Ticker brief
PDD PDD HOLDINGS INC
Communications · Internet
last close
$85.69
1 day
+1.2%
14 days
+1.1%
mkt cap
$117.3B
signals 14d
126
authors 14d
76
crowd 14d
-0.5σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 40% mid · 69 pctile own 1y | IV/HV 1.24× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | +0.011 63 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | -0.12 normal | 5-session Δ +0.57 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2025-08-25 (z=3.3) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now +0.00 (−1 bearish … +1 bullish)
Who spoke76
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @DeepIceValue | C | +1.54 | 15 | +0.32 |
| @ttvresearch | C | +0.30 | 6 | -0.10 |
| @ReneSellmann | B | +1.00 | 5 | +0.23 |
| @longriverCM | B | -0.85 | 4 | +0.62 |
| @nataninvesting | B | -1.17 | 3 | +0.48 |
| @earnings_guy | C | · | 3 | +0.00 |
| @EarningsLottos | C | +0.00 | 3 | +0.00 |
| @WallStDiaries | C | -0.20 | 3 | -0.35 |
| @FluentInQuality | B | +2.79 | 2 | +0.62 |
| @PeloSwing | C | -0.75 | 2 | +0.58 |
| @OpenOutcrier | C | · | 2 | +0.30 |
| @CHItrader | B | +0.57 | 2 | +0.00 |
| @4ki4 | C | -1.93 | 2 | -0.15 |
| @RealNickMugalli | B | +1.35 | 2 | +0.15 |
| @InvestmentGuru_ | C | +0.12 | 2 | +0.30 |
| @TheETFTracker | C | -0.94 | 2 | +0.00 |
| @HeidingOut | C | -1.40 | 2 | +0.50 |
| @wallstengine | B | -1.90 | 2 | -0.12 |
| @financespotnews | C | -3.33 | 2 | +0.00 |
| @davey_juice | B | -2.55 | 2 | -0.60 |
| @AjTrader7 | C | -0.75 | 2 | +0.00 |
| @FintwitAi | C | +1.14 | 2 | -0.20 |
| @RapidTrading | C | -0.87 | 2 | -0.22 |
| @HedgeyeTech | A | +0.79 | 2 | +0.07 |
| @joely7758521 | C | -0.73 | 1 | +0.30 |
Recent signals30of 126 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @TheETFTracker | +0.00 | Lists KWEB portfolio holdings and their weights. | — | tweet ↗ |
| 2026-08-27 | @Blair519 | +0.70 | Reports LI and PDD call premiums rising from 12 to 13 and 79 to 90. | +1.2% | tweet ↗ |
| 2026-08-27 | @DeepIceValue | -0.10 | Compares Meta and PDD post-earnings reversals and asks whether Nvidia may behave similarly. | +1.2% | tweet ↗ |
| 2026-08-26 | @TENETTRADEGROUP | -0.50 | Presents a bearish earnings gap-and-crap short pattern for education, not a stated entry. | -1.2% | tweet ↗ |
| 2026-08-26 | @davey_juice | -0.45 | Mockingly groups five stocks as overhyped choices of investors convinced they found the best companies. | -1.2% | tweet ↗ |
| 2026-08-25 | @DeepIceValue | +0.70 | Calls PDD the author's best idea and argues the highest-conviction idea should be the largest bet. | -2.3% | tweet ↗ |
| 2026-08-25 | @joinyellowbrick | +0.00 | Catalogs newly added third-party stock write-ups; only AEVA has an explicit short stance. | -2.3% | tweet ↗ |
| 2026-08-25 | @HedgeyeTech | -0.10 | Believes Temu is pursuing greater independence despite some integration. | -2.3% | tweet ↗ |
| 2026-08-25 | @HedgeyeTech | +0.25 | Suggests PDD should spin out Temu and signals interest in global e-commerce and fintech. | -2.3% | tweet ↗ |
| 2026-08-25 | @earnings_guy | +0.00 | Provides a chart of the prior day's performance for three reporting companies. | -2.3% | tweet ↗ |
| 2026-08-25 | @FwdQuarter | +0.25 | PDD reports 8% revenue and operating-profit growth for Q2. | -2.3% | tweet ↗ |
| 2026-08-25 | @DeepIceValue | +0.10 | Management outlines long-term ecosystem investment while noting slower-than-expected rollout. | -2.3% | tweet ↗ |
| 2026-08-24 | @4ki4 | -0.30 | Reports PDD quarterly revenue rose 8% while net profit declined 12%. | -1.6% | tweet ↗ |
| 2026-08-24 | @longriverCM | +0.60 | Remain bullish JD and PDD; add TME, MTZ and LULU. — States continued bullishness and explicitly reports adding three positions. | -1.6% | tweet ↗ |
| 2026-08-24 | @ripster47 | +0.00 | Promotes a completed morning session containing multiple long, short and earnings setups. | -1.6% | tweet ↗ |
| 2026-08-24 | @akishore | +0.20 | Detailed market recap covering stock moves, offerings, earnings misses and analyst target changes. | -1.6% | tweet ↗ |
| 2026-08-24 | @jom2jp | +0.00 | References PDD Holdings' Q2 report dated 2026-08-24 without results. | -1.6% | tweet ↗ |
| 2026-08-24 | @FintwitAi | -0.40 | Summarizes a trade disclosure, equity offering and disappointing revenue response. | -1.6% | tweet ↗ |
| 2026-08-24 | @cfaryanoconnell | +0.55 | Reports Li Lu increased PDD by 133% in Q2 and that it is his second-largest holding behind Google. | -1.6% | tweet ↗ |
| 2026-08-24 | @DeepIceValue | +0.60 | Li Lu increased PDD by 133% in Q2, making it his second-largest position behind GOOG. | -1.6% | tweet ↗ |
| 2026-08-24 | @ttvresearch | +0.00 | Infographic tracks PDD Q2 2026 revenue and growth by segment. | -1.6% | tweet ↗ |
| 2026-08-24 | @HeidingOut | +0.55 | Regrets missing PDD after it ran 12.5 points from an earlier post. | -1.6% | tweet ↗ |
| 2026-08-24 | @BingXOfficial | +0.00 | Flags PDD, Nvidia and Marvell earnings as key events for the week. | -1.6% | tweet ↗ |
| 2026-08-24 | @RapidTrading | +0.00 | Morning recap lists realized or current option gains and describes low-volume SPY chop. | -1.6% | tweet ↗ |
| 2026-08-24 | @financespotnews | +0.00 | Notes PDD is scheduled to report quarterly results today. | -1.6% | tweet ↗ |
| 2026-08-24 | @ttvresearch | -0.60 | PDD posted Q2 2026 revenue of about $16.6B, below analyst estimates despite year-over-year growth. | -1.6% | tweet ↗ |
| 2026-08-24 | @longriverCM | +0.55 | Keeps PDD as a top holding despite mediocre earnings, citing its exceptional balance sheet. | -1.6% | tweet ↗ |
| 2026-08-24 | @RapidTrading | -0.45 | Multi-name watchlist provides support, rejection and downside or bounce levels without entry intent. | -1.6% | tweet ↗ |
| 2026-08-24 | @FintwitAi | +0.00 | Reports an earnings date, robotics funding and a large share sale. | -1.6% | tweet ↗ |
| 2026-08-24 | @snorlax_uw | +0.00 | Publishes an earnings calendar led by Nvidia on Wednesday and other major companies. | -1.6% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.