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RoboPub

Meng Li
Tens of paid subscribers

At least share one robotics industry analysis or technical hands-on article every day.

Platform
Substack
PricingOnly paid issuesPublishesDaily
Issues463Foundeda year agoLast Issue6 days ago
Active

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Latest Issues

Enphase: Hidden Value Amid the Residential Solar Downturn

Enphase stock analysis: microinverter moat, cyclical downturn, DCF valuation, and growth catalysts in India, AI data centers, and EV charging.

Enphase Energy’s() business is not complicated. It uses microinverters to convert the DC power g...

6 days ago
5
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Redwire: The "Shovel Seller" of Space Infrastructure

Redwire stock analysis 2026: 89.6% revenue growth, record $542M backlog, and space infrastructure upside. Is RDW a buy at $9.58?

As of early October 2026, Redwire Space (NYSE: ) closed at $9.58 per share, with a market capitalization of ro...

7 days ago
6
Paid

How Eaton Is Eating Up Data Center Power Orders

Eaton's data center power orders surged 85% in Q2 2026. See how capacity, acquisitions, and valuation shape the stock's next move.

Eaton’s() core business today is moving power from the grid to equipment and opening the circuit when someth...

9 days ago
8
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PRCT: Aquablation Wins AUA Backing, Waterjet Robot to Scale

PROCEPT BioRobotics Aquablation wins strong AUA backing as HYDROS robot drives procedure growth, but valuation still hinges on 2026 guidance.

PROCEPT BioRobotics (Nasdaq: ) makes surgical robots for urology. Current revenue comes from beni...

10 days ago
7
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ZenaTech: 7 Quarters of Growth, Why Cash Flow Went Negative

ZenaTech revenue rose for 7 straight quarters, but cash flow turned negative. Here is what the numbers reveal about growth, dilution, and risk.

ZenaTech() reached the end of the third quarter of 2026 in a position where both revenue and sh...

11 days ago
5
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  • Meng Li

    AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights. (Take Saturdays off)

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