SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Softbank Group Corp -- Ignore unavailable to you. Want to Upgrade?


To: Frank Sully who wrote (5937)3/23/2021 11:49:47 PM
From: Frank Sully  Respond to of 5966
 
Re: Softbank versus Baidu as an AI investment" Any opinion?




To: Frank Sully who wrote (5937)3/26/2021 10:35:31 AM
From: Madharry  Respond to of 5966
 
these are two different kettle of fish. risk in softbank is very much tempered by its massive holding in baba and its some 160 other investments in all sorts of business not just AI. its also domiciled in japan. Bidu now carries with it china delisting risk and is prettty much focused on internet advertising .ai and autonomous driving. in china. I consider Softbank to be a long term no brainer at these levels. Softbank is also the second largest component in the japanese stock index. i believe. Bidu is more risky but that risk might be worth it . right now it looks like its in free fall, but if you want to be in the AI space it makes perfect sense to be invested in it.

re softbank. we work going public via spac at $9 billion valuation.