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Serve Robotics SERV
Live quote2.62 -9.8%
2026-11-13 22:30 UTC · Yahoo Finance · +16% off the 52-week low · -84% off the high
Investment caseThe only small-cap pure-play robotics name in US equities — a sidewalk-delivery robot operator once backed by Nvidia.
Size / market cap$372M (2026-08-08).
Scarcity / moatFirst mover in L4 sidewalk delivery, tied to Uber Eats.
CompetitionCoco and Starship Technologies (private).
RiskWatched, not held. It operates robots rather than supplying the bottleneck part: it earns delivery fees, without the operating leverage of selling shovels. Quarterly revenue was $3.24M (up 404% year over year and still below expectations) and 2026 guidance has been cut sharply. It fails both the bottleneck test and the operating-leverage test.
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