Rich Habits 对 $JOBY 的判断变化

频道资料 →本频道有 2 位标注的说话人:Andy Jassy、Wall Street favorites.com / 'We both'共 2 条
2026-08-27
《Why Conviction Beats Chasing the Next Big Winner》
JOBY是一个高信念的长期持有标的,尽管当前存在回撤,但预计未来几年将显著上涨(例如+300%)。

你想追逐那些高飞的、疯狂的AI股票,或者Joby Aviation之类的股票,或者其中一些股票,我喜欢Joby。

you want to chase these high-flying, you know, crazy AI stocks or the Joby Aviation's of the world or some of those stocks, which I love Joby,

它们都下跌了。让我看看,我实际上有数据。Joby今年迄今下跌了45%。所以,大多数人会说:“天哪,罗伯特告诉我们关于Archer和Joby的事,它们下跌了45%。他不知道自己在说什么。”

所以,你会在它下跌时卖出。你会用那些亏损来抵消其他股票的收益。然后,在2到3年后,当Joby上涨300%时……

They're all down. Let me I have the numbers actually. Joby's down 45% year-to-date So, most people would say, "Man, Robert told us about Archer and Joby and they're down 45%. He doesn't know what he's talking about." So, you're going to sell while it's down. You're going to use that those losses against your gains on the other ones. And then in 2 3 years when Joby is up 300%

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2026-07-31
《Situational Awareness' Collapse, Big Tech Earnings & The Fed》
Joby正朝着商业发布推进,运营指标强劲(超过850次飞行,首次全包线过渡)。

Joby 发布了那份报告,这些数字讲述了一家实际上接近上市的公司故事,他们去年在五架飞机上完成了超过 850 次飞行,增长了 2.5%,并成为第一家完成从垂直起飞到巡航再到着陆的全包线常规有人驾驶过渡飞行的电动空中出租车公司。

Joby dropped that report and the numbers tell a story of a company that's actually getting close to launch and they completed over 850 flights across five aircrafts last year, 2 and a.5% increase and became the first electric air taxi company to fly that routine pilotinhabited transition flight through the full envelope from vertical takeoff to cruise down to landing.

他们正在这些市场积极扩张,在Aaka世博会上进行了41次演示飞行,在迪拜开始了试飞,与Virgin Alactic合作提供英国服务,并收购了Blades Air Mobility的客运业务,以建立这些商业运营。

They're expanding aggressively across these markets, flying 41 demos at the World Expo in Aaka, starting test flights in Dubai, partnering with Virgin Alactic for UK services, and acquiring Blades Air Mobility passenger business to build out those commercial operations.

我认为Joby是一家非常酷的公司,我迫不及待地想让他们的团队成员再次来到我们的节目。他们的飞机每乘客英里产生的排放量比汽油车少47%,比直升机少94%,在洛杉矶41英里的通勤中,他们设施的电力有97%来自可再生能源。

I think Joby is such a cool company and I can't wait to have someone from their team back here on the show. Their aircraft generated 47% fewer emissions per passenger mile than a gas car and 94% fewer than a helicopter on a 41m LA commute with 97% of their facility electricity coming from renewable energy.

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