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RoboPub

Meng Li

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

Platform
Substack
PricingOnly paid issuesPublishesDaily
Issues409Foundeda year agoLast Issue6 days ago
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Latest Issues

How Intuitive Machines Makes Lunar Comms Sexier Than Landing

Intuitive Machines builds lunar infrastructure from landers to relay satellites, securing NASA contracts and $1.1B backlog for cislunar communications dominance.

Intuitive Machines (NASDAQ: ) is undergoing a transformation from a space mis...

6 days ago
7
Paid

Lantronix: The Quiet Edge AI Backbone of Defense & Industry

Lantronix transforms from IoT hardware to edge AI backbone for defense and industry. Financials improve, but valuation offers limited margin of safety.

Lantronix() has recently returned to the radar of institutional investors. On August 11...

7 days ago
9
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USAR: The West's $4.2B Rare Earth Gamble

USAR builds a non-China rare earth chain with $3.5B funding. High-risk, high-reward play on execution, 2026-2028 milestones key.

USA Rare Earth () currently stands at a critical juncture. The stock price hovers around $17, giving the compa...

9 days ago
13
Paid

NuScale Power: 12-Module Plants for the AI Power Surge?

NuScale Power pre-commercial SMR with NRC-certified design. 12-module plants target AI data center power demand. High-risk, high-reward pre-revenue nuclear tech play.

NuScale Power() is a pre-commercialization-stage small modular reactor (...

10 days ago
8
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Canadian Solar: From Modules to Integrated Energy

Canadian Solar transforms into an integrated energy firm with U.S. capacity, storage, and certifications. Financial risks remain.

From late June to late July, Canadian Solar() issued six consecutive announcements over a period of more than...

11 days ago
3
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  • Meng Li

    AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights.

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