PDD

AccountantWide8289

Wake up in the morning feeling like PDD 👀 BROTHER EYES

spellbadgrammargood

I shorted BABA and PDD once, got burned badly... like lost 25% of my port..

outoftownMD

I shorted BABA and PDD because of the persistent tariffs for this weekend next

Psychic_Trader

Why are BABA and PDD rallying?

Psychic_Trader

I'm telling you all right now that if SPX opens above $5,700 I am going balls deep and put options and specifically buying $PDD puts.

Siks10

I sell CC and CSP on NVDA and PDD mostly. Lucrative but a little stressful. I sell CC on a dozen other stocks and nowadays hold some SGOV

lipmanz

PDD price just about back to pre tariffs…Temu…wtf

Prestigious-Sir4738

Please explain. Trying to figure out why PDD is going up and that wouldn't make sense.

korbs23

I would hold until the end of this week or first week of May. They sometimes have crazy pumps overnight (China time). Risky position though, I did some trading with PDD, good luck.

catgirlloving

Possible puts on PDD and temu?

seven0feleven

It is...trades under PDD Holdings Inc. on NASDAQ. $PDD

Siks10

I've been very successful in NVDA and PDD. It threw me off for a little bit when they had big drops and it took a few weeks to get back on track with some balance (it's difficult to get a decent premium at the strike price you would want, after a big drop) I discovered by chance that INTC is excellent for my strategy at this point

wayofTzu

Maybe PDD?

Psychic_Trader

$PDD with a big premarket recovery. Still want to buy 4/25 puts though. TEMU price hikes go into effect 4/25. De minimus exemption goed into effect 5/02.

tachyonvelocity

Why Chinese stocks make total sense: Since Navaroo's idiotic policies have finally been sidelined, Bessent is the one to listen to. Trump and co do not necessarily want to "hurt" China, but incentivize China to consume more US goods, to incentivize Chinese policies to boost consumption. A note on "currency manipulation:" Currency manipulation might be done to weaken the Yuan, to boost Chinese domestic industry. This isn't done to "hurt" or "take advantage of" the US, in fact this actually makes the US comparatively better in terms of consumption as it allows all Americans to buy more with greater buying power. At the opposite end, China is actually hurting their own consumers in exchange for faster industrialization. Since Trump and co have raised this issue, the result is this: China will likely make some sort of deal, perhaps more stimulus, allowing Yuan to strengthen, boost consumption. However, this will not directly benefit US companies, as Chinese nationalism, similar to US nationalism, will prioritize consuming Chinese-made and Chinese-goods first. So there are quadruple benefits for Chinese companies: 1) Chinese-listed US exchanges, HK, and mainland, do not actually have high exposure to Chinese exports, so tariffs have no-low effect on their earnings. Both PDD (Temu) and BABA are primarily Chinese-consumption stories. 2) Weaker dollar, stronger Yuan, which seem to be both official US and eventually Chinese policy, strongly benefit your ownership of Chinese stocks in dollars, as they will be worth more when the Yuan strengthens, even if earnings go nowhere. 3) Incentivizing Chinese consumption, as Bessent just put it today, will benefit primarily Chinese based companies, which is characteristic of Chinese indices. 4) Potential US recession and weaker growth results in eventual lower interest rates. This increases value of long duration stocks, which emerging markets and China are part of, and FDI flows will increase to China as interest rate differential falls. This is one reason why Chinese stocks boomed during covid 5) To expand on 4, since Trump is hell bent on having a US slowdown, global growth will fall, as will interest rates of all countries. Canada and EU have already lowered rates in response. Thus the IMF says "global growth is increasingly reliant on China and India for growth". Globally lower IR results in stronger case for 4, as FDI inversely follows IR. Indirectly, if all countries think the US is less of an investment case, the second best is still going to be China, especially considering valuations for HK is still priced at near recession levels (low-teens forward P/E)

elephantkingkong

NKE - for their factories in Asia BABA/PDD - Trade deals with China? TLT - long term treasury yield to come down again? Not high beta, but I can allocate more capital on these trades.

SunlitShadows466

There was some funny business on April 1-2. Massive volume and price drop from $8 to $0.20 a share. Company released this: "While it is the Company's practice not to comment on any stock movement, we must caution investors and all other persons to rely solely on statements and filings with the United States Securities and Exchange Commission issued by the Company itself or its authorized representatives. The Company does not intend to make further statements regarding this matter." How this lost so much in 1 day probably has an interesting story about it. I can't find any news. Apparently they do work with PDD and Lenovo on transport to EU.

pinghing

Man I wanna buy PDD so much it's at such a huge discount.

wy9456

Because Temu is not responsible for any jobs, community contribution, legal process, etc in this country. Not to mention the huge subsidy they applied to any order. They have already destroyed the consumer market of China. Small business have/are going bankrupt. Physical shops are empty. People are losing their jobs/overworking when everything is extremely centralized. Temu/PDD is the most hated company in China.

bullishchilipepper10

Hes gonna cave to china. Loading up on PDD

OperationOk6759

its for what other people think about stocks and options, not your opinion on the president. Theres been plenty of plays posted here that were obvious and helped other people, like the CRWD plunge when their servers went down. Regards in here helped me make 1k off that shit. PDD holdings too Karma helped me with by posting it here. Fuck off

InstructionNo4546

As a PDD holder it’s probably good for the stock if it gets delisted

chobro17

Likely manipulated or copium like what we have here. Some stocks there such as PDD definitely shouldnt be green right now with this tariff

uwantsum-iwantsum

why is china pumping? BABA PDD

RobertFKennedy

Someone explain PDD

Full_Ad_6502

What's going on with PDD today?

RobertFKennedy

PDD, seriously? Why

CockSmash69

!banbet PDD $80 2w

Aromatic_Theme2085

PDD gonna get hit hard, short it. American whale have tons of money to move around

Sam-Fraudman-Jailed

Its split between writing CSPs and CCs of which I reinvest half into long term equity holdings and half into writing more derivates. I am not going over my whole portfolio. But I am holding some ASML, DSV, TCOM, JD, and PDD, to name of few. I have been DCA in a bit into GOOGL as it has going down and as well as AMAT, and ENS. I have some position to LANTH. Currently looking to taking a position in Ping An insurance. I might expand my American equities when I feel more comfortable with the political situation.

Smurf_Crime_Scene

PDD also

RuggedestBear

!banbet PDD to 87 in 5d

RuggedestBear

!banbet PDD to 87 by 4/15

RobertFKennedy

Why is PDD up?

Cantthinkofacoolnam

Every Mag 7 and FAANG is red My beautiful kings BABA JD PDD BIDU all are green. God bless China best country to trade stocks.

No-Dragonfruit-1324

Shorting Amazon, BABA, and PDD makes sense so they’ll probably be up 50% in a few months

No-Dragonfruit-1324

Shorting Amazon and PDD

korbs23

China calls. Baba, PDD, Baidu, some NIO, BILI, and i threw NVIDIA in there. Call options expiring May

Cantthinkofacoolnam

Can’t wait for the “All Chinese stocks have been removed from the American stock market tweet effective immediately” My BABA BIDU and PDD puts will print. HARD.

CharlesPDX

I bought 10 PDD 4/17 50 Put yesterday at .29 . They immediately dropped to .18 after the order was filled, and then .01, where they sat unchanged most of the day while the rest of the market tanked. I put in a limit sell for .17 on the off chance some gremlin could give me at least of my poorly "invested" regard money back while I napped. They filled this afternoon while I was sleeping. Contract is now .86 Damn these paper hands.

mojomoreddit

Fuck this shit. Lost 20k because I got scared in scared in 2021 and sold BABA and PDD. Bought PDD at 87 and singt at 60 or some shit. Would have made close to 100% Return if I didn’t sell and waited for 2-3 years. I will not sell my fucking BABA now. Fuck you. I keep my BABA and thank you. Thank you.

TrophyWifeAspiration

They used to talk about this last term. It’s BS saber rattling. Too many American billionaires in PDD and BABA would get hurt. I’m almost ready to buy the dip

AHarmlessPear

Wild I bought PDD calls for June. Spreads were crazy averaged down on that big spike downward and sold them both for way more thanks to the volatility. Had to get tf out of those just in case 🫣

onamixt

Sold my PDD puts at loss because they were going be worthless by tomorrow. 15 minutes later: the stock plummets

korbs23

Baba and PDD calls ftw 🇨🇳

peaceoutforever

Am I living in Narnia? How the fuck is BABA green and why is PDD just following the market trend when their entire business just got 145% tariff'd? Someone make it make sense

CharlesPDX

How has Temu ($PDD) not cratered this week?

CockSmash69

I’m watching tlt like a hawk for the pivot, currently short BABA PDD and MSTR

peaceoutforever

PDD put bagholder here, the stock will hit $500 dollars tomorrow in spite of 'oops all China tariffs' only because I'm financially liable. Buy your calls now, you're welcome

RobertFKennedy

PDD puts or no?

Unhappy_Raspberry_21

PDD is absolutely not invited to the BBQ this weekend

xXVoidXx

There's a fuck TON of HIGH QUALITY products that are still RELATIVELY cheap (e.g. an $80 speaker made in China vs a $100 speaker made in Germany, chances are you ain't gonna be able to tell the difference). A ton of Chinese people hated PDD (Temu) themselves when it first emerged on the market, because it felt degrading to spend pennies on something you KNOW is gonna be kinda trash. But you will always have racist bigots like the guy above generalizing Chinese products as "cheap Temu crap" as they expect to spend next to nothing and get a product that usually costs tenfold, and you have to begin your reply with a careful "tbf" cuz otherwise he might brand you a CCP shill. It's people like this bigoted rrrrrregard that allowed the Orange Turd into office, and not much is gonna change for the better as this stays the societal norm.

xMasterJx

PDD now pumping, probs gunna dump

xMasterJx

PDD sliding hard due to trade news

whosyourbaby

https://preview.redd.it/k5ld36u9tste1.png?width=1290&format=png&auto=webp&s=ea8b6de7b44ba6786cf1f44b127a8759bc35d9c6 1.3USD on PDD

AleaBito

PDD up 4.17% on news that all their products that they sell with Temu will have a 104%+ tariff as well cost an additional $50 per item on June 1st to sell in the US. Meaning a cheap $1.00 Chinese sticker will now cost $52.

AleaBito

Yeah I'm not getting baited into buying that PDD recovery. Literally everything on Temu will be 104%+ higher, which is crazy.

Smurf_Crime_Scene

I bought PDD a couple of months ago. It is Amazon without the middleman, if you can wait 10 days.

dimethylhyperspace

Anyone a little surprised that BABA and PDD are up in overnight?

dimethylhyperspace

Well..puts on PDD.. obviously

korbs23

!banbet PDD 115 7d

jsie-iaiqhsi816278

Pinduoduo PDD is the parent of one of those

Easy_Kill

The only Temu thing Ive ever purchased was puts on PDD. And damn what a quality product that was.

onamixt

PDD, AMZN puts as tomorrow’s play are kinda obvious, aren’t they?

Easy_Kill

Bought multiple lots of PDD puts this morning and they printed.

ribdrag

NO! It’s rather memey and can get a black swan event and fcks you up. Considering how SPY is now a meme stock, PDD is even more likely to get one

colbyshores

You should have gone for PinDuoDuo(aka Temu). Alibaba & Express aren't nearly as big of net importers as PDD.

RuggedestBear

short PDD. TEMU is dead in USA.

RuggedestBear

holding puts on $PDD

Conscious-Pick4270

Everytime I look at my PDD put it makes me think of P Diddy

RobertFKennedy

PDD puts for tomorrow? More pain to come?

Enchylada

Puts on PDD about to print boys

LordoftheEyez

PDD puts, it was always PDD puts. Fuck Temu

markhamwasteman

Someone update me on the prices of BABA and PDD pls

TommyBlaze13

My last Friday results trading: PDD puts +1860% BABA puts +1701% WMT puts +513% TSLL puts +99% SQQQ shares +44% I sold my PDD puts and am holding everything else. Monday will be a bloodbath.

Smurf_Crime_Scene

I do have some $PDD 👌

LordoftheEyez

Fuck my DIS $95 calls are probably toast huh? Good thing that was my hedge for my $40k of puts on $PDD 😎

markhamwasteman

BABA PDD APPLE puts loaded - let’s loose some money

AleaBito

Calls on PDD/Temu. It went just went down 10%, can't go down any more right?

Intrepid_Doubt_6602

You might be right, but PDD and JD are also up. Though much more modestly, only around 7% for both

willkydd

Why not PDD $80 4/11 - aren't they even more affected by tariffs than BABA? Just trying to figure out how you look at this, not trying to suggest I have any real clue how this works.

TommyBlaze13

This a big lesson I learned. I always buy multiple contracts so that I can always have runners just in case the momentum keeps going. Last 2 days that's exactly what I did with BABA and PDD. Sold majority on April 3. Left runners. Sold runners today +1890% and +1500% up.

LordoftheEyez

You know what? Hell yeah. I'm holding dearly my PDD puts 4/11 expiry, bought at the very high on Wednesday 👀

Whalesftw123

China as a whole isn't even down very much (Shanghai composite is down 0.24% EOD). You're right that BABA and stuff like PDD would get hit hard by American tariffs on China and not the other way around. But the movement today was probably because the retaliatory tariffs indicates that the American tariffs won't get removed anytime soon which gives investors more certainty to sell. So yeah it worked out but I think there was a lot of luck involved. Honestly don't give WSB that much credit. They can win or lose, but they can't actually tell you why they did.

LordoftheEyez

Holding $10k worth of puts on PDD, hoping this holds and dumps on real volume at 93

Cantthinkofacoolnam

Puts on all Chinese stuff. BABA PDD

LordoftheEyez

Apple -7.4% premarket but 💩 $PDD only 5%, makes sense

Cantthinkofacoolnam

China is doing 100% tariffs on American goods. BABA to 0 PDD to 0

LordoftheEyez

Really hoping Asia carries this AH momentum.. I bought 50x puts on PDD yesterday afternoon

LordoftheEyez

How low does Temu go (PDD) from here 😆 my bet is back to the $80s by Monday

calflikesveal

Yes it's PDD.

thenuttyhazlenut

Well damn, at least I'm no longer holding PDD

calflikesveal

Temu is the international brand of PDD, most of their revenue is from China.

LordoftheEyez

Yup. I went 80/20 BABA calls and PDD puts.. I feel like this is mostly priced in to the downside but wanted a hedge just in case, up 120% on the PDD puts since yesterday

LordoftheEyez

Come on PDD slip on that baby oil and fall thru the floor 😈

LordoftheEyez

Went long BABA and short PDD. Let’s see how this works out for me

boblywobly99

Well historically there's been much more antichina bias which helps explain why PDD may be undervalued up to now. But yes geopolitical risk could apply to any nation. But I'm assuming OP is an American investor which means differential bias re China v usa v country X.

Siks10

PDD is one of the stocks that has kept my portfolio in the green this year and beat indexes by up to 17 %. It's good to just hold and even better to sell CSP and CC on

shawns1999

Great analysis! One thing I think a lot of people fear about PDD tho is that the quality of their products and also their vendor relationships aren’t great. Do you see that as a potential headwind to eat into margins? From my understanding, both JD and Alibaba offer more quality products and have a better e-commerce ecosystem, do you perhaps think that’s why it is trading at such a huge discount and could be justified?

BingusMcBongle

Thanks for writing this brother. Buying puts on PDD.