$ADBE 20260320 415.0 CALL$ Market feels that Software has lost its touch but if we analyze Deeper, there are more than meets the eye. AI is being incorporated into adbe products eg firefly. Also there is licensing Issues & risks being sued if u use AI products outside Adbe. professionals are using adbe because it's the gold standard & schools are teaching it. Yes small shops May use cheaper AI software but the impact is minimal
$DBS(D05.SI)$ This is the strongest bank in this part of the world. Though nim has fallen but its business are well diversified especially into wealth management Which is increasing profitable Replacing Nim. Buy the dip. Mid term to ard 68-70
$ADBE 20260320 415.0 CALL$ Adbe is hitting Strong profits & free cash flow despite what the market says. Its down more than 30% Which is a very attractive price.
$ADBE 20260320 415.0 CALL$ The drop of 30% In share price is unjustified. This is still the gold standard In its field. Most professionals will continue using adbe products, hence providing recurring revenue. Still garnering healthy profits & revenue.
$Salesforce.com(CRM)$ Crm just won the US army contract worth ard 5+billion. This shows crm is still relevant & will continue to bring in increasing profits & revenue. Buy before the narrative changes.
$ADBE 20260320 415.0 CALL$ Adbe is ridiculously down 30%. It is still producing strong Revenue & free cash flow every quarter. Buy the correction. Once the narrative changes it will fly.
$Visa(V)$ Buy the dip! This is a duopoly that controls the payment process. As more cashless transactions take place Visa will gain. Also it is asset light & don't spend much on capex.
$MSFT 20260618 440.0 CALL$ Msft is a cash machine producing ever increasing free cash flow Every year. Strong in cloud & AI amongst others. Buy the dip before earnings.