Ticker brief
PDD PDD HOLDINGS INC
Communications · Internet
last close
$79.04
1 day
-0.2%
14 days
-2.8%
mkt cap
$117.3B
signals 14d
24
authors 14d
17
crowd 14d
+0.1σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 40% mid · 73 pctile own 1y | IV/HV 1.61× |
| Skew — 25Δ RR 30d | -0.000 53 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) |
| Next earnings | 2026-11-18 (proj) | in 23d |
| CSP screen | rank #144 · $75.0 strike · 0.27% prem | on the CSP screen (2026-10-23) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-04 → 2026-10-16 · now +0.11 (−1 bearish … +1 bullish)
Who spoke17
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @longriverCM | B | -0.35 | 6 | +0.60 |
| @TENETTRADEGROUP | C | -0.65 | 2 | -0.40 |
| @MR_Stock10 | C | -0.47 | 2 | +0.00 |
| @aboutheoptions | C | · | 1 | +0.30 |
| @nataninvesting | B | +0.10 | 1 | +0.00 |
| @HedgeyeTech | A | -0.55 | 1 | +0.00 |
| @dissectmarkets | C | -0.91 | 1 | +0.40 |
| @JonEtrades | C | +1.49 | 1 | +0.00 |
| @Couzin_Vinny | C | -1.03 | 1 | +0.80 |
| @_TP888 | C | +0.93 | 1 | -0.65 |
| @Capitol_Forum | A | -0.51 | 1 | +0.10 |
| @DustinHuntwn | C | -3.75 | 1 | +0.10 |
| @OracleNYSE | C | +0.83 | 1 | +0.20 |
| @theflynews | C | · | 1 | +0.20 |
| @CHItrader | B | -0.22 | 1 | +0.10 |
| @ElliottWaveSage | C | +0.28 | 1 | -0.15 |
| @1Powerplayer | C | +0.71 | 1 | +0.20 |
Recent signals24of 24 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @1Powerplayer | +0.20 | Hopes for a rotation into lagging large-cap names; the first six equal-weight names are retained under the ticker cap. | -2.4% | tweet ↗ |
| 2026-10-16 | @ElliottWaveSage | -0.15 | Reports Temu's $3M Texas settlement and mandated data and safety controls. | -2.4% | tweet ↗ |
| 2026-10-16 | @CHItrader | +0.10 | Temu agreed to pay Texas $3M and accept privacy restrictions to settle a data lawsuit. | -2.4% | tweet ↗ |
| 2026-10-16 | @theflynews | +0.20 | Texas AG announces a $3M settlement with PDD's Temu. | -2.4% | tweet ↗ |
| 2026-10-16 | @OracleNYSE | +0.20 | Reports a Texas attorney-general settlement with PDD-owned Temu over data and product-safety concerns. | -2.4% | tweet ↗ |
| 2026-10-15 | @longriverCM | +0.75 | Argues PDD's supply-chain advantage, cash and low valuation leave Temu optionality underpriced. | -4.1% | tweet ↗ |
| 2026-10-15 | @DustinHuntwn | +0.10 | Reports Li Lu's concentrated portfolio holdings and weights. | -4.1% | tweet ↗ |
| 2026-10-15 | @Capitol_Forum | +0.10 | EU-China subsidy-regulation talks may de-escalate tensions but could pressure enforcement. | -4.1% | tweet ↗ |
| 2026-10-14 | @longriverCM | +0.45 | Argues PDD retains a structural cost advantage despite maturing domestic growth and competitive pressure. | -3.0% | tweet ↗ |
| 2026-10-13 | @_TP888 | -0.65 | Reports $181K of PDD puts bought at the offer. | -3.6% | tweet ↗ |
| 2026-10-13 | @Couzin_Vinny | +0.80 | Presents bullish dealer-gamma mechanics above $82 with $80 put-wall support. | -3.6% | tweet ↗ |
| 2026-10-13 | @MR_Stock10 | +0.00 | Ticker update depends entirely on unseen media. | -3.6% | tweet ↗ |
| 2026-10-12 | @JonEtrades | +0.00 | Flags speculative PDD activity, but direction requires the unseen chart. | -2.3% | tweet ↗ |
| 2026-10-11 | @longriverCM | +0.65 | Constructive long-term thesis argues near-term profit sacrifice is defensive moat-building. | -2.8% | tweet ↗ |
| 2026-10-10 | @dissectmarkets | +0.40 | Frames a basket of China-focused equities as benefiting from shareholder-value creation and spending. | -2.8% | tweet ↗ |
| 2026-10-09 | @longriverCM | +0.65 | Builds a bullish European e-commerce thesis for PDD and JD amid regulatory changes. | -2.8% | tweet ↗ |
| 2026-10-09 | @MR_Stock10 | +0.00 | Places PDD on watch for the coming period without stating direction. | -2.8% | tweet ↗ |
| 2026-10-09 | @HedgeyeTech | +0.00 | Rejects PDD as the explanation for SE's decline but does not identify the alternative driver. | -2.8% | tweet ↗ |
| 2026-10-08 | @longriverCM | +0.80 | Add more PDD and JD here. — Explicitly directs adding to both PDD and JD at current levels. | +1.0% | tweet ↗ |
| 2026-10-07 | @longriverCM | +0.30 | Buy JD now; retain JD and PDD as core investments. — Explicitly recommends buying JD while maintaining core long positions in JD and PDD. | +0.7% | tweet ↗ |
| 2026-10-06 | @nataninvesting | +0.00 | September portfolio update discloses holdings and performance without new transactions. | +0.8% | tweet ↗ |
| 2026-10-05 | @aboutheoptions | +0.30 | Reports positive moves across China financial and technology stocks. | +1.5% | tweet ↗ |
| 2026-10-04 | @TENETTRADEGROUP | -0.45 | Presents PDD's earnings gap-and-fade pattern as a repeatable short setup. | +4.9% | tweet ↗ |
| 2026-10-04 | @TENETTRADEGROUP | -0.35 | Educational video identifies repeatable opening short setups in three tickers. | +4.9% | 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.