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Jack of All Trades: High Stakes SKORE 03.25.2026

PDD missed EPS by 15%, stock up 4.6%. The market bought the RMB 100B supply chain pledge, not the quarter. Transaction services +19%, de minimis cliff is permanent, EU now 40% of Temu GMV. Cintas: record gross margins, guidance raised again, UniFirst acquisition pending. EPS matched

Jack of All Trades: High Stakes SKORE 03.25.2026
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