To The Moon

$GDS Holdings Ltd(GDS)$ Just saw the Q1 report，GDS landed the largest AI-related data center order in China, a whopping 152MW! That's like eating the biggest slice of the AI cake. As long as the AI boom keeps rolling, data centers are pure gold. This massive deal could easily fuel another leg up in the short term. And with every industry in China jumping on the cloud + AI train, demand’s only going one way: up. Already in position, now let's see it run.

$Baidu(BIDU)$ Haha, it's really funny to see the Dongpeng Special Drink advertisement on Baidu Maps. However, it's not surprising that Baidu makes money this way. In fact, I think this kind of advertisement is pretty good. As long as it doesn't affect the use of the map, I can feel that its business model is quite smart. Speaking of maps, I do think Baidu Maps is much better than AutoNavi in terms of AI voice. When driving, the voice function is really a life-saving tool. It is super convenient to find a gas station or something.