To The Moon

$PDD Holdings Inc(PDD)$ Mediocre companies capitalize expenses to make their income statements look better, maximizing short-term gains. Great companies expense capital investments, using higher reported costs to mask their true profitability. Low-key yet powerful. Pinduoduo is truly a formidable competitor—aggressive, disciplined, and relentlessly efficient.

$Amazon.com(AMZN)$ The situation was far worst in 2022 when the market was down about 45% versus today 20+%. This is an opportunity to accumulating Amazon at a heavily discounted price. The fundamentals of the company has not changed. The stock has enormous potential going forward. I would not rule out the possibility of Amazon ending the year above $250.

$PDD Holdings Inc(PDD)$ Let me explain why Pinduoduo (PDD) remains my core holding. While both Pinduoduo and JD.com currently carry similar market valuations, I view them as fundamentally different business models. Pinduoduo operates more like an algorithm-driven commerce platform. This tech-native DNA positions PDD to benefit disproportionately from AI advancements

$Amazon.com(AMZN)$ The fundamentals on AMZN are great. #1 in cloud, #3 in ad revenue growing faster than goog and meta, #1 in retail recently surpassing walmart. Actually growing faster than competitors in every major business segment. Very undervalued. Look at the contribution margin on incremental revenue. This price is a gift even if it goes down more. No one consistently, if ever, picks the bottom. One thing for sure AMZN AND META $Meta Platforms, Inc.(META)$ are dominant efficiency focused value delivering companies that will be definite doubles and more in the future.

$PDD Holdings Inc(PDD)$ Picked up more Pinduoduo on the dip since I had some extra cash. Earnings are coming out today, and I’m not sure if it’ll drop further, but the current price is definitely tempting. If the market gives an opportunity, I’m going all in. Over a longer time frame, this whole range looks like a great buying zone. Investing is about patience—whether it's up or down $10 in three years won’t matter much, but missing out entirely would be a huge mistake.

$Amazon.com(AMZN)$ Amazon's fundamentals remain as strong as ever, with immense growth potential ahead. The company's expanding ecosystem, AWS dominance, and increasing profitability position it for significant upside. Given the trajectory, I wouldn’t be surprised to see it reclaim its all-time high of $242 by Q3 2025. Long-term investors stand to benefit greatly!

$PDD Holdings Inc(PDD)$ Time to buy Pinduoduo, By Q3, growth will resume, and as Temu’s losses shrink or even turn into profits, the company’s valuation framework will be reshaped. Once the market recognizes this shift, PDD's stock could see significant re-rating, making current prices an opportunity that may not last much longer.

$Amazon.com(AMZN)$ I think Amazon will give you enough alpha without trying to guess the price on a day-to-day basis! 😉 buy and hold. buy more when it goes down. simple strategy that's worked seamlessly over over the life of the company! is trading at 17.31 times of operating cash flow with a operating cash flow yield 5.78%. aws is growing at 19% which I look for stronger growth potentially coming in the second half as capacity restraints subside! Love their advertising business and their Eco system

$PDD Holdings Inc(PDD)$ Among Chinese stocks, PDD stands out as the perfect blend of tech and consumer attributes. The company is set to release its earnings soon. Last time, a disappointing report, coupled with alarming statements from management, sent the stock tumbling. Now, both the price and P/E ratio are at low levels, making it one of the best value plays among Chinese stocks. As long as this earnings report meets expectations and shows some improvement over the last one, the market is likely to reward it with a solid rebound.

$Amazon.com(AMZN)$ Amazon's stock is currently trading at a 25% discount, presenting a compelling entry point. Once the tariff-related uncertainties subside and market clarity returns, we anticipate a robust recovery. Given Amazon's relentless innovation and dominant market position, it's poised to swiftly reclaim its all-time high of $242.