LesterTan

    • LesterTanLesterTan
      ·12:32
      $Alphabet(GOOGL)$  Market once said that  google Is dead due to chat gpt & AI 18 months  ago. It then fell to about $160 which I bought more. The narrative suddenly shifted when  googl Ride the AI wave and monetized its  products instead. Now it's 350 and more to  come. Don't be fooled by the market.
      1501
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    • LesterTanLesterTan
      ·09-28
      $UOB(U11.SI)$  This is one of the big banking trio in Singapore and the cheapest in  valuation terms. Strong fundamentals and  diversified Businesses in various countries. Recently it shows it is breaking out to the  upside. Still undervalued.
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    • 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.
      1.86K2
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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.
      1.20KComment
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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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