$MSFT 20260821 450.0 CALL$ The market is mispricing msft. With double beat on its earnings 2 weeks & solid free cash flow, it's worth Ard $550 or more in my opinion. Don't be spooked by its high AI capex & software scare. Its investment will pay off massively in the Near future when it's Monetized. Look at Google.
$Amazon.com(AMZN)$ Besides AWS & ecommerce Businesses amongst others, it's probably Little known amzn is also going into space economy as their next frontier, likely building data centers in space & integrating with its aws offering. Similar to Elon musk's Space X. Massive boost to share price.
$MSFT 20260821 450.0 CALL$ this is a usd 3T Company with diverse businesses in AI, Cloud, software etc. it's like buying an ETF. Recently beat earnings estimates but unjustifiably Punished for its AI spending & software Concerns. These are short term Noise. Buy the dip. Tp ard 550.
$NVIDIA(NVDA)$ this is everyone's Favorite & The largest company in the world. Best in class & it's streets ahead of its rivals. If NVDA can export to china without hiccups, its share price can go another leg up to above 250.
$MSFT 20260821 450.0 CALL$ Despite a Earnings beat On both top & bottom lines last week, share price dropped. Market is fearful of its AI spending. This is irrational as the investment will pay off in the near future. Look At Google. But we take advantage of the Mispricing and buy.
$UnitedHealth(UNH)$ Clearly undervalued. This Is the largest insurance company in the US. It's turning around now & its loss ratio is rapidly improving, a short term problem. Warren Buffet bought it when the price was at a ridiculous low level.
$MSFT 20260821 450.0 CALL$ Msft is a solid business model spanning over AI, azure cloud, software etc. A complete business With strong free Cash flow & consistent profits. Worth Ard 600
$Salesforce.com(CRM)$ Don't be fooled by the Market which tends to overreact both ways. Crm is a fundamental sound company with Consistent profits & revenue. It is also buyIng back their own shares which are way underValued. The narrative can shift suddenly like what happened to Google a year ago.
$MSFT 20260821 450.0 CALL$ Msft is unfairly Punished together with other software names. Msft has a diverse business model ranging from AI, cloud, software etc. this moat Is sticky & huge, difficult to disrupt. Tp ard 550-600. Buy before it rebound.
$Visa(V)$ Together with Mastercard, they dominate the payment gateway. It's Like a toll Booth where every transaction pays into their pockets. Besides, visa has little or no huge capex to spend, hence its margin is high. Currently Undervalued.