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PDD Needs The American Consumer To Succeed

Jonathan Maietta's avatar
Jonathan Maietta
Sep 26, 2024
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I get the Chinese stimulus bull case for PDD. However, PDD 0.00%↑ needs the American consumer to be strong to succeed. Temu can buy all of the Facebook ( META 0.00%↑ ) ads it wants. If the American consumer does not want…

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