No qualifying author-owned investment thesis was confirmed in this post.
The author frames the investment as a question ('Is now a good time to buy in?') rather than expressing a definitive directional investment judgment.
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In addition to Tesla & Waymo, this Chinese company might be a good play to have some exposure to robotaxi. The latest inclusion in MSCI China Index is expected to bring some passive funds inflow. It also positions Pony as the first pure-play robotaxi operator to join the benchmark. Is now a good time to buy in?
https://stocktwits.com/news-articles/markets/equity/pony-ai-stock-msci-china-index-robotaxi-toyota-production-2026/cZb69h5R4qK