$MSFT 20260918 520.0 CALL$ There's a massive run up of ard $100 after the latest double beat earnings. The AI capex spend & software Disruption are just noise and proven wrong again. It could be due to market manipulation to scare the retailers to sell before The whales buy them. Don't be fooled. More upside.
$NVIDIA(NVDA)$ This is everyone favorite and Rightfully so. Still cheap and more upside predicting abt 40% growth annually. Earnings on 28 Aug and can consider to buy before another run up.
$META 20260821 800.0 CALL$ One of the cheapest Mag 7 stock despite a good quarterly Earnings. Forget about the AI capex Spending which is a short term issue. It will be monetized. Also, Meta can Easily pay off its debt. Tp $900.
$UnitedHealth(UNH)$ Everyone is buying the mag 7 these days &forgot about other sectors like Healthcare insurance. We need not put everything in one basket. Good to diverify and unh is one solid stock to buy. It's the largest Health insurance company in the US and has a solid track record. More upside To come.
$META 20260821 800.0 CALL$ Good report Card recently but went down 9%. Market is crazy and fear its negative fcf cos of AI capex spending. But one has to differentiate growth capex and others. Once this is done, fcf will Soar again. Only a temporary issue. TP $900.
$Salesforce.com(CRM)$ CRM and others like adobe, msft software sell off is way overdone & unjustified. No company will just stop using software just to save a bit to risk their operations especially everything is working well over the years. They are the gold standards. In fact, software stocks are recovering.Take advantage of this irrationality.
$META 20260821 800.0 CALL$ Another great opportunity to accumulate due to market Irrationality. A miss in earnings in a quarter is acceptable, otherwise it's firing on all cylinders. AI spending will be monetized and it's Already selling excess capacity to increase its earnings. TP 900.
$Microsoft(MSFT)$ I mentioned this before the earnings Last week that msft is way undervalued. Despite the surge in the last few Days, it has more room to run. Don't be distracted by Its AI spending & software scare. These are noise.
$MSFT 20260821 500.0 CALL$ this is an almost 3T company with a solid diversified Businesses eg Azure cloud, software, AI, advertising etc. it's almost like buying an etf. Ignore the noise on AI capex spending. It's necessary as demand exceeds supply. Be patient & this capex will be monetized. Take advantage Before the earnings on 29 July.
$UOB(U11.SI)$ This is one of the trio Giants in banking. Funds are coming in to buy up their Shares especially before earnings in early Aug. Uob being the cheapest is playing catch up and has climbed. Still undervalued & paying good dividends. But before the next leg up.