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There’s Something in Nvidia’s Earnings the Market Hasn’t Fully Priced
The headline numbers were exceptional. The more interesting story is what they imply for margins, funding, and the next leg of the AI trade.
 • Investing With Purpose | IWP
Trade Plan Update - Week of Aug 31 2026
Leadership Narrows, Patience Pays.
 • Investing With Purpose | IWP
Salesforce Is Back
Bookings are improving, AI is scaling, and the next test is revenue conversion.
 • Investing With Purpose | IWP
CrowdStrike vs. Palo Alto: The Growth Gap the Market May Be Mispricing
CrowdStrike’s organic engine is accelerating while Palo Alto’s headline growth leans heavily on acquisitions. The valuation gap may be telling the wrong…
 • Investing With Purpose | IWP
Intuit: Opportunity in the Selloff
The market is pricing in a collapse. The numbers point to a reset, and the opportunity may be better than the headline suggests.
 • Investing With Purpose | IWP
Buy Nvidia Before Earnings or Wait? Here’s What the Market Is Pricing In
The beat may be the easy part. The real test is what Nvidia guides next, how much optimism is already priced in, and where the risk-reward shifts after…
 • Investing With Purpose | IWP
Trade Plan Update, Week of August 24, 2026
A Defensive Week: Fewer Dip Buys, More Breakout Triggers
 • Investing With Purpose | IWP
Gold, Silver and Copper Are Back. But Only One Looks Cheap
All three metals are rallying, but their valuations, positioning and 2027 forecasts are telling very different stories.
 • Investing With Purpose | IWP
Zeta Global Wants to Be AI Infrastructure. Its Margins Disagree.
ZETA recently posted its 20th straight beat-and-raise, its first GAAP profit, and a 56% jump in EBITDA. The stock has doubled off its low. Here’s what…
 • Investing With Purpose | IWP
Meta at 16x Earnings. Value or Trap?
The numbers look compelling. The questions underneath them are more interesting.
 • Investing With Purpose | IWP
Micron vs. Sandisk vs. SK Hynix: Which One Is the Buy?
All 3 are riding the same memory boom, but their margins, contract protection and exposure to the cycle look very different. We rank Micron, Sandisk and…
 • Investing With Purpose | IWP
The Alibaba You Think You Own Is Disappearing
The delivery war is cooling, cloud is accelerating, and Alibaba is redirecting the savings into an increasingly expensive AI infrastructure bet.
 • Investing With Purpose | IWP
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