Core Insights - Archer Aviation's stock experienced a significant decline of over 10% following Tesla's announcement, which was unrelated to the eVTOL industry [1][2][6] - The initial spike in Archer's stock was driven by speculation regarding a potential partnership with Tesla, fueled by social media posts and a video featuring Archer's eVTOL alongside Tesla products [4][5] - Despite a remarkable 267% increase in share price over the past year, Archer Aviation currently has no revenue and is still seeking regulatory approvals for its commercial eVTOL [7] Stock Performance - Archer's shares fell by 6.5% as of 11:24 a.m. ET after the initial drop of over 10% [2] - The stock has shown volatility, reflecting the speculative nature of the eVTOL market and investor sentiment [4][7] Market Context - The eVTOL market is generating excitement among investors, but the lack of revenue from Archer Aviation raises concerns about its long-term viability [7] - The disappointment from Tesla's announcement highlights the risks associated with speculative investments in emerging industries like eVTOL [6][9]

Group 1 - Archer Aviation Inc (NYSE: ACHR) is experiencing significant options trading activity, with volume running at five times the typical amount due to rumors of a partnership with Tesla [1][2] - The most active options contracts include the weekly 10/10 12-strike put and the October 13 call, with new positions being opened in both [2] - Prior to the partnership rumors, there was a short-term bearish bias indicated by the Schaeffer's put/call open interest ratio, which is in the 73rd percentile of annual readings [3] Group 2 - Archer Aviation's stock price increased by 16.7% to $13.51, reaching its highest level since July, and is on track for its fourth consecutive gain [4] - The stock has shown a 100.8% increase over the past six months, with some of the recent price surge attributed to short covering [4] - Short interest has risen by 9.3% in the last two weeks, accounting for 18.7% of the stock's available float, indicating potential buying power [4]

Product Development - Tesla Optimus robot is learning Kung Fu and can be pushed around [1] - The robot is fully AI-powered, not tele-operated [1] Company Highlights - Elon Musk released a new video of Tesla Optimus robot [1]

Future Vision - Tesla 设想在火星上开设一家类似于加州好莱坞的 Tesla 餐厅 [1] - Tesla 计划在火星上部署 Tesla Optimus 机器人 [1]

🤖 NEW: Elon Musk says Neuralink users will eventually control a full Tesla Optimus robot remotely including full-body movement and sensors. https://t.co/UzBY8zJKgF ...