To The Moon

$PDD Holdings Inc(PDD)$ PDD's Q4 earnings are finally out. Goldman Sachs just dropped a report slapping a $158 price target on the stock. Keep in mind it's currently hovering just over $100. If Goldman's math holds up, we are looking at a juicy 60% upside. On paper, PDD is holding a royal flush. The domestic fundamentals have stabilized, its overseas arm Temu has stopped burning cash blindly, and the craziest part: the company is sitting on a mountain of $70 billion in net cash. But in today's market, capital doesn't move without seeing the rabbit. If things were really that perfect, why is the market only giving it a 9x P/E ratio? Strip away the surface, and this earnings report is full of hard bones to chew on. Let's look at the domestic fundamen

$NVIDIA(NVDA)$ After digesting the Nvidia GTC keynote, I have distilled the most critical data and logic. Here is the bottom line: Nvidia is not just widening its moat; it is executing a dimensional strike on the entire computing industry. Exploding Earnings Expectations and the Trillion-Dollar Infrastructure Rollout Jensen Huang outlined a massive market vision during the event. A one trillion dollar global installed base of traditional data centers is rapidly transitioning to accelerated computing and generative AI. This wave completely shatters the long-term ceiling for data center business. Even more impressively, the blended procurement orders for Blackwell and the next-generation Rubin architecture have extremely high certainty for the comin