Adobe is a sell because AI is disrupting its core business, making it a defensive player despite a cheap valuation.
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3 AI Winners to BUY, 1 AI Loser to SELL
Mark Roussin, CPAApr 7, 2026
The creator identifies AI infrastructure as the key to the AI gold rush and recommends buying Nvidia (NVDA) and Taiwan Semiconductor Manufacturing Company (TSM) due to their critical roles and attractive valuations. He also mentions Marvell Technology (MRVL) as a previously purchased stock that has performed well.
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Tickers discussed in this post
Taiwan Semi is a critical AI manufacturer with a reasonable valuation, despite geopolitical risks.
Marvell Technology is a previously purchased AI winner that has seen strong revenue and net income growth.
Nvidia is a buy as the epicenter of AI infrastructure with no scalable competitors and an attractive valuation.