A trader known as “asssdfc” has closed out a concentrated long basket of technology and semiconductor stocks at a loss, extending a sharp reversal that had already erased more than $9 million from the account’s profit peak a month earlier. On July 17, on-chain analyst Ai Yi said the account was down more than $10.4 million over 30 days after liquidating positions previously valued at $19.39 million across MRVL, SNDK, SKHX, MU, NBIS, CRCL and ZHIPU. Earlier assessments had put the basket’s unrealized loss at $7.67 million, with Marvell Technology, SK Hynix and SanDisk responsible for most of the damage, while Micron was also cited as a drag on performance. The latest update turns those paper losses into realized ones and shows the trade has now been exited rather than remaining open.