Discuss the latest views on Chinese stocks, big tech, and AI stocks - which ones are oversold, which are worth watching. Welcome to join and share ideas.

In the previous post, we discussed using long puts for deep hedging. But as mentioned, the scenarios that truly call for long-put hedges are typically panic-driven sell-offs—they don’t happen that often. Statistically, over the past ten years, they’ve occurred about once per year on average, and in some years they don’t occur at all.
By contrast, milder, more contained pullbacks happen many times every year. These ty...