On March 13th, due to Middle East geopolitical conflict, the U.S. stock semiconductor sector fell 2.66% overall. Nvidia declined 1.5%, and Micron Technology dropped 3.2%. Affected by this, related futures prices also declined, but recovered somewhat after hours. Continue Capital's related addresses held approximately $14.5 million in long positions, which turned from gains to losses during the session and then returned to floating gains.

On March 11, Nvidia and Micron Technology stocks rose, with Micron up 3.54% to $403, and MU perpetual contracts also increased by 4.3% to $410.2. An address holds $14.6 million in semiconductor long positions, including $6.2 million in 7x leveraged MU positions, with unrealized gains of $400,000.

Continue Capital was liquidated on Hyperliquid with two positions, totaling 10,000 SNDK and 22,300 MU, causing their prices to drop by 5.8% and 2.6% respectively. Currently, MU and SNDK are both trading at a discount, and Clear Capital still holds a long position of 17,000 MU.