JDInternet & Digital Services
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Get what investors say about JD next
Follow JD free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what JD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about JD
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-05-28 | Michael BurryFounder, Scion Asset Management | Bullish | Cooper Academy | JD.com and Hong Kong-listed equities are deeply out of favor and represent a contrarian opportunity at… |
| 2021-09-17 | Cathie WoodCEO & CIO, ARK Invest | Bullish | All Guides | JD.com and JD Logistics are among the few China holdings worth retaining because they drive digital commerce… |
| 2020-08-06 | Dan LoebFounder/CEO, Third Point | Bullish | CNBC Television | New position initiated in Q2 per quarterly letter, implying conviction in JD.com's outlook, though specific… |
| 2020-07-22 | Dennis HongFounder & CIO, ShawSpring Partners | Bullish | Good Investing Talks | JD.com's end-to-end vertical integration in Chinese e-commerce — owning procurement, warehousing, and… |
Notable options days
Sessions in the last 120 where JD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-16 | ||||||
| 2026-08-13 | ||||||
| 2026-07-08 |
JD on the Wheel
JD did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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