Baidu: Too Cheap To Ignore

Company Performance - Baidu's shares surged in September following Beijing's announcement of a generous stimulus package aimed at supporting the economy and the struggling real estate sector [1] - Baidu's valuation has returned to pre-stimulus levels [1] Market Context - The stimulus package is designed to prop up the ailing economy and the real estate sector, which has been struggling [1] Analyst's Portfolio - The analyst's portfolio is focused on high-risk, high-reward situations, primarily in the technology markets [1] - The analyst is an early buyer of Bitcoin and holds a portfolio with asymmetric long-term upside potential [1] - Top holdings in the analyst's portfolio include Bitcoin, Tesla, Google, Amazon, and Nvidia [1]