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Akinator Assets @AkinatorAssets on x XXX followers
Created: 2025-07-23 17:41:41 UTC
🐂 3/6 - Bull Case: $BIDU is executing on AI, autonomy, and profitability The upside is real and already starting to show in the numbers 👇
Crushing Earnings Q1 2025 EPS beat estimates by 50%. Operating leverage is kicking in - even with macro pressure. AI Is Working Core revenue up X% YoY - driven by monetizing AI capabilities. AI is moving from R&D to P&L.
Uber Partnership = Global Footprint Baidu’s Apollo Go joins forces with $UBER to scale driverless vehicles globally - a game changer. Undervalued vs Peers Global AI peers trade at 20–40x earnings. $BIDU sits at ~8x with real growth drivers.
💥 From a MOAT perspective: 🧠 Search dominance provides data edge
⚙️ Apollo Go is expanding to XX cities by 2025 🧰 AI infrastructure catching up to Alibaba Cloud
🤝 Strategic alignment with regulators gives them home-court advantage
📈 If Baidu executes, it could rerate dramatically
$BABA $BIDU $UBER
XXX engagements
Related Topics balance sheet capabilities macro coins ai $bidu $uber stocks technology