Pinduoduo ( $PDD Holdings Inc(PDD)$ ) just dropped a bombshell: Q1 revenue hit RMB 95.67 billion, missing the mark of RMB 101.6 billion. The result? A brutal 13% plunge in its stock price yesterday, dragging it down to $100. Investors are now at a crossroads—buy the dip or short the slide? Is this a golden opportunity or a trap waiting to spring? And could PDD be replaying last August’s horror show? Let’s break it down. The Earnings Fallout: A Deeper Look PDD’s Q1 2025 revenue grew 10% year-over-year to RMB 95.67 billion—not terrible, but shy of the RMB 101.6 billion analysts expected. The real gut punch? Profits cratered. Operating profit fell 38% to RMB 16.09 billion, and net income nosedived 47% to RMB 14.74 billion. Why? A 37% surge in operatin

China’s tech sector is a battlefield, and today’s earnings from Xiaomi, Pinduoduo (PDD), and Kuaishou are set to shake things up. Meituan’s recent Q1 2025 earnings delivered a punch—revenue soared 18.1% to 86.6 billion yuan, and net profit climbed—but CEO Wang Xing’s grim outlook on “irrational competition” sent the stock tumbling. With no clear financial guidance for Q2, investors are spooked. Now, all eyes turn to Xiaomi’s EV-driven momentum, PDD’s e-commerce juggernaut, and Kuaishou’s short-video play. Which of these giants will emerge as the winner? Let’s dive into the numbers, catalysts, and risks to find out. 🔍 What’s Happening? Meituan’s Mixed Signals Meituan’s Q1 2025 earnings were a tale of two stories. Revenue hit 86.6 billion yuan ($12.1 billion), up 18.1% year-over-year, driven

Performance and market feedbackQ1 total revenue of 95,672.2 million yuan, up only 10% year-on-year, below market expectations of 103,368 million yuan, of which online marketing services +15% and transaction services +6%.Gross margin was about 57.2%, much lower than last year's 62.3% and below the market's expectation of 58.2%, with rising cost pressure.What's more, operating expense ratio accelerated, marketing expenses as a percentage of revenue rose from 27% to 34.9%, and high intensity investment in a competitive environment was unavoidable and exceeded the market's highest expectations, thus also leading to an operating profit of NT$16,085.6 million, a year-on-year decline of 38%, and a non-GAAP operating profit of NT$18,259.7 million, a year-on-year decline of 36%.Diluted profit per A

$Xiaomi Corp.(XIACY)$ Xiaomi is gearing up for a blockbuster launch with the YU7 SUV, the self-developed "Surging O1" chip, and the Xiaomi 15S Pro phone hitting the stage on May 22. The stock has already roared back from HK$36 to HK$54, fueled by pre-event hype. Historically, Xiaomi’s shares climb before launches only to cool off after the spotlight fades. With this triple-threat event on the horizon, can stellar earnings and market momentum propel the stock to fresh peaks, or is HK$55 the signal to lock in gains? Let’s dive into the details and weigh the odds. What’s Driving the Buzz? This launch is a game-changer for Xiaomi, blending automotive innovation with cutting-edge tech: YU7 SUV: A sleek electric SUV with a 820km range and 508kW dual-mo

Let’s check out the top movers after earnings!1. $Snowflake(SNOW)$ Surged 10%: Strong earnings, raised guidance, and strategic positioning in the AI-driven data marketEPS: $0.24 vs. $0.21 (Beat by 14.3%)Revenue: $1.04 billion vs. $1.01 billion (Beat by 2.97%)Full-year earnings guidance: Raised to $4.325B (from $4.28B), implying 25% YoY growth, topping the $4.29B estimate.CEO Sridhar Ramaswamy emphasized the company's mission to empower enterprises through data and AI:"Snowflake’s mission is to empower every enterprise to achieve its full potential through data and AI. Our focus on making the Snowflake platform easy to use, to enable fluid access to data wherever it sits, and trusted for enterprise-grade performance, is what makes us differentiated

$MEITUAN-W(03690)$ 25 Earnings Conference Call Transcript Summary: Meituan's 2Q core pressure comes from takeaway subsidy wars, but stabilizes fundamentals through combination of strategies and regulatory compliance strengths, flash sales/lower tier cities as growth highlights, and internationalization (Middle East, Brazil) as long term layout. $MEITUAN-WR(83690)$ Core business performanceQ1: What are the core trends in Core Local Services (CLC) in 2Q25?A1.Unit volume: year-on-year growth rate flat with 1Q/4Q24Revenue: overall CLC growth declined to 9-11% (takeaway +5%), with revenue growth lower than unit volume growth for the first time due to subsidies offsetting delivery revenueProfit: double-digit

$WeRide Inc.(WRD)$ jumped over 21% after releasing its 25Q1 earnings report. Overall, 35% gross margin leads the industry, and Robotaxi's revenue share has increased significantly.Recent institutional investor entries have also increased investor confidence.Performance and Market FeedbackRevenue Performance: Wenyuan Zhixing realized revenue of $72.42 million in Q1 2025, a slight increase of 1.7% year-on-year (from RMB71.2 million in Q1 2024).The market has not seen clear expected figures before, but based on industry dynamics, the growth is slightly conservative, reflecting the company's steady progress in the commercialization process.Revenue contribution from Robotaxi: Revenue from Robotaxi amounted to RMB16.1 million (US$2.2 million), accounting

A Bearish Outlook on Pinduoduo (PDD): Time to Short? As of May 28, 2025, 09:19 AM NZST, Pinduoduo (PDD) finds itself at a critical juncture following a disappointing Q1 revenue report of RMB 95.67 billion, missing the expected RMB 101.6 billion. This 20% pre-market drop has sparked widespread concern, pushing the stock toward a potential breakdown below the $100 psychological barrier. For investors, this signals a compelling case for a bearish stance, and here’s why shorting PDD could be a prudent move. The root of PDD’s troubles lies in intensifying competition within China’s e-commerce sector. Rivals like Alibaba and JD.com are aggressively capturing market share, while PDD’s reliance on low-price strategies may be eroding profitability. The Q1 miss suggests operational inefficiencies or

$XIAOMI-W(01810)$   $Xiaomi Corp.(XIACY)$   Sold 1 option to take some profit. 🙏 Broke even already and now taking profit as the price steps up. Hope after 22nd May new heights and will sell further to take profits for this option. 🍀 Xiaomi Accelerates Momentum with Chip Innovation, EV Sales Surge, and YU7 SUV 🚀  Xiaomi (HKG: 1810) is making significant strides in 2025, reinforcing its position in both the semiconductor and electric vehicle (EV) sectors. The company’s upcoming chip launch, notable increase in vehicle registrations, and the debut of a new SUV model underscore its commitment to technological advancement and marke

$XIAOMI-W(01810)$ Recently, a policy of "Implementation Opinions on Accelerating the High-quality Development of Science and Technology Services" was issued, which is obviously particularly beneficial to technology innovation companies such as Xiaomi. Xiaomi's layout in the chip field is becoming more and more solid, especially the "Xuanjie" chip with 3nm process, which represents the strong momentum of domestic substitution. With the continuous advancement of domestic chip technology, Xiaomi is expected to become a key force leading the next wave of appreciation of Chinese technology assets.

I'd rather buy TSLA instead. How about you @BABY SPACEROCK  @JiaDeName , would you invest in PDD?

$Xiaomi HK SDR 2to1(HXXD.SI)$ This is one of the New Lovers 💕😘 that I just get to know 😻$Xiaomi HK SDR 2to1(HXXD.SI)$ .... Has been observing her from afar for a while until recently pick up the courage to ask for a date 🌹...So far the relationship is blooming with some result's        . I will be Holding on to this lover 💕 for a longer period 💘. (Bullish MAs are lining up 😉😜).