Alphabet remains a top pick due to its massive cash reserves, record profitability, and strong AI tailwinds.
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5 BEST Stocks to Buy in March 2026 (w/ Price Targets)
Mark Roussin, CPAFeb 28, 2026
Mark Roussin identifies Arista Networks as a top AI infrastructure pick for March 2026, citing its exceptional balance sheet and cash flow growth despite a slightly elevated valuation.
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Tickers discussed in this post
CrowdStrike is highlighted as a key beneficiary of the growing necessity for robust cybersecurity infrastructure.
Zscaler is a top pick because cybersecurity is a non-discretionary 'need' and the stock is trading at a significant discount.
Data Dog is highlighted as a high-margin software opportunity that has been unfairly beaten down by broader AI fears.
Constellation Energy is a primary AI play due to its massive nuclear fleet and the surging power demands of data centers.
Arista Networks is a high-quality AI infrastructure play with strong cash flow, though the creator recommends waiting for a $115 entry point.