C3.ai has execution issues despite high potential, and the creator wants to see leadership changes take effect before buying more heavily.
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All The Stocks I'm Buying in March 2026!
The creator discusses their March 2026 budget community portfolio, highlighting recent additions and performance. They express a bullish sentiment on AI infrastructure investment, leading them to buy into several tech stocks despite recent market softness. Key additions include Oracle, Zyllem, and ServiceNow, with a particular focus on Microsoft as a favorite buy. The creator also reviews other holdings like Google, Amazon, and various REITs, indicating plans to increase exposure to undervalued or high-potential stocks.
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Tickers discussed in this post
Super Micro is a higher-risk investment with strong growth and good numbers, but concerns exist regarding customer diversity and spending.
Adobe has a strong moat and potential growth from AI products, but faces risks from subscription growth and competition, making it a medium-risk buy.
Tesla is mentioned as having triple-digit gains, indicating significant positive performance.
Meta is mentioned as being heavily in the green, indicating strong positive performance.
Alibaba is mentioned as a stock with over 50% gains, indicating strong performance.
Nvidia is mentioned as a stock with over 50% gains, indicating strong performance.
Palantir is the portfolio's best performer, with over 400% gains, and is a significant holding due to its price appreciation.
AMD has significant growth potential despite lower market share than competitors, and the creator sees potential in the stock after its recent dip.
Federal Realty is a REIT that the creator would like to increase exposure to, as it is currently a very small position.
Realy Income is a REIT that the creator would like to increase exposure to, as it is currently a small position.
Disney is a smaller position (2% of the portfolio) that the creator would like to increase weight on.
Tyson Foods is a great food and meats play that the creator would like to have a little more exposure to.
Duke Energy is considered one of the creator's favorite energy plays for the future, and they would like to increase their weight in it.
Medtronic is the creator's favorite medtech company, and they would like to have more exposure to it.
Fiser is the largest biotech pharmaceutical giant with a solid dividend, making up 5% of the portfolio, and is considered a core holding.
Extra Space Storage is a favorite REIT and great dividend payer that the creator wants to buy more of, especially for its reliable dividends.
Vichi is the creator's favorite REIT, currently held back by interest rates, but expected to take off when rates decrease, making it a medium-risk buy.
PayPal has crashed significantly, and the creator is buying more, viewing it as a medium-risk investment with potential for recovery.
American Tower is a great dividend-paying REIT that is struggling a bit, so the creator is adding more while prices are lower.
Workday is mentioned as a newer addition being dragged down by the AI selloff, with the creator believing AI will drive future growth and planning to buy more.
SoFi is a favorite fintech company that the creator has been buying more of, especially after it crashed significantly before they started accumulating shares.
Amazon is a favorite stock that the creator likes to build their portfolio around and would love to increase exposure to, especially after buying more recently.
Google is the main core of the portfolio, representing over 13% of its value, and the creator likes having it as the primary leader around which the portfolio is built.
ServiceNow is a dominant player in enterprise workflows with high renewal rates, and the creator is buying more after its recent dip, seeing rebound potential.
Oracle was added to the portfolio after a community poll, and the creator is buying aggressively, hoping for a dip before earnings to acquire more shares at low prices.
Microsoft is highlighted as a favorite stock to buy aggressively due to its recent price drop, despite being a strong and reliable company, with the creator planning to buy more.