$Archer Aviation(ACHR.US) rose 20% today, with volume reaching three times the average.
Strong catalyst: Launched 'Thunder', a Level 5 autonomous attack rotorcraft, alongside Anduril at the Farnborough Airshow. eVTOL companies are directly entering the defense sector, and officials have also announced that the first batch of commercial customers will be revealed this week.
From 'urban air taxis' to 'military unmanned rotorcraft', the valuation anchor has completely changed. In the two days before the customer list is released, should we get on board to bet on an unexpected surprise, or wait for the list to land before entering? I'll wait myself—the value difference in defense orders is too great. Whether there are top-tier defense contractors in the list determines whether this wave is a revaluation or just a pulse.
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