PDD

sam801

I have a bit if PDD (Temu) and always think it will probably go the same way as Wish eventually as theres a bias against China stocks Also in ACHR which is probably the next Virgin Galactic

nsfwmessage

Looking at the options flow to see what I missed during the day. 22K volume on PDD 08/22 $110, at the ask.

ShadowLiberal

Not that I don't believe your list, but most of this post is so clearly written by AI. i.e. the "Why Undervalued" bullets is exactly how AI would word it in my experience. Also some of your "Popularity Evidence" talks about threads outside of your June 8th to July 8th time period (including Uber, FSLR, PDD, and AMD), which is just the kind of a mistake that an AI would typically make.

Dear-Ice-6882

What happened to PDD

Siks10

FXI, FEZ, DAX Selling options on PDD and NVDA

Hereforthebulls

7/3 Watchlist MSTR over 407.39 AMZN over 221.88 NVDA over 157.60 AAPL over 213.34 PDD over 106.03

MediocreAd7175

Look at his entries and exits on GEO, BABA, PDD, and BIDU. Absolutely obliterated those positions, and with huge size.

solariac

Three months ago this chat was full of communists pushing BABA and PDD. Show yourselves 🫵🫵

PandoraBot

I bought into PDD and it immediately dumped xd

thenuttyhazlenut

I pick stocks mostly through financial analysis (but also analyzing the company products/services). I have a system that I follow that helps me find companies high in quality-to-value. I prefer JD because 1) It has quality control that other Chinese ecommerce brands don't have, 2) a strong distribution infrastructure 3) focus on domestic sales. PDD is good value though.

midweastern

This is a really odd grouping of stocks and I struggle to see what possible logic could have led you here. I like JD but PDD is probably a better buy.

Yoni_AZ

Can any one explain why my PDD calls has 0 IV 0 delta and -5000 Vega??? Is it just a glitch?

CommandOk50

I can’t predict that, but I bought BYDDY and PDD because they seem like buy and hold companies for the next decade. And I bought LEAPS on MCHI because I think China will rebound aggressively in the next 2 years or so.

CultureForsaken3762

Positive results from US/China talks and PDD soars

Smurf_Crime_Scene

Calls on $PDD

CultureForsaken3762

🥭 CALLS XI. PDD Limit Up.

CultureForsaken3762

If 🥭 caves to Xi on Friday, PDD will absolutely soar

CultureForsaken3762

PDD breaks 100. So bullish.

traderbusto

PDD up again because unemployed mercans somehow means good news for Temu and Shein

traderbusto

PDD being green is all I need to see to agree with your thesis.

moazzam0

JD, BABA  PDD 

CultureForsaken3762

PDD wants that $115 gapfill badly

CultureForsaken3762

Mango talking to Xi on Friday. If talks are productive, PDD absolutely SOARS

traderbusto

China has officially declared that PDD may no longer be seen in public with the color green

QanonQuinoa

PDD

korbs23

Doubled down on PDD calls a little after noonish. Spy drops like 2-3 points and then proceeds to monster V. Usa gets a hate boner off China, been having this theory for months.

moazzam0

Amazed at how much bad news is priced into PDD. Lots to like: NASDAQ 100 component Increased share worldwide despite US setback Strategy to deal with US tariffs Capital light, no debt No AI hype Seems like a be greedy when others are fearful situation. Bought shares and LEAPs.

Kahunaz

Ali, JD, PDD down 4% pre-market is no joke — Chinese tech still radioactive AF with geopolitics this tense

moazzam0

If the tariffs get cancelled and refunded, PDD will pop 30-40%.

korbs23

That PDD dip looking nice and juicy

Mindless_Maybe_4373

Baba it is.. both are up around 2% or more in after-hours currently.. PDD is up more. Alibaba recovered yesterday's daily loss..

Mindless_Maybe_4373

Calls on Chinese companies like PDD and Alibaba?!

moazzam0

Damn I wish I could buy more PDD. WHY COULDN'T THIS BREAK WHEN I COULD BUY CALLS.

moazzam0

This is super bullish PDD

Heavy_Consequence441

PDD let's go

Young-faithful

Given how bullish everyone was for PDD and OKTA probably not

daymanlol

idk what the fuck PDD is but someone is throwing a fucking ton of money on leaps for december and selling puts for march

ds1385

trying not to think about the PDD 145 calls i bought at close on friday. regards gonna regard

KIRBCZECH

Got greedy and didn't sell my PDD for +25%. Thoughts on it bouncing back?

Unhappy_Raspberry_21

Anyone else buy that PDD dip this morning 

Rvin16

https://preview.redd.it/w5fu97rwvb3f1.jpeg?width=828&format=pjpg&auto=webp&s=0267886604face5fd74fdba0dac69b6501491d5a I love you PDD ❤️

Rvin16

PDD made me rich today. Inverse this sub always

No-Dragonfruit-1324

PDD a buy at this price or nah?

ALLINERRYDAY

✅Hertz Puts ✅TCOM Puts ✅HD Puts ✅SNOW Calls ✅TGT Puts ✅PDD Puts What’s next you ask me? BBW Puts. Trust me. Just trust me. I full-ported.

Happy_Computer_4711

Well on such a Green Day, still found a way to fuvk myself up… PDD shite on me

printstreamer

Who else bought PDD calls like a idiot following that thread? 

TimelyAd8822

OKTA is a sell, PDD a HOLD

eskhalaf

PDD got PDD baby oil 

Spear_n_Magic_Helmet

PDD officially the Temu of stocks

d07wEQr5OSbWujQSIzZI

PDD uh oh!

Happy_Computer_4711

is PDD going to shite the bed today? and how are we feeling about OKTA?

Dekuthegreat

Someone in here must have convinced me to buy this PDD calls cause I don’t even remember buying it. Hopefully it prints tomorrow

callsonreddit

>Prompt: Calls or puts? ChatGPT >**Calls:** NVDA (strong momentum, AI), DELL (AI demand), COST (sales growth), CRM (AI growth potential) **Puts:** HPQ (weak AI story), AZO (tariff risk), PDD (China tariff pressure), LI (EV + China risk) **Macro:** – **PCE (Fri):** Hot = puts, cool = calls – **GDP (Thu):** Weak = puts, strong = calls – **Fed (Wed):** Hawkish = puts, dovish = calls

Rvin16

PDD puts all in lol near ATM. 110ps 5/30

Chemical-Counter-170

PDD--HOLD--Zacks

two-stinky_pinkies

Someone in this thread was spamming PDD and RKLB based off of call volume.

Rvin16

Puts PDD, AZO. Calls Box and ANF. Puts NVDA into CRM calls. Puts BURL. Calls COST. Calls GAP and AEO

d07wEQr5OSbWujQSIzZI

Thoughts on PDD earnings, overnight before Tuesday open?

CommanderLeona

Yeah I ended up trimming half before close and buying spy puts because there was massive put volume towards close. Something shit might happen over the weekend But nonetheless, overall volume for PDD has been pretty heavy in calls last few days

CommanderLeona

https://preview.redd.it/dnhbdif5kj2f1.png?width=1920&format=png&auto=webp&s=afd6029a8d408b73c319ff5c782804fd9dd69bd4 Massive call buying going into PDD earnings next Tuesday premarket, in the millions. Bought small position

CommanderLeona

Alright guys, I know I might not be the most trustworthy given I just got fucked by Deck and CPRT, but....Tuesday premarket is PDD, owner of Temu. Just glance at the volume/OI https://preview.redd.it/avkihitsyf2f1.png?width=1530&format=png&auto=webp&s=bf7e865b849562fd939b6f72cd573d476de3a3e7 Even aside from these recent purchases, there's absolutely massive volume in calls. And given that their earnings largely depends on tariffs / de minimis / political situation, I think it's worth looking into

careyectr

What the Q1-2025 filing actually shows Scion’s 13-F now reports just seven line-items: one common-stock long and six long put positions. In portfolio-weight terms the puts dominate — roughly half the reported gross exposure is a bearish bet on NVIDIA, with smaller puts on Alibaba, PDD, JD .com and Trip.com. The lone equity long is about 200 k shares of Estée Lauder, equal to a mid-single-digit slice of the disclosed portfolio.   How that mix lines up with Burry’s past style Burry has never hesitated to run a barbell: concentrated contrarian longs on one side, sizeable macro or single-name shorts on the other. Because 13-F rules force him to list the underlying share count of each put, the notional short side looks huge even though the cash at risk is only the option premium. In practical terms Scion is positioned so that a sharp sell-off in AI-heavy U.S. tech or Chinese consumer internet could deliver outsized gains while the downside on the long Estée Lauder stake is limited to a conventional equity drawdown.  Why short AI leaders and Chinese e-commerce? – A narrative of over-ownership and extreme valuation around NVIDIA and the broader AI supply chain has been building; buying puts is a cheap way to express the view that expectations have outrun fundamentals. – The China-focused names could be a play on structural economic weakness, renewed tariff risk, or simply thin margins in hyper-competitive online retail. Using puts rather than outright shorts protects Scion if Beijing surprises with stimulus. Why keep Estée Lauder? The beauty group has been hammered by inventory missteps and China’s slowdown, but it still owns category-leading prestige brands. Burry appears to be betting that a new CEO + cost resets + eventual Asia travel recovery will reverse the earnings slide, letting the stock rerate from depressed multiples. In other words, EL is a self-help turnaround with cyclical upside that does not depend on the AI boom he is fading elsewhere.  Net message of the portfolio Scion is waving a small red flag at crowded, momentum-driven growth stories while quietly backing a bruised consumer staple that few momentum traders care about right now. That combination would pay off if ① inflation and higher rates finally bite expensive tech ② China remains lacklustre and ③ discretionary but brand-loyal beauty demand stabilises. It is, in classic Burry fashion, an asymmetric wager: limited premium outlay for potentially explosive downside participation, balanced by a single high-conviction long that can work even in a rocky macro tape.

DynoJoe27

PDD getting rekt

backcountryJ

Balls deep in KWEB BABA and PDD calls some XPEV too today seems fishy, think we’re about to rip

fre-ddo

Yeah and not much talk of Temus PDD Holdings either.

sneezydig

Thanks for sharing! I plan to do a write up on PDD and Baidu in the coming weeks! Reach out if you want me to share them with you as they come out. Congrats on the early success with Baba. There may be much more to come.

itsjolu

I'm in at 73$ and also in baidu at 80$. These two companies are really strong and there is only a bright future from here. Another good one is PDD owner's or Temu and pinduoduo.

backcountryJ

Held TSLA, BABA, KWEB, PDD, IBIT, RGTI, and OKLO call/ GOLD/B puts It’s a good day after a risky weekend

Venice_LA

if true, BABA/PDD are about to have a 10 percent day

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