Source Post

Small Cap Stocks - $JOBY $ACHR $IP $QXO

Jun 28, 2026

The creator discusses their definition of small-cap stocks (under $30 billion market cap) and highlights four companies in this category. The video focuses on Joby Aviation (JOBY) and Archer Aviation (ACHR), both in the sky taxi business, noting their similar business models, recent stock performance, and the challenges they face regarding regulation, safety, and adoption. The creator also mentions IP and QXO as other small-cap stocks to be discussed.

Linked Mentions

Tickers discussed in this post

QXONeutralMedium ConvictionSignal-backedSecondary

QXO is presented as a potential turnaround play in the housing market, with its stock down significantly, but the creator advises caution and personal research.

IPBullishHigh ConvictionSignal-backedPrimary

International Paper ($IP) is a cyclical play expected to rebound to $55-$60 within 6-18 months, offering a profitable short-to-medium term investment.

ACHRNeutralMedium ConvictionSignal-backedPrimary

Archer Aviation (ACHR), a sky taxi company with a similar business model to Joby, is down 40% year-to-date and has $1.6 million in revenue.

JOBYNeutralMedium ConvictionSignal-backedPrimary

Joby Aviation (JOBY), a sky taxi company, is down 60% from its all-time highs and is expected to start flights in 2026, facing regulatory and safety hurdles.

Linked Signals

Tracked calls opened from this post

IP
buy opened Jun 28, 2026
-2.17%