Flow was screaming $PDD weekly puts..puts making new highs on news now.

*TRUMP ADMINISTRATION CONSIDERING DELISTING OF CHINESE STOCKS ON U.S. EXCHANGES $BABA $KWEB $BIDU $JD $PDD

MARKET HIGHLIGHTS TECH, MEDIA & TELECOM 🔸 Big Tech ( $AAPL, $AMZN, $META, $GOOGL, $MSFT, $NVDA): Lower as China imposes 34% tariffs on U.S. goods in response to U.S. tariffs. 🔸 China stocks ( $BABA, $BIDU, $PDD, $JD, $SINA, $NTES): Trading sharply lower. 🔸 EU vs. "X": Possible $1B fine for disinformation law violations. 🔸 Five9 ( $FIVN): Q1 EPS, revenue in line or better than guidance; 4% workforce reduction. CONSUMER 🔸 Booking Holdings ( $BKNG): Upgraded to Buy (BTIG), target $5,500. 🔸 Guess ( $GES): Q4 adj. EPS $1.48 (est. $1.40), revenue $932.3M (+4.6% y/y, est. $912.3M). Gross margin 44.1% (vs. 45.4%). 2026 revenue forecast +3.9%-6.2%, EPS $1.32-$1.76 (est. $2.07). Alberto Toni named CFO. Plans to close unprofitable stores. 🔸 Kraft Heinz ( $KHC): Downgraded to Sell (Citigroup), target cut to $27 due to sales growth concerns. ENERGY, INDUSTRIALS & MATERIALS 🔸 ExxonMobil ( $XOM): Q1 earnings impact: Energy products (-$0.3B to -$0.7B), upstream (liquids/gas: $0.0B to -$0.4B), chemicals (-$0.1B to $0.1B), specialty (-$0.3B to -$0.1B). 🔸 Matador Resources ( $MTDR): Selling Eagle Ford assets, board reviewing stock repurchase. 🔸 Shell ( $SHEL): Selling 16.125% Colonial Enterprises stake to Brookfield (BIP) for $1.45B. FINANCIALS 🔸 Cboe ( $CBOE): Q1 options volume 1.1B contracts, March ADV 18.8M (record). 🔸 Franklin Resources (BEN): March AUM $1.53T (Feb: $1.57T), $4B net outflows. 🔸 Progressive ( $PGR): Downgraded to Neutral (Bank of America), target cut to $287 from $300. HEALTHCARE 🔸 LifeCore ( $LFCR): Q3 EPS -$0.47 (est. -$0.15), revs $35.2M (est. $33.23M). FY guidance: revs $126.5M-$130M, adj. EBITDA $19M-$21M. 🔸 Simulations Plus ( $SLP): Q2 adj. EPS $0.31 (est. $0.12), revs $22.4M (est. $21.9M). FY guidance: revs $90M-$93M, adj. EPS $1.07-$1.20 (est. $0.47).

MARKET UPDATES CONSUMER 🔸 $BSET: Q1 EPS $0.21 (est. $0.03), rev $82.2M (est. $79.62M). 🔸 $LCID: Q1 production 2,212 vehicles, 600+ in transit; delivered 3,109; files to sell $1B in notes; guides Q1 revs $232M-$236M (est. $256.3M). 🔸 $LYFT: Downgraded to Underperform at BofA, tgt cut to $10.50. 🔸 $NKE, $ADDYY: Shares drop on new 46% Vietnam tariff (impacting AEO, W). 🔸 $RH: Q4 revs $812.4M (est. $829.6M), EPS $1.58 (est. $1.91); guides FY25 rev growth 10%-13%; warns of tariff risks. 🔸 $ROST, $TJX: Upgraded to Buy at Citi; tariffs boost off-price retail inventory. ENERGY, INDUSTRIALS & MATERIALS 🔸 $BALL, $CCK: Potential impact from new 25% tariff on canned beer, aluminum. 🔸 $EMN: Upgraded to Outperform at Mizuho, tgt $105 (+18% upside). 🔸 $LSTR: Q1 EPS cut to $0.90-$0.95 (prior $1.05-$1.25) due to supply chain fraud. 🔸 $MSM: Q2 EPS $0.72 in line, revs $891.72M (est. $908.3M). 🔸 $PCAR: CFO Harrie Schippers to retire; Brice Poplawski promoted. FINANCIALS 🔸 $RGP: Q3 adj. EBITDA $1.7M (est. -$0.5M), revs $129.4M (est. $130M). HEALTHCARE 🔸 $RXST: Cuts FY25 rev view to $160M-$175M (prior $185M-$197M). 🔸 $SRNA: Files for $100M mixed shelf. 🔸 Drugmakers ($AZN, $SNY, $NVO): Spared from Trump tariffs, benefiting exporters. 🔸 Medical Devices ($DXCM, $GHHC, $BSX, $ABT): Under pressure due to new tariffs (34% China, 20% EU). TECH, MEDIA & TELECOM 🔸 $MSFT: Pausing data center projects, impacting VRT, CRWV, ETN, SMCI, DELL, VST, SMR, OKLO, NRG, CEG. 🔸 $GCT: Increases buyback by $16M. 🔸 $PDD: Investing $13B over three years to support merchants. 🔸 $PENG: Q2 EPS $0.52 (est. $0.38), sales $366M (+29% y/y, est. $345.1M).

QUICK MARKET SUMMARY: CONSUMER 🔸 BRP ( $DOOO) & Polaris ( $PII) cut to Sell by Citi due to weakening markets, tariff risks. 🔸 Five Below ( $FIVE) beats Q4 EPS ($3.48 vs. $3.37), guides Q1 & FY ahead of estimates but below EPS consensus. 🔸 Shoe Carnival ( $SCVL) beats Q4 EPS, misses revenue; guides FY25 below expectations. 🔸 Tesla ( $TSLA) recalls 46K Cybertrucks over panel detachment risk. ENERGY, INDUSTRIALS & MATERIALS 🔸 U.S. may extend Chevron's ( $CVX) Venezuela license, penalize others (WSJ). 🔸 QXO buying Beacon Roofing ( $BECN) for $11B cash. 🔸 Worthington Steel ( $WS) misses Q3; margins & EBIT sharply down. FINANCIALS 🔸 FactSet ( $FDS) beats Q2; raises FY revenue outlook. 🔸 ProAssurance ( $PRA) bought by Doctors Company for $1.3B (60% premium). 🔸 Raymond James ( $RJF) AUM down 0.7% m/m to $1.58T. HEALTHCARE 🔸 Capricor ( $CAPR) beats Q4 estimates; cash runway into 2027. 🔸 Jasper ( $JSPR) & MediWound (MDWD) file $300M & $125M shelf offerings. 🔸 scPharmaceuticals ( $SCPH) beats Q4 estimates. TECH, MEDIA & TELECOM 🔸 Aeva ( $AEVA) beats Q4, raises FY25 guidance; progressing with Daimler Truck. 🔸 Microchip ( $MCHP) launches $1.35B offering. 🔸 PDD ( $PDD) misses Q4 revenue estimates on weak China demand. 🔸 SoftBank ( $SFTBY) buys Ampere Computing for $6.5B; Oracle & Carlyle exit.

BREAKING: Michael Burry (Scion Asset Management) updated their portfolio. As soon as his filing comes in, we update the full positions and portfolios on Unusual Whales. Get it live and first! He reduced $BABA, $JD, added $EL, and sold out of $JD $BIDU, adding $PDD $HCA $VFC.

Here are the most bullish and bearish options in the market today: $PDD $REAL $META $NKE $NVDA $TSM $MSFT $ON $BBAI Use our options screener to find your next plays here:

PDD SINKS 16% AFTER 3Q REVENUE MISSES ESTIMATES $PDD RESULTS: Q3 🔸 ADJ earnings per American depositary receipts 18.59 yuan, EST 20.19 yuan 🔸 Revenue 99.35B yuan, EST 102.83B yuan 🔸 Revenues from online marketing services and others 49.35B yuan, EST 49.01B yuan 🔸 Transaction services revenue 50.00B yuan, EST 53.01B yuan 🔸 ADJ net income 27.46B yuan, EST 29.21B yuan 🔸 Total operating expenses 35.35B yuan, EST 35.08B yuan 🔸 Sales and marketing expense 30.48B yuan, EST 30.18B yuan 🔸 General and administrative expenses 1.81B yuan, EST 1.82B yuan 🔸 R&D expenses 3.06B yuan, EST 3.56B yuan 🔸 Earnings per American depositary receipts 16.91 yuan, EST 17.28 yuan

$PDD - TEMU TO FACE EU PROBE OVER HANDLING OF ILLEGAL PRODUCT SALES

为了避免兄弟姐妹们老说我有项目没喊他们 （其实亏钱的都没说而已，默默的亏） 我开个新的TG channel https://t.co/PWhIML27vv 我买了什么就记着肌肉同步一下 也方便自己复盘 太早的土狗就不喊了 channel也不接任何项目方广告 主要是给朋友参考看看的 感兴趣研究就行了，别大仓位跟 crypto+美股资产要回到新高了 真不容易 又熬过来一次50%回撤 最近睡觉睡不过来 每天都打飞机 主要就是仓位压力真的太大了 投资策略可能得改一改赌性了 但是没赌性也就没回报了 最夸张的就是三月 $slerf 波动回撤 这辈子再也不想经历了 $zeus 和 $w 整体仓位回撤40%+ 也是不想再经历了，再也不当钻💩手 做空 $eigen 被拉到4.1再跌回3.1 $pdd 也是从94到88，然后熬到120熬不住了 然后 $Neiro 从-25%到+150% 昨天 $gnon 从-200sol 到 +100sol ...... 每一个难熬的夜里都有我 要么疯狂打游戏 要么疯狂看A片 人们总是探寻财富密码 殊不知每一个财富背后都要熬鹰很久 如果你不信，slerf这种是拿不住的 如果你命不好，拿住了zeus w这种也要归零的 失去人性 失去很多 失去兽性 失去一切

We will see the power of Chinese company, $pdd better than Amazon, $XIACY founder is Chinese Elon Musk Future is coming

万般皆是命，一点不由人。

之前狙击了 $max $cati 收获颇丰 准备一倍狙击 $eigen $uxlink $Neiro 没有爆仓价 停更一段时间，休息 等一切看似结束了我再回来 做空狙击是杀富赚钱的手段 很多人妖魔化或者说难以接受 换言之 $pdd 拼多多我是90块钱喊的大家 信的人很少，拿得住的没有 我自己也没拿住 但是也赚够了 休息一段时间吧 机会都是等出来的 我们也只能抓住自己相信的机会 自从重新赚到了人生第二桶金 我个人感受 一切都是借运借势然后选择相信 哪有什么冲狗的sop 财富的密码 暴富的内幕 只缘身在此山中

投票日 PDD 124、SOL 157。 现在 PDD 盘前 154，暂时 Flip 伊朗打炮击中的 147 的 SOL，5 天时间实现了双向奔赴。

一个去马上去墨西哥城考察的 VC 朋友约我见面聊天，我说见就不见了，人在南美已经嫖到失联。但建议上飞机之前先买好 $PDD 和 $MNSO ，因为你过一两周回去上飞机的时候大概率还是想买这两样，只是到那时候可能就不是这个价了。

STOCKS ON THE MOVE $ONCO, up 82.4% $CNEY, up 57.8% $BMY: up 4.4% premarket, Gains as FDA approves its schizophrenia drug China ADRs extend their rally on latest stimulus push $BABA: up 0.4% premarket $JD: up 2.6% premarket $PDD, up 1.33% premarket $LI: up 0.4% premarket $SAVA: down 11.7% premarket, after SEC charges co for misleading Alzheimer's drug trial claims $COST: down 1.0% premarket, after Q4 results; brokerages hike PT $DG: down 2.5% premarket, Citi downgrades Dollar General citing tough sales recovery as Walmart takes market share $ESTA: up 27.3% premarket, on US FDA nod for Motiva breast implants $KMX: up 0.7% premarket, Brokerages raise Carmax PT on expectations of recovery in US used car market $WVE: up 2.2% premarket, JP Morgan resumes coverage with 'overweight' $IONQ: up 8.1% premarket, Gains on $54.5 mln contract with US Air Force Research Lab $BMBL: down 2.2% premarket, Down after KeyBanc downgrades to 'sector weight'

同样一百美金出头，人的一生是只需要 1 万个 Solana $SOL ，还是只需要 1 万股拼多多 $PDD ？

多军不败，熊快打累了，牛多军伺候反攻！ $BTC $TSLA $PDD #Ethereum $Sol

也许1年 或者2年后 我会告诉你们这场思维实验的答案 而答案的奖励是100万美金 因为这本就是一个百万美金问题

这是一个逻辑思维题 如果你有100万美金 你会抄底拼多多 $pdd fdv 1370亿美金 市值 685亿美金 还是 基金会运做的 $ton fdv 270亿美金 市值 135亿美金

大佬的谦逊是极致的装逼 $PDD

Scroll官推发文Pencil的积分会增加Marks了 还没有撸的小伙伴们可以考虑走这条路线，还有条路线是铸造Stone存Pencil。

$Penpad okx投资，scroll站台，一鱼多吃。必撸项目。看好🔥🔥🔥🔥

Scroll上的去中心化平台第三期指南@pencilsprotocol Pencilsprotocol是由OKX Ventures，Animoca Brands，Gate Labs，Galxe等机构种子轮投资210万美金，背靠Scroll生态的下一代去中心化平台 Scroll的独立地址一直在激增，作为zkEVM值得关注的公链之一，目前Scroll的TVL已经达到了49M，未来空投预期不低于其他高融资的项目。 Pencilprotocol不仅是Scroll联创投资的生态项目之一，而且还是Scroll官方在Galxe(Galxe也是投资方之一）率先支持的项目 🔸先说第三季积分活动的激励 第三季的 Pencils Protocol 活动较前几期更新补充的内容： 1、新积分系统：原先的获得的积分会转换为Pencils，是将来TGE空投 $PDD 的凭证，除此之外还有PencilProtocol 上的 launch，如果参与的话，有保证分配的额度，有空投的话也优先获得，也可以获得在商店购买NFT的资格 2、滚动奖励：针对质押过的用户，再转移到第三期的活动时，会获得额外的奖励，与ETH额度和质押时间成正比，就是想让大家的资金持续在项目里玩 3、质押年利率高：Pencils Protocol 质押池的年化利率大概为25% 4、Scroll生态联盟空投：合作的其他项目也会给空投 🔸如何参与第三季 Pencils Protocol 的活动 ①从官方桥或者第三方桥跨资金到Scroll链 https://t.co/SG78hbIivs ② 参与过第二季的小伙伴可以在https://t.co/UpMNJdUVTa 页面下拉找到第二季活动页面，点击Unstake &Join Season 3 Now将第二季积分迁移到第三季 ③点击Staking进入质押界面。选择相应的币种存入获取积分。在Deposit成功后会1:1获得对应的pToken 一共只有三步，比较简单。 🌟🌟🌟 注意：目前还有一种策略是走https://t.co/aKwr5GsWOr Stakestone铸造然后去质押获取积分。我这里选择的策略比较基础简单，有几个原因： ①Stone积分现在从6.6日开始从三倍积分变成二倍积分 ②目前跨链铸造Stone的费用偏高 ③L0目前已经是尾声阶段，所以一鱼两吃的策略应该是失效了 虽然可以吃到邀请奖励，但我觉得最简单的策略可以跨链Scroll对交互有益，现在的gas和奖励导致性价比降低不符合我们的目的。 但是走Stone质押路线也可以等到Gas低一些的时候去做，很多博主有写，我就不重复造轮子了。

Pencils Protocol 第三季活动 1、新积分系统：原先的获得的积分会转换为Pencils，是将来TGE空投 $PDD 的凭证，除此之外还有Pencil Protocol 上的 launch，如果参与的话，有保证分配的额度，有空投的话也优先获得，也可以获得在商店购买NFT的资格 2、滚动奖励：针对质押过的用户，再转移到第三期的活动时，会获得额外的奖励，与ETH额度和质押时间成正比，就是想让大家的资金持续在项目里玩 3、Scroll生态联盟空投：合作的其他项目也会给空投 官方介绍详细Medium可看：https://t.co/6AxPea30kS

大家晚上好！bb来送钱了！！ 非常不舍得抽的一个白名单！！白单倍数我看至少得有个3-10倍！ 🎁抽X2位 幸运宝子！ 极速版 明天开奖哈哈哈 【要求 】你们懂得 老三样🌝👍♻️❤️ 🔥关注：@luckybb88 @pencilsprotocol 评论区夸夸我😎 顺便说一句： 铅笔的tvl已经5000万美金了+还没发币 还没质押赶紧去！按头！！ #一鱼多吃 #质押质押再质押 #白名单