Taiwan stocks surged 1,960 points, but foreign investors sold over NT$90 billion on the same day. How could these two things happen simultaneously? Last Friday, the Taiwan stock market closed down 1,873 points, but on Monday (November 9th), it rebounded by 1,960 points, closing at 41,661.70, a gain of 4.94%. TSMC rose NT$100 to close at NT$2,235, contributing approximately 800 points to the overall market gain. MediaTek and Delta Electronics also closed at their daily limit. This rebound had two background factors. Last Friday, US tech stocks rebounded first, while in Taiwan, the National Stabilization Fund was authorized to intervene and support the market as needed, and the Financial Supervisory Commission tightened short-selling rules starting Monday. However, foreign and mainland Chinese investors still sold a combined net NT$90.056 billion that day. Next, I'll be watching whether heavyweight stocks can maintain their gains and whether the selling pressure from foreign investors has eased. ️ This week, I'm monitoring three key times, all in Taiwan time. 美国 November 10th, 1:30 PM: TSMC's October revenue; 9:30 PM: US CPI. The US reported 165,000 new jobs last week, stronger than expected. If inflation is also higher than expected, the market may bet more on a Fed rate hike in December. ️ Watch CoreWeave and Nebius financial reports on November 11-12. In the GPU cloud industry, I pay particular attention to two things: when the new data center will be powered on, and how many of the signed computing power contracts will start generating revenue in the next few quarters. Watch Solana Breakpoint starting November 15. Regarding new stablecoin payment partnerships, I'm most interested in which merchants are already accepting payments and where users can actually make payments now.