BIDU at $90: ~$31B market cap, ~$26B in net cash/investments, and AI Cloud is still growing 50%
$BIDU
AI SUMMARY — Baidu (BIDU) trading at $90 represents a ~$31B market cap while holding ~$26B in net cash/investments, creating a minimal equity value for the core business. The company's AI Cloud segment continues growing at 50% annually, suggesting strong fundamentals despite the depressed valuation.
| TICKER | BIDU |
USER | u/Realistic-Egg-229 |
| RATING |
BULLISH |
ENTRY |
$89.92
|
| POSITION |
110 sh
SYN
|
BOOK VAL |
$9895.46 |
| CURRENT |
$90.87 |
P&L % |
+1.06%
|
| CURR VAL |
$10000.00 |
P&L $ |
+104.54
|