LesterTan

    • 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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    • LesterTanLesterTan
      ·01-26
      $GOOGL 20260130 355.0 CALL$ This is the  darling Of AI. Will trend higher especially with  Gemini 3 launch & its other AI offerings.
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    • LesterTanLesterTan
      ·01-26
      $ADBE 20260320 415.0 CALL$ Adbe is  ridiculously down 30%. It is still producing  strong Revenue & free cash flow every  quarter. Buy the correction. Once the narrative changes it will fly.
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    • LesterTanLesterTan
      ·01-26
      $Visa(V)$  Buy the dip! This is a duopoly that controls the payment process. As more  cashless transactions take place Visa will  gain. Also it is asset light & don't spend much on capex.
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    • LesterTanLesterTan
      ·01-19
      $MSFT 20260618 440.0 CALL$ Msft is a cash machine producing ever increasing free cash  flow Every year. Strong in cloud & AI amongst  others. Buy the dip before earnings.
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