Investing With Purpose
Investing With Purpose | IWPSmart trading & investing signals | Stock, ETFs & Crypto | Substance over speculation | Backed by a combined 35+ years of Portfolio Management & Advisory | Not Investment Advice | TL;DR? We Got You |
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 348 | Founded | a year ago | Last Issue | 19 hours ago |
| Active | |||||
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investingwpurpose.comLatest Issues
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.
10 days ago we called Palo Alto the calmer, cash-rich way to own cybersecurity, cheaper than CrowdStrike, and flagged $303 as...
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.
The market spent 2026 selling ServiceNow as a casualty of artificial intelligence, on the theory t...
Palantir Is Down 46%. Bargain or Trap?
Palantir has been cut nearly in half from its all-time high, even as its revenue grows 85% year over year. The drop wasn’t the business breaking. It was one of the most expensive stocks in software finally exhaling. At more than 50 times sa...
Trade Plan Update: Week 2 of July 2026
AI Breaks, Defensives Lead
This week’s edge: last week’s AI and semiconductor leadership broke down hard, with Nvidia falling into Breakdown, Broadcom and Alphabet losing their trend, and the AI-compute names down double digits, while mone...
Jalapeño: The OpenAI Chip That Could Define Broadcom’s AI Bet
On June 24, Broadcom and OpenAI unveiled Jalapeño, OpenAI’s first custom AI chip, built with Broadcom. It’s hard proof that Broadcom’s bet on designing silicon for the AI giants is real and shipping, and its AI revenue is on track to nearly...
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The writers behind this newsletter.
Fundamental conviction. Technical precision. Risk-managed multi-asset strategies. 35+ years of market experience.
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