The following video is part of our "Motley Fool Conversations" series, in which analyst Lyons George and industrials editor and analyst Isaac Pino discuss topics across the investing world.

In today's edition, Lyons and Isaac delve into the bearish sentiment surrounding Baidu.com. Last week's earnings calls found the Chinese search giant once again beating analyst estimates, but it's subsequent price dip suggests that some people see this juggernaut slowing down soon. Our analysts discuss where all that worry is coming from, and why Baidu still has tons of room to grow.

Big tech names like Facebook gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion Dollar Revolution" that details a hidden component play inside mobile phones that also is a market leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.