McDonald's is leveraging AI to improve drive-thru efficiency and expanding its reach through delivery networks, supporting a fair value of $413.
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Revealed! My 14 Best Stocks to Buy Now in March (2026)!
Mar 3, 2026
Parkev Tatevosian, CFA, identifies a major buying opportunity in early 2026, suggesting that market volatility and fears surrounding AI capital expenditures have created valuations reminiscent of the late 2022 market bottom. He provides a detailed analysis of 14 stocks, utilizing discounted cash flow models to highlight significant discrepancies between current market prices and intrinsic values. The analysis covers a range of sectors, focusing on tech giants navigating high capex cycles, consumer brands resilient to macroeconomic headwinds, and infrastructure providers like Nvidia and Broadcom that are directly benefiting from the AI build-out. Despite a slow start to the year for his portfolio, the author expresses high confidence in a recovery, citing that current prices already bake in perceived risks that have not yet impacted actual earnings.
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Qualcomm is successfully diversifying into automotive and computing while benefiting from higher technology content in smartphones, with a fair value of $191.
Broadcom is praised for its superior acquisition integration and a massive backlog in proprietary AI chips, leading to a fair value of $357.
Netflix is expected to see improved margins and organic growth after withdrawing from expensive studio acquisitions, supporting a fair value of $110.
Nvidia remains a primary beneficiary of the AI boom with a 90% market share in data center tech, supporting a bullish outlook and a $23 fair value estimate.
Uber is significantly undervalued with a $154 fair value as the market overestimates the immediate threat of autonomous vehicle competition to its core business.
Microsoft is trading at an attractive $477 fair value following an earnings-related dip, with massive demand for its AI computing power exceeding current supply.
The Trade Desk presents a high-conviction buying opportunity with a $54 fair value, benefiting from a misunderstood competitive dynamic with Amazon's ad platform.
Pinterest is seen as deeply undervalued at a $58 fair value, leading the author to triple his position despite near-term advertising pullbacks caused by tariff uncertainty.
Adobe is considered a top opportunity with a $376 fair value, as the author argues that the perceived risks of AI disruption to its software services are overblown.
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