Kuaishou's AI valuation covers its market cap, making the core platform free; it is worth exploring as a value bet.

Then we have the Chinese app "Kuaisho". We discussed this a few months ago, 6 months ago, and Perry promoted it. The stock fell by 50%. The graph looks terrible, but things are now getting interesting.

The price-to-earnings ratio is eight for a company with 412 million daily users, who spend two hours on the app. This is crazy. Profits, okay . We also have AI revenues in Kuaishou that are growing by $500 million over the next 12 months.

If you were to evaluate that, it would be equivalent to valuing 15 billion . Kuaisho still owns 68%. How much is that worth ? A little over 10 billion. Compare that to the market capitalization, which is not eight, but nine billion, so Kuaishou's artificial intelligence alone covers the market capitalization if the value of artificial intelligence is real.

So you get “ Kwaishu” as a complete platform with 400 million users for free, or you get free artificial intelligence, depending on how you look at it. If you want to bet on artificial intelligence or a small niche video service now that Tora is out of the game.

Perhaps it's something worth exploring a little more deeply .