PDD vs TSM· which do the legends prefer?
PDD scores slightly higher (22 vs 16), but the gap is modest — each deserves its own research within its layer.
- Duan Yongping · Added+10
▲ High growth, strong cash flow, modest valuation.
▼ Competition, regulation, overseas-expansion risk.
- David Tepper · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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