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PDD250509C113000

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1.49
-0.46-23.59%

15min DelayClose May 5 16:00 ET

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PDD Holdings Stock Discussion

104364940

23 hours ago

$PDD Holdings (PDD.US)$ dropping

Movers and Shakers

Yesterday 20:12

Columns Today's Pre-Market Movers and Top Ratings | NFLX, BRK.B, GOLD and More

Morning Movers
Gapping Up
$Gold Futures(JUN5) (GCmain.US)$ jump over 2% to above $3,300, while gold-related stocks surge in pre-market trading, with $Barrick Gold (GOLD.US)$ and $Newmont (NEM.US)$ climbing nearly 3%, $AngloGold Ashanti (AU.US)$ rising over 5%, and $Gold Fields (GFI.US)$ advancing over 6%.
$Teva Pharmaceutical Industries (TEVA.US)$ shares rose by over 6% in pre-market trading. Teva Pharmaceuticals and Alvotech annou...

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SKYWalkers

May 3 12:35

what if China collapses today

we have to broadly look at the Great Organisation of Global Supply Chain and Cold War 2.0, as a managed contingency plan to China's collapse, which will happen inevitably as the downward trend is increasing clear with increasing evidence.
if you look at it as an instalment plan to reduce the pain instead of having a chronic shock at one go, it will make sense.
"If China were to collapse suddenly in a manner similar to the Soviet Union’s dissolution, the impact on gl...

Hoopski : If China collapses, where would Tesla get their precious minerals to make their cars from ??

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Yan Zhang8 Hoopski : China is everywhere, just as a factory.

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SKYWalkers OP Hoopski : Japan, since 2010/2013, I have to check back on my research, they already started rare earth stockpiling.
P.S. 2010, there was a Japan ministry document, I can't find it now.
https://www.weforum.org/stories/2023/10/japan-rare-earth-minerals/

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MOHD NOR B ABDULLAH : It is very difficult to predict, it is impossible for it to happen

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SKYWalkers OP MOHD NOR B ABDULLAH : it's not difficult to predict, economic collapse is inevitable, it's only a matter of time, when specifically, nobody can say for sure, but there are scholars who estimate 5 to 8 years, at the current rate of demise, so when the situation is desperate, you can see unusual activities from CCP.
"There is no precise date or universally agreed timeline for when China might reach a so-called "point of no return," as this depends on how you define that point—whether as economic stagnation, debt crisis, political instability, or geopolitical isolation. However, we can assess some key risk factors that could push China toward long-term structural decline if left unresolved:
1. Demographic Cliff (Peak Labor Force)
Fertility rate: ~1.0–1.2 (far below replacement)
Working-age population: Shrinking rapidly
Projection: By 2030–2035, China may face severe labor shortages, higher pension burdens, and slowing productivity.
2. Property and Debt Crisis
The real estate sector contributes ~25–30% of GDP.
Developers like Evergrande and Country Garden have defaulted.
Local government financing vehicles (LGFVs) are heavily indebted.
Point of concern: If defaults continue without reform, a financial or local government funding crisis could erupt by 2026–2028.
3. Innovation and Technology Decoupling
U.S.-led export controls (on semiconductors, AI chips, etc.) are beginning to bite.
Domestic firms are under pressure to achieve self-sufficiency in key sectors.
If decoupling accelerates without successful innovation, tech stagnation could set in by 2030.
4. Political Rigidity under Xi Jinping
Centralization of power and crackdown on private sector (e.g., Jack Ma, Ant Group)
Less room for policy experimentation
If political rigidity suppresses economic reform, China's growth model could stall permanently by the late 2020s.
Conclusion: Likely Timeline for "Point of No Return"
If major reforms are not enacted:
2026–2030: High risk of entering a “middle-income trap” scenario with prolonged low growth
2030–2035: Risk of economic stagnation becoming irreversible due to demographics, debt, and weak productivity."

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SKYWalkers

May 3 10:30

Cold War 2.0 Development (CCP)

$SPDR S&P 500 ETF (SPY.US)$
$Alibaba (BABA.US)$ $PDD Holdings (PDD.US)$
so the internet went wild over CIA's Mandarin video seeking to recruit spies from China.
MSN
- YouTube
- YouTube
this is the incoming Cultural/Propaganda War that I mentioned last year.
is CIA really recruiting spy from China using social media? Not really.
CIA already has a very good infiltration into PLA, particularly the Rocket Force, that's why the reveal of their manpower structure shook Xi to ...

Luzi Ann Santos

Apr 30 02:20

Columns PDD Attracts Second Biggest Option Block Trade, Behind Apple: Options Chatter

$PDD Holdings (PDD.US)$ attracted the second biggest block trade in options Tuesday at a time when the Chinese e-commerce platform is mired in a trade war between the U.S. and China.
At 10:10:21 a.m., a bullish block trade was posted involving an active buyer paying a $10 million premium for call options that give the holder the right to buy 327,000 of PDD’s American depositary shares (ADSs) at $105 each in 779 days. T...

Tech giants' earnings are out—who are you most bullish on?

Joeyzuka

Apr 29 21:51

$PDD Holdings (PDD.US)$ fill the gap!!!

SKYWalkers

Apr 26 19:32

very few Western academics is able to understand CCP as thoroughly as this guy.
today's Trump's Cold War 2.0 is a direct result of CCP's ambition to rule the world with its evil system.
- YouTube
$PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $Alibaba (BABA.US)$ $SPDR S&P 500 ETF (SPY.US)$

SLDeano

Apr 26 15:37

Bullish?

$PDD Holdings (PDD.US)$
New at trying to understand flow. Can anyone explain why a put option in the money like this one worth 9Ms is considered bullish? Thanks.

104364940

Apr 24 21:34

$PDD Holdings (PDD.US)$Moomoo Welcome Bonus

All in Man

Apr 23 16:17

Another Big Surge: What Opportunities Are Still Ahead?

First, let's state the conclusion:
Tesla's performance clearly caught both bulls and bears off guard. What's better than expected is that Musk indeed revealed a reduction, which is consistent with the overall viewpoint in the article I wrote last week. $Tesla (TSLA.US)$
If President Trump wishes, he would still spend 'one or two days' a week handling government affairs, but he will allocate more time to Tesla
After all, Tesla is currently faci...

US eases self-driving regulations: Can Tesla ride the policy wave to soar?

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