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Tuesday, November 10, 2026

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@aleabitoreddit 1 click

Serenity on X

In response to the recent market volatility across $TSM to $SKHY to Innolight: - Taiwan to restrict borrowed share short selling from 30% -> 3% relative to order volumes (90% reduction), effective Nov 9th. Taiwan is separately raising its minimum collateral requirement from 90% to 130% for margin short selling. And authorized the $15.3B stabilization fund for Government buying in the stock market. - South Korea to waive 140% margin-loan collateral maintenance for 3 months to reduce forced selling, effective Nov 9th. - China introduced a series of stock-market support package aimed at stabilizing equities. People's Bank of China introduced a $15 billion liquidity-swap operation for securities firms and fund managers. As well as reduced lending rates for the share buybacks and shareholder purchase programs from 1.25% -> 1% this month. _ Not saying what direction stocks would go, but with Countries heavily tied to the AI trade introducing short selling restrictions, share repurchases, and reduced margin collateral. These market mechanics are bullish for near term market stability + potential reversal in equities.
@aleabitoreddit

Serenity on X

Everyone’s a long term investor for 2027, 2028, or 2029 onward Until their portfolio experiences volatility months in. I still think: - $RKLB could end up the next $SPCX - $NBIS has the potential to be the next hyperscaler - $SIVE has moonshot potential to be the next $LITE - 1-3x P/E memory companies and $AXTI substrate bottlenecks are more durable than markets think And that it’s stupid to sell single digit fwd P/E AI companies or promising longs. And rotate that into 5% growth towel resellers at 47x P/E. Or 180x cyber companies, just because they’re going up. I’ve seen $AMD go from the $3 valley of doom to $400 as people thought it could be the next $INTC / $NVDA. And been through the Bitcoin $1000 -> $18,000 -> $3000 -> $100,000 cycle. Not advice on how to position or trade, but anyone on extreme leverage during those times got wiped out. While the underlying assets sharply recovered later. I do think AI, Space, and Physical AI are the future. So, I’m remaining long, and using this time to maximize exposure to the winners

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