Jan. 12, 2026 2:03 AM ETPony AI Inc. (PONY) StockGary Alexander33.07K FollowersCommentsPony AI is a compelling "buy the dip" opportunity, with shares down ~30% from recent highs despite robust operational progress.PONY's dual listing in Hong Kong raised $800 million, boosting liquidity to nearly $1.4 billion and securing years of runway at current burn rates.Rapid BOM cost reductions and 90% y/y robotaxi revenue growth are driving gross margin expansion, now at 18.4%, with further scale in sight.Unit economics in China have reached breakeven, and international expansion plus a tripling of fleet size to 3,000 vehicles by 2026 underpin the bullish outlook.