Aug. 17 at 3:26 PM
$BIDU a ridiculous post right here. It’s like saying
$GOOG is a front company for US military. Both have bits of truth, but don’t fall victim to this xenophobic narrative that is pushed.
Just added a little more to my core long position. Prepared to add a lot more if for some reason there is downward pressure after earnings. It’s not umcommon with all the China hate that goes around for a sell off to happen after earnings.
$BIDU is an excellent tech company that is valued damn near all time lows. I suspect sentiment is about to shift as America plunges into a long overdue bear market and China arises from the decade of ashes into a new bull market.
$BABA $IQ $YINN
(Bearish on google, but bullish on the China names in this post, especially IQ — Netflix of China — which is about to report how its shift into AI has gone)
