Sponsored by Sica Media and Disseminated on Behalf of Surf Air Mobility, Inc*

Jobs data this week has been rough, but it’s got the Fed basically locked into cutting rates this month. That’s gonna juice the market in the short term. Today I'm looking at a regional airline doing some wild stuff with AI and Palantir. It’s sitting at support and is well worth considering here.

TODAY’S TOP ALERT! 

Surf Air Mobility (NYSE: SRFM)

👉  SRFM is TODAY’S #1 ALERT 👈

Hey folks, Jeff Bishop here

The ADP jobs numbers came in weaker than expected yesterday, and with the BLS numbers just as lousy this morning, it’s almost certain the Fed will cut rates this month.

That’s likely to boost the markets in the short term, but if the labor market keeps deteriorating, things could get dodgy.

I’m looking at some great companies right now, and one that really stands out to me is Surf Air Mobility Inc. (SRFM).

I alerted the stock back on July 3, and from the time of my alert through July 11, it ripped about 200%.

I alerted it again on August 20, and it moved as high as 18% over the four trading days that followed.

It’s back down to its support level from August right now, and as you’ll see below, I think this is a solid company worth a close look here.

Keep it at the top of your radar!

👉  SRFM is TODAY’S #1 ALERT 👈

SRFM is a pioneer in regional aviation and is one of the largest commuter airlines in the U.S. by scheduled departures, flying ~320,000 passengers on 64,000 flights to dozens of destinations over the past year.

SRFM has already built a proven model with three diverse sources of revenue:

1. Government contracted flights through the Essential Air Service program, which provide steady recurring revenue serving small communities

2. Scheduled air service that runs like a traditional airline with set routes and times

3. On demand charter flights, where passengers can book directly through the website, choose their route and plane, and see pricing instantly

Over the past few years, this three-part model has shown investors that the business is not just experimental, it is already proven in the aviation market.

The Software Edge: Surf Air Mobility 🤝 Palantir 

Here’s what really stands out to me: Palantir (PLTR), which holds the title for the best-performing stock in the S&P 500 this year, is SRFM’s largest outside shareholder.

As noted in PLTR’s latest filings, SRFM is one of only a small handful of companies PLTR is invested in.

Surf Air Mobility has been developing  SurfOS™, an AI-enabled software platform built on Palantir’s Foundry and AI systems. It went live to beta users in March. 

Think of it as the operating system for advanced air mobility, designed to make booking, scheduling, and managing regional flights as seamless as calling an Uber.

You can read all about it here.

“A New Mass Transit Solution”

Imagine arriving at a small airport close to your home just 15 minutes before your flight and stepping into a lounge like this:

You walk to a plane that’s just feet away, and before you know it, you arrive at your destination without ever stepping into a crowded and congested airport.

Imagine replacing hours on the road or in airport lines with short, seamless flights that fit into everyday life.

This is not a far-off concept. 

SRFM is already operating one of the largest commuter airlines in the U.S., with scheduled routes, government-backed Essential Air Service contracts, and an on-demand platform that lets passengers choose their route, aircraft, and see pricing instantly.

Personally, I love regional airports (I often use the one here in Lynchburg, Virginia), and the idea of flights that bypass major airports entirely is very appealing.

And the scale of the opportunity is huge. 

90% of Americans live within 30 minutes of a regional airport, yet only 30 major hubs handle more than 70% of U.S. air traffic. SRFM is unlocking access to more than 5,000 underused airports and redefining how regional travel works.

In a 2021 report, NASA has said Regional Air Mobility will “fundamentally change how we travel.” 

Meanwhile, McKinsey projects it could become a $75–$115 billion global market by 2035. 

SRFM is not just participating in this shift, it is positioning itself as the platform that can transform regional flying with plans to expand its network to premier regional airports throughout the country.

For consumers, it is all about convenience. For investors, it is about scale. 

SRFM is already proving the model, and if it can capture even a fraction of the 5,000 regional airports across the U.S., the upside potential is enormous.

A Clear Plan in Motion

SRFM isn’t just talking about growth, it has a plan in motion.

In November 2024, SRFM unveiled a “four-phase transformation plan” to steer the company toward profitability in its airline operations in 2025. 

Here’s the breakdown:

1. Transformation (2024): Strengthened the balance sheet and integrated acquisitions

2. Optimization (2025–2026): Streamlining routes, improving efficiency, and embedding SurfOS into daily operations

3. Expansion (2026–2027): Rolling out SurfOS to third-party operators and opening new tier-1 routes

4. Acceleration (2027+): Deploying electrified aircraft and scaling the full air mobility platform

That roadmap is already delivering results. 

In Q2 2025, revenue grew 17% quarter over quarter to $27.4M, operating loss narrowed by more than a third, and management reaffirmed its expectations that “2025 revenues will exceed $100 million and that airline operations will achieve profitability in 2025, defined as positive Adjusted EBITDA.”

On top of that, SRFM signed an interline agreement with Japan Airlines to expand connectivity between Japan and Hawaii. 

And in a vote of confidence, co-founder Sudhin Shahani backed the vision with a $1M insider stock purchase.

Green Revolution Taking to the Skies

The last step in SRFM’s transformation is all about electrification, bringing Silicon Valley innovation to aviation to cut both emissions and costs.

To make it happen, the company has partnered with some heavy hitters.

In September 2021, SRFM announced an exclusive relationship with Textron Aviation, makers of Cessna aircraft, to support Surf Air Mobility’s development to electrify ⚡ the Cessna Grand Caravan EX.

According to SRFM, the hybrid versions could reduce emissions with targets up to 50% (compared to the all-combustion version of the Grand Caravan) while reducing direct operating costs by up to 25%. 

And the all-electric versions are targeted to completely eliminate emissions while reducing direct operating costs by up to 50%.

Just as Uber reimagined taxis and Tesla reshaped automaking, SRFM wants to make regional travel faster, cheaper, and greener.

The Bottom Line

That kind of ambition is why I’m keeping SRFM at the top of my radar. 

From my perspective, the fundamentals are improving, the company has laid out a clear transformation plan, and the chart setup is right back at its August support level.

I think SRFM is a great one to take a look at, given the recent developments and the stock chart I am seeing.

As always, be sure to do your own research. Check out the company’s slick website and, of course, study its chart. I thought this investor presentation was also great. 

Be sure to approach your trading in a responsible manner. Trading is very risky, and nothing is ever guaranteed, so never trade with more than you can afford to lose. 

Please read the full disclaimer at the bottom of this email as well so you are aware of additional risks and considerations. Always have a well-thought-out game plan that takes your personal risk tolerance into consideration.

Bottom line: SRFM is sitting at reliable support from August right now, and with the monster moves it has made from here since July, I’m watching for another possible runup.

👉 Make sure SRFM is at the top of your watchlist today!

To Your Success,

Jeff Bishop