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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-25 18:50:50 UTC

Who’s brave enough to call bottom on $PDD? 

Down XXXX% in 2024. Revenue growth halved in Q2. Valuation? EV/FCF single digits. Promising on paper unless you’ve read a Chinese regulator’s mood swings.

• Options traders bracing for fireworks in July
• Temu still shopping for margins abroad
• Net income in Q2: $2.04bn. Up, but… margins slip again

Some see a bargain. Others see a value trap with a side of geopolitical indigestion. If you’re waiting for clarity, good luck – everyone else is squinting too. 

Full context before it moves:

Feel like we’ve seen this film before.

![](https://pbs.twimg.com/media/GwuX3OXX0AADGvK.png)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948818242039939476/c:line.svg)

**Related Topics**
[$204bn](/topic/$204bn)
[temu](/topic/temu)
[promising](/topic/promising)
[quarterly earnings](/topic/quarterly-earnings)
[$pdd](/topic/$pdd)

[Post Link](https://x.com/whispertickers/status/1948818242039939476)