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Situational Awareness Made Massive Bets on Sandisk, Micron Before July Implosion
Express News | Golden Evening Report | Key Developments on the Evening of August 15
Keywords (12:00-21:00): Strait of Hormuz, Unitree Robotics, South Korea, Bridgewater Associates 1. Iran states it has reached an agreement with Oman on a transit plan for the Strait of Hormuz. 2. UAE responds to tanker attack: Will defend freedom of navigation in the Strait of Hormuz. 3. Unitree Robotics IPO: Grey market trading rumors are unfounded; underlying risks should not be underestimated. 4. Bridgewater Associates significantly sold off nearly 1.36 million shares of Micron Technology in Q2, reducing its stake by 92%. 6. South Korea states that consultations with the United States regarding strategic investment projects are ongoing. 7. Financial Times: Travel restrictions on Manus founder Xiao Hong will be lifted, and he is preparing to return to Singapore.
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Express News | Bridgewater Associates significantly reduced its position in Micron Technology by nearly 1.36 million shares in Q2, cutting its holding by 92%.
On August 15, Bridgewater Associates, founded by Ray Dalio, disclosed in its 13F holdings report for the second quarter of 2026 (reporting period ended June 30, 2026) that it had reduced its stake in Micron Technology by 1,359,038 shares. The firm still holds approximately 116,700 shares, representing a reduction of about 92%.
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