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PDD

PDD

1 tracked call · 0 long · 1 short · last 90d: 0L/1S
first called by TBPN 3w ago
IN TRACKED PORTFOLIOS
David TepperSELL
PDDPDDSHORT3w ago
“Have we hit peak Timu and Shein? Oh, yeah, dude. I mean, Trump got rid of Section 321, De Minimis. That totally crushed those brands... their whole arbitrage was just flooding into America with low-co”
TBPN

Temu's core arbitrage of flooding America with low-cost goods is dead after the removal of Section 321 De Minimis exemptions.

PDDPDDSHORT@ $87.70
$90.25-2.90%
since call Jul 9
peak +4.3%
Trade on Robinhood →