Notes
$MSFT - CHATGPT SEES WEAKER MOMENTUM AMONG OLDER USERS THAN META AI, GEMINI
As generative AI adoption continues to ramp up, ChatGPT is still the top pick for teens and young adults, Morgan Stanley analysts said in a research note. But for 25-34 year olds, there appears to be greater variety, with adoption roughly the same across ChatGPT, Google's Gemini and Meta AI, the analysts said. Meanwhile for older age groups, ChatGPT usage is largely flat in the last six months, while its competitors have notched gains, they said. Gemini has shown the strongest momentum overall, garnering the biggest daily and monthly active user gains, they said.
转评赞本条介绍【 @injective 成功将美股七大科技龙头首次齐聚链上 】的推文,5月19日20点,抽10U红包*5人。
会手动屏蔽太像机器人的账号,希望把红包送给经常和杰尼郡互动的真实用户,谢谢大家理解。
可以说是一个历史性时刻了,恭喜 @injective 成功将美股七大科技龙头首次齐聚链上!
过去总觉得链上资产少点什么,不少身边朋友都想参与美股交易,却被门槛和通道卡住。而现在,在 @injective 的创新 iAsset 框架支持下, $AAPL 、 $MSFT 、 $AMZN 、 $NVDA 、 $META 、 $GOOGL 、 $TSLA 七大巨头已可通过 Injective 头部 DEX @HelixApp_ 实现 24/7 全天候链上交易。
与此同时,中美关系缓和,在瑞士举行的会谈释放积极信号,市场风险偏好回暖,又是熟悉的牛回味道。科技股作为风向标,毫无疑问会率先走出反弹走势。
而这一次,Web3的用户无需美元账户,无需美股券商,可以直接链上参与,真正打破了传统金融的壁垒,想象P小将们和华尔街的Old Money在美股PVP就刺激。
经过7年多轮牛熊, @ericinjective 还在持续为链上金融的未来 Build, 这波 @injective / $INJ 底部已经将近+50%,确实该迎来属于自己的高光时刻了。
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本条推特不构成任何投资意见,DYOR
$MSFT up another 3% today. The long term $MSFT calls found on @unusual_whales 🐳making a nice move up today. Contracts are up 16.81% with 168 dte on these. Contracts have moved from 20.10 to 23.48. Another awesome long term find thanks to @unusual_whales
Look at this.
There was literally $355,000 Microsoft, $MSFT, 417.5 call expiring 05/16/2025 at 3:57pm Wednesday, right before market close and earnings.
It earned $1.2 million profit overnight.
@MaxKennerly noted this.
Unusual.

I wanted to revisit the $MSFT and $META earnings flow I spotted before close that came in yesterday on the @unusual_whales flow feed. We had large size and large premium come in on the $MSFT 5/16 417.5c roughly 3 minutes before close. This whale opened 3,168 contracts at an
一个不小心睡着了,醒来一看 $BTC 的价格阶段性的超过了 97,000 美元, $MSTR 的价格也阶段性的回到了 400 美元,四月现货配置了一些,合约也配置了一些,目前 94,000 的多单还在继续拿着,打算拿到白天睡醒再看。
虽然多单还拿着,但是保证金都提出来了,我胆子比较小,每次都是盈利后就提出保证金,目前市场的行情还是不错的,但今天盘后有 MSTR 的财报,按照第一季度的价格走势来说,大概率比去年第四季度要差一些。
去年 12月31日 的时候 BTC 的价格是 93,500 美元左右,这次 3月31日 的时候 BTC 的价格是 82,500 美元,浮盈相比应该是减少的,不过大家应该也不看这个数据,主要还是看 MSTR 一共买了多少,按照现在的价格赚了多少。
这几天 BTC 上涨的不错,MSTR 算是滞后一些了,截止目前 MSTR 的市值是 1,045亿美元 ,持仓了 553,555 枚 BTC ,BTC 的总价值是 535.2 亿美元,溢价率是将近 95.35%,这个数字比之前超过两倍的溢价要低多了。不过相比2023年大概在 50% 左右的溢价还是高出了一倍,就看市场怎么理解吧。
本推文由 @ApeXProtocolCN 赞助|Dex With ApeX

INCREDIBLE! $MSFT trader taking some gains on those $417.50 calls
Alerted into the close at $3.47 a contract & trader just unloaded two blocks of them at $17.42 and $17.26 — 400% on short-dated OTM calls ✅💰
Find trades like this with @unusual_whales