This is Why I Pick BABA Instead of PDD

OguzO Capitalist
05-27

1.

This is why I have always been against buying pure e-commerce stocks and picked $Alibaba(BABA)$ over $PDD Holdings Inc(PDD)$ .

While $Alibaba(BABA)$ is also having headwinds, its diversification, especially growth in cloud saves the day. $PDD Holdings Inc(PDD)$ This is why I like $Alibaba(BABA)$ $Amazon.com(AMZN)$ and $MercadoLibre(MELI)$ but not $PDD Holdings Inc(PDD)$ .

ImageImage

2.

$Advanced Micro Devices(AMD)$ bears share this to understate its performance.

Let me be clear: $NVIDIA(NVDA)$ is of course a better business but $Advanced Micro Devices(AMD)$ is a better investment in the current conditions.

NVDA is already dominating the market with over 90% market share. It can grow at the market rate at most.

AMD is a contender with a near 80% market share gap.

If it can take only a few percent from NVDA, that’ll make a huge difference combined with the market growth.

ImageImage

As Stanley Druckenmiller says, never invest in today, always invest in the future.

For whom haven't open CBA can know more from below:

🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!

Find out more here：

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Max87
    05-28
    Max87
    you're cherry picking the chart
Leave a comment
1
14