$Mobility Global Inc(MBGL)$ This is a newly  spinned off business by spgi. Worth taking a  look & research more.

$MSFT 20260821 450.0 CALL$ It's a  diversified Business model in cloud, software,  AI, advertising etc. A solid wide moat which is difficult to replicate. The spending on AI  capex Is just noise. Good to buy some before earnings next week.

$AVGO 20260717 480.0 CALL$ Broadcom is a  2T company hitting 3T in no time. It has strong Free cash flow and a wide moat.  Always beating estimates. Its Big clients  include Google & Meta amongst others in the tpu space. 

$Alphabet(GOOGL)$  This is everyone's darling. It's diversified businesses are firing at all cylinders! YouTube, advertising biz, AI,  search, cloud are being monetized. Google  also Has ard 8% share in space X. buy the  dip.Tp 450.

$MSFT 20260821 450.0 CALL$ 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.

$GOOGL 20260618 460.0 CALL$ One year  ago, the market said search is dead cos of AI & ChatGPT but google has risen from the      ashes of $150 to ard 400 Now! Market can be  irrational. Google now has abt 7% in Elon  musk's space X. Another catalyst to watch.

$UnitedHealth(UNH)$  This is the largest  Healthcare insurer in US. Its Loss ratio is  improving slowly and given time it will restore  to its glory days. Management is also taking  Active steps to restructure its operations  including Increasing premiums. 

$Salesforce.com(CRM)$  This is a solid  business With consistent revenue & profit  beating Almost every quarter. It is also using AI to enhance its offerings. Way undervalued  now but once the sentiment shifts, it will  bounce back like a tennis ball.

$GOOGL 20260618 460.0 CALL$ Googl was unloved 18 months ago when the market felt  That search is dead and replaced by  ChatGPT. But from ard150, it exploded to  current Value of ard 400. So narrative can  change Quickly. Buy the dip.

$MSFT 20260821 450.0 CALL$ 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.