LesterTan
LesterTan
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avatarLesterTan
09-21 13:31
$MSFT 20261016 455.0 CALL$ 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.
avatarLesterTan
09-21 13:25
$Salesforce.com(CRM)$  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.
$MSFT 20260918 520.0 CALL$ 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.
$Alphabet(GOOGL)$  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 
$MSFT 20260918 520.0 CALL$ 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.
$Salesforce.com(CRM)$  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.
$MSFT 20260918 520.0 CALL$ 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.
$Broadcom(AVGO)$  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 
$MSFT 20260918 520.0 CALL$ 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.
$NVIDIA(NVDA)$  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. 
$META 20260821 800.0 CALL$ 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.
$UnitedHealth(UNH)$  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.
$META 20260821 800.0 CALL$ 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.
$Salesforce.com(CRM)$  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. 
$META 20260821 800.0 CALL$ 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.
$Microsoft(MSFT)$  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.
$MSFT 20260821 500.0 CALL$ 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.
$UOB(U11.SI)$  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.
$Mobility Global Inc(MBGL)$ This is a newly  spinned off business by spgi. Worth taking a  look & research more.
$MSFT 20260821 450.0 CALL$ 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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