u/CoatForeign2948

Author explicitly holds 8,000 shares of JD and sells puts on it, indicating strong conviction. Large concentrated long position suggests expectation of continued or recovering price action. Bullish stance on JD based on personal turnaround story and willingness to hold at size. Retail sentiment/internet hype may not reflect fundamentals; margin amplifies downside; Chinese ADR regulatory risk. TICKER - AVGO - WATCH | confidence: 0.65 | sentiment: +0.40 Speaker: u/CoatForeign2948 Thesis: Author has sold puts on AVGO, expecting the stock to stay above the strike. Put selling is a mildly bullish/neutral bet; indicates belief AVGO is not overvalued or will decline sharply. Implied comfort with AVGO’s downside risk, but no long share position disclosed. AI spending slowdown, semiconductor cycle, large cap volatility could break short puts. TICKER - RDDT - WATCH | confidence: 0.60 | sentiment: +0.35 Speaker: u/CoatForeign2948 Thesis: Author sells puts on RDDT, same strategy as AVGO. Willingness to write RDDT puts indicates a view that the stock will not fall below the strike. Mildly bullish/neutral sentiment toward RDDT, but not a direct long. Social media platform growth uncertainty, user monetization, high volatility common in small/mid-cap tech.