$MOMENTA-W(06880.HK) surged 8-9%, a rare independent rally in the autonomous driving sector; $HORIZONROBOT-W(09660.HK) remained flat, while $Pony AI(PONY.US) dipped slightly. All three are doing smart driving, but via different paths: one relies on mass-production design wins, another on chip shipments, and the third is still waiting for Robotaxi licenses and scale—the realization timelines for these three paths differ too much, so moving in lockstep would be abnormal🙃