My rating on Baidu ( BIDU ) is a "Buy," and I will not be placing my bet on the Chatbot/Consumer AI. The premise of my thesis is the AI infrastructure, specifically the Cloud, Compute Capacity, Inference, and Proprietary Chips. It’s atI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bo ...

投资评级与核心论点 - 对百度评级为“买入” [1] - 投资论点并非基于聊天机器人或消费级AI 而是基于AI基础设施 具体包括云服务 计算能力 推理和专用芯片 [1] 分析师背景与持仓 - 分析师为投资组合经理 管理灵活股票基金和私人客户资产 从事基本面股票研究 宏观和地缘政治策略 [1] - 拥有超过10年全球市场经验 曾在欧洲资产管理公司管理多资产策略和股票投资组合 [1] - 分析师结合自上而下的宏观分析 自下而上的个股选择以及实时头寸管理 关注盈利 技术颠覆 政策转变和资本流动 以在市场发现错误定价的机会 [1] - 分析师披露其通过股票 期权或其他衍生工具持有百度的多头头寸 [1]

Key Points This former Bitcoin miner is accelerating its transition to becoming a pure-play compute provider. However, AI bubble concerns are once again impacting shares of all related firms in today's session. Let's dive into whether the market's concerns are warranted in relation to TeraWulf's future growth prospects. These 10 stocks could mint the next wave of millionaires › Just a few quarters ago, I'd argue that TeraWulf's (NASDAQ: WULF) price action was almost entirely tied to its cryptocu ...