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THE MONEY IDEA💡
4 Growth Stocks to Buy
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
The market finally gave growth investors some relief.
The US-Iran ceasefire helped spark a rebound in beaten down tech and consumer cyclical stocks.
But this still is not a calm setup.
Oil remains elevated, supply disruptions are still moving through the system, and inflation could keep pressuring earnings and guidance.
That is why this moment matters.
Some growth stocks have already bounced, but several still trade at meaningful discounts while the earnings season reinforces the long term AI and growth story.
Market Mood: Growth Rebound 🚀
Conviction Level: ●●●○○ (3/5)
The market still looks undervalued overall, with several beaten down names having room to run before the rest of the market fully catches up.
We’ve also opened the Money Masters Community for readers who want to go deeper than weekly headlines and build real investing discipline over time.
Inside is a simple 7 step system to financial independence, along with ongoing insights to help you stay consistent as markets shift.
Now let’s dive in↓
This week’s setup is about identifying growth stocks that still have a meaningful valuation gap before earnings and sentiment potentially improve further.
THE MONEY IDEA💡
4 Growth Stocks to Buy
Bottom Line: Microsoft still looks like one of the strongest long term growth setups in the market because it has durable core businesses, major AI upside, and a valuation that remains unusually attractive.
AI Optionality: If AI becomes even bigger than expected, Azure, Copilot, and Microsoft’s broader cloud ecosystem could drive more upside than Morningstar is currently modeling.
Business Diversification: If AI ends up less disruptive than the market fears, Microsoft still benefits from one of the deepest portfolios in enterprise software and traditional tech.
Moat Strength: Morningstar assigns Microsoft a wide economic moat based on switching costs, network effects, and cost advantages across multiple product lines.
Growth Profile: Morningstar is forecasting roughly 14% annual revenue growth and 16% annual earnings growth over the next five years.
Valuation Gap: Shares trade roughly 38% below Morningstar’s fair value estimate, which is a rare discount for one of the market’s highest quality growth franchises.
Do This Next: Build or add patiently before earnings season reminds the market why Microsoft remains one of the clearest long term winners in tech.
Bottom Line: Broadcom looks compelling here because custom AI accelerators are becoming a bigger part of the story while the stock still trades below fair value.
AI Chip Exposure: Broadcom is benefiting from surging demand for custom AI accelerators, which Morningstar expects to drive explosive growth over the next several years.
New Customer Support: The recent long term supply agreement with Alphabet adds further confidence to the company’s growth outlook and execution path.
Anthropic Upside: Broadcom is also seeing new demand tied to Anthropic, giving it another major customer attached to the AI buildout cycle.
Wide Moat Business: Morningstar assigns a wide economic moat based on switching costs and intangible assets, which gives the company stronger long term protection than many chip names.
Valuation Gap: Shares trade roughly 26% below Morningstar’s fair value estimate, leaving meaningful upside if earnings and execution continue to impress.
Do This Next: Consider starting or adding to a position while Broadcom still trades at a discount and the AI accelerator thesis keeps strengthening.
Bottom Line: Chewy looks attractive again because the fundamentals and margins remain solid while the stock has fallen enough to reopen the opportunity.
Sales Momentum: Recent quarterly results showed revenue growth above 8%, supported by volume gains that suggest the company is still winning with consumers.
Margin Expansion: Adjusted EBITDA margins improved meaningfully, and Morningstar expects continued operating margin expansion over the next several years.
Category Strength: Pet spending remains more resilient than many other consumer categories, which helps support the long term growth story.
Earnings Leverage: Morningstar expects earnings to compound much faster than revenue as the business matures and profitability improves.
Valuation Gap: Shares trade roughly 30% below Morningstar’s fair value estimate after pulling back from their 2025 highs.
Do This Next: Rebuild exposure gradually while Chewy sits back in undervalued territory and the market underappreciates its earnings leverage.
Bottom Line: On Holding still looks like a compelling growth story because the brand is expanding globally and the recent selloff is no threat to its thesis.
Brand Momentum: On has become one of the fastest growing sportswear brands since the pandemic, led primarily by its running shoe business.
Global Expansion: The company already sells in more than 80 countries, and Morningstar still sees room for broader geographic penetration.
Category Extension: Beyond footwear, On has opportunities to keep expanding into apparel and accessories, which could widen the revenue base over time.
Strong Growth Outlook: Morningstar is still modeling roughly 16% annual revenue growth and 29% annual earnings growth over the next five years.
Valuation Gap: Shares trade roughly 29% below Morningstar’s fair value estimate after a difficult year for the stock.
Do This Next: Buy in stages while sentiment remains cautious and let the long term brand expansion story play out over time.
MEME CORNER😁
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ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Use this rebound to focus on growth names that still have a real margin of safety instead of chasing the ones that already got expensive again.
$MSFT ( ▲ 2.2% ) Treat as a core long term AI holding with one of the most attractive risk reward setups in large cap tech.
$AVGO ( ▲ 0.44% ) Consider for higher octane AI exposure if you want a company with improving customer momentum and strong growth visibility.
$CHWY ( ▼ 0.74% ) Keep on your growth watchlist and accumulate gradually as margin expansion continues.
$ONON ( ▼ 0.03% ) Use weakness as an opportunity to buy a premium athletic growth story before broader brand awareness catches up.
Optional Deep Dive
Most people stop at reading.
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QUOTE CORNER📄
Quote of The Week
-Morgan Housel
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