π¦Central Bank Independence Scrutiny.President Trumpβs public criticism of Jerome Powell triggered concerns about diminishing central bank independence.β β
π’ Stock in the Headlines: Archer Aviation ($ACHR)
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Reason for attention: Archer Aviation plans to launch commercial air taxi service in the US before the LA Olympic Games in 2028.
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Profile: Electric vertical takeoff and landing company. IPO'd in September 2021. Market cap of $7.11B. Last closed at $11.21/share.
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Archer's Midnight aircraft in flight (courtesy of Archer Aviation)
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Strengths:
High liquidity. Company ended Q1 2025 with its strongest-ever cash position of ~$1.03 billion.
Path to commercialization. Built highβvolume manufacturing facility in Georgia and established a pilot training academy certified by the FAA.
Strategic Partnerships. Launch Edition agreements with Abu Dhabi Aviation and Ethiopian Airlines. Manufacturing support from Stellantis.
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Weaknesses:
No revenue. Relying on future commercialization for value creation.
Heavy losses. Operating losses indicate high burn and path-dependent funding needs.
Insider Selling. Recent insider sales (including from CFO/CTO) and stake reductions by institutional holders.
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The Verdict: High-risk, high-reward position.
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β°οΈ Tech Terrain
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On July 23, the White House released the AI Action Plan, the Trump administration's massive AI roadmap.
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Here are the 3 main pillars:
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Accelerate AI Innovation β
Build American AI Infrastructure β
Lead in International AI Diplomacy and Security
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Point #2 presents opportunities and major upside potential for companies like Nvidia, OpenAI, and Google who are already investing billions of dollars into building out data centers and AI computing capabilities.
As always, thanks for reading and stay tuned for next week's edition!
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Tech Fizz Team, signing off π«‘
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DISCLAIMER: The content in this newsletter is not monetary advice; it is for educational and informational purposes only. Stocks can be risky and speculative. Please do your own research before investing.
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