$META 20260821 800.0 CALL$ 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.
$MSFT 20260821 450.0 CALL$ 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.