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The 3‑Minute Thursday Robotics Reality Check

A hype‑free robotics investing brief. Every Thursday.

One deep dive. Three market moves. One BS Detector. Get signal without the noise—in your inbox.

  • Weekly company Reality Check scorecard
  • Follow the Money: filings and insider moves
  • Patent Power Move in plain English
  • Earnings Call BS Detector highlights
No spam. Unsubscribe anytime.
Hype vs. Reality Scorecard

5‑point scoring. Plain‑English verdicts. Actionable next steps.

See sample →
Follow the Money

Filings, insiders, VC moves. Why it matters—in two lines.

See sample →
Patent Power Move

One patent. What it does, why it matters, revenue angle.

See sample →
Earnings Call BS Detector

Buzzwords vs. real metrics. Red flags decoded.

See sample →

Hype vs. Reality Scorecard

Manual, high‑signal, 5‑point scale
Weekly Company Reality Check
Sample
Company
Boston Dynamics
Overall Score
3.2/5 (Cautious)
Verdict
Solid tech, inflated valuation. Wait for 30% correction.
Reality Signals (What’s real)
  • Patent filed for adaptive gripper (USPTO #...)
  • $150M actual revenue (not projections)
  • 500 units deployed in warehouses
Hype Flags (What’s BS)
  • “Revolutionary AI” = actually rule‑based systems
  • “Fully autonomous” = requires 2 operators
  • Claimed $1B valuation on $150M revenue (6.6x vs 2.5x industry avg)
How we source (free/cheap)
Google Patents SEC EDGAR Google Alerts + Reddit YouTube demos Crunchbase (free)
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Follow the Money

Filings • Insiders • VC
Smart Money Moves (Sample)
1.
Teradyne increased stake in MiR (industrial AMRs) — 13F shows ~8% position. Why it matters: validation for AMR unit economics.
2.
Jeff Bezos invested in Agility Robotics (via family office). Why it matters: signal for long‑horizon capital into humanoids.
3.
SoftBank exited position in [Company]. Why it matters: funding pressure; watch for guidance cuts.
Free data sources
WhaleWisdom OpenInsider (Form 4) Crunchbase (free) Google Trends
Get weekly moves

Patent Power Move

Translation for investors
Sample: Intuitive Surgical — Haptic feedback for surgical robotics
Filed
Last week
What it does
Surgeons can “feel” through the robot.
Why it matters
Addresses #1 surgeon complaint; better precision and safety.
Moat
3–5 year advantage if approved; look for continuation patents.
Revenue impact
Could unlock ~$2B orthopedic market.
Investment angle
Watch for FDA approval in ~18 months.
Workflow (fast & free)
  1. Set alerts on Google Patents for top 20 robotics companies.
  2. Translate abstracts to plain English.
  3. Check if it solves a known industry pain point.
  4. Scan for continuation patents to gauge seriousness.
Get the weekly patent pick

Earnings Call BS Detector

Buzzwords vs. real metrics
Sample: Company X Q3 Earnings Call
What they said
"Revolutionary AI breakthrough in computer vision"
What it means
Probably incremental improvement to existing algorithm
Medium
What they said
"Market-leading position in emerging robotics sector"
What it means
Small market, few competitors, unclear if profitable
High
Get BS detection alerts
Platform Preview

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The newsletter gives you the weekly pulse. The platform gives you real-time intelligence, deep research, and personalized alerts.

Filings Intelligence

Detect material guidance changes and capex pivots before consensus.

Tech Maturity Scores

Track commercialization thresholds for perception, grasping, and control.

Deployment Tracker

Monitor real-world deployments and contract volume by vertical.

Personalized Alerts

Get notified when filings, patents, or calls cross your thresholds.

Explore the Platform View Pricing
RobotStonks Dashboard — Industrial Robotics
Live
Coverage
320

Robotics tickers

Signals
1,842

Last 30 days

Smart Money
+27%

Net inflows

Top Signals (Last 7 days)
10-K reveals capex pivot

Industrial leader shifts to autonomous mobile robots

Patent cluster in grasping

Multi-modal detection hits commercialization