Richard Drury My Thesis Update I initiated coverage of GigaCloud Technology (NASDAQ:GCT) stock back in May 2024 with a bullish rating, that ended up aging not according to my plan as the stock started to tank - I was "fortunate" to catch its local top: Seeking Alpha, Oakoff's article on GCT Despite this heavy dip, I still believe the GCT stock serves as a prime illustration of how investors can take a contrarian out-of-consensus stance, with the risk-to-reward ratio favorably aligned in their favor. GCT ...