The AI storage sector continues to decline, and this storage whale's unrealized losses have expanded to $3.6067 million, but they're still adding to their SKHX position. Latest position snapshot: - MU long: 13,947.831 contracts, worth $11.4633 million, entry price $970.27, unrealized loss $2.0699 million - SNDK long: 4,755.912 contracts, worth $6.4642 million, entry price $1661.361, unrealized loss $1.4371 million - SKHX long: 858.23 contracts, worth $999.8k, entry price $1281.182, unrealized loss $99.8k Unrealized losses: expanded from -$1.3988 million to -$3.6067 million. The main changes in their positions are twofold: 1. Closed ASML long: Between 23:21~23:24, closed 1,911.839 ASML contracts, worth $32.5 million, with a small profit of $5,985. 2. Continued adding to SKHX: At 21:14, added 81.833 SKHX contracts, worth $100k, average price $1221.7334. The long-term logic for AI memory hasn't collapsed; what's being hit now is valuation, leverage, and liquidity. If SK Hynix / Micron / SanDisk continue to drop, this whale's account pressure will increase dramatically; but if the AI memory sector sees a rebound, their position elasticity will also be extremely exaggerated. Now it all depends on whether MU / SNDK can stop the bleeding. Whale address direct link: https://www.(aicoin.com)/zh-Hans/hyper-detail/0x0ad9e656d9e6211d0ea1c5462342e1fc94cc4cbf