COMPANY LANDSCAPE

Find the future builders.
Then test the economics.

A company can help build an extraordinary future and still be a poor investment. We separate technical importance from business quality, expectations, dilution, timing, and valuation.

OPPORTUNITY RADAR

Trace where future systems may create business value.

A company can matter to the future and still be a poor investment. We separate system exposure, published evidence, business quality, expectations, and valuation.

Company and exposureRole in the systemEvidence stateMust Hit work

BETA

BETA TechnologiesElectric aircraft, propulsion, charging, and ground systems

Official company research watchSEC filings and reported results through May 12, 2026Must Hit model not yet frozen

Can an integrated electric aviation system create durable economics before certification, manufacturing, capital intensity, and adoption consume the opportunity?

Open primary source ↗

Learn how the Must Hit score worksThe opportunity radar ranks research questions. It is not a recommendation or disclosed position.

THE MUST HIT VALUE TEST

A good investment should survive an imperfect future.

RESET

What the business earns, owns, and can finance today.

MIDPOINT

A profitable future that does not require everything to go right.

PINNACLE

The best plausible outcome. Useful for measuring upside, dangerous as a base case.

EXPECTATION GAP

The difference between what the price seems to expect and what the evidence supports.

An unscored company simply means the evidence and valuation work are not complete. We do not manufacture a precise answer before the inputs exist.