| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Baidu is fundamentally undervalued despite trading like a value trap; its AI and cloud capabilities match US Mag7 standards, backed by Chinese government support and an entrenched developer base serving global demand for affordable AI solutions.
Alibaba is undervalued despite legal risks from the US; its technical capabilities rival US Mag7 companies, with diversified revenue across AI, cloud, e-commerce, and gaming. Government backing and entrenched developer ecosystems position it to serve global markets seeking affordable alternatives to US AI vendors.
End of results.