The whale who bought the dip on AI yesterday lost as much as $3.37 million in half a day, with holdings involving SanDisk, SK Hynix, and Marvell.

BlockBeats news, November 5 - According to TradingBeats monitoring, a certain whale opened new long positions in SanDisk, SK Hynix, and Marvell yesterday afternoon, then continued to add to the positions, with cumulative purchases of approximately $38.186 million. As of press time, the three long positions have a combined value of approximately $34.816 million, with unrealized losses of approximately $3.37 million.

Specific positions are as follows:

- SanDisk SNDK: position of approximately $19.63 million, average price $1,115.59, unrealized loss of approximately $1.994 million;

- SK Hynix SKHX: position of approximately $7.992 million, average price $1,040.75, unrealized loss of approximately $647,000;

- Marvell: position of approximately $7.194 million, average price $171.94, unrealized loss of approximately $729,000.

Yesterday afternoon, the above positions had a combined unrealized profit of approximately $290,000. Subsequently, the whale added approximately $9.11 million to buy SanDisk and SK Hynix, with no selling observed since opening the positions.

Additionally, Texas governor-elect Hinojosa advocates pausing new data center construction, posing new policy uncertainty for AI infrastructure expansion, and the related proposal has yet to be implemented.