$PDD Holdings Inc(PDD)$ On thing that is NOT being discussed here is the fact that people and corporations are buying pdd country's goods at a staggering rate right now so as to avoid the pending Trump tariffs. I am buying at 97. Fair value of PDD is 200 dollar/share
$Alibaba(BABA)$ Why is everyone claiming manipulation? Haven’t you ever seen a sideways stock chart? Anyone ever see how many years MSFT sat there and did nothing while it quietly improved its business before price took off? If you don’t have patience this isn’t the game for you.
$PDD Holdings Inc(PDD)$ It has basically bottomed out, and will rise along with the Nasdaq after the end of the year! It should have stabilized after such a big drop, and it feels like the stocks will soon see another big rise. The adjustment is almost over.
$Alibaba(BABA)$ Judging by the hit S&P500 stocks took yesterday this stood well. I see a good support around this level. It needs one positive earnings report and boom. If the fear of tariffs hasn't pulled this down as bad as everyone imagined we can assume the bottom is in. However I do believe in long time. This is an easy 2x from here in the long term.
$PDD Holdings Inc(PDD)$ Pdd is a great company with tremendous growth potential and price earnings around 9. Hard to find US company's with similar great fundamentals. their country plans record budget deficit of 4% of GDP in 2025, say sources
$Alibaba(BABA)$ this will be 100 by year end, 200 by 2025 dec. most undervalued stockAt some point, sentiment will change and the stock price will go parabolic.Do you really care if this takes a month or a few more months for its price to reflect the company's real value?Stop watching the price movement daily. Find something else to occupy your time.
$Alibaba(BABA)$ BABA is a tech stock that is trading below the pre-stimulus announcement level. Even BIDU is 6% above. That means there’s a lot of catching up to do. I think Baba are undervalued and deserve to head much higher, which I think will happen soon.
$PDD Holdings Inc(PDD)$ Been trading 1,000 PDD back and forth. Buy <= $100 sell $112-$120. Just ordered 8 products on TEMU and surprisingly everything has been easy. Got emails tracking orders. So far everything has been great. They should be taking market share from AMZN $Amazon.com(AMZN)$ .
$PDD Holdings Inc(PDD)$ Great beat for PDD. I still don’t think PDD has any real MOAT. Being cheap with little to no margins is easy to copy. But great growth obviously. PDD is a growth stock. International level, temu is excellent Temu is driving the growth
$Alibaba(BABA)$ 33.33% of Scion Asset Management, LLC's portfolio is invested in Alibaba, along with 17.26% of Appaloosa Management, L.P.'s portfolio and 11.35% of the Daily Journal's portfolio. Are you going to bet against these world-class investors?