🐋 Smart Money Watch A Hyperliquid whale continues to increase exposure to AI memory-related equities, despite significant unrealized losses across its portfolio. Current Holdings • MU (Micron) Position: 13,947.831 contracts Value: $11.46M Unrealized PnL: -$2.07M • SNDK (SanDisk) Position: 4,755.912 contracts Value: $6.46M Unrealized PnL: -$1.44M • SKHX (SK Hynix) Position: 858.23 contracts Value: $1.00M Unrealized PnL: -$99.8K Portfolio leverage: 2.57× Current portfolio value: $18.93M Recent Activity Over the past 24 hours, the wallet: • Added approximately $100K to its SKHX position. • Continued accumulating SNDK. • Closed its ASML long position after realizing a small profit. 📊 Market Insight Despite meaningful unrealized losses, this wallet has not reduced its exposure to AI memory names. Instead, recent transactions indicate continued conviction in MU, SNDK, and SKHX. Whether this reflects long-term accumulation or an effort to average down remains uncertain. The next changes in position size may offer additional clues about institutional sentiment toward the AI memory sector. 📊 Data: AiCoin Smart Money For market intelligence only. Not financial advice.(AiCoin)