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ASTS: The Price of Perfection
A real engineering story, a stretched valuation, and a stock now priced for flawless execution.
6 hrs ago
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Investing With Purpose | IWP
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May 2026
Trade Plan Update : Week 1 of June 2026
A 60-stock weekly playbook for navigating a broadening rally, separating real Trend-Hold setups from dangerous chase trades.
May 31
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Investing With Purpose | IWP
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Alphabet's First Real Pullback: AI Capex Risk or Cash-Flow Opportunity?
GOOG just pulled back about 7% from a record high near $404. Underneath the dip, revenue is accelerating, free cash flow is still in the tens of…
May 31
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Investing With Purpose | IWP
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Redwire Has Left Orbit. Is There Still a Smart Entry?
Redwire's space-and-defense orders are growing fast, but the stock has more than quintupled in a year and now trades above the highest price target on…
May 29
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Investing With Purpose | IWP
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Pay 60x Sales for Safety or 9x Sales for Scale?
Nebius and CoreWeave both rent out GPU power to the same boom, both are growing triple digits, but one sits on a cash-rich balance sheet while the other…
May 28
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Investing With Purpose | IWP
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Meta Looks Cheap Again, But There’s One Big Catch
The most profitable business in big tech is growing 33% a year, yet the market has cooled on it while the AI bill climbs.
May 27
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Investing With Purpose | IWP
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Shopify’s Business Is Accelerating. The Stock Still Hasn’t Caught Up.
The commerce business is accelerating and throwing off cash, yet the shares round-tripped back to a trend line that's held for 2 years.
May 25
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Investing With Purpose | IWP
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AI’s Hidden Choke Point
The companies whose machines build every advanced chip are all near record highs, but the growth, the margins, and the price you pay for each are…
May 24
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Investing With Purpose | IWP
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Trade Plan: Week 5 May 2026
AI Leadership Is Back, But the Edge Is Patience: A Level-by-Level Trade Plan for a Constructive but Stretched Market
May 24
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Investing With Purpose | IWP
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Nvidia Beat Everything, and the Stock Shrugged
A record quarter, a $91B guide, a 25x dividend hike, an $80B buyback. The muted reaction is the whole story.
May 21
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Investing With Purpose | IWP
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Palantir’s 35% Pullback: The Business Didn’t Break, The Multiple Did
The valuation hasn’t gotten cheap. The setup has gotten interesting.
May 19
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Investing With Purpose | IWP
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GLP-1 Split: Why Lilly Leads While Novo Rebuilds
One stock is breaking out. The other is trying to bottom. Same industry, completely different setup.
May 18
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Investing With Purpose | IWP
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