Baidu: An Emerging China-AI Momentum Play

Given the emphasis on AI in the markets combined with China pushing for its domestic tech to be the predominant tech used by its citizens, we foresee a scenario where Baidu emerges as a strong choice for those who want to participate in lower valuations. China’s population can be a catalyst for ERNIE to exceed Chat-GPT in user adoption. With that said, China is risky, ERNIE’s success is still quite speculative given the low revenue, and this is not a stock we can consider as quality. We will use technical analysis to its fullest as we attempt to participate.

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