Tech Fund(@techfund1):AI-powered business now 50% of Baidu revenues, cloud growing at 30-40%. This will soon become a growth stock again, and heavily exposed to AI (cloud, AI apps, ASICs, robotaxis,..). Stock still only on 13x forward PE (Goldman est). I'm still long (holding shares in HK given US might delist Chinese names at some stage) and going to add further here given attractive risk-reward. From Goldman:

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Tech Fund@techfund1

2026.04.18 07:40

AI-powered business now 50% of Baidu revenues, cloud growing at 30-40%. This will soon become a growth stock again, and heavily exposed to AI (cloud, AI apps, ASICs, robotaxis,..). Stock still only on 13x forward PE (Goldman est). I'm still long (holding shares in HK given US might delist Chinese names at some stage) and going to add further here given attractive risk-reward. From Goldman: