According to CoinMeta, the US stock AI sector experienced a pullback on November 5th. Leopold's subsidiaries situational and awareness purchased options on AMD, Bloom Energy, CoreWeave, SK Hynix, SanDisk, and DRAM ETF in mid-September, with a total premium of approximately $315 million. If their positions remain unchanged, the current market value of these positions only retains a very small amount of time value. Meanwhile, as of October 22nd, the individual account of Serenity suffered a loss of about $13.58 million in a single period, with its holdings including Lite, AAOI, MRVL, SIVE, COHR, NVDA, etc. The aforementioned stocks generally fell by 10% to 22% from the end of October to the beginning of November.