GraniteShares 2x Long PDD Daily ETF

Stock god Duan Yongping reduced his holdings in a large amount of tech stocks $NVIDIA(NVDA.US) $Alphabet - C(GOOG.US) $Microsoft(MSFT.US) $Tesla(TSLA.US) $Apple(AAPL.US)

Increased position in Chinese concept stocks $PDD(PDD.US), re-established position in $Alibaba(BABA.US)

I don't understand many of Duan's moves

If I don't understand, I won't comment or touch it

I only see one point: for value investing, you should sell when you need to 😂

I also sold some $Apple(AAPL.US) and $BRK.B a while ago

We need to think independently 🤔

Sea just jumped 15% on Aug 11 because of a superb Q2 revenue which is US$7.79 billion, exceeding analyst expectation. It was a fantastic recovery from a disappointing Q4Y25 on Mar which make this stock sank by 23%. But looking ahead, Sea need to overcame fierce competition from PDD Holdings who is handling Temu and Pinduoduo ecommerce platform. They are aggressively selling goods directly from manufacture and offer free international shipping even for very low value item. But PDD share is also suffering with a drop of 17% YTD. Consumer will be cheering when they fight but their stock will suffer.$NVIDIA(NVDA.US)$Netflix(NFLX.US)