$Alibaba(BABA)$ I see it more

$Alibaba(BABA)$ I see it more as a shift to try and compete with bigger players such as BABA as they provide an increasing amount of competition.

In itself my major long in BABA hedges me somewhat… if PDD loses market share I gain it back on the other side.

In essence I just need the space to grow and margins to be maintained. (Apart from needed for future growth which I’m fine with)

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