Baidu, Snowflake, Tempus AI, Haizhi Technology, 51World — the recent divergence in AI software stocks is quite noticeable 😔
51World's 7.5% rise this round is a highlight, while Haizhi Technology fell 5%, a complete reversal. Baidu and Snowflake are targets of different magnitudes; Baidu continues to build momentum with its ERNIE model, while Snowflake's valuation remains high.
Tempus is a small-cap, high-volatility target in the AI healthcare track; its risk-reward profile needs to be assessed separately 🤔
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