To The Moon

Nvidia closed at 225.30 dollars, up just over half a percent. But the options market tells a more cautious story. A 6.9 million dollar net-credit calendar call spread is limiting near-term upside,...

$Microsoft(MSFT)$ Bought 2k shares at 351.30, and I'll buy another 2k if it drops to that level again. It feels similar to getting into $Alphabet(GOOGL)$ $Alphabet(GOOG)$ before it tripled. Currently at the 52-week low. My price target is $570, with a forward P/E of 18.5. For a top 10 global company with one of the leading AI platforms, that valuation looks interesting to me.

$UnitedHealth(UNH)$ Continue to trim position to realise profits