$Microsoft(MSFT)$——ChatGPT, Copilot, BlizzardThe emergence of ChatGPT has changed the landscape of the internet and also altered the way people live and work. One of the biggest winners is Microsoft, one of the major shareholders of OpenAI. In addition to increasing the usage of its own browser and enhancing the competitiveness of its cloud services, embedding ChatGPT directly into its Office and other products has directly boosted the company's revenue. Furthermore, the $69 billion acquisition of Activision Blizzard this year has further strengthened Microsoft's position in the gaming industry.$NVIDIA Corp(NVDA)$——+238%, H200, China-BanThe rise of AI has led to a sudden surge in research and development
If you think Microsoft is too expensive, consider Apple.Last week, I mentioned that Apple's new product vision pro released next year will bring a disruptive upgrade experience, which will definitely be reflected in Apple's options order, and institutions will be strongly bullish.I don't know, I didn't expect it to be so strong that institutions actually sold ATM puts:sell $AAPL 20231117 180.0 PUT$Option volume 2500, sellers margin of about 13.5 million. The option expiration date is November 17, and the institution believes that Apple's stock price will stabilize above 180 on November 17, or above 180 on that day.sell $AAP