$MSFT 20260821 450.0 CALL$ It's a diversified Business model in cloud, software, AI, advertising etc. A solid wide moat which is difficult to replicate. The spending on AI capex Is just noise. Good to buy some before earnings next week.
$AVGO 20260717 480.0 CALL$ Broadcom is a 2T company hitting 3T in no time. It has strong Free cash flow and a wide moat. Always beating estimates. Its Big clients include Google & Meta amongst others in the tpu space.
$Alphabet(GOOGL)$ This is everyone's darling. It's diversified businesses are firing at all cylinders! YouTube, advertising biz, AI, search, cloud are being monetized. Google also Has ard 8% share in space X. buy the dip.Tp 450.
$MSFT 20260821 450.0 CALL$ This is almost a 3T company and has diverse businesses eg software, cloud, incorporating AI into them. Capex Spend will be translated into profits. Ignore the noise & buy the dip.
$Mobility Global Inc(MBGL)$ This is a newly spinned Off business of spgi. Spgi is involved in ratings, research etc and many of their clients Are big corporations.
$MSFT 20260821 450.0 CALL$ this is a great opportunity to buy into msft at a big discount. Its businesses are varied and solid. Ignore the noise on the AI capex spend which will reap rewards. Tp 550.
$Amazon.com(AMZN)$ Amzn also has its Own space X equivalent. The difference is amzn Is cash rich & space X has to raise funds. Besides amzn can link its aws with their Space program into one ecosystem. I Believe all these are not priced in yet.
$MSFT 20260821 450.0 CALL$ This is one hyperscaler Unfairly punished by the irrational market like google, meta recently. Their capex investment will pay off once it's monetized. No doubt about that like google which was unloved But now it's a favorite nearing $400. This is a high quality company with a diversified Business model with solid profits. Tp 550-600.
$Salesforce.com(CRM)$ This is a crazy crazy low price we are seeing now. The recent earnings 2 weeks ago was a beat, crushing estimates & crm is aggressively buying back its own shares. Also it is using agentic AI to enhance its products. Market irrational fears of AI disruption are not showing up in the numbers. Buy this severe dip.