Salesforce shares were bought, and the position is now considered fully built, with further purchases unlikely.
Source Post
I sold it all today
Mar 26, 2026
The creator discusses the Nasdaq being down over 10% from all-time highs and significant losses in their public account, with Meta, AMD, Fubo, Palantir, Estee Lauder, SoFi, Elf, and Google all experiencing notable drops. They also highlight the VIX's substantial year-to-date increase, outperforming oil. The creator plans to discuss whether the market is 'cooked,' a position they sold 100% of today, and stocks they bought today.
Linked Mentions
Tickers discussed in this post
Nike shares were purchased, and the position is now considered fully built, making further purchases unlikely.
The creator is aggressively buying American Express (AXP) shares, aiming to acquire as many as possible while the stock is below $300.
The creator purchased 36 shares of Adobe (ADBE) at $240, considering it extremely undervalued with a forward P/E of 9-10.
The creator acquired 4,600 shares of Honest (HNST) at $2.88, believing it's a long-term play that will exceed $5 by year-end, despite current market conditions.
Microsoft is listed as a Mag 7 company where high CapEx on AI is leading to investor skepticism and potential future earnings pressure.
Nvidia is expected to continue having strong numbers due to demand from other tech companies, and its stock has only seen a moderate decline.
Apple is viewed positively among the Mag 7 for not excessively spending on AI CapEx, instead focusing on share buybacks and dividends, leading to a smaller stock price decline.
Tesla is mentioned as one of the Mag 7 stocks that has been hit, though the specific reason is not detailed in this segment.
Amazon is cited as a Mag 7 company with excessive CapEx on AI, leading to investor skepticism about future earnings.