Storage Trinity Buy the Dip Fund Internal Rotation, Micron Becomes Lead Address for "Top Picks"

July 30th, according to Hyperinsight monitoring, today, the storage stock transactions of the top addresses of Hyperliquid showed significant divergence. From the net transaction structure, funds are being withdrawn from Intel and SanDisk long positions and are being concentrated into Micron.

Within the sample, Micron (MU) recorded a $6.242 million long position opening transaction today, a $3.743 million long position closing transaction, with a net increase of approximately $2.499 million; a total of 3 addresses participated in opening long positions, with 2 addresses having opening amounts exceeding $1 million.

In contrast, Intel (SKHX) opened a $689,000 long position, closed a $2.164 million long position, resulting in a net decrease of $1.475 million; SanDisk (SNDK) opened a $2.324 million long position, closed a $10.299 million long position, resulting in a net decrease of $7.974 million. The two combined had a net decrease of approximately $9.449 million.

There has been a reversal in fund direction compared to yesterday. During the same period yesterday, Micron saw a net decrease of $1.034 million, while Intel and SanDisk saw net increases of $2.679 million and $2.407 million, respectively; today, Micron's long position opening transaction amount increased by 90.4% compared to yesterday's $3.278 million, becoming the only one of the top three storage targets to record a net increase in position.

Price performance also reflects this differentiation. As of 5:00 PM Beijing time, Micron has fallen by 23.3% in the past 3 days, while Intel and SanDisk have fallen by 25.8% and 32.2%, respectively. Although Micron has not reversed its downward trend, it has outperformed the other two by approximately 2.5 and 8.9 percentage points.

Further position data shows that from last night to this afternoon, open contracts for Micron have increased by approximately 8.5%, Intel has only increased by 0.2%, and SanDisk has decreased by 24.8%. Among the 10 largest positions, long positions in Micron account for approximately 53.3%; while Intel and SanDisk have 66.7% and 82.4% of funds on the short side, respectively.

Note: The transaction sample covers 75 top addresses, with the statistical range from July 30, 2026, 00:00 to press time; the comparison with yesterday uses the same period on July 29th, all in Beijing time.