BABA vs BIDU· which do the legends prefer?

The scores are close (0 vs 0) — the legends show no clear collective lean; layer logic and valuation matter more here.

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BABA
Alibaba · Cloud + Qwen models

No score (not held by tracked investors)

Leader in China cloud and open models, cheaply valued.

Policy and growth volatility.

BIDU
Baidu · Ernie models + autonomous driving

No score (not held by tracked investors)

Early bet on LLMs and robotaxi.

Ad pressure; slow monetization.

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