LesterTan

    • LesterTanLesterTan
      ·08-17 12:06
      $META 20260821 800.0 CALL$ 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 12:00
      $UnitedHealth(UNH)$  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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    • LesterTanLesterTan
      ·08-03
      $META 20260821 800.0 CALL$ Another great opportunity to accumulate due to market  Irrationality. A miss in earnings in a quarter is acceptable, otherwise it's firing on all  cylinders. AI spending will be monetized and it's Already selling excess capacity to increase its earnings. TP 900.
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    • LesterTanLesterTan
      ·08-03
      $Microsoft(MSFT)$  I mentioned this before  the earnings Last week that msft is way  undervalued. Despite the surge in the last few Days, it has more room to run. Don't be  distracted by Its AI spending & software  scare. These are noise.
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    • LesterTanLesterTan
      ·07-27
      $MSFT 20260821 500.0 CALL$ this is an       almost 3T company with a solid diversified  Businesses eg Azure cloud, software, AI,   advertising etc. it's almost like buying an etf. Ignore the noise on AI capex spending. It's  necessary as demand exceeds supply. Be  patient & this capex will be monetized. Take  advantage Before the earnings on 29 July.
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    • LesterTanLesterTan
      ·07-27
      $UOB(U11.SI)$  This is one of the trio Giants in banking. Funds are coming in to buy up  their Shares especially before earnings in  early Aug. Uob being the cheapest is playing  catch up and has climbed. Still undervalued & paying good dividends. But before the next leg up.
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    • LesterTanLesterTan
      ·07-20
      $Mobility Global Inc(MBGL)$ This is a newly  spinned off business by spgi. Worth taking a  look & research more.
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    • LesterTanLesterTan
      ·07-20
      $MSFT 20260821 450.0 CALL$ It's a  diversified Business model in cloud, software,  AI, advertising etc. A solid wide moat which is difficult to replicate. The spending on AI  capex Is just noise. Good to buy some before earnings next week.
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