The video presents a fundamental analysis of Joby Aviation (JOBY) and Archer Aviation (ACHR), discussing their recent stock performance. JOBY is up nearly 100% and ACHR is up 25% in the last month, and the stocks are neck and neck to being over value. The conversation focuses on the companies' different approaches, namely the government plans of drone dominance which helps e-volts. Mention also some third players in the area. A potential e-volt by vertical aerospace for those with high-risk tolerance and long term investments are also part of the analysis. Some new events such as partnerships, new technology and production are also present. Concluding that because those both are small stocks, investors would eventually win with the higher risk.