To The Moon

$AVGO 20260717 480.0 CALL$ 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