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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Baidu(BIDU.US) Baidu’s AmiGo Secures Swiss Level 4 Autonomous Driving Permit
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐁𝐚𝐢𝐝𝐮’𝐬 AmiGo received a 𝐋𝐞𝐯𝐞𝐥 𝟒 autonomous operations permit from Switzerland's 𝐅𝐄𝐃𝐑𝐎.➤ Permit enables open-road testing across an 𝐚𝐫𝐞𝐚 𝐨𝐟 𝟖𝟎 𝐬𝐪. 𝐤𝐦 in Eastern Switzerland.➤ Testing began 𝐉𝐮𝐧𝐞 𝟏, 𝟐𝟎𝟐𝟔 in St. Gallen and Appenzell regions.➤ 𝐒𝐚𝐟𝐞𝐭𝐲 𝐨𝐩𝐞𝐫𝐚𝐭𝐨𝐫𝐬 remain onboard; fully driverless service targeted for 𝐞𝐚𝐫𝐥𝐲 𝟐𝟎𝟐𝟕.➤ AmiGo uses 𝐀𝐩𝐨𝐥𝐥𝐨 𝐆𝐨’𝐬 𝐑𝐓𝟔 EVs, featuring 𝐨𝐯𝐞𝐫 𝟑𝟎 𝐬𝐞𝐧𝐬𝐨𝐫𝐬 and three-passenger capacity.➤ FEDRO said the permit establishes 𝐜𝐥𝐞𝐚𝐫 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 and supports operational learning.➤ PostBus called the approval a key step toward deployment under 𝐬𝐭𝐫𝐢𝐜𝐭 𝐬𝐚𝐟𝐞𝐭𝐲 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝𝐬.➤ Apollo Go completed 𝐚𝐩𝐩𝐫𝐨𝐱. 𝟑.𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 fully driverless rides in Q1 2026.➤ Cumulative rides surpassed 𝐭𝐰𝐞𝐧𝐭𝐲-𝐭𝐰𝐨 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 across 𝟐𝟕 cities as of April 2026.➤ Apollo Go logged 𝐨𝐯𝐞𝐫 𝟑𝟑𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 autonomous kilometers, including 𝐨𝐯𝐞𝐫 𝟐𝟐𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 driverless kilometers. - H
$Baidu(BIDU.US) | Baidu Inc., Q1-2026 Earning Report
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Baidu and Bilibili Q1 2026 Earnings: China's AI and Content Economy Reports This Week 🇨🇳📊
Two of China's most closely watched internet companies report this week: Baidu (BIDU.US / 9888.HK) on 18 May and Bilibili (BILI.US / 9626.HK) on 19 May. Both reports land in a context-rich environment...
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For the record, I am far more aligned with $Tesla(TSLA.US) longs than shorts. Of all OEMs, TSLA has the greatest chance over the next 12-18 months to exploit the opportunity from unsupervised autonomy as FSD efficacy improves and TSLA continues to traverse the march of nines.
That said, It’s hard to make the TSLA P/E math work if TSLA only offers unsupervised autonomous ride handling in a few states. I don’t see consumers en mass rushing out to buy a robotaxi vehicle with just two seats sans steering wheel and pedals anytime soon. I similarly believe TSLA bulls under-estimate competitors’ abilities to scale up unsupervised autonomous ride hailing with $Alphabet - C(GOOG.US) $Baidu(BIDU.US), $Pony AI(PONY.US), $WeRide(WRD.US), and $Amazon(AMZN.US) already completing 1M paid robotaxi rides per week and $NVIDIA(NVDA.US) offering its autonomous hardware/software stack to every OEM. My issue is not lack of understanding or confidence in TSLA’s unsupervised autonomous capabilities. My concern is that at 200x 2026 EPS, the market has already discounted TSLA’s success in achieving unsupervised autonomy and ride hailing without evidence TSLA has the marketing muscle to dominate either in what will surely be crowded spaces. Put simply, I like Tesla the company but not the valuation. For bulls who keep posting $2,500, $3,000, and even higher valuations, kindly show us the math. - G
We took a lot of grief from $Tesla(TSLA.US) bulls on X when we exited the balance of our TSLA position last May at $358. Since then it has been the right call (TSLA -1% vs NDX +12%) as TSLA has struggled to turn around its core EV business and pivot to a highly competitive unsupervised autonomous environment (competing against $Alphabet - C(GOOG.US), $Amazon(AMZN.US), $Baidu(BIDU.US), $NVIDIA(NVDA.US), et al.) -- without advertising investment.
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Featured$BIDU-W(09888.HK)
Baidu Oversold or Just Getting Started?
The charts are telling a heavy story for Baidu right now. Looking at the 1H or the 4H timeframe, the bears are firmly in the driver’s seat. Here’s the breakdown:
The Technical Snapshot
❤️Bollinger Bands: Price is currently “riding” the lower band. On the 4H chart, Baidu is struggling to even sniff the 20 SMA (middle blue line), which is acting as a heavy ceiling.
❤️RSI Levels: The RSI is hovering in the 32–38 range. While technically “oversold” but are not at their most extreme lows seen in the very recent past (within the last 14 trading days). There is no sign of buying conviction yet at the $108 HKD level.
❤️Price Action: It has broken through key support at $112. That level has now flipped to resistance, suggesting further technical room for further downside momentum today.
The Fundamentals
Behind these red candles, three core pillars are keeping investors cautious:
• AI Monetization Lag: Baidu leads the “Ernie Bot” race, but the market is waiting for AI to move the needle on the bottom line. High R&D costs are currently overshadowing the hype.
• Ad Spending Slowdown: Baidu, a search centric business, is a proxy for the Chinese economy. A sluggish consumer recovery means tighter marketing budgets and hit revenues.
• Cloud Competition: Brutal price wars with giants like Alibaba and Tencent are squeezing margins, making it harder to pivot away from search ads.
My Verdict
Baidu is fundamentally “cheap” on paper with a low P/E but the chart shows a “falling knife” scenario. I am staying cautious until we see a break above the 4H 20 SMA and a stabilization of the Chinese macro outlook.
📍 Support to watch: ~$103.5 – $105 HKD
📍 Resistance to clear: ~$115 HKD
Trade safety and stay vigilant.
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In today’s pre-mkt summary for subscribers: Stocks were flat as they headed for a third straight weekly drop as investors weigh US and Israel efforts to ease concerns over the Iran war, now entering its fourth week. The Strait of Hormuz remains effectively closed and Brent crude +55% since the conflict began. 10-year TYs rose, and gold, silver, and bitcoin all edged higher. $Tesla(TSLA.US) recovered +1% after falling -3% yesterday on a report that NHTSA had moved a key step closer to recalling FSD over safety issues when operated during poor road visibility conditions. We continue to expect equities to reclaim new highs once the conflict ends, oil prices retreat, and slower employment growth boosts odds of a Fed rate cut later this year, with 2026 S&P 500 earnings projected at $310 (+12% YoY) implying a 21.3x P/E = 4.7% earnings yield in line with historic non-recessionary spreads vs 10yr TYs. We remain cautious on $Tesla(TSLA.US) with no position as 2026-2030 earnings estimates decline, as other players ( $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $Amazon(AMZN.US), etc.) scale unsupervised autonomy rapidly, and given its extended valuation (~200x 2026 P/E vs +40% LT growth, 5x PEG).
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In today’s pre-mkt summary for Subscribers: Stocks were little changed as Brent crude surged to $116/bbl amid escalating Middle East attacks threatening long-term damage to key oil & gas facilities in the Persian Gulf. The Fed held rates steady, again projecting only one 2026 rate cut while raising its 2026 core & headline inflation forecasts to 2.7%. 10-year TYs rose to 4.28%, gold and silver fell and bitcoin retreated. $Tesla(TSLA.US) slipped as debate raged online about whether FSD was the cause of a Cybertruck crash $Micron Tech(MU.US) -5.0% to $438 despite blowout 2Q results & strong 3Q guide as fears mount that memory-chip demand may have peaked. The 20-day conflict shows no signs of abating, with the Strait of Hormuz near standstill, Brent +66% since hostilities began, and world powers rejecting Trump’s call for naval escorts. We see equities eventually reclaiming new highs once the war ends, oil retreats, and slower jobs growth prompts faster Fed cuts, but remain cautious on $Tesla(TSLA.US) given declining 2026-2030 estimates and accelerating competition in unsupervised autonomy from $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $Amazon(AMZN.US) and others (no position).
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In today’s pre-market summary for Subscribers: Stocks retreated as Brent crude rebounded above $103/bbl amid renewed attacks on Middle East energy infrastructure, now in day 18 of the conflict with the Strait of Hormuz still near standstill. Trump's request to delay his Xi China summit gives Beijing breathing room to assess Iran war dynamics, while his call for allied warships from European allies to escort tankers has so far been met with silence. With the two-day FOMC starting today (decision Wed 2pm ET + dot plot/Powell at 2:30), higher oil is tempering rate cut expectations: Money markets now price just one 2026 rate cut in Sept vs prior expectations of two, despite the weak Feb non-farm payrolls (-92K). We see three conditions needed to end the war: removal of Mojtaba Khamenei as Supreme Leader, permanent Hormuz reopening, and verified Iranian nuclear abandonment. Equities should reclaim highs once oil retreats and softer jobs boost quicker Fed easing; 2026 S&P EPS $310 (+12% YoY) implies 21.6x P/E and ~40bp equity premium to TYs, consistent with non-recession history. We remain cautious on $Tesla(TSLA.US) amid falling 2026-2030 estimates, accelerating competition in unsupervised autonomy (GOOG, BIDU, WRD, PONY, AMZN already at 850K paid rides/week with no safety monitors), and TSLA’s extended ~200x 2026 P/E vs +40% LT growth (5x PEG).