Hesai, Pony.ai, and WeRide have all fallen: The Robotaxi sector has been waiting for the pace of city launches recently, with all the stocks undergoing minor consolidation 🤔

Should we build a position before the Q2 data comes out, or wait a bit longer? I'm leaning towards waiting now—when the sector lacks catalysts, a better entry point is usually one week before the event announcement, not during the sideways consolidation period.