LesterTan

    • LesterTanLesterTan
      ·09-07 12:36
      $MSFT 20260918 520.0 CALL$ Buying msft is  Akin to buying an ETF. Msft runs a myriad of businesses eg, software, azure cloud, AI,  advertising Etc. it's strong free cash flow is  amazing and share price has rebounded  strongly after the market noise predicted its  software Business is dead. More upside to  550-600.
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    • LesterTanLesterTan
      ·09-07 12:29
      $Salesforce.com(CRM)$  Crm recently  announced earnings where it beat analysts  Estimates and projected strong guidance  prove Software companies like crm, adobe, servicenow are not in a decline. Instead they are Adopting AI in their suite of products and  increase their moats. Share prices have since recovered strongly But more to come. Don't wait too long to buy.
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    • LesterTanLesterTan
      ·09-03
      $MSFT 20260918 520.0 CALL$ market is  misPricing this though it has recovered ard  $100 Since its last earnings call. Tp 550-600. Don't wait too long to buy.
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    • LesterTanLesterTan
      ·09-03
      $Broadcom(AVGO)$  This stock announced  Blowout earnings Last night yet the stock  price went down. Forward guidance is also good. Major clients are Google & Meta. Ignore the noise and buy into the market irrationality 
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    • LesterTanLesterTan
      ·08-24
      $MSFT 20260918 520.0 CALL$ There's a  massive run up of ard $100 after the latest  double beat earnings. The AI capex spend &  software Disruption are just noise and proven wrong again. It could be due to market  manipulation to scare the retailers to sell  before The whales buy them. Don't be fooled. More upside.
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    • LesterTanLesterTan
      ·08-24
      $NVIDIA(NVDA)$  This is everyone favorite  and Rightfully so. Still cheap and more upside predicting abt 40% growth annually. Earnings on 28 Aug and can consider to buy before another run up. 
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    • LesterTanLesterTan
      ·08-17
      $META 20260821 800.0 CALL$ One of the  cheapest Mag 7 stock despite a good  quarterly Earnings. Forget about the AI capex Spending which is a short term issue. It will be monetized.  Also, Meta can Easily pay off its debt.  Tp $900.
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    • LesterTanLesterTan
      ·08-17
      $UnitedHealth(UNH)$  Everyone is buying the mag 7 these days &forgot about other sectors  like Healthcare insurance. We need not put  everything in one basket. Good to diverify and unh is one solid stock to buy. It's the largest  Health insurance company in the US and has a solid track record. More upside To come.
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    • LesterTanLesterTan
      ·08-10
      $META 20260821 800.0 CALL$ 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.
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    • LesterTanLesterTan
      ·08-10
      $Salesforce.com(CRM)$  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. 
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