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The sector pullback prompted the storage giant to exit at breakeven, fully closing its Nvidia and storage long positions 63700000 USD According to TradingBeats monitoring, the previously tracked storage smart money (0xc8b5) cleared its Nvidia, SanDisk, and SK SK hynix long positions in three transactions during the overnight session, with total closed-position proceeds of approximately 63711900 USD, and currently holds no positions, but has not withdrawn the funds.
The exit occurred during a pullback in AI hardware-related contracts. During the same period, Nvidia, SanDisk, and SK SK hynix (SKHX) contracts 24 hours fell by approximately 1.86%、3.70%and 3.84%, while Micron fell by approximately 3.16%. On the news front, elevated oil prices and U.S. Treasury yields, along with concerns about AI infrastructure financing costs, continued to weigh on sentiment in the technology and semiconductor sectors.
This liquidation included approximately 31814400 USD of Nvidia long positions, 19798800 USD of SanDisk long positions, and 12098700 USD SK of SK hynix long positions; all three positions were fully exited.
The three positions had previously recorded combined unrealized gains of approximately 2065000 USD, while the final closing trades realized approximately 123300 USD in trading profits, giving back approximately 1941700 USD, or about 94%。