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U.S. Visionaries: 3 Long-Term Investments Forging America's Future
The Motley Foolยท 2025-05-21 01:05
Group 1: Archer Aviation - Archer Aviation is focused on developing air taxi services in major U.S. metropolitan areas, partnering with United Airlines for services from Manhattan to nearby airports, with plans to expand to Chicago and Los Angeles in the next two years [4] - The company is also innovating in defense applications through a partnership to develop a hybrid-powered eVTOL aircraft, with production expected to start in Georgia this year, aiming for two aircraft per month by the end of 2025 [5] - Archer is currently in the pre-revenue phase and needs FAA certifications, indicating potential risks for investors [6] Group 2: First Solar - First Solar manufactures solar panels targeting utility-scale markets, providing a renewable energy alternative to fossil fuels, particularly for data centers [8] - The company operates a vertically integrated value chain across 13 states and plans to open a fifth manufacturing facility in Louisiana by the second half of 2025 [9] - In 2023 and 2024, the U.S. accounted for 96.1% and 92.8% of First Solar's consolidated sales, respectively, making its American-made panels attractive to solar project developers facing tariffs on Chinese products [10] Group 3: Rivian - Rivian produces electric vehicles, including the R1 electric pickup truck and commercial vans, at its Illinois facility, with plans to expand its product line to include the R2 electric truck by 2026 [11] - The company is developing a new production facility in Georgia, expected to start construction in 2026, with production of R2 and R3 vehicles anticipated to begin in 2028 [12] - Rivian reported revenue of $4.97 billion in 2024, with a significant portion of sales likely coming from the U.S., as it opened sales of its commercial vans to all U.S. fleets [13][14] Group 4: Investment Considerations - For investors seeking high growth, Archer Aviation is positioned as a strong option due to its innovative approach and pre-revenue status [15] - First Solar is recommended for more conservative investors due to its established market presence and profitability [15] - Rivian serves as a middle-ground investment option, appealing to those looking for a balance between growth and stability [15]