To The Moon

3月兩件逆轉金融市場的兩件大事，不是非農和CPI，而是硅谷銀行倒閉連鎖效應和Chatgpt-4上市。前者影響資本市場流動性，後者是技術革命，一舉逆轉AI產業估值，從價值投資角度我覺得後者影響更深遠一些。總之兩件事發生後，我很想看看之前認爲有長期性的大單是否還在持倉。結果不查不知道，《萬衆期待的看空大單來了，3月24日之前趨勢明朗》裏蘋果，谷歌，亞馬遜3月24日到期的sell call都平倉了；特斯拉行權價210的sell call沒有平倉，目前穩賺；以及最後提到的AMD行權價100的call，可能還真的奔100去了。谷歌亞馬遜平倉其實比較好理解，谷歌是Chatgpt板塊概念股，亞馬遜之前說過震盪區間在92～97之間，大單看反彈平倉了也沒毛病。那麼蘋果sell call平倉是不是也看漲呢？然後昨天出現這麼一張大單，下週到期put，總成交額大概400多萬：$AAPL 20230324 148.0 PUT$可能單筆買入金額達到400萬的put也許說明不了太大問題，但是我發現昨天還有一筆價值500萬的平倉單：$AAPL 20230721 180.0 CALL$ 可能call平倉也說明不了什麼問題，然後我回頭去找之前推薦過的sell put大單，發現好像也平倉了：

Musk's recent focus on $Twitter(TWTR)$ has dampened market sentiment. $Tesla Motors(TSLA)$'s market value has evaporated by nearly $300 billion in two months. But Wall Street analysts said the company's stock price has bottomed out, advising investors not to miss the buying opportunities.Tesla's plunge this year has reduced the stock's forward P/E from more than 200 times in early 2021 to 31x.As of the close on Wednesday, Tesla was trading at $183.20, up nearly 8%, its biggest one-day gain since July.Before you decide whether to bottom Tesla or not, let's find out why Tesla rebound.Why did Tesla&n