$NIO Inc.(NIO)$There's a good chance that NIO has more cash than market cap. If they weren't flush with cash, they wouldn't be paying off 2027.convertible notes two years early and forcing the bond holders to take the shares instead of the cash. If you know anything about the stock market, you would be all in for $17 shares under $4.50
$PDD Holdings Inc(PDD)$Mkt attributing $0 to Temu so this would be on top of $PDD PDD earnings are $20b EBITDA this yearEV at $100b at 5x Earnings Assume they doubled earnings in 3y (26% CAGR)That's 40b EBITDAIf multiple re-rates to 15x40x15 = $600b EV + $TEMU's $300b = 900b (basically 1T)Can't go down. Won't go down. Then when the volume kicks in it flies.
$NIO Inc.(NIO)$Argentina lifts tariffs on low-cost EVs and hybrids, cuts some auto taxes. Next NIO can dominate South American market!I love this company! So much catalyst this year, it's crazy 🤪. I was able to avg down and build a healthy position. The sp I'm not so in love with but if NIO continues to fulfill it's promises, we will be wealthy. It's just a matter of time
$PDD Holdings Inc(PDD)$Just bought PDD 104$ long knockouts, at 111.46$. Targeting 100% here, at roughly 119.89$, because I see a cup & handle pattern on the daily chart, with price breaking out upwards and performing a successful s/r flip. I also see a bump in volume right at the breakout. (1/ )
$NIO Inc.(NIO)$There is an opportunity here for a start of a massive shorts squeeze!!! I mean something we have experienced in 2020 kinda squeeze, except this time will be even bigger! I find it hysterical how the investors chasing the US tech bubble are surprised to learn what NIO longs have known for years, that China is 5 years ahead of US in every way so while those investors were chasing meme stocks like Tesla, NVDA, etc we longs have been stockpiling NIO shares at 7 years ago IPO prices hand over fist. China and NIO for the win yet again👏👏👏🙌🙌🙌🙌🙌
$PDD Holdings Inc(PDD)$TBH best use of funds is 1000% buybacksEven if you could spend $40b cash to make $80b it's not as worthwhile as buying your own stock back at 5x FCFThat alone is 100% ROI from day 1 bc PDD is definitely worth more than single digit earnings multiples...
$GE Vernova Inc.(GEV)$GE Vernova's Q4 results and implied a Q1 EBITDA guide was below consensus, but orders were the highlight of the quarter, with Gas Turbine business ending the year with over 20GW in orders and more than doubling y/y. Power is expected to see continued growth in gas equipment orders, and the firm stance was further "buoyed" by the comments that high margin upgrades could increase by 50% to $3B by the end of the decade. The price target for GE Vernova has been raised to $500.00 per share which is up from their prior $446.00 per share.`keep seeing the ads on fox for gev....awesome GE Vernova!
$PDD Holdings Inc(PDD)$I continue to think that PDD is the #1 most undervalued long in this entire market.It's trading at a 21% FCF Yield.It's going to grow topline at 30% in 2025.With 30% FCF Margins.You collect topline growth.You see multiple expansion.OR, you make your money back in 5 yrs.
$NIO Inc.(NIO)$whoa, 3M volume. Longs, we should start discussing what price we should sell the pthtic louuu Zrrs some shares. Maybe a few at $60, then the rest over $100? lfg!!🙌🙌🙌🙏🙏Just added another 160 shares thanks shorties!! Love those cheap shares keep em coming. I know what I own so short away.
$PDD Holdings Inc(PDD)$the final one I’m watching is PDD. On the inflated US stockmarket we simply can't find a stock like PDD with stronger fundamentals being such a bargain. Weekly 9ema at 102.64, along with good support down to the 101.50 range. I’d like to see us hold these levels to move back to 110 area hopefully next week.