The happiest part of SanDisk's 13% bullish trend today may not be the people who only bought SanDisk, but the Hyperliquid whale who bought SanDisk and SK Hynix together. Address: 0xdb095d5a4f412fc6b14e6204c1db78bd14becbc1 At present, he holds approximately 7.23 million AmericaanDisk multiple orders with an average position price of $1365.88 and a floating profit of approximately 860000 U; he also holds approximately 7.01 million AmericaK Hynix multiple orders with an average position price of $148.29 and a floating profit of approximately 670000 U. The two positions add up to approximately 14.24 million U, and the floating profit has exceeded 1.53 million U. This account has earned a total of approximately 2 million U in the past 30 days. Today, xyz: SNDK on Hyperliquid rose by about 13.3%, and xyz: SKHY also rose by about 4.7%. The market trend was ignited by SanDisk, which set a fairly aggressive long-term goal during investor day, including maintaining mid to high double-digit revenue growth from FY2028 to 2030, and achieving an adjusted free cash flow profit margin of 50%. This is not to say that SanDisk already has such high profits, but rather that the management is telling the market that they believe this round of NAND market is not just about short-term price increases, but also about enterprise level storage demand, product structure improvement, and profit margin expansion in the future. Whether the goal can be achieved or not remains to be seen later, but the market has already inflated the valuation. After SanDisk rose, funds began to spread to other storage companies, with Western Digital, Micron, and SK Hynix all strengthening along with it. SK Hynix is not a simple replica of SanDisk. SanDisk's core is NAND flash memory, while SK Hynix also has enterprise grade SSD businesses in HBM, DRAM, and Solidigm. However, the two companies now share a common transaction logic: AI data centers not only require computing power and high bandwidth memory, but also require a large amount of high-speed storage. If storage demand continues to grow and manufacturers do not scale up their production capacity, then prices, profit margins, and cash flow may all rise together. So the storage space at this address is quite interesting. He didn't bother to judge who could increase a few points between SanDisk and SK Hynix, but instead bought NAND, enterprise grade SSD, DRAM, and HBM with 14.24 million U. On the surface, they are two stocks, but in reality, they are betting on the same thing: the storage price cycle has not yet ended. Of course, a significant portion of SanDisk's increase today is due to the valuation revision brought about by long-term goals, rather than profits already being received. Once NAND prices loosen, or if future performance fails to meet such high expectations, the portion that has risen today may quickly come back. Next, we can continue to monitor this address to see if he is taking advantage of the significant increase to reduce his holdings or continuing to hold onto this storage portfolio. Source: AiCoin on chain smart money and AI analysis data Hyperliquid SanDisk SK Hynix SNDK SKHY Storage Chip Semiconductor Smart Money AiCoin The data changes in real-time with the market trend and is only for market observation, and does not constitute investment advice.