Creator Profile
YouTube | Stock
89,800 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
July 25, 2026
Jose Najarro Stocks discusses AMD's recent AI event, highlighting significant increases in the CPU total addressable market (TAM) and expressing strong bullish sentiment for the semiconductor and AI sectors. He believes the market is underestimating AMD's potential, particularly regarding future earnings per share, and sees pullbacks as opportunities.
July 23, 2026
The creator discusses Google's (Alphabet) recent earnings, highlighting strong revenue growth and significant increases in Google Cloud backlog and revenue, which are seen as bullish indicators for AI chip stocks and related companies. Despite increased capex expectations causing some investor concern and a dip in Google's stock, the creator believes the AI story is still in its early stages, supported by accelerating growth and capex spending. The commentary also touches on the performance of other hyperscalers like Microsoft and Amazon, as well as cloud players like Qualys, NetApp, and Iran.
July 17, 2026
Despite a market sell-off in semiconductor stocks following TSMC's earnings report, the creator expresses extreme bullishness on the AI and semiconductor cycle, citing TSMC's increased guidance and long-term demand visibility. The creator is becoming more aggressive in their portfolio, looking to deploy cash and shift towards higher-beta names.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 7/25/2026
Jose Najarro Stocks is extremely bullish on AMD, believing the market is missing significant bullish catalysts, especially concerning increased CPU TAM and potential for much higher earnings per share than currently projected.
Analysis from 7/26/2026
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