LesterTan

    • LesterTanLesterTan
      ·09-21
      $MSFT 20261016 455.0 CALL$ Buying msft is akin to buying an etf with it's myriad of  businesses eg software, cloud, advertising  etc. Strong free cash flow. Don't be fooled by It's AI capex, it will be monetized. Tp ard 600.
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    • LesterTanLesterTan
      ·09-21
      $Salesforce.com(CRM)$  Crm like many  software Stocks have recovered somewhat  from the lows. Clearly oversold. With optimistic forward guidance and recent beats  In earnings, there's more upside.
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    • LesterTanLesterTan
      ·09-14
      $MSFT 20260918 520.0 CALL$ This is a solid stock with strong earnings and consistent free cash flow. Don't be afraid of its spending on AI. It will be monetized over the next few  years. Ignore the noise. TP 570-600.
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    • LesterTanLesterTan
      ·09-14
      $Alphabet(GOOGL)$  impressive beat on  earnings. Their suite of products are bringing  Strong cash flow & it has also 8% stake in  spaceX. Buy before it runs again 
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    • LesterTanLesterTan
      ·09-07
      $MSFT 20260918 520.0 CALL$ 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
      $Salesforce.com(CRM)$  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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