Hi, everyone. Long $PDD as of this evening. $PDD has quadrupled earnings in the last 2 years yet stock has gone nowhere. Revenue CAGR is 60% over last 3 years. FCF CAGR is ~50%. Currently it is priced for no growth. I think 180-230 is a very realistic base scenario for $PDD
Officially long $PDD 👍🏾 https://t.co/is74G1ldQl
Long some $PDD Shares https://t.co/is74G1ldQl
DraftKings (NASDAQ: DKNG) reported strong Q4 earnings, with revenue reaching $1.4 billion, representing 13% year-over-year growth. The company saw a 36% increase in Monthly Unique Payers (MUPs), totaling 4.8 million, driven by customer acquisition and retention. Following the earnings report, DraftKings' stock surged 14%, and several analysts raised their price targets, including Wells Fargo ($60), JPMorgan ($61), Citi ($65), and Stifel ($57). Additionally, DraftKings raised its 2025 revenue guidance midpoint by $50 million to $6.45 billion, citing improved live betting engagement and the integration of Simplebet's technology. Analysts also noted a bullish cup with handle breakout on the stock chart, further supporting optimism for the stock's future performance.
