C3.ai has execution issues despite high potential, and the creator wants to see leadership changes take effect before buying more heavily.
Source Post
All The Stocks I'm Buying in March 2026!
Mar 15, 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.
Linked Mentions
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.
