Alva Robinson
01-14

$PDD Holdings Inc(PDD)$

50% of their merch is now in warehouses in the US making much faster shipping times and better packaged items. Amazon is in big trouble. And that means the tariff impact wont be so bad and if trump only does 10% tariff it wont impact amazon or temu to badly. Its not much a difference in cost for the consumers. He quickly changed from his 60% tariff i think realizing it would be to much inflation for the US to deal with.

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