Adobe is mentioned as an example of a software company facing valuation uncertainty due to AI advancements.
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Dividend Stocks are Crushing the Market (Here's My Next Move)
Dividend DataMar 4, 2026
The creator highlights the strong performance of dividend and value stocks in early 2026, contrasting it with a sell-off in software stocks. Despite the outperformance of dividend stocks like Altria (MO) and Exxon Mobil (XOM), the creator is also focused on buying dips in high-quality tech stocks such as Microsoft (MSFT), believing the market is mispricing them.
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Salesforce is experiencing a sell-off despite strong earnings growth, indicating multiple compression in software stocks.
Microsoft is a high-quality tech stock that the creator believes is being wrongly punished by the market, presenting a buying opportunity.
Hess Midstream is the largest position in the creator's account, with strong total returns and recent dividend payouts.
Exxon Mobil is a core long-term dividend holding that has seen significant gains and is trading cheaper than Microsoft on a forward basis.
Altria is a long-term dividend position that has performed well, with the creator up significantly on their investment.