[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5917 followers Created: 2025-07-23 10:11:12 UTC $BIDU at $XX trades at just 9.2X forward P/E vs. $GOOGL ’s 21X and 1.6X EV/S vs. peer avg 5X, a steep discount. Cloud revenue jumped XX% YoY but is still only XX% of sales, leaving big margin leverage as AI services scale. With $XX B net cash (FCF yield 4%) and catalysts in Q2 AI/gaming growth plus Apollo autonomous deals, Baidu offers asymmetric upside, just watch for China macro & regulatory swings. XXXXX engagements  **Related Topics** [googl](/topic/googl) [china](/topic/china) [$9888hk](/topic/$9888hk) [baidu](/topic/baidu) [$20b](/topic/$20b) [coins ai](/topic/coins-ai) [discount](/topic/discount) [$bidu](/topic/$bidu) [Post Link](https://x.com/Next100Baggers/status/1947962694562127902)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Next XXX Baggers @Next100Baggers on x 5917 followers
Created: 2025-07-23 10:11:12 UTC
$BIDU at $XX trades at just 9.2X forward P/E vs. $GOOGL ’s 21X and 1.6X EV/S vs. peer avg 5X, a steep discount.
Cloud revenue jumped XX% YoY but is still only XX% of sales, leaving big margin leverage as AI services scale.
With $XX B net cash (FCF yield 4%) and catalysts in Q2 AI/gaming growth plus Apollo autonomous deals, Baidu offers asymmetric upside, just watch for China macro & regulatory swings.
XXXXX engagements
Related Topics googl china $9888hk baidu $20b coins ai discount $bidu
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