Core Viewpoint - Pony AI Inc. (NASDAQ:PONY) is experiencing positive momentum following a bullish rating from Macquarie, which highlights its leadership in the robotaxi sector and ambitious expansion plans [1][2]. Group 1: Stock Performance - Pony AI's stock rose by 7.28% to close at $14.59 after two days of losses, driven by investor optimism from Macquarie's rating [1]. - The investment firm has issued an "outperform" rating, indicating strong confidence in Pony AI's future performance [2]. Group 2: Business Strategy - Pony AI announced an "asset-light" strategy aimed at achieving profitability by 2030, which involves collaborating with third-party companies for fleet deployment [3]. - The company plans to sell its driverless cars to operators and license its autonomous driving technology, rather than owning and operating the fleet itself [4]. Group 3: Growth Projections - Macquarie expects Pony AI's fleet to triple in size next year, which will be supported by a projected 20% decline in hardware costs, enhancing profitability [2].