LesterTan

    • LesterTanLesterTan
      ·06-15 11:57
      $Alphabet(GOOGL)$  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 11:52
      $MSFT 20260821 450.0 CALL$ 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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    • LesterTanLesterTan
      ·05-18
      $MSFT 20260821 450.0 CALL$ 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.
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    • LesterTanLesterTan
      ·05-18
      $Amazon.com(AMZN)$  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.
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