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PDD250425P110000

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15min DelayClose Apr 25 15:59 ET

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PDD Holdings Stock Discussion

Alster

2 hours ago

$PDD Holdings (PDD.US)$ BABA rise overnight but PDD dropping this much?

SKYWalkers

14 hours ago

$Alibaba (BABA.US)$ $PDD Holdings (PDD.US)$ $SPDR S&P 500 ETF (SPY.US)$
Trump just mentioned he needs China to "open up", so US can sell things into China, as I have been saying, "open up" is something CCP cannot afford to do, so don't expect a deal.

Moomoo News SG

19 hours ago

Columns Chinese Tech Earnings Season Kicks Off: Will JD.com, Tencent, or Alibaba Lead the Rally?

The new earnings season for Chinese tech stocks is set to kick off next week, with major players $JD.com (JD.US)$ , $TENCENT (00700.HK)$, and $Alibaba (BABA.US)$ scheduled to release their latest quarterly results on May 13, 14, and 15, respectively.
After a strong rally this year driven by a series of stimulus policies and the rise of AI innovation, Chinese tech stocks saw a sharp correction in April due to ren...

Chinese tech earnings showdown: Boom or bust?

All in Man

22 hours ago

JPMorgan: Buy Call Options!Do you believe it?

On Tuesday, Trump revealed during a meeting with Canadian Prime Minister Carney in the Oval Office that he plans to announce a "very, very significant message" before his trip to the Middle East next week.
In response, JPMorgan stated that Trump said he would announce this news "before departing on Thursday, Friday, or next Monday," and to get ahead of this news, investors should Buy Call Options, especially $S&P 500 Index (.SPX.US)$ the Call Options....

Trade talks sizzle: Market's next move?

SKYWalkers

May 7 21:27

Cold War 2.0 Development (CCP)

$Alibaba (BABA.US)$ $SPDR S&P 500 ETF (SPY.US)$ $PDD Holdings (PDD.US)$
"How Bad Is China’s Economy? The Data Needed to Answer Is Vanishing"
MSN
Since last year, CCP has been stockpiling minerals, and food
thediplomat.com...
setting up of communal food canteens
China orders construction of state-run canteens in self-contained community hubs
all in preparation to lock down the economy, close its borders, getting ready for war.
CCP has a seize mentality, the communist ideo...

Chinese tech earnings showdown: Boom or bust?

104364940

May 5 21:24

$PDD Holdings (PDD.US)$ dropping

Movers and Shakers

May 5 20:12

Columns Today's Pre-Market Movers and Top Ratings | NFLX, BRK.B, GOLD and More

Morning Movers
Gapping Up
$Gold Futures(JUN5) (GCmain.US)$ jump over 2% to above $3,300, while gold-related stocks surge in pre-market trading, with $Barrick Gold (GOLD.US)$ and $Newmont (NEM.US)$ climbing nearly 3%, $AngloGold Ashanti (AU.US)$ rising over 5%, and $Gold Fields (GFI.US)$ advancing over 6%.
$Teva Pharmaceutical Industries (TEVA.US)$ shares rose by over 6% in pre-market trading. Teva Pharmaceuticals and Alvotech annou...

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SKYWalkers

May 3 12:35

what if China collapses today

we have to broadly look at the Great Organisation of Global Supply Chain and Cold War 2.0, as a managed contingency plan to China's collapse, which will happen inevitably as the downward trend is increasing clear with increasing evidence.
if you look at it as an instalment plan to reduce the pain instead of having a chronic shock at one go, it will make sense.
"If China were to collapse suddenly in a manner similar to the Soviet Union’s dissolution, the impact on gl...

Chinese tech earnings showdown: Boom or bust?

Hoopski : If China collapses, where would Tesla get their precious minerals to make their cars from ??

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Yan Zhang8 Hoopski : China is everywhere, just as a factory.

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SKYWalkers OP Hoopski : Japan, since 2010/2013, I have to check back on my research, they already started rare earth stockpiling.
P.S. 2010, there was a Japan ministry document, I can't find it now.
https://www.weforum.org/stories/2023/10/japan-rare-earth-minerals/

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MOHD NOR B ABDULLAH : It is very difficult to predict, it is impossible for it to happen

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SKYWalkers OP MOHD NOR B ABDULLAH : it's not difficult to predict, economic collapse is inevitable, it's only a matter of time, when specifically, nobody can say for sure, but there are scholars who estimate 5 to 8 years, at the current rate of demise, so when the situation is desperate, you can see unusual activities from CCP.
"There is no precise date or universally agreed timeline for when China might reach a so-called "point of no return," as this depends on how you define that point—whether as economic stagnation, debt crisis, political instability, or geopolitical isolation. However, we can assess some key risk factors that could push China toward long-term structural decline if left unresolved:
1. Demographic Cliff (Peak Labor Force)
Fertility rate: ~1.0–1.2 (far below replacement)
Working-age population: Shrinking rapidly
Projection: By 2030–2035, China may face severe labor shortages, higher pension burdens, and slowing productivity.
2. Property and Debt Crisis
The real estate sector contributes ~25–30% of GDP.
Developers like Evergrande and Country Garden have defaulted.
Local government financing vehicles (LGFVs) are heavily indebted.
Point of concern: If defaults continue without reform, a financial or local government funding crisis could erupt by 2026–2028.
3. Innovation and Technology Decoupling
U.S.-led export controls (on semiconductors, AI chips, etc.) are beginning to bite.
Domestic firms are under pressure to achieve self-sufficiency in key sectors.
If decoupling accelerates without successful innovation, tech stagnation could set in by 2030.
4. Political Rigidity under Xi Jinping
Centralization of power and crackdown on private sector (e.g., Jack Ma, Ant Group)
Less room for policy experimentation
If political rigidity suppresses economic reform, China's growth model could stall permanently by the late 2020s.
Conclusion: Likely Timeline for "Point of No Return"
If major reforms are not enacted:
2026–2030: High risk of entering a “middle-income trap” scenario with prolonged low growth
2030–2035: Risk of economic stagnation becoming irreversible due to demographics, debt, and weak productivity."

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SKYWalkers

May 3 10:30

Cold War 2.0 Development (CCP)

$SPDR S&P 500 ETF (SPY.US)$
$Alibaba (BABA.US)$ $PDD Holdings (PDD.US)$
so the internet went wild over CIA's Mandarin video seeking to recruit spies from China.
MSN
- YouTube
- YouTube
this is the incoming Cultural/Propaganda War that I mentioned last year.
is CIA really recruiting spy from China using social media? Not really.
CIA already has a very good infiltration into PLA, particularly the Rocket Force, that's why the reveal of their manpower structure shook Xi to ...

Luzi Ann Santos

Apr 30 02:20

Columns PDD Attracts Second Biggest Option Block Trade, Behind Apple: Options Chatter

$PDD Holdings (PDD.US)$ attracted the second biggest block trade in options Tuesday at a time when the Chinese e-commerce platform is mired in a trade war between the U.S. and China.
At 10:10:21 a.m., a bullish block trade was posted involving an active buyer paying a $10 million premium for call options that give the holder the right to buy 327,000 of PDD’s American depositary shares (ADSs) at $105 each in 779 days. T...

Tech giants' earnings are out—who are you most bullish on?

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