Date: November 9th, 2026 1:27 AM Author: Historical American (SQQQ)
Good question. When did I short the NASDAQ? Last week. I wish I had thought of it sooner but I am up a lot so just in time.
Size is all of my adventure tranche, outside of my core positions. I went all in with my play money fund. I went YOLO. The last time I shorted the market I lost about 50%. And yet here I am.
How long? 30, 60, or 90 days depending on how I feel at each checkpoint.
It will inevitably snap back, but I don't think it will be soon. It's a matter of timing. There are two major headwinds in tech right now. One is that no one knows how AI will be monetized and whom the winners and losers are. Ken Griffin said it's possible GPU supply could one day outpace demand. We just don't know how much compute we need because we don't know how valuable tokens really are in the long run nor how efficient GPUs will eventually get. There's a race to the bottom to do it cheaply and more effectively. So many unknowns. Will open source models replace frontier models because they're so much cheaper and it will all converge on similar performance?
The other is political. The Democrats have investors skittish about datacenters and regulation. We're spooked right now. No clue how it shakes out. Under Republicans it was drill, baby, drill. Wall Street liked the MAGA position on this. Good for business.
The third prong of my theory is I think retail investors are cash strapped and we're in a real bear market. People seem generally like they're struggling to pay the bills and don't have a lot to drop into risky equities.
Lastly I don't think institutional investors want to buy tech stocks right now because they think they'll go cheaper and the return to the bull market is months away. This is not like the April snap back where it had really been building up that the market was undervalued. I also called the bottom on that one I made a poast March 30th that it was about to go nuclear. Hopefully I go 2/2 this year. Feel free to stress test my idea the last time I did this I was dead wrong. It feels like we haven't hit the bottom in tech at all.
These are good points. I would add credit risk, geopolitical risk, and the lack of political support from Trump or the Fed. They’re not going to step in and save it. They’re going to let it fall.
Date: November 9th, 2026 12:58 AM Author: AZNgirl with email addy CumTingWong@Handsome.com
thats what i did after iran war started at first i made 50% at SOXS and my NW hit peak ATH then i didnt sell and market went up bigly and i ended up down 150k
Date: November 9th, 2026 1:27 AM Author: Historical American (SQQQ)
I'm not going to hold beyond 90 days, come what may. You failed to call the last bottom. I saw the writing on the wall. We're not done with the tech sell-off. Fear is just beginning.
Date: November 9th, 2026 1:34 AM Author: AZNgirl with email addy CumTingWong@Handsome.com
ljl thats what i thought and 90d is HUGE, u realize these comeback rallies happen quickly, like iran war QQQ tanked to 12-13% off ATH then rallied 33% in like the span of less than two months
and depending how u short it u will get furked if u wrong, if u have SQQQ its 3x so ull lose quickly and wont be able to recover
with puts u just get furked 90% immediately
im down trying to time the market or short anything, the jews always win. u are questioning judaism u anti semite