Oct. 22 at 6:33 AM
$JD If you are diamond hands, you will be rewarded. This company will be bigger than
$AMZN. Amazon gets their products from China. JD is in China. Trump tariffs will not impact their business.
This is the most asymmetric trade available in today's market, not only in China, but the entire world.
JD is poised to be the lifeline of the Belt and Road initiative. They are completely vertically integrated and have positioned themselves to sell to the entire world.
$BABA ,
$PDD , and
$MPNGY all have decelerating growth.
$JD is the only one of the Big 4 Chinese eCommerce giants that has accelerating growth. They have already won China and are working towards dominating SE Asia, Africa, and Europe.
This is peak euphoria, when
$MPNGY has a higher market capitalization than
$JD. Meituan is basically GrubHub. They have absolutely no MOAT, but investors believe they have more value than
$JD . This is madness in the markets!