Investing by Travis Hoium 对 $JOBY 的判断变化

2026-09-03看涨
My Top Stock For September 2026
JOBY 是一只高潜力的买入标的,在下跌 52% 后,凭借其在 eVTOL 市场的领先地位,预计未来十年将增长 10 倍以上。

但让我们更深入地探讨一下我这个月买入最大仓位的股票,即 Joby Aviation。如果你不熟悉 Joby Aviation,他们制造这种电动垂直起降飞机。因此,它就像直升机一样起飞。

事实上,这架飞机有六个旋翼。理论上,它会比驾驶直升机安全得多,因为如果其中一个发生故障,它仍然能够安全着陆,而且在水平移动时,它也能以类似于传统飞机的方式飞行。我喜欢这样想:它像直升机一样起飞,飞行起来更像私人飞机。

But let's delve deeper into the stock I bought the largest portion of this month, which is Joby Aviation. If you are not familiar with Joby Aviation, they manufacture this electric vertical takeoff and landing aircraft . Therefore, it takes off just like a helicopter. In fact, the aircraft has six rotors. In theory, it would be much safer than flying a helicopter, because if one of them malfunctions, it will be able to land safely, and it is also capable of flying in a manner similar to conventional airplanes when moving horizontally. The way I like to think about it is: it takes off like a helicopter, and flies a little more like a private jet.