$PDD

Major companies report earnings this week, including Ondas (strong $375M revenue outlook), GameStop (CEO Cohen's strategy review), and PDD (Temu expansion costs) alongside Carnival, Beyond Meat, and others.

Buy Ondas ahead of Q4 earnings with strong guidance revisions; sell PDD due to slowing growth, regulatory threats, and margin pressures.

Value investor Li Lu concentrates 75% of his $3.5B Himalaya Capital fund into Alphabet (44%), Bank of America, and PDD Holdings, betting on AI dominance, financial recovery, and China value.

Futu Holdings surges 21% annually as profits double to $1.45 billion, yet HHLR Advisors halves its stake via $276 million sale.

MercadoLibre's next three years hinge on margin recovery, fintech lending discipline, and competitive rationalization determining if it becomes a durable compounder or faces structurally limited profitability.

Dingdong Fresh sells China grocery unit to Meituan for $717M amid intense competition. India tightens scrutiny of Chinese investments in cross-border deals.

Supreme Court invalidates Trump's tariff authority, boosting Amazon and PDD Holdings. Relief tempered by elimination of de minimis rule and new baseline tariffs.