$PDD Holdings Inc(PDD)$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.
$PDD Holdings Inc(PDD)$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.
$Amazon.com(AMZN)$OCF was at around 19 when AMZN was trading at the low of 84/share in 2022 which was the lowest it has been in 10 years.AMZN is a much better company with predictable profits "7 straight earning beats all while reducing prices". Investors have not priced in Prime which I think is more dominant than AWS (there are no competitors).AMZN is in the best position to monetize AI as they already have the customer data and the workflow(Client SOP's)Other AI players don't have the data and are at a disadvantage.