Nvidia is priced for perfection and faces risks from customer concentration and clients developing their own AI chips, prompting the creator to sell their holdings.
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3 stocks I’m NOT buying in 2026: 1. Adobe: Facing a massive existential threat to its core business model....
Mar 28, 2026
The creator outlines three stocks they are not buying in 2026: Adobe, Tesla, and Nvidia. They cite concerns about competitive threats, margin compression, and customer concentration for each, indicating they have recently sold their positions in Tesla and Nvidia.
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Tesla's valuation is disconnected from the 2026 auto market reality, with price cuts destroying margins and competition intensifying, leading the creator to have sold their position.
Adobe is facing existential threats to its business model from AI efficiencies and cheaper alternatives, leading the creator to plan a sale soon.