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TSMC After the Beat: What Comes Next for Chips
AI demand surged. Investors still sold.
12 hrs ago
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Investing With Purpose | IWP
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AST SpaceMobile’s Reset: Opportunity or Warning?
What the latest contract win, cash burn, valuation, and technical structure mean for potential investors.
Jul 15
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Investing With Purpose | IWP
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ASML Just Raised the Stakes
Another strong quarter has pushed expectations higher, but the next move may depend on more than earnings.
Jul 15
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Investing With Purpose | IWP
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Alphabet After the Shakeout: 22% Growth at 24x Forward Earnings
Revenue is accelerating, AI spending is surging, and earnings could decide whether June’s washout marked a turning point or a warning.
Jul 14
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Investing With Purpose | IWP
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Weekly Trade Plan Update - Week of July 13, 2026
Growth Rebounds, Breadth Improves, but Confirmation Still Matters
Jul 13
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Investing With Purpose | IWP
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Ondas Holdings (ONDS): Defense-Drone Growth, a Billion-Dollar Cash Cushion, and a Stock Cut in Half
Ondas revenue jumped 1,065% and it holds over $1B in cash, but it still loses money and 32% of the float is short. The support test now underway decides…
Jul 9
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Investing With Purpose | IWP
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Lululemon Fell 50% While Its Brand Stayed Elite. At Under 10 Times Earnings, It Now Screens as a Takeover Target.
The market's favorite growth story was cut in half in a year, yet kept hitting 55% gross margins. What's now left is rare: a genuinely great brand…
Jul 8
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Investing With Purpose | IWP
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Weekly Trade Plan Update, Week of July 6, 2026
A 60-stock weekly playbook for navigating a broadening rally, separating real Trend-Hold setups from dangerous chase trades.
Jul 6
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Investing With Purpose | IWP
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Pfizer at a 7% Yield: Getting Paid to Wait, or a Value Trap?
PFE trades at 8.6x forward earnings with a dividend yield above 7%, yet the price keeps carving new lows. Here is what the numbers actually support, and…
Jul 4
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Investing With Purpose | IWP
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June 2026
Palo Alto Was the Easy Pick
he business keeps executing, but after a sharp run to all-time highs, the cleaner trade may now require patience.
Jun 30
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Investing With Purpose | IWP
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ServiceNow Fell 50%. What If the AI Fear Was Backwards?
The market treated NOW like another software name at risk of being disrupted. But the deeper you look, the more complicated that story gets.
Jun 29
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Investing With Purpose | IWP
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Palantir Is Down 46%. Bargain or Trap?
A great business, a bruised stock, and a valuation debate that still isn’t settled.
Jun 28
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Investing With Purpose | IWP
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