Micron Falls 10% Leading the Semiconductor Sector Lower, Top Long in the Sector "Continue Capital" Faces Liquidation with a $13 Million Long Position

**March 31** Per HyperInsight monitoring (link: https://t.me/HyperInsight), the panic sparked by Google’s research paper continues to escalate—compounded by multiple geopolitical conflicts—pressuring the broader semiconductor sector. - Micron Technology (MU): Closed sharply down 9.9%, with an additional >2.3% drop in after-hours trading. - SanDisk (SNDK): Combined >9% decline in regular and post-market sessions. - NVIDIA (NVDA): Pulled back 2.4% intraday; the entire sector faced setbacks. Against this backdrop, the largest long whale—the *Continue Capital affiliated address* (holding heavy semiconductor positions in NVDA and MU)—at one point saw two of its long positions near liquidation thresholds. Its positions were just 1.6% away from liquidation at the low, making it the closest such address to liquidation among whales with >$1M in holdings. Total floating losses have widened to $2.32M, while the address still holds $13.1M in unclosed long positions: - 5x leveraged NVDA long: $7.58M notional, avg entry $190, floating loss $1.13M (-246%), liquidation price $159.9 - 7x leveraged MU long: $5.52M notional, avg entry $390, floating loss $1.19M (-270%), liquidation price $310