JD
JD.com, Inc.
stock NASDAQ ADR

PDD and JD has no AI and Cloud moat.
BABA is a tech leader. JD and PDD are just a marketing retailer

Thank you JD Vance, there I said it.

JD Vance's accomplishments:
- Murdered a Latino pope
- Overthrew the Latino pope to install an American pope in the Vatican who will be a shadow puppet to Donald Trump's vision for the Christian world. The Holy Roman Empire has been rechristened as the Holy Trumpland Empire
- Setting the stage to colonize Greenland
- Started the Crusades with Muslims & Hindus killing each other in India & Pakistan... without shedding a drop of Christian blood

Whats this i hear about JD Vance visiting Moody?

Reminder JD Vance is going to meet the new Pope on Sunday. [Link](https://www.catholicnewsagency.com/news/264135/jd-vance-marco-rubio-to-attend-pope-leo-xivs-inaugural-mass-at-the-vatican) 

JD Vance: 🗣️ American Peasants

Pres and VP like to look pretty. ES makes JD's eyeliner.

#MANGO IF YOU ARE READING THIS: PLEASE SEND JD TO MOODYS HQ

Hey fellow bears, Imagine JD ringing the bell on Monday
https://preview.redd.it/25df6qsxe81f1.jpeg?width=1170&format=pjpg&auto=webp&s=0961319b4d4c96af0c4dacd5fd7e1214ca4af4b1
😩💦💦💦

#JD playing a visit to MOODYES CEO. ☠☠☠

JD Vance otw to "meet" Moodys

I bet JD said thank you.

BABA keeps finding ways to disappoint the market. First it was sluggish cloud growth, then it was huge investment losses, now it’s losing market share to JD in e-commerce AND food delivery? Seems like they’re constantly making errors/being outcompeted

Baba is unfairly priced if you’re very bullish on China AI and their cloud business taking off.
Otherwise I wouldn’t say it’s very unfairly priced. Eg JD and PDD are arguably more unfairly priced.

Mein einziger Verbündeter Baidu und JD Taschen halter hat sich gegen mich gewendet 🙄

What the Q1-2025 filing actually shows
Scion’s 13-F now reports just seven line-items: one common-stock long and six long put positions. In portfolio-weight terms the puts dominate — roughly half the reported gross exposure is a bearish bet on NVIDIA, with smaller puts on Alibaba, PDD, JD .com and Trip.com. The lone equity long is about 200 k shares of Estée Lauder, equal to a mid-single-digit slice of the disclosed portfolio.  
How that mix lines up with Burry’s past style
Burry has never hesitated to run a barbell: concentrated contrarian longs on one side, sizeable macro or single-name shorts on the other. Because 13-F rules force him to list the underlying share count of each put, the notional short side looks huge even though the cash at risk is only the option premium. In practical terms Scion is positioned so that a sharp sell-off in AI-heavy U.S. tech or Chinese consumer internet could deliver outsized gains while the downside on the long Estée Lauder stake is limited to a conventional equity drawdown. 
Why short AI leaders and Chinese e-commerce?
– A narrative of over-ownership and extreme valuation around NVIDIA and the broader AI supply chain has been building; buying puts is a cheap way to express the view that expectations have outrun fundamentals.
– The China-focused names could be a play on structural economic weakness, renewed tariff risk, or simply thin margins in hyper-competitive online retail. Using puts rather than outright shorts protects Scion if Beijing surprises with stimulus.
Why keep Estée Lauder?
The beauty group has been hammered by inventory missteps and China’s slowdown, but it still owns category-leading prestige brands. Burry appears to be betting that a new CEO + cost resets + eventual Asia travel recovery will reverse the earnings slide, letting the stock rerate from depressed multiples. In other words, EL is a self-help turnaround with cyclical upside that does not depend on the AI boom he is fading elsewhere. 
Net message of the portfolio
Scion is waving a small red flag at crowded, momentum-driven growth stories while quietly backing a bruised consumer staple that few momentum traders care about right now. That combination would pay off if ① inflation and higher rates finally bite expensive tech ② China remains lacklustre and ③ discretionary but brand-loyal beauty demand stabilises. It is, in classic Burry fashion, an asymmetric wager: limited premium outlay for potentially explosive downside participation, balanced by a single high-conviction long that can work even in a rocky macro tape.

What a pathetic level of cope. Everything, just so backwards and flies in the face of objective reality.
Biden was old and yet, with his team fulfilled a fuck ton of campaign promises and landed tons of legislative wins. He was a competent legislator. We’ve seen Trump have way more senior moments. That’s undeniable. Incoherent ramble after incoherent ramble.
No. Wealth is not the measure. Full stop. Lots of shitty people make money. Also it’s not like trump made money for anyone other than himself or his family.
It’s ok to change your mind about an issue when you have new information. It’s how adults reason. Trump has plenty of positions he’s flopped on for no reason other than it sounds good to the base. Example: in 2016 he said there is no issue with trans people using bathrooms and to keep it the way it is. Today he’s a rabid transphobe because the base wants it. He’s also just a nonstop proven liar. He breathes less often than he lies.
And yes, the consistent words out of people’s mouth is emblematic of their character and morals and values. He says disgusting shit nonstop. Even his base has moments of clarity when they admit he should shut the fuck up, not because they don’t like his gross words but that society at large hates them.
Trump is wrong about tariffs and you’re a sucker for believing him. And no, other countries “don’t have leverage” over the US. The trade deficit isn’t supposed to be “equal”. He’s an idiot and there’s a reason no notable economists agree with him and all said so. It’s not a negotiating tactic. He’s stupid. He moves goal posts. He may have mentioned tariffs while campaigning but didn’t say anything about all this.
Trump lost a net number of jobs. Biden gained a lot jobs. Damn near all 14 of the macro economic KPIs we use to measure the economy favored Biden. Trump failed his economic promises and that’s straight from JD Vance in 2020.
You’re going on about fast food? From the spokes person for McDonald’s? 🤣And from the HHS head who just said “no one should ever take medical advice from him”🤣The brain worms guy who eat road kill and abuses his wife? That one? Fucking pathetic.
What a fucking joke you people are. I find absurdist humor funny but you all are so committed to the bit wholesale it’s not even funny, just bewildering. Up is down, Black is white, in the deluded Trump cult land. And this isn’t a Democrat observation. The whole fucking world sees how pathetic he is. Even people who benefit from him know how pathetic he is. See: Qatar.
Fact is no one will be able to reason you out of anything you didn’t reason yourself into. Enjoy the deluded fever dream.

Crsp squeezing on fresh New England Journal of Medicine article showing efficacy of the biotech that adds to previous positive trials on sickle cell anemia touted by VP JD Vance, new purchase by Cathy Wood etc

JD Vance was on Rogan touting the sickle cell breakthrough. Trump et al will certainly take credit for this and throw more resources and publicity at $crsp than they know what to do with

Hello, My name is Regis and I’m addicted to pictures of JD Vance with a comically fat face.