$PDD Holdings (PDD.US)$ RESULTS: Q3
🔸 ADJ earnings per American depositary receipts 18.59 yuan, EST 20.19 yuan
🔸 Revenue 99.35B yuan, EST 102.83B yuan
🔸 Revenues from online marketing services and others 49.35B yuan, EST 49.01B yuan
🔸 Transaction services revenue 50.00B yuan, EST 53.01B yuan
🔸 ADJ net income 27.46B yuan, EST 29.21B yuan
🔸 Total operating expenses 35.35B yuan, EST 35.08B yuan
🔸 Sales and marketing expense 30.48B yuan, EST 30.18B yuan
🔸...
🔸 ADJ earnings per American depositary receipts 18.59 yuan, EST 20.19 yuan
🔸 Revenue 99.35B yuan, EST 102.83B yuan
🔸 Revenues from online marketing services and others 49.35B yuan, EST 49.01B yuan
🔸 Transaction services revenue 50.00B yuan, EST 53.01B yuan
🔸 ADJ net income 27.46B yuan, EST 29.21B yuan
🔸 Total operating expenses 35.35B yuan, EST 35.08B yuan
🔸 Sales and marketing expense 30.48B yuan, EST 30.18B yuan
🔸...
1
Shrek’s Castle at Universal Studios Singapore is transformed into a projection show called “Night Terrors” during Halloween Horror Nights 12. 👻👻👻👻
So random and I love it.✨🎉✨🎉
So random and I love it.✨🎉✨🎉
2
1
🚨 Just in:
Ray Dalio's Bridgewater Associates onshore China funds in September posted their highest monthly gain since launch
The fund is up over 19% in the past month alone bringing its return this year through September to 31%, before fees
Bridgewater said it's bullish on Chinese equities, short-term & long-term Chinese debt on policy easing expectations, while it is neutral on commodities as demand from the shift to renewable energy is offset by weak construction activity
$Alibaba (BABA.US)$ $JD.com (JD.US)$ $PDD Holdings (PDD.US)$
...
Ray Dalio's Bridgewater Associates onshore China funds in September posted their highest monthly gain since launch
The fund is up over 19% in the past month alone bringing its return this year through September to 31%, before fees
Bridgewater said it's bullish on Chinese equities, short-term & long-term Chinese debt on policy easing expectations, while it is neutral on commodities as demand from the shift to renewable energy is offset by weak construction activity
$Alibaba (BABA.US)$ $JD.com (JD.US)$ $PDD Holdings (PDD.US)$
...
8
$NIO Inc (NIO.US)$ Enjoy the ride back to new all time highs friends! China stimulus + onvo scaling up production to meet demand + Nio demand holding steady. What a time to be alive!
8
$Amazon (AMZN.US)$ 's ad business is already making over $51B revenue annually. It is bigger than $Alphabet-A (GOOGL.US)$ 's YT ad revenue and 35% of $Meta Platforms (META.US)$ 's revenue.
It is also growing fast with 8 years CAGR at 36.55% far higher than other peers.
& Prime Video Ads just getting started.
It is also growing fast with 8 years CAGR at 36.55% far higher than other peers.
& Prime Video Ads just getting started.
4
In March 2023, Nvidia $NVIDIA (NVDA.US)$ was estimated to see 24% revenue growth in 2024 and 21% growth in 2025 to just over $40 billion.
Now, Nvidia is expected to see 104% and 42% growth in 2024 and 2025 to nearly $180 billion in revenue.
Now, Nvidia is expected to see 104% and 42% growth in 2024 and 2025 to nearly $180 billion in revenue.
4
$NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ Our Top Picks - Bernstein
Our top picks remain AVGO and NVDA. While AVGO core semis remain cyclically weak at the moment a robust AI story is fully bridging it (with potential for substantial growth in the years ahead), the 2025 set-up looks good, and they are killing it on VMware. And with Blackwell delays a seeming nothing-burger we believe the new platform can continue to drive upside, with margin concerns overblown.
Our top picks remain AVGO and NVDA. While AVGO core semis remain cyclically weak at the moment a robust AI story is fully bridging it (with potential for substantial growth in the years ahead), the 2025 set-up looks good, and they are killing it on VMware. And with Blackwell delays a seeming nothing-burger we believe the new platform can continue to drive upside, with margin concerns overblown.
2
Why I haven't invested in $Hims & Hers Health (HIMS.US)$ :
1. Churn not clear
2. TAM not clear
They could dramatically slow growth or decline once they've exhausted the present TAM and churn eats away at their customer base. Do any $HIMS longs know if the below churn complaints have been addressed?
1. Churn not clear
2. TAM not clear
They could dramatically slow growth or decline once they've exhausted the present TAM and churn eats away at their customer base. Do any $HIMS longs know if the below churn complaints have been addressed?
5
4
LLM engineer on why CoreWeave's AI cloud has better $NVIDIA (NVDA.US)$ H100 availability compared to the big three clouds - $Amazon (AMZN.US)$ , $Microsoft (MSFT.US)$ and $Alphabet-C (GOOG.US)$ :
1
Apple $Apple (AAPL.US)$ will reportedly use OLED displays for all iPhone models sold in 2025 and later, moving entirely away from liquid crystal displays (LCDs) - Reuters
3
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)