I have observed that Pinduoduo executives have expressed doubts about the sustainability of this quarter's profit level, anticipating fluctuations in the coming quarters. Following their earnings call, Pinduoduo's stock pulled back to $130, raising concerns about investment uncertainty. Meanwhile, Alibaba is scheduled to release its earnings on August 29, with market expectations set at revenue of RMB 266 billion (up 9.4% year-over-year) and an adjusted EBITA of RMB 35.3 billion (down 21.7% year-over-year).

I firmly believe that Pinduoduo's $PDD Holdings Inc(PDD)$   pullback presents a strong buying opportunity. The uncertainty highlighted by their executives does not deter me; instead, I see it as a chance to invest in a company with proven resilience. The drop to $130 could be an attractive entry point, especially if their long-term growth strategy remains solid despite short-term volatility.

I am convinced that Alibaba $Alibaba(BABA)$  $Alibaba(09988)$   remains a better long-term hold compared to Pinduoduo. With its upcoming earnings release and projected revenue growth, I trust Alibaba's established market position and diversified business model to weather challenges like the food delivery war. The anticipated 9.4% revenue increase reinforces my confidence in its potential.

I reject the notion that the food delivery war will significantly harm Alibaba's profits. While competition may create pressure, I am certain that Alibaba's scale and innovation will allow it to adapt and maintain profitability. The projected decline in adjusted EBITA by 21.7% does not shake my belief, as I view it as a temporary adjustment rather than a long-term trend.

I am optimistic about Alibaba's earnings release on August 29. I expect the market's projections to hold, and I am prepared to act on the results, whether they exceed or fall short of expectations. This upcoming event solidifies my decision to prioritize Alibaba in my investment strategy.

I dismiss Pinduoduo's investment uncertainty as overstated. While their stock retreat is notable, I am confident that the broader market dynamics and their underlying business strength will support a recovery. My focus remains on Alibaba, but I will keep Pinduoduo on my radar for potential future opportunities.

Ultimately, I am resolute in my choice to back Alibaba as the more promising bet. The combination of its upcoming earnings, market expectations, and ability to navigate competitive pressures convinces me that it will outperform in the long run. I will continue to monitor both companies closely, but my investment confidence lies with Alibaba.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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