$JD.com (JD.US)$That's weird they don't have American business segment. There may be a small impact on the supply chain in the "Buy Global in China" segment, which is generally cosmetics or luxury goods, mostly sourced in Europe or Japan. Even before the tariffs, it was cheaper to buy in Europe than in the US.
$Baidu (BIDU.US)$$JD.com (JD.US)$$Alibaba (BABA.US)$ SCOTT BESSENT head of US Treasury, everything's on the table! I've been saying now for months that all of these Chinese companies have a very easy path by training on the US there's some good companies and there's a lot of shit. I said multiple times as recently as yesterday that all of these Chinese stocks need to conform to generally accepted accounting principles they must have fully audited financials going back a period of no less than 5 ye...
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A Humble Mooer
:
got a link to this info? Bessent's media appearances have gone from good and informative to rambling and incoherent. I have stopped watching for the most part because the market isn't driven by anything fundamental anymore. Its all Trump fart analysis. soon CNBC will be analyzing wave patterns in trumps hair and asking Dan Ives what he thinks about the presidential makeup and what it means for tech
10baggerbamm
OPA Humble Mooer
:
this was this morning on mornings with Maria on Fox Business Maria bartiromo. and you are right because Trump farts and stocks stink right I mean that's kind of what's happening right now ultimately once we get through this quarter it seems what it's going to turn into maybe a little quicker they're saying we can get back to earnings and news that's relevant to the company and not just salesmanship to try to resolve this trade deficit and refinancing of 70% of the 36 trillion in the next 24 months.
A Humble Mooer
10baggerbamm
OP
:
USD has to come down off it's highs. That's the feds job to loosen monetary policy. Trump is creating the Greatest American uncertainty of my lifetime. This is not an investment environment. This is a pullback and retrenchment time. I'm super happy Google got out there and said their investment plans haven't changed and it's the right move for cash rich high growth in the cloud computing market but I'm thinking we see big changes in the pipe. I'm seeing rising probability that experience a lost decade in tech investment at the exact same time as China pulls ahead to dominate the entire high tech stack in addition to their dominanting trade in developing nations. It's just a tickle right now maybe a 10% chance but its a scary thought
Morning Movers Gapping Up $Teva Pharmaceutical Industries (TEVA.US)$rose by 4.9% as the company announced the FDA has accepted its filing for AJOVY for the prevention of episodic migraines in pediatric patients. $Dollar Tree (DLTR.US)$shares rose 1.3%, outperforming a declining market. Citi upgraded the stock to buy from neutral, calling it a "dark horse winner" in a global trade war. Gapping Down $Tesla (TSLA.US)$led a major ...
10baggerbamm
:
Dan Ives he's in panic mode. I commented I listen to him speak live last Friday online on X and he's in absolute panic mode right now. I posted his commentary on Friday I posted his morning comments this morning and now you see him slashing prices on tech stocks his beloved Tesla his number one AI play for 2025 that he's pounded the table on with FSD and Optimus. he has slashed the price down dramatically this morning
RVLTN
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and nothing to do with Tesla either. super mega todded you are this week , i thought thF was you slumped over at the party in queens,,balloon in hand , 12 on the floor lmao
103706436
103706436
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NO 51 JALAN 1 RUMAH MURAH PASIR PENAMBMANG 45000 KUALAN SELANGOR MALAYSIA01123877303 Please contact Banks: connect with the branch service for Cash / Money Market to come to the house. Is there a phone number and address? You can call me IiM Zhang. Do you need cash? Is it a walk to KL? Only walk from home to the Banks.
Saywallahcuzzy
:
"How Much of Alibaba's Revenue Comes from the United States? At least 1%" I am a bit confused then. There is still 99% of motivation to stick to this?
SKYWalkers
OPSaywallahcuzzy
:
I have no clue, enthusiasts say Baba is very strong and will not be affected, I do not know enough to agree or disagree with them. because I am a big picture guy, my personal investment thesis is this: under Cold War 2.0, no China company listed on US stock market can survive, I have said don't touch China companies since 2018. although personally I think Baba is a great company, but that is nothing under the currents of geopolitics.
如夢如幻
Saywallahcuzzy
:
Alibaba is strong, but it is hard to understand how much impact the tariffs will have on China's internal economy after the collision (it doesn't seem to be very significant). Currently, a large part of the price is caused by panic.
$JD.com (JD.US)$ Gap filled for $JD... PE: 10x Annual FCF: RMB 43.7 bil (US$5.9bil) Market Cap: $53 billion Buyback program: $5 bil (~ 10% of market cap) JD Announces US$5.0 Billion New Share Repurchase Program, the Company may repurchase up to US$5.0 billion worth of its shares (including ADSs) over the next 36 months through the end of August 2027
73641989
103046862
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That's weirdthey don't have American business segment. There may be a small impact on the supply chain in the "Buy Global in China" segment, which is generally cosmetics or luxury goods, mostly sourced in Europe or Japan. Even before the tariffs, it was cheaper to buy in Europe than in the US.
$JD.com (JD.US)$I warned bulls to run at the peak, but instead bulls added more. Confirm go below 40 soon. Bulls shit on pants.
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73968197
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Do not buy this kind of garbage, even if it rises. It lacks flexibility and is a waste of time. Honestly, choose quality and flexible U.S. stocks instead.
$JD.com (JD.US)$Chinese stocks fell Monday as the Hang Seng Tech index slid into correction territory amid heightened market uncertainty prompted by the Trump administration's tariff policy.
FOMC holds rates amid heightened uncertainty: Where will US stocks head next?
🎙️Discussion 1. With the Fed highlighting "elevated uncertainty", are you prioritizing rate projections or near-term economic data for ma Show More
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FOMC Press Conference, March 19, 2025
U.S Tech Companies U.S Tech Companies
U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data. U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data.
U.S. Crypto Concept Stocks U.S. Crypto Concept Stocks
Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data. Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data.
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
JD.com Stock Discussion
SCOTT BESSENT head of US Treasury, everything's on the table!
I've been saying now for months that all of these Chinese companies have a very easy path by training on the US there's some good companies and there's a lot of shit. I said multiple times as recently as yesterday that all of these Chinese stocks need to conform to generally accepted accounting principles they must have fully audited financials going back a period of no less than 5 ye...
Gapping Up
$Teva Pharmaceutical Industries (TEVA.US)$ rose by 4.9% as the company announced the FDA has accepted its filing for AJOVY for the prevention of episodic migraines in pediatric patients.
$Dollar Tree (DLTR.US)$ shares rose 1.3%, outperforming a declining market. Citi upgraded the stock to buy from neutral, calling it a "dark horse winner" in a global trade war.
Gapping Down
$Tesla (TSLA.US)$ led a major ...
Trump Tariffs in Focus: 2 Chinese Stocks to Own and 2 to Avoid
avoid $Alibaba (BABA.US)$
avoid $PDD Holdings (PDD.US)$
buy $JD.com (JD.US)$
buy $Li Auto (LI.US)$
p.s. very interestingly, they are down -9%, -8%, -7%, -6% respectively
Gap filled for $JD...
PE: 10x
Annual FCF: RMB 43.7 bil (US$5.9bil)
Market Cap: $53 billion
Buyback program: $5 bil (~ 10% of market cap)
JD Announces US$5.0 Billion New Share Repurchase Program, the Company may repurchase up to US$5.0 billion worth of its shares (including ADSs) over the next 36 months through the end of August 2027
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