$MSFT 20260821 450.0 CALL$ 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.
$Alphabet(GOOGL)$ 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.