Baidu should soon become a growth stock again, heavily exposed to AI through cloud, AI apps, ASICs and robotaxis. AI-powered businesses now make up 50% of revenue, and cloud is growing 30-40%. Yet the stock trades at only 13x forward earnings on Goldman's estimates, an attractive risk-reward worth adding to. Holding shares in Hong Kong guards against a possible US delisting of Chinese names. x.com 

Alibaba and Baidu stand to benefit because China will not slow its AI development even if the US slows its own. x.com 

Alibaba raising capital for AI after a strong quarter is a buying opportunity, especially with CEO Eddie Wu buying shares right after the raise. In June, heavy buybacks near $94.80 preceded a rally to $132. Stanley Druckenmiller starting a Baidu position, despite saying he would not invest in China under Xi, signals a bet on Chinese AI and cloud. Chinese names are cheap and underappreciated, with strong AI models, power access and robotics leadership, while the US faces data-center hurdles. … Show more

Baidu's AI and cloud growth should surprise to the upside in this week's earnings because demand remains extremely strong, and the stock is still far too cheap. The same goes for Alibaba, which should bode well for Chinese tech broadly. x.com 

Alibaba and Baidu are a no-brainer buy because Chinese AI stocks trade at very low valuations while China is determined to race the US in AI. x.com 

Baidu trades below book value, one of the best values seen in many years, with about $40 billion of equity against a $39 billion market cap. Legacy search is declining, but the cloud, AI and robotaxi businesses are very strong, and book value is a better value metric than an easily manipulated P/E. x.com  x.com 

Baidu looks undervalued because its $30B market value at $90 roughly equals its $30B of net cash, leaving a very valuable AI chip business for free. Morgan Stanley disagrees, downgrading it to Underweight with an $80 target, down from $130, citing weak advertising revenue and rising AI investment, and expecting core operating profit to trough in Q3. x.com 

Alphabet's AI spending is visibly turning into revenue, more than many other names can say today. Cloud is nearly a quarter of revenue, growing 103% at a 36% operating margin with a $561B backlog; total revenue rose 25%, operating income 30%, and margins are expanding. Free cash flow has been negative for two quarters, capex keeps climbing into 2027, and AI leaves search monetization uncertain. x.com 

Baidu is severely inefficiently priced below $200 and is under active institutional accumulation. x.com 

Baidu and Alibaba look primed with Trump visiting China, while JD.com is set up to break its long-term downtrend line. x.com