RoboPub
Meng LiAt least share one robotics industry analysis or technical hands-on article every day.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 373 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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robopub.substack.comLatest Issues
Ambarella: A Transformation Story of Edge AI Chips
Ambarella transforms from video chips to edge AI SoCs, with 80% revenue from AI, 37% annual growth, and a strong balance sheet fueling the next stage.
Ambarella() is a fabless semiconductor company whose core business is designing edge AI...
AEVA: FMCW LiDAR at a Crossroads
A deep dive into Aeva Technologies covering FMCW LiDAR technology, financial health, valuation, and Elliott Wave analysis for long term investors.
Aeva Technologies (NASDAQ: ) is a company focused on next-generation 4D LiDAR perception sys...
The Deafense Platform Wars: Ondas' $1.4B Bet
Ondas shifts from wireless to autonomous defense, targeting $390M+ revenue in 2026 with $1.48B cash and $457M backlog.
Ondas (NASDAQ: ) is undergoing an aggressive transformation from a wireless communications equipment provider into an au...
CPSH: The AlSiC Bottleneck Play
CPSH: 60% drop, Wave 3 setup, EV/AI/defense demand. Can margins recover before valuation derails the story?
In late June 2026, CPS Technologies’ stock() price stood at $5.79. This represents more than double the year’s low of $2.10, yet it...
UAMY's Antimony Play: $245M and Counting
UAMY stock analysis: $245M DoD contract, BlackRock stake, Elliott Wave targets $40. Can this critical minerals miner survive the U.S. China antimony supply chain decoupling?
In June 2026, the share price of United States Antimony Corporati...
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AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights.
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