compound
08-30

Focusing on fear & greed when investing. Value investing is what's important.

@G0ATT：
$NVIDIA Corp(NVDA)$ $PDD Holdings Inc(PDD)$ $JD.com(JD)$ ❗️🔥 PLEASE READ 🔥❗️ Nvidia shares we're almost doomed to crash. ❗️📉 One important question to ask yourself when investing, is "what is this company's fundamentals, and what is expected of the stock?" For example, before $NVIDIA Corp(NVDA)$ released earnings, we can access 3 things: ➖ the valuation for Nvidia was way too high ➖ earnings estimates were way too high ➖ the hype around of Nvidia was too high This made it difficult for Nvidia to rip estimates. $PDD Holdings Inc(PDD)$ is a industry leading ecommerce service provider to individual merchants. It is the parent company of temu. Recently however, it has plunged over 30% due to plans to spend on increasing platform security and quality. As highlighted in the earnings call, it is focusing on "quality". improving quality isn't a bad thing! It is improving the quality of the product, which will bring in more customers, foster brand recognition, and be better for the long term. PDD Is valued with a 10x PE for such a massive and dominant company. After the earnings call, the fear & greed for PDD has been absolutely horrendous, as demonstrated by investors' lack of confidence in the Chinese market. It is easy for PDD to beat expectations. So, that makes PDD a strong buy.
$NVIDIA Corp(NVDA)$ $PDD Holdings Inc(PDD)$ $JD.com(JD)$ ❗️🔥 PLEASE READ 🔥❗️ Nvidia shares we're almost doomed to crash. ❗️📉 One important question to ask yourself when investing, is "what is this company's fundamentals, and what is expected of the stock?" For example, before $NVIDIA Corp(NVDA)$ released earnings, we can access 3 things: ➖ the valuation for Nvidia was way too high ➖ earnings estimates were way too high ➖ the hype around of Nvidia was too high This made it difficult for Nvidia to rip estimates. $PDD Holdings Inc(PDD)$ is a industry leading ecommerce service provider to individual merchants. It is the parent company of temu. Recently however, it has plunged over 30% due to plans to spend on increasing platform security and quality. As highlighted in the earnings call, it is focusing on "quality". improving quality isn't a bad thing! It is improving the quality of the product, which will bring in more customers, foster brand recognition, and be better for the long term. PDD Is valued with a 10x PE for such a massive and dominant company. After the earnings call, the fear & greed for PDD has been absolutely horrendous, as demonstrated by investors' lack of confidence in the Chinese market. It is easy for PDD to beat expectations. So, that makes PDD a strong buy.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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