LesterTan

    • LesterTanLesterTan
      ·03-02 13:39
      $Salesforce.com(CRM)$   Last week, CRM posted solid profits,  increased its Dividends & buying back 50  Billion Of its own shares. Yet market said  software Is dead! Market can be wrong &  irrational. Look at google & nvidia which the market said they would be dead but one year on, the truth is out.
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    • LesterTanLesterTan
      ·03-02 09:14
      $BABA 20260417 200.0 CALL$ This used to  be a powerhouse Which is unfairly sold down to ard 60. Written off but look at it now back  to ard 160. With its AI play, it will climb more. Don't miss again.
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    • LesterTanLesterTan
      ·02-23
      $NVIDIA(NVDA)$  this is everyone's darling  which was sold down a year ago due to deep  seek Fears. Look at it now, hitting new highs. Market can be irrational. Tp 220-250.
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    • LesterTanLesterTan
      ·02-23
      $ADBE 20260320 415.0 CALL$ Software sell down is overblown just like the market said  google Will be disrupted by AI. Look at Google now. Buy this massive dip. Market doesn't understand adbe business enough. Most professionals 90% are using adbe.
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    • LesterTanLesterTan
      ·02-16
      $ADBE 20260320 415.0 CALL$ Market feels  that Software has lost its touch but if we  analyze Deeper, there are more than meets  the eye. AI is being incorporated into adbe  products eg firefly. Also there is licensing  Issues & risks being sued if u use AI products  outside Adbe. professionals are using adbe because it's the gold standard & schools are  teaching it. Yes small shops May use cheaper AI software but the impact is minimal 
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    • LesterTanLesterTan
      ·02-16
      $DBS(D05.SI)$   This is the strongest bank in this part of the world. Though nim has fallen but its business are well diversified especially into wealth  management Which is increasing profitable  Replacing Nim. Buy the dip. Mid term to ard 68-70
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    • LesterTanLesterTan
      ·02-09
      $Broadcom(AVGO)$  This is another solid AI  play. Consistent profits & increasing revenue. Meta & google are its major clients For Customized chips. 
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    • LesterTanLesterTan
      ·02-09
      $ADBE 20260320 415.0 CALL$ Adbe is  hitting Strong profits & free cash flow despite what the market says. Its down more than  30% Which is a very attractive price. 
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    • LesterTanLesterTan
      ·02-02
      $ADBE 20260320 415.0 CALL$ The drop of  30% In share price is unjustified. This is still  the gold standard In its field. Most  professionals will continue using adbe  products, hence providing recurring revenue. Still garnering healthy profits & revenue.
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    • LesterTanLesterTan
      ·02-02
      $Salesforce.com(CRM)$   Crm just won the US army contract worth ard 5+billion. This shows crm is still relevant & will continue to bring in increasing profits &  revenue. Buy before the narrative changes.
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