$CRM 20261218 280.0 CALL$ The fear of AI on software companies is subsiding Fast. Crm, Adobe, servicenow etc are increasingly incorporating AI into their products. Their products are sticky and companies which use Them are not going to switch to risk disruptions To their operations to save a few dollars.
$NVIDIA(NVDA)$ A sell down after Jensen Huang's affair is laughable & completely irrational. Are people going to stop buying his Chips? NO!! The chips will still sell like hotcakes! Be logical. This is a bargain and I'm buying more!
$MSFT 20261218 460.0 CALL$ Msft reported Solid earnings last week. But dragged down by Tech sell off which doesn't make sense. The bond sale is pittance & just noise. Their products Will be monetized, just be patient.
$Salesforce.com(CRM)$ Software stocks including Crm are slowly recovering and showing AI is not disrupting their business but helping them to be more productive & focused. The narrative can change quickly. Tp ard 300 in my opinion.
$Alphabet(GOOGL)$ I'm bullish on googl and I think there's more upside given its strong Position in YouTube, search and now Gemini. It Also invested in space X 10 years ago and this Proved immensely profitable. Still undervalued & I expect it to tp around 450. Ignore the Noise on capex spend. Buy before Earnings release this week.
$MSFT 20261218 460.0 CALL$ This is a powerHouse almost like buying an etf. It has a varied & diversified Businesses eg AI, azure cloud, software, advertising etc. don't be scared Of its AI capex spend which will be monetized Soon. Buy before earnings this week.
$MSFT 20261218 460.0 CALL$ A strong business model that recently got bashed. Now In recovery mode when investors realized this Is a cash cow. Ignore the noise, more upside coming.
$Amazon.com(AMZN)$ Amzn is now into space economy launch its own satellites like Space X. This will be the new frontier as data Centers will be built in space. I think amzn with It's strong cash position is more than Capable in challenging space X.
$META 20261016 800.0 CALL$ Meta has a strong business model centered around a family of apps And 1/4 of world's population is on it. It has consistent free cash flow but was sold down recently but recovered somewhat. Potentially can go higher and Do not be fooled by the irrational market
$UOB(U11.SI)$ All 3 local banks have been sold Down last week to ridiculous prices cos of 1 report. Now it seems they are near oversold Conditions. Take advantage esp Uob Which is the cheapest of the trio. Ignore the noise & be rewarded.