$BIDU
13 articles on $BIDU
- $NVDABullish
KXCO and the Nvidia Rally
Five weeks before Nvidia reported a $96.2 billion quarter and added $442 billion in a day, the KXCO ontology had it at $203, Strong Buy, for a reason anyone could read. Here is the full 13-name scorecard from 24 July to the 27 August close, the Cypher queries behind the call, and the misses.
Shayne Heffernan15 min - $NVDABullish
AI Stocks: What to Buy Now
A dated, checkable one-month scoreboard on the KXCO showcase ontology, the Nvidia move up the stack, Alibaba's $10.2bn raise, the Trump SpaceX disclosure, and the seventeen AI majors ranked by implied upside at the 24 August close.
Shayne Heffernan14 min - $NVDANeutral
What's Next in AI and Quantum
A 5,000 word assessment of the dual revolution as of August 2026: who leads in AI and quantum, which breakthroughs are genuinely close, and why electricity is now the binding constraint on both.
Shayne Heffernan24 min - $NVDABullish
Economic Calendar Trading Strategy
Core PCE and Q2 GDP land at 08:30 on Wednesday, Nvidia reports that evening, and Warsh gives his first Jackson Hole keynote on Friday. Verified levels, the 16-name AI buy list, and three graph analyses of where the real chokepoints sit.
Shayne Heffernan33 min - $NVDABullish
Grading the AI Trade in Public: 30 Days of the KXCO Ontology
KXCO scored its public AI-sector ontology against 30 days of record. 13 of 15 findings held, the dual-IPO call broke and was rewritten in public, and the 24 July buy screen returned +14.2% against +7.1% for the full table. The scorecard is anchored on-chain.
Shayne Heffernan7 min - energyBullish
Energy IS the New Currency
Elon Musk said energy would become the de facto currency. He was describing a physical constraint, not a metaphor. Firm power delivered to the rack is now the limiting reagent in the AI build-out, and roughly 158 GW of data-centre capacity still has to be energised by 2030.
Shayne Heffernan10 min - AI economyNeutral
The Titans, Tokens, and Terabytes Reshaping the Global Economy
The AI arms race has moved from what the technology can do to who controls the compute, the data and the distribution. Anthropic now has five direct competitors on one cap table at a $965bn post-money. Meta is commoditising the model layer it does not sell. Nvidia carries 52 dependencies in the KXCO ontology and the sector resolves to nine critical nodes. Here is the state of the AI economy, checked line by line against our live map, and the five value gaps that map is pointing at.
Shayne Heffernan14 min - economic calendarBullish
Economic Calendar and Trading Strategy This Week
The S&P 500 closed at a record on Friday and the tape is bullish, so the job this week is choosing, not chasing. Palantir is up 28.6 per cent from the KXCO ontology's recorded 15 July snapshot and SpaceX is up 15.6 per cent since we published on 22 July. Here is the full economic calendar for 10 to 14 August, what each print means for positioning, and the fourteen value gaps the ontology's Analyst Outlook layer is pointing at, from Oracle at 70 per cent down to Arm at 2 per cent.
Shayne Heffernan22 min - AI stocksBullish
KXCO's Top 5 AI Sector Picks Right Now, and Where the Value Still Sits
Three weeks ago the KXCO ontology recorded prices and consensus targets for thirteen listed AI majors, and that file has not been edited since. Against the 4 August close eleven of thirteen are higher, the cohort averages 13.1 per cent, and Palantir is up 23.5 per cent. A twelve-month target marked at three weeks is not a result though, and on the measure that matters not one name has been down-rated while eleven had targets raised. Shayne Heffernan sets out where the room still is.
Shayne Heffernan8 min - China AIBullish
Who is Who in China's AI Race and Which US-Listed Stocks Are Worth Buying
China's AI ecosystem is not a monolith. It is a stratified battlefield of state-backed hardware champions, cloud monopolies and fast-moving model labs. Shayne Heffernan maps who is who, from Baidu and Alibaba to DeepSeek, Zhipu, Moonshot and Huawei's Ascend line, then works out which US-listed stocks give investors real exposure: $BIDU, $BABA, $NVDA and $PDD. Includes the risks, from the semiconductor chokehold to Taiwan.
Shayne Heffernan11 min - Week AheadBullish
Economic Calendar and Trading Strategies for the Week Ahead: July 14–18, 2026
A pivotal week for markets: US strikes on Iran reignite the oil risk premium, June CPI and retail sales test the Fed's rate-cut path, and the $1 trillion AI capital loop keeps driving the tech trade. Full economic calendar plus trading strategies across oil, gold, Bitcoin, FX and AI stocks.
Shayne Heffernan25 min - AI StocksBullish
Who Is Who in the AI Space: The Definitive Guide to AI Stocks in 2026
The definitive 2026 guide to AI stocks: $NVDA, $GOOGL, $MSFT, $AMZN, $META, $TSM, $AVGO, $ORCL and $PLTR in the US; $BABA, $TCEHY and $BIDU in China — each mapped to its layer of the AI value chain, with cashtags, market caps and the investment thesis for each.
Shayne Heffernan34 min - AIBullish
AI and Quantum Computing Latest News
AI and quantum computing are converging into a single US-China contest. A fact-checked, investor-focused map of the model gap, the quantum milestones, the security imperative, and the stocks positioned across both — NVDA, GOOGL, MSFT, IBM, IONQ, TSM. By Shayne Heffernan.
Shayne Heffernan10 min