$JD.com(JD)$ $Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ πŸ”₯πŸ“Š JD earnings positioning shows a clear split πŸ“ŠπŸ”₯

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.

πŸ‘‰β“Which matters more to you here, long dated accumulation or the short term defence.

πŸ“’ Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting edge trends, and insights that move markets πŸš€πŸ“ˆ 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! πŸ€

Trade like a boss! Happy trading ahead, Cheers, BC πŸ“ˆπŸš€πŸ€πŸ€πŸ€

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

# πŸ’°Stocks to watch today?(19 JanοΌ‰

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment(21οΌ‰

  • Top
  • Latest
  • MamieBenson
    Β·2025-11-13
    TOP
    Long accumulation shows conviction. Hedge with Dec calls [ηœ‹ζΆ¨]
    Reply
    Report
    Fold Replies
    • Barcode:Β 
      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.
      2025-11-14
      Reply
      Report
    • Barcode:Β 
      πŸ€–πŸ…—πŸ…πŸ…ŸπŸ…ŸπŸ…¨ β“‰β“‘β“β““β“˜β“β“– πŸ…πŸ…—πŸ…”πŸ…πŸ…“! πŸ…’πŸ…—πŸ…”πŸ…”πŸ…‘πŸ…’ πŸ…‘πŸ…’ πŸ€πŸ€πŸ€πŸŸ 
      2025-11-14
      Reply
      Report
    • Barcode:Β 
      🩡 May your skies be blue and your trades green 🟒
      2025-11-14
      Reply
      Report
    View more 1 comments
  • Maurice Bertie
    Β·2025-11-13
    TOP
    Split flow’s thrilling! Betting JD beats EPS, erases near-term jitters!
    Reply
    Report
    Fold Replies
    • Barcode:Β 
      πŸ€–πŸ…—πŸ…πŸ…ŸπŸ…ŸπŸ…¨ β“‰β“‘β“β““β“˜β“β“– πŸ…πŸ…—πŸ…”πŸ…πŸ…“! πŸ…’πŸ…—πŸ…”πŸ…”πŸ…‘πŸ…’ πŸ…‘πŸ…’ πŸ€πŸ€πŸ€πŸŸ 
      2025-11-14
      Reply
      Report
    • Barcode:Β 
      🩡 May your skies be blue and your trades green 🟒
      2025-11-14
      Reply
      Report
    • Barcode:Β 
      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.
      2025-11-14
      Reply
      Report
    View more 1 comments
  • Athena Spenser
    Β·2025-11-13
    TOP
    Long-dated calls all the way.
    Reply
    Report
    Fold Replies
    • Barcode:Β 
      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.
      2025-11-14
      Reply
      Report
    • Barcode:Β 
      πŸ€–πŸ…—πŸ…πŸ…ŸπŸ…ŸπŸ…¨ β“‰β“‘β“β““β“˜β“β“– πŸ…πŸ…—πŸ…”πŸ…πŸ…“! πŸ…’πŸ…—πŸ…”πŸ…”πŸ…‘πŸ…’ πŸ…‘πŸ…’ πŸ€πŸ€πŸ€πŸŸ 
      2025-11-14
      Reply
      Report
    • Barcode:Β 
      🩡 May your skies be blue and your trades green 🟒
      2025-11-14
      Reply
      Report
    View more 1 comments
  • Tui Jude
    Β·2025-11-14
    TOP
    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.
    Reply
    Report
  • Hen Solo
    Β·2025-11-14
    TOP
    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.
    Reply
    Report
  • PetS
    Β·2025-11-14
    TOP
    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.
    Reply
    Report
  • Cool Cat Winston
    Β·2025-11-14
    TOP
    I’m looking at your JD flow notes and the contrast between the long dated call accumulation at $30 through $40 and the short term call selling really stands out. It reminds me of how institutional traders treated BABA during its last earnings cycle where long dated signals were far more reliable than the short dated noise. I’m mapping scenarios where the structural bid you highlighted becomes the leading indicator if revenue stability shows up even modestly. Earnings sensitivity to sector rotation is the piece I’ll be watching most.
    Reply
    Report
  • Queengirlypops
    Β·2025-11-14
    TOP
    This JD setup is wild. Long dated buyers stacking size at $30 and $40 is real conviction energy and the short term sellers look late. The $2 implied move is tiny for a chart that tight. This could snap clean if the revenue beat trend repeats. Serious momentum vibes brewing here πŸ§ƒ
    Reply
    Report
  • Kiwi Tigress
    Β·2025-11-14

    Great article, would you like to share it?

    Reply
    Report