BIDU Undervalued? Examining Value in Cash, AI & Robotaxi Positioning

Ted Thatcher and Brendan Cavanaugh argue Baidu (BIDU) is deeply undervalued, with cash levels nearly matching its market cap. They highlight accelerating AI revenue and growth in Apollo Go, despite China macro and geopolitical pressures. The pair says Baidu’s AI push and capital flexibility could mark a turning point for the stock.

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