Core Viewpoint - The investment thesis on Baidu (BIDU) is centered around the AI infrastructure, particularly focusing on Cloud, Compute Capacity, Inference, and Proprietary Chips, rather than on Chatbot/Consumer AI [1] Group 1: Investment Thesis - The recommendation for Baidu is a "Buy" based on its strong positioning in AI infrastructure [1] - The analysis emphasizes the importance of Cloud and Compute Capacity as critical components for future growth [1] - Proprietary Chips are highlighted as a significant asset in Baidu's technological framework [1] Group 2: Analyst Background - The analyst has over 10 years of experience in global markets, managing multi-asset strategies and equity portfolios [1] - The approach combines top-down macro analysis with bottom-up stock selection, focusing on earnings, tech disruption, policy shifts, and capital flows [1] - Insights are shared through platforms like Seeking Alpha, where high-conviction ideas and contrarian views are presented [1]

Core Viewpoint - The investment thesis on Baidu (BIDU) is centered around AI Infrastructure, particularly focusing on Cloud, Compute Capacity, Inference, and Proprietary Chips, rather than on ChatBot/Consumer AI [1]. Group 1: Investment Strategy - The company is rated as a "Buy" based on its potential in AI Infrastructure [1]. - The analysis combines top-down macroeconomic factors with bottom-up stock selection to identify mispriced opportunities [1]. Group 2: Analyst Background - The analyst has over 10 years of experience in global markets, managing multi-asset strategies and equity portfolios at a European asset manager [1]. - The focus areas include earnings, technological disruption, policy shifts, and capital flows [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 ...