Скачать или смотреть HOVR's Unique Advantage over Competition & breaking down the Archer Bear Report

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Timestamps:

00:00 Intro — HOVR 10.0 & Archer bear report
00:26 Why compare to Archer (real-estate “comps” analogy)
00:58 What’s in this video (report, Brandon’s response, certification)
01:41 Who is Grizzly & their short-seller incentives
02:25 Recap of Grizzly’s 2023 Archer claims
03:00 Reality check: flights, DoD deliveries, Stellantis & factory
04:04 Certification progress vs no Type Cert yet
04:16 New 2025 claims: “flawed/uncertifiable,” timelines, production
04:49 Production criticism vs scaling realities (Tesla analogy)
05:26 Order book & LOIs/MOUs — real concerns called out
06:16 “Defense pivot” & Joby comparisons; bias in the report
06:46 Track record: Archer stock since first transition flight
07:57 Brandon Robinson’s LinkedIn response (overview)
09:05 Good point he agrees with: order-book inflation across the sector
10:08 Design challenges: aeroelastic/tolerances; why design choice matters
11:02 “Nature favors certain designs” clip & takeaway
13:03 The “information gap” and cherry-picking critique
13:57 Technical correction: VRS/multi-rotor misunderstanding
14:50 Joby vs Archer promo slant; exchange with Dave Smith (Robinson Helicopter)
17:13 Certification 101 (U.S.): Type, Production, Airworthiness, Operator, Pilot rules
19:01 HOVR path: Canada (TCCA) focus vs U.S. path
21:23 Bilateral agreements & role of 3C / John Maris
23:11 Why HOVR is different: certification baked into design
24:46 Valuation/timeline context (why HOVR looks early)
25:12 Others (Eve, Beta, Jaunt, UrbanAero) vs HOVR’s approach
26:30 Bull case summary — design + certification strategy
27:49 Sign-off



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