$PDD Holdings Inc(PDD)$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.
$PDD Holdings Inc(PDD)$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
$Amazon.com(AMZN)$tariffs are a windfall profit potential for Amazon. Here is why: In anticipation of tariffs, products listed at Amazon could be priced higher. Amazon takes a cut which is a certain percentage of the sales. This amount will increase. I am long Amazon.
$Amazon.com(AMZN)$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.
$Amazon.com(AMZN)$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.
$Amazon.com(AMZN)$Is Bezos finally done selling his Amazon shares, or should we expect more? It feels like each time the stock nears $200, he steps in and sells a significant portion, dragging it back down. His heavy selling this year has undoubtedly been a weight on the stock price. Without these sales, we might have seen Amazon push closer to the $250 mark by now!
$Amazon.com(AMZN)$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.
$PDD Holdings Inc(PDD)$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.
$PDD Holdings Inc(PDD)$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.
$PDD Holdings Inc(PDD)$What is Pinduoduo's moat? It's about quickly recommending the products you want and providing a good shopping experience—decent quality, no need to compare prices, and hassle-free returns if you're not satisfied. In simple terms, it's like an online version of Costco $Costco(COST)$ .
$Amazon.com(AMZN)$when we first thought AMZN be impacted by inflation they proved us wrong by taking their operating efficiency to a new level. Now even if you believe a deep recession is coming who looks the most primed to function strong in that environment? The person with low operating costs, big margins, and a massive cash pile. There will be ups and downs and corrections but for me any major dips this is an accumulation stock. Even if you feel recession coming. Lot other companies inflated to short than this
$PDD Holdings Inc(PDD)$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.
$Amazon.com(AMZN)$if this breaks the 200 wall we won't stop until it hits 220... you would have to have World War III before it goes back below 200 at that point.. not sure but I think the momentum is going to come fast and furious… I think it goes from 199 to 205 very quickly
$Amazon.com(AMZN)$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.
$Amazon.com(AMZN)$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.
$Amazon.com(AMZN)$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 has never suffered a defeat in past intense business competitions and operates as a non-cyclical company. The founder maintains integrity by not exploiting shareholders, with endorsement from Duan Yongping. At an appropriate price, Pinduoduo remains an excellent choice.