$META 20260821 800.0 CALL$ 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.

$Mobility Global Inc(MBGL)$ 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