The video discusses Joby Aviation's stock, which is up over 90% this year and currently trading around $15.50. The presenter highlights that Joby has joined the White House's Electric Vertical Takeoff and Landing Pilot Program, enabling real-world operations before FAA certification. The presenter says Joby now owns Blade's passenger network in New York, providing a real business model with potential recurring revenue. The host states that most people are missing this point, as this new ownership provides a solid business model for Joby with the potential for recurring revenue on day one. Based on the current upward trend, a price target of 20 within 12 months is inferred, with a fail bound around 14.