$GOOGL 20260618 460.0 CALL$ 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.
$MSFT 20260821 450.0 CALL$ this is a usd 3T Company with diverse businesses in AI, Cloud, software etc. it's like buying an ETF. Recently beat earnings estimates but unjustifiably Punished for its AI spending & software Concerns. These are short term Noise. Buy the dip. Tp ard 550.
$NVIDIA(NVDA)$ this is everyone's Favorite & The largest company in the world. Best in class & it's streets ahead of its rivals. If NVDA can export to china without hiccups, its share price can go another leg up to above 250.