Whale's Short Positions in AI & Semiconductor Stocks Now Profitable with $30M+ Unrealized Gains

Japanese actress Sola Aoi posted on social media, stating that while she has encountered various work issues, she cannot disclose specific details. She added that she has taken the opportunity to recently start self-studying knowledge related to Bitcoin and cryptocurrencies, noting that she is completely out of touch with the current development of the industry. She also expressed hope that friends familiar with this field can provide her with more introductions and guidance.

According to Counterpoint Research’s newly released Q3 2026 Global Storage Market Tracking Report, driven by robust demand for AI accelerators and data centers as well as rising prices, DRAM revenue in Q3 2026 surged nearly fivefold year-over-year. The research firm noted the current market is in a price-driven supercycle, not a shipment-driven one. This quarter, DRAM bit shipments grew only around 4%, but market revenue neared $200 billion, roughly five times the figure from the same period last year. AI has transformed storage from a commodity into a scarce, high-value resource; buyers now compete for supply security rather than engaging in repeated price negotiations. With prices continuing to climb, suppliers are expected to hit a new profit high next quarter.

According to TradingBeats' monitoring, the whale address starting with 0x0242 has generated around $16.69 million in profits from its perpetual contracts account over the past three days. As of press time, the address holds 34 short positions on Hyperliquid, with a combined notional value of approximately $134 million and unrealized profit of ~$24.9 million. Compared to yesterday afternoon, its short position notional value fell from ~$144 million to $134 million, while unrealized profit rose from ~$14.01 million to $24.9 million. Gains are mainly from short positions in chip and storage-related assets, with SanDisk (SNDK) being the highest-profit single position recently. The account increased its SanDisk short position to 20,100 contracts from yesterday, with unrealized profit expanding from ~$3.51 million to $6.31 million. Besides SanDisk, the account’s short positions in Intel, SOXL, and Micron bring unrealized profits of ~$4.03 million, $2.32 million, and $2.23 million respectively. Its four AI tech-related long positions, involving SK Hynix ADR, Microsoft, Cerebras, and Broadcom, have a total unrealized loss of ~$34,000.

Beating AI Express News: Perplexity has officially launched Teammates, an AI Agent tool designed to handle specific tasks long-term like human employees. CEO Aravind Srinivas revealed that roughly 10,000 AI Teammates have been created internally at the company over the past 30 days—20 times the total number of its human staff. Built on Perplexity Computer, Teammates lets users assign roles, goals, and permissions to the AI, which then continuously tracks work progress, proactively identifies issues, and uses tools to address them. Multiple Teammates can also divide tasks among themselves and communicate with human colleagues via Slack. For instance, a sales Agent can spot that a customer hasn’t placed an order for a long time, automatically investigate the cause, and prepare a follow-up plan. A development Agent, upon finding a website bug, can pass the task to another Agent to write the fix code. Each Agent has an independent workspace, retaining project memory and task history, allowing users to check progress, adjust direction, or take over operations at any time. The product has been in development for a long time: Business Insider exposed Perplexity’s internal Teammate tool back in July, when it was mainly used for software engineering tasks like bug fixing and system monitoring. Now, it has expanded to cover marketing, sales, customer service, and operations, adding long-term task management and cross-Agent collaboration features. Teammates is currently available as a research preview to Perplexity’s $200/month Max subscription users, with initial web support, and native mobile and desktop versions set to launch later.

Beating AI News Flash: Meta’s personal AI agent Muse has launched real-time voice functionality. Users can call Muse directly, chatting while it carries out tasks such as trip planning, organizing ideas, or interview preparation. Conversations can be interrupted at any time, and Muse can continue processing tasks in the background. The tool also features a real-time dynamic virtual avatar: when the AI speaks, the avatar makes facial expressions and movements matching the conversation’s tone, and offers hundreds of voice options. The feature is now rolling out to U.S. users, supporting mobile, web, and Mac platforms, with future integrations planned for Meta AI glasses and the Muse Charm keychain.

Per Bitget market data, Brent crude oil posted an intraday gain of 1.00%, currently trading at $98.82 per barrel. WTI crude oil is up 0.74% at $91.84 per barrel.