JD
JD.com, Inc.
stock NASDAQ ADR

With China’s internet names rallying again, now might be a smart time to revisit some overlooked picks—especially in AI. Sure, U.S. stocks are pricey already, but diversifying your AI bet to include China makes sense.
Two Chinese tech giants are standing out right now: **Alibaba** and **Baidu**.
**Alibaba (BABA)** has had a rough stretch, losing more than 76% at its worst. But this year it’s up \~94%. Its AI push is serious — the Qwen language models, big bets on AI chips and cloud infrastructure — all of it signals Alibaba isn’t just an e-commerce player anymore. At \~18.7× trailing P/E, it’s not expensive given what it's doing. Many investors might be underestimating how much upside is left.
**Baidu (BIDU)** has also been dragging for years, but it’s stirring now—up \~48% over the past month. Its valuation is low (\~12.4× trailing P/E). And with its “Ernie X1.1” reasoning model debuting, it’s directly competing with big names like GPT-5 and Gemini. Baidu has tons of data, which is a huge edge in AI.
Of course, Chinese stocks are volatile, and short-term moves can sting. But for longer game players with some risk tolerance, dipping a toe into Alibaba or Baidu now might pay off if China’s AI evolution continues.
Bonus China-concept stock ideas: $PDD $JD $BILI $NTES $AIFU $IQ

JD, BABA, and Meituan all burn quite a bit of cash through the war on food delivery business, BABA’s price would be fucked too if they didn’t announce some ai stuff during earring.

It's not the buys that you should be looking at. It's what the holds are. Bear in mind that retail investors are basically paying 2% to the house (the market makers that your broker diverts your orders to) on every trade. The more you trade, the more you lose. I haven't been buying BABA last two years, but I've held it. I've been holding BABA, META, ZEPP, TCEHY, JD, AMZN for years at this point while degens have been saying "shit stock" and "uninvestable". I've been trailing the SP500 for years before finally shooting past it.
Right now I'm just buying VTSAX with any free money. The only reason I bought BABA was because it offered tremendous value, and a lot of blue chip value plays have pretty much disappeared as everyone is trying to hedge against a US equity bubble by investing in China.
I'm happy to go in on one or two high conviction equities per year. Last two years I've made zero non index purchases.

Not really buy anything. Have already all in while BABA/ Tencent in worst time. I would say I would buy some Meituan . Stock price low because it reflect of strong competitors like BABA and JD, they sounds really bad recently,.
But once their fundamental/ perspective from other change . You may not able to catch up the stock because the price already gone up.

JD rockets 🚀 🚀

They don't need the best LLM. They merely have to be competitive.

They don't have to compete on cloud with the US Big boys. They merely have to be competitive.

China wants to do things in their own way, without to much hassle, help and interference from US Big tech.

That puts Alibaba in pole position to play a key role in the Chinese/Asian AI developments.

The infrastructure is in place. The balance sheet is strong. The relationships are already built.

All comes down to execution.
$BIDU $PDD $AIFU $FFAI $JD $WRD

JD

Jd also has JD cloud

I completely missed the recent breakout in China internet names:
$BABA (Alibaba)
$PDD (Pinduoduo)
$JD (JD.com)
$BIDU (Baidu)
$KWEB (China Internet ETF)
I was waiting for a pullback that never came, and ended up just watching from the sidelines. Classic FOMO.
I’ve been trying to automate more of my trading process so I don’t overthink. Came across this video that lays out a simple framework:
* Use short-term EMA crossovers (5 over 13) to catch trend legs
* Trade a basket instead of guessing which single ticker will move
* Set clear exits (+250% profit target, −50% stop, or time stop)
* Let rules manage the trade instead of emotions
Here’s the vid if you want to check it out: [https://youtu.be/xPMllbAsLiE?feature=shared](https://youtu.be/xPMllbAsLiE?feature=shared)
Curious if anyone else here is automating parts of their process? Or do you still rely on gut feel for trades like this?

Bought in 2022 at $110, bought more at $76. Held for over 2 years, loaded the boat in 2024 because the price kept staying low. Avg price of $88.
Currently still looking at the big names everybody’s mentioned. GOOGL is probably still fair value, UNH, LULU. These are the ones I feel comfortable understanding, for myself at least.
And also notably JD. Have to look into the business but from surface level, looks very very undervalued.

Amazon has AWS. JD has?

JD for tomorrow

I got Baba at $78. Slowly picking up more JD and a little bit of BIDU. When I see stocks drop below their intrinsic value, I buy them even if they stay low for a while.

Ive been trying to stockpile JD's but I keep drinking it!

JD, LULU, and Lmnd.

JD and chill

How could he stay? Like get “sick” and have JD take over then 24 hours later get “healthy”?

Oscr. Or JD

Seems JD has plenty of money to throw around, enterprise value is only 32B while market cap is 48B.

Been thinking the exact same only good things I've seen are what other people said consumer staples
PG KMB COST BJ
Only other stuff is just some diamonds in the rough like
Sentinel which seems to be a good long term play and maybe JD when it drops under 30$