谷歌壓縮技術論文引發存儲概念股下滑，MU已連續六日下跌，累計跌幅近25%；SNDK今日跌11.02%。做空巨鯨在論文發布前獲利25萬美元，持有MU及SNDK空單，尚未止盈。

谷歌壓縮技術論文引發市場對存儲需求的擔憂，儲存概念股回落，閃迪、美光科技股價下跌，導致相關多頭浮虧增加。Hyperliquid平台顯示，MU和SNDK均出現顯著虧損。

March 20: The three major U.S. stock indices fell collectively, with precious metals also under pressure, and the overall market showing weakness. SanDisk (SNDK) rose 2.44% against the trend, reaching a new high at $774. Among on-chain bullish whales, the largest position holder showed significant profits, with unrealized gains increasing from $840,000 to $1.43 million.

On March 19, U.S. storage concept stocks experienced an overall pullback, with Micron Technology (MU) and SanDisk (SNDK) each declining nearly 5%. Despite sector pressure, the two major on-chain longs did not adjust their positions, with both SNDK and MU holdings showing floating gains, indicating that the market still maintains investment confidence.

3月18日，美股存储概念股继续上涨，闪迪涨3.6%，美光科技涨2.7%。這導致鏈上空頭承壓，加密KOL CBB的空頭地址持倉約1290萬美元，浮虧約140萬美元，分別為SNDK和MU的空單虧損明顯。

On March 18, the U.S. stock market's storage and data storage sector surged, with Micron Technology and SanDisk reaching historic highs, rising 6% and 4.8% respectively. Whale addresses have significantly built positions in SNDK, with unrealized gains reaching $1.1 million. Major long positions in MU also saw significant profits.

3月17日，GTC大会后，NVDA合约在Hyperliquid平台出现震荡，价格一度触及189美元，现回报至183.1美元，收盘涨幅1.65%。美光科技和闪迪表现较强，分别上涨3.68%和6.35%。巨鲸在SNDK上的持仓浮盈达74万美元。

US stock storage and optical communication concept stocks rose collectively in pre-market trading, with Micron Technology and SanDisk gaining nearly 4%. Whale 0xb83 opened a new 1.37 million USD SNDK long position with 4x leverage, Continue Capital still holds a related position of 15 million USD, with floating profits reaching 547,000 USD.

March 13, the U.S. stock storage concept stocks universally declined, with SanDisk (SNDK) leading the decline, with its price falling back to $621. Short address 0x61c opened a SNDK short position on Hyperliquid with a position size of 2.3 million USD. Recently, due to short-selling news, SanDisk's stock price has experienced volatility.

Continue Capital 在 Hyperliquid 上被清算兩筆倉位，分別為 10,000 枚 SNDK 和 22,300 枚 MU，導致兩者價格分別下跌 5.8% 和 2.6%。目前 MU 和 SNDK 均以折價交易，Clear Capital 仍持有 17,000 枚 MU 的多頭倉位。