$PDD Holdings Inc(PDD)$ In the

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$PDD Holdings Inc(PDD)$ In the past PDDs Management has done a good job, as they have continously gained Market share from the competition. If they are now getting aware of challenges, we should assume they will be able to find a solution. The high cash reserves and high margins give them a lot of room to maneuver.

I don't think it's unreasonable to think that PDD's revenue growth could slow down sharply in just handful of quarters (commissions get cut, merchants leave, tariffs impact sales volumes), and for their margins to converge on what their direct competitors are earning.

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