5/21/24 - vrockstar - 
PDD - hard not to like the setup here into tmr AM's print, testing last year's mid-highs. google trends on the marginal gainer temu is crushing
trends.google.com/trends/explore?date=all&q=temu&hl=en
17x fwd PE, high single digit FCF. pretty expensive for chinese co, but it's the fastest horse (which are the only stocks that one can buy in this tape w/ confidence) and net cash in capital stack helps. "recession" play. cheap warez 4 sale globally. taking the punt long here after seeing the baba reaction red to green... and any beat should ship this 10%. lmk if you have diff POV in the comments below.
PDD - hard not to like the setup here into tmr AM's print, testing last year's mid-highs. google trends on the marginal gainer temu is crushingtrends.google.com/trends/explore?date=all&q=temu&hl=en
17x fwd PE, high single digit FCF. pretty expensive for chinese co, but it's the fastest horse (which are the only stocks that one can buy in this tape w/ confidence) and net cash in capital stack helps. "recession" play. cheap warez 4 sale globally. taking the punt long here after seeing the baba reaction red to green... and any beat should ship this 10%. lmk if you have diff POV in the comments below.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.