u/RoundDefinition7957

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$BIDUr/ValueInvestingDiscussionbullish
u/RoundDefinition7957 · 50d ago1 prior · awaiting results

Why are Chinese AI Stocks so undervalued

Baidu is undervalued despite resembling US Mag7 peers in technical capability, asset diversification, and market entrenchment. The company's affordable AI models, government backing, and developer ecosystem position it as deep value despite appearing as a value trap.

original post →
$BABAr/ValueInvestingDiscussionbullish
u/RoundDefinition7957 · 50d ago1 prior · awaiting results

Why are Chinese AI Stocks so undervalued

Alibaba is undervalued despite resembling US Mag7 peers in technical capability, asset diversification, and market entrenchment. The company's affordable AI models, government backing, and developer ecosystem position it as deep value despite appearing as a value trap.

At post $112.85Now $119.21+5.6% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.