@HaroldAnderson:Bilibili$Bilibili Inc.(BILI)$ is a leading video streaming platform in China, and arguably the country's go-to video platform for the young generation. Bilibili has enjoyed super-charged growth rates .I value Bilibili based on a Residual Earnings framework and calculate a base-case price-target of $33.07 / share, undervaluation of 40%. The current negative sentiment around growth- and China-equities (BILI stock is down 85% from ATH) may give buyers a highly favorable risk/reward ratio.
@Mrzorro:Can AI Search Destroy Google's Value? For those of you who have been living on the moon for the past few months, AI chat bots and specifically ChatGPT have been taking the world by storm. ChatGPT launched in November, and by the end of January reportedly had over 100 million active users. This milestone cemented its status as the fastest growing consumer application in history and shows the demand for a newer and potentially better way to seek information online. Whether or not this marks the beginning of a paradigm shift remains to be seen, but the emergence of this new disruptive technology raises the stakes for all companies that generate revenue via internet searches and ads. Open AI (the private company behind ChatGPT) has sparked an arms race in the space, as Google recently rushed t