Name: Nicholson: Temu Generation Could Eclipse Amazon Generation
Uploaded: 2025-08-25T14:18:01.097-05:00
Duration: 6 min 23 s

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David Nicholson looks at PDD Holdings (PDD) after an earnings beat, saying he still has questions about the "business model" and whether or not it will have a drag on profitability. He believes the market will give this company a little "more leeway" as Temu popularity among younger generations could be a "long-term" investment for the company. David discusses the company's China exposure and competitive landscape.

Nicholson: Temu Generation Could Eclipse Amazon Generation

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