$PDD Holdings Inc(PDD)$Many recognize this humor, and I understand that the situation will eventually realign with reality. With a P/E of 9, P/S of 3, and 40% growth, there’s no comparable company. Even if all U.S. sales were eliminated, this company would still generate billions in earnings.
$Amazon.com(AMZN)$Why should it be over 220? If you haven’t noticed, Big tech isn’t doing great in the market these days. Tesla $Tesla Motors(TSLA)$ is the only megacap stock that’s doing incredibly well. Specifically to AMZN, there’s a stupid childlike feud with the new administration that’ll be playing at the back of people’s minds. The Google $Alphabet(GOOG)$ DOJ news isn’t great for AMZN either, which has its own news about a potential EU investigation. There’s also a rotation into crypto and midcap tech - shows that the risk appetite is high right now. It’ll come back to Big tech soon and we’ll see new ATHs for many of these names
$PDD Holdings Inc(PDD)$During the last earnings miss, the stock dropped into the 180s, which was a great opportunity to dollar-cost average (DCA). It took about three weeks for the price to recover back above $110. With the Christmas season approaching, people will be on the lookout for discounts. Stay patient and watch for opportunities!
$Amazon.com(AMZN)$When we experience a down day, I must remind myself that AMZN is not an ordinary stock. 76% of AMZN shares are owned by institutional investors and hedge funds. Add to that day-traders, then the rest of us must be very nimble to the daily fluctuation. Still hoping AMZN will bust out by year’s up. Keeping the faith here.
$PDD Holdings Inc(PDD)$Last two ERs were excellent, but stock sold off harshly. I think we get good ER. Management was very conservative with guidance. But the stock direction is a guess. I am long. I think it may be time for the SP to reflect the company’s amazing numbers.
$Amazon.com(AMZN)$If AMZN continues to grow its EPS at an average rate of 25% annually, it could reach approximately $9.25 in EPS over the next three years. This suggests that the fair stock value would be over $300, assuming a reasonable price-to-earnings multiple.
$PDD Holdings Inc(PDD)$While I deeply despise certain unscrupulous merchants on Pinduoduo, I must admit that this quarter's financial report performance seems absolutely stellar. It might just be strong enough to redeem the company from the humiliating 28.51% plunge following its last earnings report. The price before that crash was 139.87.
$Amazon.com(AMZN)$Jassy not doing a good job. Well look what he inherited from Bezos in late 2021. A massive bloated company coming out of Covid. Reduce jobs redid shipping and still maintaining AWS and cloud services number one. If you don’t like share price then sell and go away. I still hold it.
$PDD Holdings Inc(PDD)$The stock I’m currently most passionate about is Pinduoduo (PDD). I plan to hold it for the long term, adopting a buy-and-hold strategy with no intention to sell. In fact, I find myself hoping for the stock price to drop, as it would allow me to consistently accumulate more shares and strengthen my investment.
$Amazon.com(AMZN)$This is the Bezos effect. Thought he had already sold off his shares at $200 which was the resistance but he probably needs another super yacht. The company’s fundamentals are strong and we’re heading into the busiest shopping season of the year. This stock has a long way to go with their cloud market share and advertising revenues on the rise.
$PDD Holdings Inc(PDD)$From my research, Pinduoduo is about 90% of PDD's revenues as it currently stands. Therefore, I think the effects of the tariffs will be negligible for the PDD investment case. I guess it's still yet to be seen if the impending administration changes this. If the de minimis threshold is kept in place, growth will remain largely intact overall, given that the majority of Temu's sales are under $800.
$Amazon.com(AMZN)$This stock should easily hit a new 52-week high by New Years. The holiday season is just getting rolling. Get ready for a huge surge of Wicked gear from Amazon with a 4 day Prime customer window edge before mainstream viewing commences in theaters. Another huge coup for Bezos.
$PDD Holdings Inc(PDD)$PDD is expanding globally and can thrive even without U.S. sales. They’re tapping into international markets, reaching consumers worldwide who seek affordable products. This broad reach allows them to grow by serving a global demand for low-cost items.
$Amazon.com(AMZN)$Why this is the safest bet , even when the market crashes. I see Amazon stock as more of an ETF considering it's diversification I.e. Manufacturing , Logistics, IT, Services, Financials Healthcare, studios and so and so. It will be a steady growth 3 step forward 1 step backward , that is how it rolls. Can it go 10% up in a single day ? No it won't due to its size. Yet I still think a good mid 20% - 30 % Growth YOY beats any index fund.
$PDD Holdings Inc(PDD)$Temu aka PDD has taken a good chunk from Ali Express's $Alibaba(BABA)$ business. If you asked any Gen Z'er out there if they know what AliExpress is, a majority will say no, but if you ask them about TEMU, their response will most likely be "Of course, duhhh. I buy from them all the time."
$Amazon.com(AMZN)$Tariffs won’t impact Amazon significantly, as e-commerce has never been its primary profit driver. Amazon’s real potential lies in its strengths in AWS, AI, advertising, and possibly global internet for homes and businesses. These areas make it a long-term growth play—strongly bullish.
$PDD Holdings Inc(PDD)$Currently, the market is sidelining Chinese stocks as a whole, or even suppressing them. It’s not just Pinduoduo that’s struggling—there could be pressure from Trump’s return to power. However, the leading Chinese companies remain undervalued, and they’re among the best in the country. If you have the money, buy them
$Amazon.com(AMZN)$I believe the recent AI news from SHOP will drive positive momentum for Amazon (AMZN) today, potentially helping its stock move upwards. Based on current trends, it seems the next key resistance level for AMZN is around $210. Here’s hoping it breaks through that level—fingers crossed!
$Amazon.com(AMZN)$If Trump takes office and Amazon places an urgent order from China, then waits until Trump imposes tariffs and drives up prices before selling, could that be a profitable move? Additionally, with Trump taking office likely being bad for Chinese e-commerce like Pinduoduo $PDD Holdings Inc(PDD)$ , wouldn't that be a positive for Amazon? Maybe it's time to start buying Amazon now.
$PDD Holdings Inc(PDD)$Pinduoduo is no longer the PDD from two years ago—the shopping experience is now much better than on Taobao $Alibaba(BABA)$ or JD $JD.com(JD)$ . For the same products, people compare prices, and Pinduoduo is a lot cheaper than Taobao and JD. Right now, JD offers the worst shopping experience and is also the most expensive.