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.
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Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.