$MARA Holdings(MARA)$ These moaners must be shorts trying to dampen the mood. Perfect stock for trading volatility innit? Buy the bloody dips with common shares and you're sorted. Take partial profits, let the rest ride, then reinvest the gains. Some of us are cleaning up proper on this.
$Alibaba(BABA)$ I don't understand why everyone is getting scared. It's so clear that it's time to buy! Especially if your average purchase price is higher than the current price and your strategy is long, you have to buy now!LONG N STRONG !!
$PDD Holdings Inc(PDD)$The pessimistic expectations implied by PDD's current market value (PE 10.7x) over-reflect short-term disturbances, and its underlying logic remains unchanged - technology-driven low-price moat, structural dividends from the sinking market, and strategic determination of management. Once the national subsidy is reduced and TEMU loss reduction is realized, valuation repair and profit double-click will open up long-term upside space.
$Alibaba(BABA)$ the sentiment in here is foul, and we’re trading at a forward PE of nearly under 10 whilst being a leader in cloud and AI in China. Adding. This will be some of the easiest money I make. Revisiting in 3-6 months.Alibaba and many other Chinese companies are becoming hard to ignore. Chinese economy is also ticking along despite the challenges
$PDD Holdings Inc(PDD)$It has become its third largest holding, and TEMU has great growth potential. The global retail sales volume is 200 trillion yuan per year, and TEMU's current GMV is only 500 billion yuan, accounting for a very small proportion, and there is a broad space for growth. Pinduoduo has excellent indicators, with a gross profit margin of 60%, a net profit margin of 28.5%, and a return on net assets of 45%.
$Alibaba(BABA)$Anyway, I am not a sentimental investor at all, yet I am in love with BABA, can't explain why. So I shortened last week and then bought again, now it's free falling, I am keeping it, and might buy some more, depending on the market next week. Just keep holding
$PDD Holdings Inc(PDD)$PDD notes 90% of Temu's daily active users are outside the U.S., driven by strong growth in Latin America and other markets.Norbert Lou, known for meticulous research, notably holds PDD as essentially his only major position apart from Berkshire Hathaway, underscoring his confidence in the company. Additionally, PDD is well-positioned to capitalize on significant efficiency gains from AI integration.PDD stands out as one of the few Chinese companies effectively expanding globally.
$Alibaba(BABA)$Last week, it was pdd ,now Jd. baba has more to deploy capital. Baba is the only one who has multiple businesses. Comparing only 1 part of the many businesses Baba has in China is nonsense! It's like saying AMZN is a bad business because $KR sells more groceries.
$PDD Holdings Inc(PDD)$PDD is a global growth machine with strong fundamentals and bold ambitions. It’s competing head-on with Amazon, and TikTok Shop—and gaining ground fast. If Temu can scale profitably, Pinduoduo could reshape the global e-commerce landscape.
$Alibaba(BABA)$BABA has invalidated any corrective attempts due to its price action — a 3-month bullish breaker is in play, and the price has yet to test the first level of algorithmic targets around 163–168.There’s also a critical level to flip near 149, and I’m fairly confident it will be reclaimed if market conditions permit.
$PDD Holdings Inc(PDD)$To beat the market, you need to ignore the noise and opinions of the crowd because they are the market.In my experience, if most market participants agree with my betting thesis, the bet rarely pays off well.This is why I’m betting big on BABA and PDD, for example, while taking a smaller position in EVO.
$Alibaba(BABA)$Alibaba plans to open another data center in South Korea by the end of this month, Bloomberg's Luz Ding and Yoolim Lee report, citing the company statement. The new facility is part of the $52.9B investment in AI and cloud infrastructure that was announced earlier this year, the report states.
$PDD Holdings Inc(PDD)$These two days, I have been watching Pinduoduo's stock price and saw it fall to around 99, which made me a little excited. Because from a technical point of view, this price is close to the strong support level of 95 yuan in my mind.But the question is, can it hold 95 yuan? If it can't, will it continue to fall?Let me analyze my logic for you:1. Current stock price situation:Pinduoduo's 20-day moving average is 114.85 yuan, and the market holding cost is 121.20 yuan. The current price of 99 yuan is obviously lower than these two points, indicating that the market may underestimate its value in the short term.2. Support and resistance level:Technically, 95.10 yuan is an important support level, and 1
$Alibaba(BABA)$Alibaba continues its stock buyback program into June 2025. The company reported a decrease of over 15 million issued shares in May 2025, primarily due to share repurchases and cancellations. For the fiscal year ended March 31, 2025, Alibaba repurchased $11.9 billion worth of shares, resulting in a 5.1% net reduction in outstanding shares. Public filings and company statements confirm that the buyback activity is ongoing as of mid-2025
$PDD Holdings Inc(PDD)$ It's not a strong stock in the short term because it goes up and down with expectations and China risk, but the EPS and profit growth is real. As expected, the market capitalization is large. If you buy it because you like it, there is a possibility that you will miss out on growth.
$Alibaba(BABA)$Interesting really neither a rising or falling wedge here. Waiting on news to send it big time. We either see 84 ( bad macros news)or 200 ( almost anything). Makes my balls jingle jangle. 50% gain for the year is more than holding on, wished all my stocks would hold on like that
$PDD Holdings Inc(PDD)$I admire my perseverance with Chinese stocks. I agree the fundamentals are great in some companies like BABA and PDD. Geopolitical tensions are keeping them from skyrocketing; however, this is just temporary. You will reap your rewards if you are a long-term holder.
$Alibaba(BABA)$BABA 200$ nearing. Ant International issues first sustainability report after spin-off amid IPO speculation Speculation has been rife over a potential listing by the company, which was spun off from Ant Group last year as part of a restructuring. Ant International, which was spun off from fintech giant Ant Group last year, published its first independent sustainability report on Monday, underscoring its operational autonomy from its Chinese parent.