$PDD Holdings Inc(PDD)$ As a market-leading company PDD will always need to sustain its competitive edge and increase market share which may vary. In this case a number of competitive and ‘environmental’ issues appeared to coalesce at the same time and the CEO was smart to ‘buy time’ by his comments to regroup and reposition the company for long term growth….vs. negative aspects coming as a surprise to investors. I believe the market over-reacted, this stock will be again well north of 100 on a performance basis in ‘25…

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