googl's been the easy ai trade all year. whale book on hl is 0% long. not partial, zero. mrvl's the same, 0% long into the same chip cycle everyone's bullish on. size isn't buying the narrative here.
crowd heard musk float a tesla merger for $SPCX and bid it up. whale book says otherwise, two of the last three positions opened since are shorts.
Iran strike plans leaked. Troops left Qatar. Whales shorted gold anyway.
• GOLD: 95% of whale money is short as the war headlines stack up.
• CRWV / NBIS: Whales bought the 7% drop with fresh longs and opened no new shorts.
• SPCX: Musk floated a Tesla merger, and two of…
Whales are short gold and Meta and long memory, while Griffin calls an AI bubble.
• GOLD: Five of seven gold whales are short, and it's the biggest non-crypto book on the board.
• META: Whales lean short and get paid 23% annualized funding to wait.
• MU: Memory is the…
Whales are fading the war bid in gold and big tech.
• GOLD: New shorts piled in after a tanker hit a mine in Hormuz, and longs now hold just 19%.
• GOOGL/META: Whales hold $26.4M across both names with zero longs, even as both rallied.
$GOLD
Chips fell near 6%. Whales bought them and shorted Meta.
• MU: Whales stay 92% long through the selloff.
• SNDK: Two new whale longs came in on the drop, and no whale is short.
• META: Three new shorts today, and not one whale is long.
$MU
$CRWV ran short two weeks ago and caught the 19.8% drop straight on. book's flipped since: 100% long across every whale on HL. the clean setup you're staring at already ate its drawdown, just not on your account.
Whales are buying memory chips while the Fed talks tough on inflation.
• MU: Whale long bias jumped 76 points in a single day.
• DRAM: Whales went 86% long, so the bet covers memory as a whole, not just one stock.
• GOLD: New longs piled in, and $32.9M of whale positions is…
$CRWV's entire whale book is one position. $27.9m, short, into a 19.8% collapse. no debate in that book, just one desk that already knew which way this breaks.
Whales are buying the dip in chips and rockets while long positions get liquidated.
• DRAM: Whales swung hard long, with long bias up 61 points as the price fell.
• GOOGL: One whale holds a $41M long, the largest single bet on the board.
• SPCX: Long bias jumped 60 points…







