The creator mentions Alibaba as another strong Chinese business that, like Baidu, would be considered significantly undervalued if it were an American company.
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I Can't Stay Quiet on Baidu's Crash Any Longer
Aug 25, 2026
The creator discusses Baidu (BIDU), a Chinese AI company, which has experienced a significant multi-year crash despite its leading position in AI patents and cloud market share in Asia. The stock has fallen approximately 70% from its peak and is trading lower than pre-pandemic levels, with a further 30% drop in the past quarter alone. This decline is attributed to aggressive AI spending not yielding sufficient returns, a slowdown in its legacy online marketing business due to post-pandemic shifts and a weaker global economy, increased competition, and general investor concerns about Chinese stocks. Despite these challenges, the creator, who owns a small amount of BIDU, views it as a speculative long-term investment.
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Baidu (BIDU) is experiencing a significant multi-year crash, down 70% from its peak, due to aggressive AI spending, legacy business slowdown, and macroeconomic factors, leading the creator to hold it as a speculative investment.
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