Source Post

AI Stock Crash! 5 Stocks I'm Buying Instead in March

The creator discusses a potential AI stock crash and highlights "Halo Stocks" (Heavy Assets, Low Obsolescence) as a resilient investment alternative. He mentions specific tech stocks like CrowdStrike and Broadcom as buys, while noting negative sentiment towards Nvidia, Salesforce, Service Now, and AppLovin due to AI disruption fears.

Linked Mentions

Tickers discussed in this post

ORCLBullishHigh ConvictionSignal-backedPrimary

Buy Oracle as AI infrastructure spending is expected to boom despite recent sell-offs.

AMZNBullishHigh ConvictionSignal-backedPrimary

Buy Amazon as AI infrastructure spending is expected to boom despite recent sell-offs.

SMCIBullishHigh ConvictionSignal-backedPrimary

Buy SMCI as AI infrastructure spending is expected to boom despite recent sell-offs.

MRVLNeutralMedium ConvictionSignal-backedPrimary

Marvell Technology offers AI exposure and growth at a cheaper valuation than competitors.

PANWNeutralMedium ConvictionSignal-backedSecondary

Palo Alto Networks is a favorite in the AI space.

ZSNeutralMedium ConvictionSignal-backedSecondary

Zscaler is a favorite in the AI space, despite a recent earnings reaction.

LMTNeutralLow ConvictionResearch Only

Lockheed Martin is mentioned as a potential play within the industrials sector.

DENeutralLow ConvictionResearch Only

Deere is mentioned as a potential play within the industrials sector.

ECLNeutralLow ConvictionResearch Only

Ecolab is mentioned as a potential play within the materials sector.

LYBNeutralLow ConvictionResearch Only

LyondellBasell is mentioned as a potential play within the materials sector.

MCDNeutralMedium ConvictionSignal-backedPrimary

McDonald's is a consistent performer with reliable returns and a dividend, making it a solid hold.

WMTNeutralMedium ConvictionSignal-backedSecondary

Walmart (WMT) is a hold as the creator has recommended it for a year and is monitoring its performance post-earnings.

BUDBullishMedium ConvictionSignal-backedPrimary

Anheuser-Busch InBev (BUD) is a buy due to its market leadership, strong brands, and potential for upside beyond its recent gains.

APPBearishMedium ConvictionSignal-backedSecondary

AppLovin is a sell due to fears of AI disruption impacting software companies.

NOWBearishMedium ConvictionSignal-backedSecondary

Service Now is a sell due to fears of AI disruption impacting software companies.

CRMBearishMedium ConvictionSignal-backedSecondary

Salesforce is a sell due to fears of AI disruption impacting software companies.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned in the context of an AI stock crash, suggesting a neutral to negative outlook.

AVGOBullishMedium ConvictionSignal-backedSecondary

Broadcom is a buy, likely due to its infrastructure focus being less susceptible to AI disruption.

CRWDBullishMedium ConvictionSignal-backedSecondary

CrowdStrike is a buy as it's seen as a resilient tech stock amidst AI disruption fears.

Linked Signals

Tracked calls opened from this post

SMCI
buy opened Mar 1, 2026
-36.62%
AMZN
buy opened Mar 1, 2026
+22.15%
ORCL
buy opened Mar 1, 2026
+68.21%