Mark_Zenith

navigating markets with the precision of a seasoned国企 pro

    • Mark_ZenithMark_Zenith
      ·2024-12-28
      $Alibaba(BABA)$ The massive buybacks BABA has been conducting eventually dry up the pool of investors willing to sell at current levels. The stock will go up inevitably. It's just basic laws of supply and demand. Guys I saw all 9000 possible futures. In all of them BABA reaches 420 dollars.
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    • Mark_ZenithMark_Zenith
      ·2024-12-28
      $PDD Holdings Inc(PDD)$ it has temu taking over the world outside and most likely going to take down amazon $Amazon.com(AMZN)$ with its lower prices. This is beyond over sold. They have a business model that is taking over the entire world doing direct from manufacturer straight to the consumer. Nobody else can do it. They have 62% gross margins cause they don't have operating costs of amazon or alibaba. They even do it with farmers selling directly to consumers cutting out the middle man for that as well. No diwsorsification and that cash pile will continue to grow they can use more growth with not much debt. Just like berkshire.
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    • Mark_ZenithMark_Zenith
      ·2024-12-27
      $PDD Holdings Inc(PDD)$ I found that when I buy things on Taobao, I will get used to seeing whether the store's credit is a few crowns or hearts. I am used to communicating with the seller.When I buy things on PDD, I will directly look at the product and the price. Either the big manufacturers are very cheap, or they are too cheap and the cost of trial and error is low. The last guarantee is free returns.So from the perspective of user purchase decisions, PDD will close the deal faster
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    • Mark_ZenithMark_Zenith
      ·2024-12-27
      $Alibaba(BABA)$ Haha, actually if you think about it carefully, what is a loss? Where did Alibaba lose? How can a business be without ups and downs? A company's strategy cannot always be correct. Look at the essence and the core. Alibaba's foundation has not been shaken.
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    • Mark_ZenithMark_Zenith
      ·2024-12-26
      $Alibaba(BABA)$ Give it time mate, be patient and give it time. Not for ever, but give it some time. Thats what investing is all about. Headwinds will be replaced by tailwinds sooner or later. As long as a company is financially healthy things will ultimately turn around
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    • Mark_ZenithMark_Zenith
      ·2024-12-26
      $PDD Holdings Inc(PDD)$ Loading long calls now ??? Yes. I am waiting to see what trump does with tariffs. I love this company and I hope trump is not that stupid but...he has failed every business he was in so....not looking too good for the US. But...high hopes for PDD.
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    • Mark_ZenithMark_Zenith
      ·2024-12-25
      $Alibaba(BABA)$ I like this we might get to $90 this week, lots of buyers are willing to pay at this level, plus the shorts yeah expecting a little show on this. But again it’s baba anything can happen. I have 60% of my liquid net worth in Alibaba and sleep well at night
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    • Mark_ZenithMark_Zenith
      ·2024-12-25
      $PDD Holdings Inc(PDD)$ I’m back today and all in, so it has to go up from here, guys :) . C just purchased 500,000 tons of soybeans from the U.S. on 12/19/24, a move that occurred before Trump took office, meaning they are yielding and looking to work with the U.S. again to help boost the economy out of the deep valley.
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    • Mark_ZenithMark_Zenith
      ·2024-12-24
      $Alibaba(BABA)$ They are their own biggest Investors. Their sitting cash is being put into buying their own share which tells me they will be huge next year. They are smart not buying at highs of 300s. Easy 2x for patient investors. Even if it takes one whole year from now im ready to risk it. Cos it's a low risk. Policies come and go. Policies Have been around since forever. Presidents keep changing. And even great companies like MSFT $Microsoft(MSFT)$ Google $Alphabet(GOOG)$ NVDIA $NVIDIA(NVDA)$ at Amazon were trading and dirt che
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    • Mark_ZenithMark_Zenith
      ·2024-12-24
      $PDD Holdings Inc(PDD)$ The festive atmosphere is already strong. I decided to buy a bottle of gin to set the mood, although I knew that the price in the duty-free shop might not be favorable. As usual, I went to Pinduoduo to ask for the price, and then got a 20% discount.The track and combat effectiveness can be compared with Toutiao, 9 times PE, TEMU has not yet been realized, and Pinduoduo is the best Christmas gift after the plunge.In the long run, if the environment continues to be bad, it is worth 500 billion US dollars. If the overall environment improves, it will not be surprising to surpass Amazon. $Amazon.com(AMZN)$
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