LesterTan

    • LesterTanLesterTan
      ·06-22 11:34
      $MSFT 20260821 450.0 CALL$ 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.
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    • LesterTanLesterTan
      ·06-22 11:27
      $Salesforce.com(CRM)$  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.
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    • LesterTanLesterTan
      ·06-15
      $Alphabet(GOOGL)$  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 
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    • LesterTanLesterTan
      ·06-15
      $MSFT 20260821 450.0 CALL$ 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
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    • LesterTanLesterTan
      ·06-08
      $GOOGL 20260618 460.0 CALL$ 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.
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    • LesterTanLesterTan
      ·06-08
      $Salesforce.com(CRM)$  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.
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    • LesterTanLesterTan
      ·06-01
      $GOOGL 20260618 460.0 CALL$ 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.
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    • LesterTanLesterTan
      ·06-01
      $UnitedHealth(UNH)$  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. 
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    • LesterTanLesterTan
      ·05-25
      $Salesforce.com(CRM)$  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.
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    • LesterTanLesterTan
      ·05-25
      $GOOGL 20260618 460.0 CALL$ 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.
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