$BABA 20260417 200.0 CALL$ The strong AI & cloud Play if not the strongest in China. This investment will pay off in the future, just be patient unless you don't believe in AI will as the next trend. Plus it's ecommerce business among others, it ranks as a valued company in China.
$Salesforce.com(CRM)$ CRM has been severely and unfairly punished along with other SaaS stocks including msft. very undervalued now but the sentiment can shift quickly like google a year ago when mkt said it's over but look at it now, multi bagger!
$Visa(V)$ Visa is a duopoly play with MA. Irrational sell down Is an opportunity to buy. Strong Moat with consistent profit & free cash flow. The payment system auto runs without a real need to spend on capex. Margins are great!
$MSFT 20260821 450.0 CALL$ MSFT is way oversold. This is a v strong company worth 3T! With diverse businesses like azure cloud, Copilot, software etc, it has a wide moat and difficult to disrupt. Worth ard532per share. Buy!
$BABA 20260417 200.0 CALL$ besides its e-commerce business, it's increasingly going into AI space which will bear fruit in the future. One Of the bigger chinese AI player. Buy this dip.
$ADBE 20260320 415.0 CALL$ Adbe has been Consistently profitable and recently in its earnings has beaten both top & bottom lines. This should erase all unwarranted concerns that AI is disrupting its business. In fact, AI is increasingly Incorporated into its products to increase its appeal. 90% of professionals are using this gold standard & adbe is taught in schools. Buy the unfair dip as narrative can shift quickly.
$Salesforce.com(CRM)$ Crm recently beat the estimates & posted solid Earnings. This is a fundamentally sound stock with strong credentials. AI is not disruptive To it's business instead it complements It & push its profits higher.
$BABA 20260417 200.0 CALL$ This is the closest you can get in the Chinese AI space. It's a major cloud player in China In addition to its other varied businesses. It's now more than double from its low of ard $60. More upside in my opinion, tp 200-220.
$Alphabet(GOOGL)$ Buy the dip! This is the darling of AI plus YouTube plus search. Multi faceted Business which was thought to be dead Just a year ago. The market is fickle & narrative can change suddenly.