Revenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem. 🛒What’s Behind the Profit Drop?🔍The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.” — Lei Chen, Chairman and Co-CEOAdditionally:Cost of revenues increased 25% YoY due to higher fulfillment an
Whitney Tilson:How to Find the Next Moonshot Stock Like AAPL and NFLX
Whitney Tilson, Who is running for mayor of New York City. He has been worked as a consultant for Boston Consulting Group (BCG) for two years. BCG agreed to delay his start date by six months so that he could help launch the Teach for America program.Tilson then managed a hedge fund for 18 years. He emulated investor Warren Buffett by investing in companies that were selling at a discount to their intrinsic value, and described himself as a disciple of value investing theorist Benjamin Graham. [From 1999 to 2017, he founded and managed the hedge fund Kase Capital, which, as a value investor, managed three value-oriented hedge funds and two mutual funds. As of February 2004, his hedge fund had returned 68% (53% after fees) since its inception on January 1, 1999, compared with a loss of 3% f
$Quanta(PWR)$ I opened share(s) $Quanta(PWR)$ Why Quanta Services (PWR) Has Performed Exceptionally Well as a Stock ⚡📈 ⸻ 1. Riding the Infrastructure Boom 🏗️ Quanta Services (ticker: PWR) is a major engineering and construction contractor focused on electric power infrastructure, pipeline services, and renewable energy projects. It has thrived in recent years because the U.S. government and private sectors have ramped up infrastructure investments, particularly in grid modernization and clean energy. The 2021 Infrastructure Investment and Jobs Act, along with state-level mandates for renewable energy, injected billions into sectors where Quanta already had deep expertise. As a result, PWR
$2.5 Bln in Crypto? Will Bitcoin 2025 Ignite a Run to $120K?
$Trump Media & Technology(DJT)$ plans to raise $2.5 billion to invest in cryptocurrencies like Bitcoin.The fundraising may be announced this Wednesday at the Bitcoin 2025 Conference in Las Vegas. Expected speakers include Vice President J.D. Vance, Trump’s sons Donald Trump Jr. and Eric Trump, and David Sacks.The raise is just one part of Trump’s crypto playbook!Trump previously vowed to make the U.S. the "global capital of cryptocurrency." Even before officially taking office, Trump launched his own meme coin, which has already surged 958%.Interestingly, Trump’s latest strategy mirrors what $Strategy(MSTR)$ has done: The largest corporate Bitcoin holder has issued debt and equity to accumulate tens of
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How Trump's Tariffs & Trade Wars Affect the Economy
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $S&P 500(.SPX)$ The S&P 500 rose +1.81% on April 10th, 2025, capping one of the most volatile weeks on Wall Street ever. On April 2nd, the market dropped -4.84% ahead of President Trump's announcement that the U.S. would be placing a flat 10% tariff on almost all imports and additional reciprocal tariffs on imports from countries which had existing tariffs and other trade barriers against the U.S. Tariffs ranged from 10% up to 50%, depending on the country. The market plunged after hours and the following tr
Nvidia’s Earnings Showdown: Will Jensen Ignite a Market Surge?
$NVIDIA(NVDA)$$S&P 500(.SPX)$$NASDAQ(.IXIC)$ Nvidia’s Q1 2026 earnings, set for May 28, 2025, are poised to be a defining moment for the tech giant and the broader market. With revenue expected to slightly exceed $43 billion, Q2 projected at $44.6 billion, and Q3 potentially accelerating due to GB300 shipments and a China-compliant Blackwell variant, all eyes are on CEO Jensen Huang. Can Nvidia deliver another blockbuster beat? Will Jensen unveil game-changing surprises? And can Nvidia maintain its AI dominance amid a shifting landscape? Let’s dive into the catalysts, risks, and what’s at stake for investors. 🔍 Q1 2026: A High-Stakes Showdown Nvidia’s Q1 2
May 27 Market Report: Stocks to Watch and Trading Strategies
The stock market is alive with action on May 27, 2025, as investors navigate a potent mix of trade optimism, economic data, and lingering earnings momentum. The S&P 500 is holding steady at around 5,600, up nearly 10% from its March low of 5,100, while the Nasdaq 100 has roared into bull market territory, up over 20% from its April trough. Today’s key economic releases—U.S. Consumer Confidence and New Home Sales—could set the tone, while the U.S.-China trade truce fuels a rally in tech and trade-sensitive stocks. However, tariff uncertainties and Fed rate speculation keep volatility high, with the VIX at 19 signaling caution. Here’s a deep dive into the market’s pulse, stocks to watch, and trading opportunities to seize the day. Market Dynamics: What’s Driving the Action? Trade Truce F
I am an IT professional. I am confident and endorse that NVDA long term AI journey. Over time there would be turbulence in the progress of the business model due to politics, regulatory, chip supplies and market sentiment. However I am taking a long term bullish position. During the last March/April when the share price pulled back to <$100, I carried out the following trades with risk mitigation in mind. Sounds crazy wanting to buy $NVDA @ $60? Yes, it is possible but not probable. Nevertheless, I'm happy to buy @$60 or just keep the premium 😊! Sold 2x $NVDA 20260116 60.0 PUT$ Bought 1x $NDVA 20260116 94.0 CALL$ It's currently moving to the ri
Xiaomi at Key Support Ahead of Earnings and YU7 launch
Xiaomi recently launched its second EV, the YU7 electric SUV, expanding its presence in the automotive space. The company is scheduled to report Q1 2025 earnings on May 27, 7:30 PM HKT. Analysts are watching for updates on EV sales, AI growth, and IoT performance, which may impact stock sentiment. Xiaomi Chart Analysis: Uptrend intact: The broader trend remains upward, as indicated by the long-term price rise from mid-2024 to present. Short-term consolidation: Price is currently moving within a rising channel, showing a consolidation pattern after the recent rally. Key Support: The immediate support level is around HK$50.50, marked clearly on the chart. This is a crucial level to watch in the short term, especially ahead of earnings. RSI Indicator: RSI has turned lower, showing some loss o
$MEITUAN-W(03690)$ 25 Earnings Conference Call Transcript Summary: Meituan's 2Q core pressure comes from takeaway subsidy wars, but stabilizes fundamentals through combination of strategies and regulatory compliance strengths, flash sales/lower tier cities as growth highlights, and internationalization (Middle East, Brazil) as long term layout. $MEITUAN-WR(83690)$ Core business performanceQ1: What are the core trends in Core Local Services (CLC) in 2Q25?A1.Unit volume: year-on-year growth rate flat with 1Q/4Q24Revenue: overall CLC growth declined to 9-11% (takeaway +5%), with revenue growth lower than unit volume growth for the first time due to subsidies offsetting delivery revenueProfit: double-digit
Is Fed Quietly Deploying QE (Quantitative Easing)?
There have been some article and also a growing discussion in financial circles about whether the Federal Reserve is "quietly deploying QE" (Quantitative Easing) or "stealth QE," even as it ostensibly continues its quantitative tightening (QT) policy. In this article, I would like to analyse whether this is the situation and what are the things we as investors can look out for. 1. The "Stealth QE" Argument Recent Bond Purchases: Several reports, particularly from May 2025, highlight significant, unannounced purchases of U.S. Treasury bonds by the Fed. For instance, one report noted the Fed "vacuumed up $43.6 billion in U.S. Treasurys" over four days in mid-May, including $8.8 billion in 30-year Treasurys on May 8. Another mentioned a $20 billion purchase of 3-year Treasury bonds in a singl
Stock Expectations Hit a Decade-Plus Low, But a Rare Opportunity for Investors
When expectations hit rock bottom, no one can push prices down further.Event Review and Expectation AnalysisThe recent shift in market sentiment is noteworthy. According to the latest data, nearly half of the investors anticipate a decline in stock prices, a proportion that has reached one of the historical highs. This expectation is largely influenced by recency bias—during economic booms, market participants tend to expect continued growth; whereas in economic downturns, negative expectations tend to intensify.Logic and Opportunities of Contrarian InvestingThe essence of contrarian investing lies in capturing the extremes of market expectations. When market expectations hit rock bottom, it often means that prices have fully reflected, or even over-reflected, pessimistic sentiments, with
$Xiaomi HK SDR 2to1(HXXD.SI)$ $Xiaomi HK SDR 2to1(HXXD.SI)$ BYD announced they slash their prices and others auto related stocks plunges too, should I be concerned....[Thinking] [Thinking] [Thinking] ... I welcome 🤗 this opportunity [Chuckle] [Chuckle] [Chuckle] Current Xiao Mi SDR might looks like a potential M-shape in the making BUT it can also be a continuation of the consolidation pattern [Helpless] . Time will tell! If Xiaomi SDR drop below $4...[OMG] ... & Confirmed to be the latter, then Time to get ready to scoop 🎣 🦦 😁.( At least for me [Surprised] ). Manage your own Risks &
$2X ETHER ETF(ETHU)$ Change of strategy for now - Picking up laggards instead of chasing stocks and BTC that are near ATHs. ETH should catch up eventually, once we are closer to ALTCOIN SEASON BABY
🌟🌟🌟The fascinating world of Haute Coulture or luxury goods have long been associated with status, exclusivity and craftsmanship. Whether it is a designer bag, a high end watch or a luxury car, these items often symbolise success and personal taste. But is it better to indulge in luxury goods or invest in the companies that produce them? The Case for Buying Luxury Goods Tangible enjoyment - owning luxury goods provides immediate gratification and a sense of prestige. Resale value - Some luxury goods like rare watches or handbags appreciate in value over time. Personal use - Unlike stocks, luxury goods serve a functional purpose and can be enjoyed daily. The Case for Investing in Luxury Stocks Potential for Capital Growth - Luxury stocks have historically outperf
$Compagnie Financiere Richemont AG(CFRUY)$$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$$Kering SA(PPRUF)$$Hermes International SA(HESAF)$ 🎯💎🧭 Luxury’s Tectonic Shift: From Goods to Experiences, Richemont’s Resilience Shines 🧭💎🎯 The luxury sector in 2025 is navigating a pivotal transition. After a 2% contraction in personal luxury goods to €363 billion in 2024 (Bain & Altagamma, November 2024), macroeconomic uncertainty, tariff hikes (reimposed 1 May 2025), and a consumer pivot toward experiences are reshaping demand. Hermès ($HESAF), LVMH ($LVMUY), Kering ($PPRUF), and Richemont ($CFRUY) face divergent fates as on
Dell Technologies (DELL) ISG Performance Crucial For Earnings Growth
$Dell Technologies Inc.(DELL)$ is scheduled to report its fiscal Q1 2026 earnings on May 29, 2025. Revenue: Dell has guided for Q1 fiscal 2026 revenue to be between $22.5 billion and $23.5 billion, with a midpoint of $23.0 billion, suggesting approximately 3% year-over-year growth. The Zacks Consensus Estimate is slightly higher at $23.10 billion, implying 3.86% year-over-year growth. Earnings Per Share (EPS): Dell's guidance for non-GAAP diluted EPS is $1.65 per share (+/- 10 cents), which would represent a 25% year-over-year increase at the midpoint. The Zacks Consensus Estimate is a bit more optimistic at $1.71 per share, suggesting a 34.65% year-over-year growth. Dell Technologies (DELL) Last Positive Earnings Call Saw Share Price Gain 4.64% D