泥骨头小卒

Break the understanding

I want to hear the big shots' methods, try to go all puts, then use 1.5 to buy stocks, and the remaining 0.5 to buy calls.

The sequence is to first set up selling puts, corresponding to the June low, preferably at 4.5 drop.

1.5 to buy stocks, corresponding to 3000 yuan to buy the historical low at a low multiple.

Finally, buy far calls at 5.5, keep it within 1.5, usually 0.5 is enough.

I feel a bit lacking in confidence. I often add positions at lows until I feel desperate. Sigh, I'll just sell slowly.

Shorting becomes 0.3, don't short unless necessary.

Opinions on options,

I don't use options. Based on my past huge losses, I can only consider them as lottery tickets in most cases and a very rare balance between excessive losses and excessive gains.

First, why buy options? I've seen those experts directly buy long positions in large quantities. Honestly, I admire them, but I really don't understand it, and I lack the courage. I can only say that in stable conditions, even if the market is steadily declining or rising, I don't think options should be bought—instead, one should own stocks. If the market is stable, it means you should believe in the future and focus on value investing. Otherwise, you're just assuming an unprecedented surge or loss. I don't think stocks can't handle this; it's just an active leverage operation. Unless you're truly desperate for the top and would rather go all-in, I can only say good luck.

Another situation is more realistic—huge stock volatility, often based on personal experience, especially when there's no earnings report but only expectations. I won't deny the existence of insider trading, but if you really encounter it, it just means your information gathering wasn't sufficient, and your decision-making shouldn't be considered flawed. In this case, you should acknowledge the risk, control your position, and prepare for the final judgment. This is what I should consider. But such situations should be rare, so the amount of options traded should also be minimal. This usually happens when everyone believes a company is facing life-or-death circumstances or when a new "Nifty Fifty" or "Seven Sisters"—those legendary stocks—might emerge. This isn't something a few big players can manipulate; it requires completely breaking the pattern. Other times, you should control your fantasies and go back to sleep early.$Unitedhealth(UNH.US)$PDD(PDD.US)$JD.com(JD.US)

Today we filtered out the big shots who did not meet the yield and asset size criteria, removing those with both metrics greater than or equal to 10 (retaining 10 for information collection and investment research).

12/307

Remind myself that the US Treasury bonds in June forced Trump to compromise, but he will definitely come back again. We must be vigilant about this short-term rise and run when it rises a bit.

$BHP Group Limited(BHPLF.US)$GitLab(GTLB.US)$GlobalFoundries(GFS.US)Good prices, the third one is in a relatively hot state, while the other two are more stable.

$CK Hutchison Holdings(CKHUY.US) Ready to buy

$PUXING ENERGY(00090.HK)$SDHS NEW ENERGY(01250.HK)$CHINA LONGYUAN(00916.HK) Renewable Power

$WL DELICIOUS(09985.HK)$SHIYUE DAOTIAN(09676.HK) $COFCO JOYCOME(01610.HK) Food

Currently quite fearful about the Sino-US trade war, still considering investments in more universal industries, focusing on the above positions.

Pretty good

$JD-SW(09618.HK)JD.com is indeed impressive. Many people around me still use JD.com, and most don't really care about the Yang Li incident. The discounts are really substantial, and the trade-in promotion definitely boosted sales.

Conclusion: Don't be a drama queen, just live a stable life.

$UB-ACMT@EC2611A(27575.HK) In this situation, it feels like either Wall Street is supporting it, or we really should accept that women's rights are more important.