$JD.com(JD)$ $Alibaba(BABA)$ $

2025-11-13

$JD.com(JD)$ $Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ 🔥📊 JD earnings positioning shows a clear split 📊🔥

I am seeing long dated call accumulation hit the tape at $30, $32.5, $35, and $40. That is strategic capital preparing for recovery. Short term flow is defensive. Net call premium stays negative and intraday flow shows systematic call selling as JD trades down to $31.16.

The implied move is $2. Revenue is estimated at $41.33B and EPS at $0.34, both below Q2. JD has beaten revenue in 13 of the last 17 quarters which keeps the probability of an upside deviation alive.

This setup is defined by structural conviction vs near term hedging. That tension often produces sharp post earnings recalibration.

👉❓Which matters more to you here, long dated accumulation or the short term defence.

📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀

Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

@Tiger_Earnings @Tiger_comments @TigerWire @TigerStars @TigerPM @Daily_Discussion

💰Stocks to watch today?(5 Feb）

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Comments

MamieBenson
2025-11-13
MamieBenson
Long accumulation shows conviction. Hedge with Dec calls [看涨]
- Barcode:
  I see that too, Mamie. When long dated accumulation builds while short term hedging stays active, it usually signals deeper conviction beneath the surface. December positioning makes sense given the implied move profile and JD’s historical beat rhythm.
- Barcode:
  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
- Barcode:
  🙏🏼 I’m genuinely grateful you read through my post MamieBenson. Your support keeps me motivated to keep pushing the quality higher.
Maurice Bertie
2025-11-13
Maurice Bertie
Split flow’s thrilling! Betting JD beats EPS, erases near-term jitters!
- Barcode:
  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
- Barcode:
  Maurice, the split flow is exactly what creates the most informative setups. When near term caution meets longer horizon confidence, earnings often become the catalyst that resolves the tension. JD’s beat history gives that view real weight.
- Barcode:
  🙏🏼 I really value your time and attention Maurice Bertie. Thanks for reading and being part of this conversation.
Athena Spenser
2025-11-13
Athena Spenser
Long-dated calls all the way.
- Barcode:
  Athena, long dated signals often carry cleaner information than intraday noise. The $30 to $40 interest tells me that disciplined capital is preparing for a medium term adjustment rather than reacting to short term sentiment.
- Barcode:
  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
- Barcode:
  🙏🏼 Thank you for being here and reading my post Athena Spenser. It’s traders like you who make sharing these setups worthwhile.
Tui Jude
2025-11-14
Tui Jude
I’m reading your breakdown and the implied $2 move is exactly the kind of setup where sentiment can flip quickly. The long dated call flow at $30 and $32.5 looks similar to what I noticed in PDD before its sharp rerating when long dated optimism quietly front ran the print. I’m more interested in how JD behaves relative to its historical beat rate since that track record has been surprisingly consistent. If the flow stays this split, the reaction could get amplified.
Hen Solo
2025-11-14
Hen Solo
I’m studying your chart notes and the drift to $31.16 while long dated buyers keep building is a classic divergence signal. JD’s historical pattern of consolidating into earnings is similar to what I’ve seen in Tencent where the medium term structure often matters more than the intraday softness. The revenue trend you referenced from the past seventeen quarters is one of the most compelling elements in this setup. I’m watching how price responds around the thirty one zone.
PetS
2025-11-14
PetS
I’m thinking through your point about structural conviction versus short term defence and it makes sense. The call selling into weakness contrasts sharply with the longer dated interest at $35 and $40. That mirrors how the market often behaves in major China ADRs like BABA where sentiment looks fragile but positioning under the surface stays constructive. JD’s consistency on revenue beats is the anchor for me. If that holds, the recalibration you mentioned becomes likely.

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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? 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That is strategic capital preparing for recovery. Short term flow is defensive. Net call premium stays negative and intraday flow shows systematic call selling as JD trades down to $31.16.\nThe implied move is $2. Revenue is estimated at $41.33B and EPS at $0.34, both below Q2. JD has beaten revenue in 13 of the last 17 quarters which keeps the probability of an upside deviation alive.\nThis setup is defined by structural conviction vs near term hedging. That tension often produces sharp post earnings recalibration.\n👉❓Which matters more to you here, long dated accumulation or the short term defence.\n📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀\nTrade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀\n<a href=\"https://ttm.financial/U/3527667620927015\">@Tiger_Earnings</a> <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>&nbsp;<img src=\"https://community-static.tradeup.com/news/92afa16f9add2f3bd0b82043461190ed\" tg-width=\"1386\" tg-height=\"828\"><img src=\"https://community-static.tradeup.com/news/44e4f3f999e7d1d137c9cef8665fe7e6\" tg-width=\"732\" tg-height=\"1281\"><img src=\"https://community-static.tradeup.com/news/ea3510c9881315785bc6eef7860ea51b\" tg-width=\"962\" tg-height=\"410\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> 🔥📊 JD earnings positioning shows a clear split 📊🔥\nI am seeing long dated call accumulation hit the tape at $30, $32.5, $35, and $40. That is strategic capital preparing for recovery. Short term flow is defensive. Net call premium stays negative and intraday flow shows systematic call selling as JD trades down to $31.16.\nThe implied move is $2. Revenue is estimated at $41.33B and EPS at $0.34, both below Q2. JD has beaten revenue in 13 of the last 17 quarters which keeps the probability of an upside deviation alive.\nThis setup is defined by structural conviction vs near term hedging. That tension often produces sharp post earnings recalibration.\n👉❓Which matters more to you here, long dated accumulation or the short term defence.\n📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀\nTrade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀\n<a href=\"https://ttm.financial/U/3527667620927015\">@Tiger_Earnings</a> <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>&nbsp;<img src=\"https://community-static.tradeup.com/news/92afa16f9add2f3bd0b82043461190ed\" tg-width=\"1386\" tg-height=\"828\"><img src=\"https://community-static.tradeup.com/news/44e4f3f999e7d1d137c9cef8665fe7e6\" tg-width=\"732\" tg-height=\"1281\"><img src=\"https://community-static.tradeup.com/news/ea3510c9881315785bc6eef7860ea51b\" tg-width=\"962\" tg-height=\"410\"></body></html>","text":"$JD.com(JD)$ $Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ 🔥📊 JD earnings positioning shows a clear split 📊🔥 I am seeing long dated call accumulation hit the tape at $30, $32.5, $35, and $40. That is strategic capital preparing for recovery. Short term flow is defensive. Net call premium stays negative and intraday flow shows systematic call selling as JD trades down to $31.16. The implied move is $2. Revenue is estimated at $41.33B and EPS at $0.34, both below Q2. JD has beaten revenue in 13 of the last 17 quarters which keeps the probability of an upside deviation alive. This setup is defined by structural conviction vs near term hedging. That tension often produces sharp post earnings recalibration. 👉❓Which matters more to you here, long dated accumulation or the short term defence. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings @Tiger_comments @TigerWire @TigerStars @TigerPM @Daily_Discussion","highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":21,"repostSize":24,"favoriteSize":0,"link":"https://ttm.financial/post/499627488748176","repostId":0,"isVote":1,"tweetType":1,"viewCount":1374,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JD","PDD","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1023,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":499692751291160,"commentId":"499692751291160","gmtCreate":1763020283816,"gmtModify":1763054746127,"authorId":9000000000000494,"author":{"id":9000000000000494,"idStr":"9000000000000494","authorId":9000000000000494,"name":"MamieBenson","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Long accumulation shows conviction. Hedge with Dec calls [看涨]","text":"Long accumulation shows conviction. Hedge with Dec calls [看涨]","html":"Long accumulation shows conviction. Hedge with Dec calls [看涨]","likeSize":6,"commentSize":4,"subComments":[{"id":499835299877728,"commentId":"499835299877728","gmtCreate":1763055178964,"gmtModify":1763070646262,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":499692751291160,"supIdStr":"499692751291160","prevId":0,"prevIdStr":"0","content":"I see that too, Mamie. When long dated accumulation builds while short term hedging stays active, it usually signals deeper conviction beneath the surface. December positioning makes sense given the implied move profile and JD’s historical beat rhythm.","text":"I see that too, Mamie. When long dated accumulation builds while short term hedging stays active, it usually signals deeper conviction beneath the surface. December positioning makes sense given the implied move profile and JD’s historical beat rhythm.","html":"I see that too, Mamie. When long dated accumulation builds while short term hedging stays active, it usually signals deeper conviction beneath the surface. December positioning makes sense given the implied move profile and JD’s historical beat rhythm.","disclaimerType":0},{"id":499836692050000,"commentId":"499836692050000","gmtCreate":1763055421763,"gmtModify":1763055425097,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":499692751291160,"supIdStr":"499692751291160","prevId":0,"prevIdStr":"0","content":"🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠","text":"🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠","html":"🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 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Your support keeps me motivated to keep pushing the quality higher.","text":"🙏🏼 I’m genuinely grateful you read through my post MamieBenson. Your support keeps me motivated to keep pushing the quality higher.","html":"🙏🏼 I’m genuinely grateful you read through my post MamieBenson. Your support keeps me motivated to keep pushing the quality higher.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499750959022432,"commentId":"499750959022432","gmtCreate":1763029022838,"gmtModify":1763029027637,"authorId":10000000000011022,"author":{"id":10000000000011022,"idStr":"10000000000011022","authorId":10000000000011022,"name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Split flow’s thrilling! Betting JD beats EPS, erases near-term jitters!","text":"Split flow’s thrilling! Betting JD beats EPS, erases near-term jitters!","html":"Split flow’s thrilling! 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When near term caution meets longer horizon confidence, earnings often become the catalyst that resolves the tension. JD’s beat history gives that view real weight.","text":"Maurice, the split flow is exactly what creates the most informative setups. When near term caution meets longer horizon confidence, earnings often become the catalyst that resolves the tension. JD’s beat history gives that view real weight.","html":"Maurice, the split flow is exactly what creates the most informative setups. When near term caution meets longer horizon confidence, earnings often become the catalyst that resolves the tension. JD’s beat history gives that view real weight.","disclaimerType":0},{"id":499835486855720,"commentId":"499835486855720","gmtCreate":1763055129237,"gmtModify":1763055134050,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":499750959022432,"supIdStr":"499750959022432","prevId":0,"prevIdStr":"0","content":"🙏🏼 I really value your time and attention Maurice Bertie. Thanks for reading and being part of this conversation.","text":"🙏🏼 I really value your time and attention Maurice Bertie. Thanks for reading and being part of this conversation.","html":"🙏🏼 I really value your time and attention Maurice Bertie. Thanks for reading and being part of this conversation.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499750617817416,"commentId":"499750617817416","gmtCreate":1763029007092,"gmtModify":1763039702873,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011023","authorId":10000000000011024,"name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Long-dated calls all the way.","text":"Long-dated calls all the way.","html":"Long-dated calls all the way.","likeSize":6,"commentSize":4,"subComments":[{"id":499835793543680,"commentId":"499835793543680","gmtCreate":1763055203644,"gmtModify":1763070645657,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":499750617817416,"supIdStr":"499750617817416","prevId":0,"prevIdStr":"0","content":"Athena, long dated signals often carry cleaner information than intraday noise. The $30 to $40 interest tells me that disciplined capital is preparing for a medium term adjustment rather than reacting to short term sentiment.","text":"Athena, long dated signals often carry cleaner information than intraday noise. The $30 to $40 interest tells me that disciplined capital is preparing for a medium term adjustment rather than reacting to short term sentiment.","html":"Athena, long dated signals often carry cleaner information than intraday noise. The $30 to $40 interest tells me that disciplined capital is preparing for a medium term adjustment rather than reacting to short term sentiment.","disclaimerType":0},{"id":499836711244616,"commentId":"499836711244616","gmtCreate":1763055433800,"gmtModify":1763055437204,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":499750617817416,"supIdStr":"499750617817416","prevId":0,"prevIdStr":"0","content":"🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠","text":"🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠","html":"🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠","disclaimerType":0},{"id":499835881780016,"commentId":"499835881780016","gmtCreate":1763055228567,"gmtModify":1763055231912,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":499750617817416,"supIdStr":"499750617817416","prevId":0,"prevIdStr":"0","content":"🩵 May your skies be blue and your trades green 🟢","text":"🩵 May your skies be blue and your trades green 🟢","html":"🩵 May your skies be blue and your trades green 🟢","disclaimerType":0},{"id":499835252523320,"commentId":"499835252523320","gmtCreate":1763055162420,"gmtModify":1763055167250,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":499750617817416,"supIdStr":"499750617817416","prevId":0,"prevIdStr":"0","content":"🙏🏼 Thank you for being here and reading my post Athena Spenser. It’s traders like you who make sharing these setups worthwhile.","text":"🙏🏼 Thank you for being here and reading my post Athena Spenser. It’s traders like you who make sharing these setups worthwhile.","html":"🙏🏼 Thank you for being here and reading my post Athena Spenser. It’s traders like you who make sharing these setups worthwhile.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499848357548440,"commentId":"499848357548440","gmtCreate":1763058384088,"gmtModify":1763058388877,"authorId":4177356503735472,"author":{"id":4177356503735472,"idStr":"4177356503735472","authorId":4177356503735472,"name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I’m reading your breakdown and the implied $2 move is exactly the kind of setup where sentiment can flip quickly. The long dated call flow at $30 and $32.5 looks similar to what I noticed in PDD before its sharp rerating when long dated optimism quietly front ran the print. I’m more interested in how JD behaves relative to its historical beat rate since that track record has been surprisingly consistent. If the flow stays this split, the reaction could get amplified.","text":"I’m reading your breakdown and the implied $2 move is exactly the kind of setup where sentiment can flip quickly. The long dated call flow at $30 and $32.5 looks similar to what I noticed in PDD before its sharp rerating when long dated optimism quietly front ran the print. I’m more interested in how JD behaves relative to its historical beat rate since that track record has been surprisingly consistent. If the flow stays this split, the reaction could get amplified.","html":"I’m reading your breakdown and the implied $2 move is exactly the kind of setup where sentiment can flip quickly. The long dated call flow at $30 and $32.5 looks similar to what I noticed in PDD before its sharp rerating when long dated optimism quietly front ran the print. I’m more interested in how JD behaves relative to its historical beat rate since that track record has been surprisingly consistent. If the flow stays this split, the reaction could get amplified.","likeSize":5,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499851688297176,"commentId":"499851688297176","gmtCreate":1763059086104,"gmtModify":1763059090810,"authorId":4172287591330932,"author":{"id":4172287591330932,"idStr":"4172287591330932","authorId":4172287591330932,"name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I’m studying your chart notes and the drift to $31.16 while long dated buyers keep building is a classic divergence signal. JD’s historical pattern of consolidating into earnings is similar to what I’ve seen in Tencent where the medium term structure often matters more than the intraday softness. The revenue trend you referenced from the past seventeen quarters is one of the most compelling elements in this setup. I’m watching how price responds around the thirty one zone.","text":"I’m studying your chart notes and the drift to $31.16 while long dated buyers keep building is a classic divergence signal. JD’s historical pattern of consolidating into earnings is similar to what I’ve seen in Tencent where the medium term structure often matters more than the intraday softness. The revenue trend you referenced from the past seventeen quarters is one of the most compelling elements in this setup. I’m watching how price responds around the thirty one zone.","html":"I’m studying your chart notes and the drift to $31.16 while long dated buyers keep building is a classic divergence signal. JD’s historical pattern of consolidating into earnings is similar to what I’ve seen in Tencent where the medium term structure often matters more than the intraday softness. The revenue trend you referenced from the past seventeen quarters is one of the most compelling elements in this setup. I’m watching how price responds around the thirty one zone.","likeSize":4,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499879279534272,"commentId":"499879279534272","gmtCreate":1763065905565,"gmtModify":1763065910342,"authorId":4186428661919372,"author":{"id":4186428661919372,"idStr":"4186428661919372","authorId":4186428661919372,"name":"PetS","avatar":"https://community-static.tradeup.com/news/b11b28506a08a6a6f4635855bae885a7","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.08","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499627488748176,"objectIdStr":"499627488748176","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I’m thinking through your point about structural conviction versus short term defence and it makes sense. The call selling into weakness contrasts sharply with the longer dated interest at $35 and $40. That mirrors how the market often behaves in major China ADRs like BABA where sentiment looks fragile but positioning under the surface stays constructive. JD’s consistency on revenue beats is the anchor for me. If that holds, the recalibration you mentioned becomes likely.","text":"I’m thinking through your point about structural conviction versus short term defence and it makes sense. The call selling into weakness contrasts sharply with the longer dated interest at $35 and $40. That mirrors how the market often behaves in major China ADRs like BABA where sentiment looks fragile but positioning under the surface stays constructive. JD’s consistency on revenue beats is the anchor for me. If that holds, the recalibration you mentioned becomes likely.","html":"I’m thinking through your point about structural conviction versus short term defence and it makes sense. The call selling into weakness contrasts sharply with the longer dated interest at $35 and $40. That mirrors how the market often behaves in major China ADRs like BABA where sentiment looks fragile but positioning under the surface stays constructive. JD’s consistency on revenue beats is the anchor for me. If that holds, the recalibration you mentioned becomes likely.","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/499627488748176"}