Jason Simpkins of Angel Publishing’s Outsider Club is promoting “Uber Air,” also branded “Highways in the Sky.” We trace the clues and test the claims.
One promotion, several names — all of them point to the same pitch, and the same stock.
“A Child Prodigy With 427 Patents Partnered With Delta, Toyota, Uber, and the U.S. Air Force... Now His $10 Startup Could Climb to OVER $200” is the headline Jason Simpkins is using for Angel Publishing’s Outsider Club promotion. The report is offered as “Uber Air: The New Era of Transportation Poised for 2,000% Gains.”
The pitch promises a roughly $10 stock tied to electric air taxis, heavyweight corporate partners, and a new transportation network in the sky. The offer also says it’s for the first 100 people who say yes today.
We identify the stock below. Our confidence is 92 out of 100: the fingerprints are unusually strong, even though several of the headline claims have been polished past what the filings support.
The promotion gives away a remarkably specific trail: NASA work, a 140-acre manufacturing site near Wright-Patterson Air Force Base, Uber’s $125 million investment, Toyota and Delta backing, an exclusive Dubai air-taxi agreement, a hydrogen demonstrator, and autonomous-flight software acquired through Superpilot. The 427-patent framing gets the attention, but the corporate relationships do the real identifying work.
The same pitch is also branded as “Highways in the Sky.” That’s another name for the Uber Air idea, not a separate company or stock.
The stock is Joby Aviation (JOBY). The strongest clue is the NASA history: Joby’s own company history links its 2012 NASA selection to the Greased Lightning and Lotus projects, while later work involved NASA’s LEAPTech and X-57 programs. NASA says LEAPTech began in 2014, so the promotion has compressed the timeline, but the underlying Joby connection is clear.
The rest of the trail lands in the same place. Joby announced a 140-acre site at Dayton International Airport for its first scaled manufacturing facility. Its December 2020 announcement said Uber’s additional $75 million investment brought Uber’s total investment in Joby to $125 million. Delta’s $60 million investment appears in Joby’s 2025 Form 10-K, and Joby announced exclusive Dubai operating rights through the city’s Roads and Transport Authority. Joby’s June 2024 announcement also covered its acquisition of Xwing’s autonomy division, including Superpilot.
One extra report in the offer, “Golden Dome Riches: Trump’s $5.3 Trillion AI War Play,” is a much weaker match. The tentative identification is Mercury Systems (MRCY), with only 38 out of 100 confidence. Mercury’s defense backlog and government relationships are real, but the specific Golden Dome connection remains unestablished.
The offer bundles a bonus report that teases its own stock. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|---|---|
| Golden Dome Riches: Trump's $5.3 Trillion AI War Play | MRCY — Mercury Systems, Inc. | 38/100 — best guess |
The claim-by-claim check below separates the clues that line up with Joby’s public disclosures from the claims that stretch, blur, or outrun them. The useful distinction is simple: a promotional overstatement can still point to the right company.
The key sources are NASA’s project descriptions, Joby’s company history and announcements, Joby’s 2025 Form 10-K and 2026 annual-report materials, the FAA’s airworthiness criteria, and Mercury Systems’ filings for the separate bonus report.
| The promotion claims | Verdict | What we found |
|---|---|---|
| The stock is trading for about $10 a share | Checks out | JOBY traded at $8.63 in after-hours trading, with a previous regular-session close of $8.23, which is approximately the promoted $10 level. |
| The company was selected in 2012 to work with NASA on X-57 and LEAPTech | Contradicted | NASA says the LEAPTech project began in 2014, while Joby’s own history says its 2012 NASA selection concerned Greased Lightning and Lotus; Joby’s later NASA work included LEAPTech and X-57. |
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The offer says it’s limited to the first 100 people who say yes today. We received this promotion on one day, August 7, 2026, so the record is too thin to judge whether that deadline rolls from day to day.
The copy ties the cutoff to saying yes today, not to a named earnings date, FAA decision, index change, or other checkable corporate event. In other words, the deadline is attached to enrollment in the offer, and there isn’t enough observation yet to say more about how it behaves.
This is the third Jason Simpkins pitch we’ve identified. “The Critical Metals Briefing” pointed to USA Rare Earth (USAR), up 3.26% since we revealed it, while “Geothermal Goldmine” pointed to Nabors Industries (NBR), up 4.98% since we revealed it. Two prior results are a ledger, not a verdict, but they’re useful context when the next spectacular upside number arrives.
The pitch’s central claim is this: electric air taxis are becoming a new transportation network, Joby has the partners and launch sites to lead it, and a roughly $10 stock could therefore climb above $200.
The first link holds. Joby really does have NASA history, major strategic investors, a Dayton manufacturing site, Dubai operating rights, and autonomy technology. The weakest link is the leap from those facts to a 2,000% return. Nothing in the cited disclosures turns partnerships and a targeted service launch into a $200 valuation. The timeline around NASA is tidier in the promotion than in NASA’s own account, Toyota’s advertised $894 million commitment was ahead of what Joby’s 2026 annual-report materials said had actually been invested, and the passenger aircraft is described by the FAA as operating with a single pilot onboard. Superpilot concerns a separate uncrewed-aircraft program.
On its own merits, Joby is a real company pursuing a difficult, capital-intensive aviation business. But the promotion’s “small $10 startup” image is badly out of date beside a company with an approximately $8.5 billion market capitalization and heavy trading volume. That doesn’t settle the investment case. It does mean the reader is looking at a public mid-cap development story, not a hidden garage project waiting for the world to notice.
The Mercury bonus has its own gap. Mercury reported $1.33 billion of backlog at June 28, 2024, and its filings describe Pentagon customers and limited engagement with DARPA. That supports a defense-technology angle. It doesn’t establish a Mercury-specific Golden Dome role, and the Pentagon’s roughly $185 billion ten-year objective architecture and the Congressional Budget Office’s roughly $1.2 trillion estimate over 20 years don’t support the promotion’s $5.3 trillion figure.
How confident are we? 92 out of 100. We identified Joby Aviation, Inc. (JOBY) from the promotion's own clues and checked 17 of its claims against filings, earnings calls, ownership records, market data and public reporting. This is our analysis, not the publisher's disclosure — we have no relationship with them.
Knowing which stock it is only gets you halfway. We score JOBY on valuation, profitability, growth, financial health and momentum — and reach our own conclusion, independent of how it was sold to you.
See the JOBY data →Independent of the promotion — our own numbers, score and analysis.
Everything we track on JOBY in one place — the TickerSpark Score, price charts, key financials, and our latest coverage.
| The company is a small firm | Overstated | JOBY’s market capitalization was approximately $8.5 billion and its average daily volume was about 40.6 million shares, making it a mid-cap, heavily traded public company rather than a tiny firm. |
| The first scaled manufacturing facility is on a 140-acre site near Wright-Patterson Air Force Base | Checks out | Joby announced a 140-acre site at Dayton International Airport for its first scaled manufacturing facility and described Dayton’s aviation ecosystem, including Wright-Patterson Air Force Base. |
| Uber invested $125 million in the company | Checks out | Joby’s December 2020 announcement said Uber’s additional $75 million investment brought its all-time investment in Joby to $125 million. |
| Toyota invested $894 million in the company | Overstated | Toyota said its planned additional investment would bring its total commitment to $894 million, but Joby’s 2026 annual-report materials said Toyota had invested nearly $650 million as of December 31, 2025. |
| Delta made a $60 million up-front investment | Checks out | Joby’s 2025 Form 10-K states that Delta invested $60 million through a purchase of Joby common stock. |
| The passenger air taxi can operate autonomously without a human in the loop | Contradicted | FAA airworthiness criteria describe Joby’s JAS4-1 passenger aircraft as intended to operate with a single pilot onboard; Joby’s autonomous Superpilot technology belongs to a separate uncrewed-aircraft program. |
| Joby has an exclusive agreement to begin air-taxi operations in Dubai | Checks out | Joby announced that its agreement with Dubai’s Roads and Transport Authority granted it exclusive rights to operate air taxis in Dubai for six years, with service targeted for early 2026. |
| An acquisition provided Superpilot software for ground-supervised uncrewed operations | Checks out | Joby’s June 2024 announcement said it acquired Xwing’s autonomy division, including Superpilot, which it described as enabling safe, uncrewed operations supervised from the ground. |
| The separate company had a $1.33 billion contract backlog | Checks out | Mercury Systems reported $1.33 billion of backlog at June 28, 2024, although its later fiscal-year report increased the figure to approximately $1.40 billion. |
| The company makes technology for jamming kamikaze drones | Overstated | Mercury’s electronic-warfare business includes DRFM-based reactive-jamming subsystems, but its Navy announcement describes threat-emulation and training systems rather than a named operational system for jamming kamikaze drones. |
| The company makes technology that defeats stealth threats | Overstated | Mercury supplies radar processing, RF, and electronic-warfare systems relevant to detecting or countering difficult threats, but its filings do not establish that Mercury itself fields a system described as defeating stealth threats. |
| The company has ties to the Pentagon | Checks out | Mercury’s 2025 Form 10-K says its products serve defense prime contractors and government customers and that the U.S. government directs the company to certain prime-contractor programs. |
| The company has ties to DARPA | Checks out | Mercury’s 2025 Form 10-K specifically refers to its engagement with government-funded laboratories including DARPA, while characterizing that engagement as limited. |
| The company has a specific tie to President Trump’s Golden Dome initiative | Can't verify | The Pentagon has described Golden Dome as a layered homeland-defense program, but no Mercury-specific Golden Dome contract or official participation was identified. |
| Golden Dome represents a $5.3 trillion opportunity | Contradicted | The Pentagon cited approximately $185 billion for the objective architecture over a decade, while the Congressional Budget Office estimated roughly $1.2 trillion over 20 years for a related national missile-defense system; neither supports $5.3 trillion. |
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Joby’s selloff looks less like a broken story than a market demanding proof from a pre-revenue air taxi bet. The setup still works, but only if FAA-conforming flight progress turns into real certification milestones and first passengers in 2026.
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