WebbBart
2023-04-07

$JD.com(JD)$ hard to figure out why JD has underperformed $Pinduoduo Inc.(PDD)$ and $Alibaba(BABA)$ so badly last few mths. Couponing, "price wars"? Who gives an answer. Temporary response to Covid lull. So damn cheap, IV super low so calls cheap as well. I'm in big, hope WW3 doesn't break before we hit 50.

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