125BMarket cap of $64B, net cash of $64B...so paying $61B for a company expected to generate $15B of free cash flow in 2026. That's ridiculously cheap. The market must be assuming that FCF will drop off a cliff in the future for PDD to be trading at these levels.
$Amazon.com(AMZN)$ Crypto tends to reward those who learn ahead of the crowd. Often, ignorance turns it into something people fear. They choose to laugh at it rather than make an effort to understand blockchain.
$Amazon.com(AMZN)$ AWS hits a new 52-week high. Jassy's Bedrock and Nova inference, provided by Cerebras at 2000 TPS, has recently started its IPO roadshow. The price range is 115-125, with no one close to their speed. Jassy's engineers know this, and it will be a big winner for them.
$Amazon.com(AMZN)$ Google has created a fantastic "Google Finance" app. When Google Finance incorporates "communities", I may be tempted to move there.
$Amazon.com(AMZN)$ If you're not in AWS, you might not realize how well Amazon is doing in AI. If they actually have chips, I'd say the stock could double.