To The Moon

Just a few days ago the media reported that $Microsoft (MSFT) Preparing to launch a new in-house AI model for MAI-1 with about 500 billion parameters, it was recently revealed that OpenAI is developing a search function for ChatGPT.

These have the potential to $Google (GOOG)$ The search brings competition. $Google A(GOOGL)$

In fact, AI search is not to be bypassed, not only Google itself has begun to invest further, $Nvidia (NVDA)$ Rivals such as AI search startup Perplexity, which it has taken a stake in, are also primed to mature, as are $Tesla (TSLA)$ companies like XAI under Elon Musk.

Looking at the market, MSFT's stock has been lukewarm since reaching a new high in March, even after an excellent earnings report.

Instead, Google made up ground after earnings and instead hovered near new highs, which of course doesn't mean the market isn't worried about it.

Among the unusual options on May 7, there were a large number of open orders for the $175 GOOG CALL due that week, and more from the sellers. This also represents an expectation of a short-term rally by the bulls.

Of course, the same goes for the $187.50 and $190 CALLs for AAPL that week, and even the in-the-money $180 CALL.

This is a response to the May 7 launch of only new iPad products.