$MSFT 20260821 450.0 CALL$ 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.
$Alphabet(GOOGL)$ This is the undisputed AI, Search & advertising juggernaut. It also holds ard 8% in space X which is not priced in yet. This is another leg up. Buy this dip before the market wakes up
$MSFT 20260821 450.0 CALL$ Msft is severely Undervalued and the tp is ard $550. Its recent beat on earnings is evidence this is a cash cow and continues to be so. Market can Misprice and the narrative can change rapidly
$GOOGL 20260618 460.0 CALL$ Google has dipped Significantly from its high of 410. This is a good opportunity to accumulate when it's weak for a long term play. Buy when others are Fearful. Besides, googl has ard 8% stake in Space X which is the next frontier & yet to be priced into its current valuation. This is another Catalyst to watch.
$Salesforce.com(CRM)$ Overall SaaS companies are slowly recovering from the AI fears. These fears are overblown. Crm has recently Presented solid earnings and buying Back its own shares, ard $25b. Buy this dip before The narrative changes which can happen In a flash.
$GOOGL 20260618 460.0 CALL$ One year ago, the market said search is dead cos of AI & ChatGPT but google has risen from the ashes of $150 to ard 400 Now! Market can be irrational. Google now has abt 7% in Elon musk's space X. Another catalyst to watch.
$UnitedHealth(UNH)$ This is the largest Healthcare insurer in US. Its Loss ratio is improving slowly and given time it will restore to its glory days. Management is also taking Active steps to restructure its operations including Increasing premiums.
$Salesforce.com(CRM)$ This is a solid business With consistent revenue & profit beating Almost every quarter. It is also using AI to enhance its offerings. Way undervalued now but once the sentiment shifts, it will bounce back like a tennis ball.
$GOOGL 20260618 460.0 CALL$ Googl was unloved 18 months ago when the market felt That search is dead and replaced by ChatGPT. But from ard150, it exploded to current Value of ard 400. So narrative can change Quickly. Buy the dip.