To The Moon

$PDD Holdings Inc(PDD)$ The number of Pinduoduo merchants has reached 14.2 million. Whoever says the economy is bad just fails to grasp the new trends and is still stuck in the old ones. The old trends are likely to be phased out... Buying into new trends essentially means investing in Chinese concept stocks. No one understands new trends better than Chinese concept stocks.

$Alibaba(BABA)$ Today, I bought more Tencent and Alibaba stocks, 420 shares of Tencent and 100 shares of Alibaba. The prices were incredibly cheap, and I just regret not having more money. For these two enterprises, no matter how you invest, you're likely to make a profit. Emotional fluctuations often lead to irrational surges and slumps in the market. What I need to do is the opposite. The more it drops, the more I buy; the more it rises, the more I sell. Only by twisting my own human nature can I overcome the "inhumane market". The capital market is a bloody battlefield. There's no gunsmoke, but every day is a bloody battle.

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ This morning, I used the funds from selling my Tesla $Tesla Motors(TSLA)$ options a few days ago to buy TSLL. I truly believe that going against the crowd is the way to achieve higher returns than most people.

$PDD Holdings Inc(PDD)$ Tariffs are a rudimentary version of value - added tax. Both share the common characteristic of being indirect taxes, with low tax pain perception. On one hand, Trump explicitly cuts taxes for voters, but on the other hand, he uses tariffs to recoup the money, which can be considered quite shrewd.Tariffs are a relatively inefficient form of taxation. Take the countless overseas packages of Pinduoduo (PDD) as an example. If no one takes the initiative to file tax returns, these tariffs cannot be effectively collected.If Trump doesn't ban Temu, then tariffs would be a huge boon for Temu. Because Walmart and Costco can't avoid paying tariffs, while Temu can.If one wants to improve the efficiency of tar

$Alibaba(BABA)$ Go long on China and keep increasing positions!!! This is a war without gunsmoke. From the US releasing positive news during yesterday's trading session to breaking through tariffs of various countries one by one, all are aimed at stopping the decline of US stocks. Indeed, their goal has been achieved. Before the market opened, our official media also kept releasing positive news. This is a national war, an all - around war. The trade war and the financial war, with the capital market being an important battlefield. I have no reason to be bearish on China. Today, I will continue to increase my positions!

$PDD Holdings Inc(PDD)$ My only concern about Pinduoduo (PDD) is that Trump might issue another threat of delisting Chinese concept stocks from the US stock market... Is there any possibility of that happening? Currently, Pinduoduo is probably the only major internet company that hasn't been listed on the Hong Kong stock market.

$Alibaba(BABA)$ The share prices of Alibaba and Tencent listed on the Hong Kong stock market shouldn't drop much. Alibaba and Tencent have been repurchasing their stocks here. Moreover, their valuations are not high either. Those who hold US stocks or US stock indexes are really in trouble. Most of the stocks listed in the Hong Kong stock market are not a cause for worry.

$PDD Holdings Inc(PDD)$ Pinduoduo (PDD) is expected to generate a profit of 250 billion yuan in the next five years and have 470 billion yuan in cash on its books. This company is the most underestimated and questioned among the giants. Buying is about what you see, and holding is about continuously tracking the process. Up to now, all the decisions made by Pinduoduo in its operation are correct!

$Alibaba(BABA)$ Alibaba has established three major production bases in Shenzhen, China, Hai Phong, Vietnam, and North Carolina, the United States, and has built a global production and supply chain network. Currently, the products of the Vietnamese factory are mainly sold to the United States, and the products of the Shenzhen factory are mainly sold to Europe and other regions. Only the digital intelligent energy products that need to meet the subsidy requirements of NEVI and BABA are produced in the U.S. factory. In addition, compared with other competitors in the overseas market, the company's products still have a certain cost-performance advantage. Moreover, the company is continuously optimizing its business process

$PDD Holdings Inc(PDD)$ Personally, I think Pinduoduo is relatively less affected by tariff sanctions. Most of the products sold on Temu are white-label small commodities, and the impact on U.S. employment is not as great as imagined. However, if administrative measures are taken to restrict the development of Temu, it will be very difficult for the United States to control inflation. Without getting rid of the stickiness of inflation, it is difficult for Trump to persuade the Federal Reserve to cut interest rates. Then, when restricting Temu becomes a lose-lose situation, whether Trump will try to use administrative means to forcibly acquire the shares of Temu in the United States has also become the next point of content