1/6 $PDD IS A GROWTH GIANT! When the company IPO-ed in 2018, $BABA (37%) and $JD (18%) had dominance in e-commerce in China, but it took $PDD only 5 years to beat $JD and come in second place with 19.6% of the e-commerce market and to put pressure on $BABA while matching the

2/6 $PDD'S BUSINESS MODEL $PDD's business model was built to get as many possible orders at the highest possible frequency, and the annual frequency of orders per buyer grew from 17.5x in 2017 to 115x in 2023, which means people were buying almost every third day. (365

3/6 $PDD GETTING ACCEPTED AS MAJOR PLAYER After years of being profitable, $PDD is getting seen at the sustainable business from the anaylist and investors. After becoming a profitable company in 2021, net profit margin grew from 8.27% in 2021 to 28.55% in 2024. With the

4/6 $PDD BEATING THE FALSE NARRATIVES Previously, many believed $PDD's business model was unsustainable, assuming its low prices relied solely on significant platform subsidies, and that competitors $BABA and $JD could easily hinder $PDD's growth through price competition.

5/6 $PDD'S ADVANTAGE IN MARKETING SERVICES While $BABA and $JD are charging fees to merchants and taking percentage of the sale, $PDD is making money from marketing serivces they provide to OEMs. OEMs are companies that produce parts and products that are then marketed and

6/6 IMPORTANCE OF $PDD'S TEMU Temu, launched in July 2022, rapidly surpassed expectations by overtaking Shein's daily sales by October 2023, pressuring Shein to pursue an early IPO. Temu's growth primarily comes at the expense of AliExpress, Shein, and discount retailers, with

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@DeepIceValue Good breakdown!

@TacticzH ty! Lets see what happens with the earnings

@DeepIceValue I agree with most of the above. But what has changed as recently as the last quarter or 2 for Li Lu to make such a massive move? I am sure he was aware of all these factors these past few years. I his opinion, something must have fundamentally changed.

Walk me through the upside here.

$GOOGL has now made 10x the return in their Anthropic investment in 2 years. The stake is now worth 1% of $GOOGL ‘s market cap or north of $25B.

All that matters is earnings growth… and we’re heading into a big expected slowdown in Q3 & Q4 for both the Mag 7 and the rest of the S&P500. Now, is this just another set-up for some easy “beats & raises” to propel stocks higher? Or will it be real… and lead to a pullback?

$GOOG, it's the most profitable company in the world and its gonna be like that for a very long time Google not required to sell Chrome Congrats shareholders! We are back to an all time high.