Nvidia is mentioned as one of the large Western companies investing billions of dollars into AI.
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Once-in-a-Decade Opportunity? These China Stocks Are Crashing!
Jun 23, 2026
The creator discusses several Chinese stocks, including Alibaba, Baidu, JD.com, and BYD, which have experienced significant price drops. Despite negative news like US blacklisting, the creator believes these stocks may present buying opportunities due to current valuations and the potential for AI growth, while downplaying delisting risks.
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Alphabet is mentioned as one of the large Western companies investing billions of dollars into AI.
JD.com is mentioned as one of the Chinese stocks currently in a crash mode, but no specific investment thesis is provided.
Baidu is mentioned as one of the Chinese stocks currently in a crash mode and added to a US blacklist, but no specific investment thesis is provided.
Alibaba is presenting a potential buying opportunity after a significant price drop, with a reasonable P/E ratio and dividend yield.
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