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Posted by
Two Blokes Jun 28 -
Filed in
Stock
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Pony AI offers early-stage, high-growth exposure to China's autonomous vehicle market, with rapid expansion in serviceable areas and strong monetization progress. The company's dual U.S.-China presence, multiple revenue streams, and major cost reductions in its latest AV system strengthen its long-term investment case. Recent Q1 results show accelerating robotaxi revenue growth and successful regulatory approvals, signaling the beginning of substantial monetization.
