Creator Post Archive
Jose Najarro Stocks
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Jul 25, 2026
If You Own AMD Stock... Get READY!!
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.
Jul 23, 2026
GOOGLE GAVE AMAZING NEWS TO AI CHIP STOCK INVESTORS!!
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.
Jul 17, 2026
TSMC JUST SAVED AI STOCKS (And The Market Missed It)!
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.
Jul 16, 2026
Why Memory Stocks Are Selling Off Tonight!!
The Korean market, represented by the KOSPI index, is experiencing a significant sell-off, down 7%, primarily due to a 25 basis point interest rate hike by the Bank of Korea. This has heavily impacted major semiconductor companies like Samsung Electronics and SK Hynix, which constitute over 50% of the index's weighting. Despite expectations that such events are "priced in," the market saw substantial movements, highlighting continued volatility in the semiconductor sector, though the creator remains bullish long-term.
Jul 15, 2026
IBM JUST GAVE AMAZING NEWS TO AI CHIP STOCK INVESTORS
IBM's preliminary earnings miss caused a significant impact across the tech sector. Software stocks experienced a downturn, while semiconductor and cybersecurity stocks saw a bullish sentiment. The creator notes that clients are shifting capital expenditure towards hardware, particularly AI servers, which benefits chip companies but creates short-term volatility for software providers. The creator also touches on potential long-term implications for software companies as AI evolves.
Jul 13, 2026
The Next 5 Days Will Be Crucial For My AI Stock Portfolio!!
The creator discusses the upcoming week's crucial earnings for AI, memory, optics, and semiconductor investors, highlighting ASML, Taiwan Semiconductor (TSMC), and Aerotests Systems. Despite market volatility due to geopolitical events, the creator maintains a long-term bullish thesis on AI and semiconductors, emphasizing the importance of these earnings for industry insights. Aerotests Systems is specifically analyzed, noting its recent stock performance, backlog, and bookings, with a positive outlook on its role in advanced chip manufacturing and potential expansion into new markets.
Jul 8, 2026
Why Memory Stocks Are Falling
The creator discusses the recent downturn in memory stocks, specifically Micron, attributing it to a combination of macroeconomic factors like Middle East tensions and fears in the AI semiconductor market, as well as specific news such as Apple seeking chips from Chinese companies. Despite the bearish sentiment, the creator believes these factors are not fundamentally detrimental to the memory market, particularly for high-tech products like HBM and DRAM used in AI servers.
Jul 7, 2026
I AM BUYING THIS DIP AGAIN !! WISH ME LUCK!!
The creator discusses the current market dip, particularly in semiconductor and AI stocks, viewing it as an opportunity to buy high-beta names. While acknowledging past opportunities in 'boring' companies like Nvidia and Microsoft, the focus has shifted to adding positions in companies experiencing significant pullbacks, such as AMD, Intel, and Coherent, due to attractive valuations and potential in the Neocloud market.
Jul 5, 2026
Top 5 AI GROWTH Stocks to BUY NOW (Huge Comebacks)
Jose Najarro discusses five AI and semiconductor stocks, highlighting shortages in the market. He focuses on Qualcomm (QCOM) as a stock he owns, noting its recent price drop and potential for growth beyond its mobile business into data centers and AI. He believes QCOM is undervalued based on its future revenue and EPS targets.
Jul 3, 2026
I WILL KEEP BUYING THIS DIP !! WISH ME LUCK!!
The creator believes the market is mispricing and being overly bearish on the AI and neo cloud space, leading to unjustified dips in semiconductor giants like Broadcom and Micron. He is actively buying stocks in this sector, citing the long-term opportunity in AI and the continued evolution of AI technology, despite recent news about Meta and SpaceX selling AI compute power, which he interprets as a sign of strong investment rather than oversupply.
Jun 30, 2026
5 AI Stocks That Just Made Headlines
The creator discusses five AI stocks: Nvidia, Microsoft, Iren, Supermicro, and Amazon, highlighting recent news and their bullish outlook on the AI infrastructure space. Key developments include Anthropic's partnership with Nvidia and Microsoft, and Iren's achievement of NVIDIA Exemplar Cloud status.
Jun 27, 2026
6 AI Stocks You'll Wish You Bought In July!!
The creator discusses two main strategies for investing in the AI space: high-risk, high-reward investments in smaller companies focused on AI shortages, and a safer approach with companies trading at attractive valuations that can benefit from AI's growth or perform well even if AI's impact is less significant. The creator acknowledges bearish arguments like open-source models but remains bullish on the overall AI market.
Jun 24, 2026
Micron Investors NEED To See This Before Earnings!
Micron is set to report earnings, with expectations for record revenue and high earnings per share. The creator highlights the unprecedented growth in Micron's recent quarters, driven by DRAM and NAND pricing increases. Key focus areas for the upcoming earnings report include whether the current high gross margins are sustainable or if they will flatten, and the impact of HBM4 on future margins.
Jun 23, 2026
These Memory Stocks Will Print Millionaires (Anthropic Just Confirmed It)
The creator discusses Microsoft's recent partnership with Anthropic and its upcoming earnings, noting the stock's recent dip but overall positive performance. The discussion then shifts to the memory stock sector, particularly Micron, explaining the recent sell-off in South Korean memory stocks like SK Hynix and Samsung as a reaction to market sentiment and a potential shift in memory focus from HBM to other types needed for AI servers. The creator, while not owning Micron directly, believes the bearish story is not yet established and highlights memory-adjacent plays like Silicon Motion and Form Factor.
Jun 22, 2026
2 Stocks the Entire AI Market Depends On !!
This video highlights TSMC (Taiwan Semiconductor Manufacturing) as a critical player in the AI hardware market, emphasizing its dominance in manufacturing advanced chips essential for AI training and inference. The creator discusses the company's strong financial performance driven by high-performance computing (HPC) and its significant expansion plans to meet surging AI demand.
Jun 21, 2026
These AI Stocks Will Print Millionaires (EXTREMELY CHEAP!!)
The creator highlights three AI-centric companies: Nvidia, Broadcom, and Qualcomm, noting their low forward P/E ratios despite rapid revenue growth. Nvidia is detailed as a key player in AI infrastructure, with strong performance in its data center segment driven by GPUs and networking solutions. The company's significant free cash flow and capital returns to shareholders are also emphasized, suggesting a potential disconnect between its valuation and growth prospects.
Jun 19, 2026
Get READY: These 5 Stocks Could be the Next MASSIVE WINNERS Thanks To Amazon!!
The creator discusses Amazon's potential to sell its own AI chips and how this impacts Nvidia. Despite concerns, the creator believes Nvidia will continue to grow due to high demand. The creator also highlights Amazon's own AI chip development and its potential to capture a significant market share, expressing a bullish stance on Amazon for its AWS growth and AI chip market potential.
Jun 17, 2026
Nvidia Just DOMINATED ALL AI Stocks (EVEN AMD)
The creator discusses recent news impacting AI stocks, including a report about Microsoft's cloud infrastructure talks with Oracle and Microsoft's interest in DeepSeek for enterprise AI. Despite some bearish interpretations, the creator remains bullish on AI and believes open-source models will increase demand for AI infrastructure. The focus then shifts to Nvidia, with the creator highlighting an upcoming ML Commons training benchmark.
Jun 15, 2026
8 AI Stocks That Are Impacted By Anthropic's Ban!!
The creator discusses the suspension of Anthropic's Fable 5 and Mythos 5 models due to national security risks, which could potentially slow AI innovation and reduce demand for compute and data centers. Despite this, the overall market is green, with several AI-related stocks showing significant gains. The creator views potential negative price reactions to the Anthropic news as buying opportunities.
Jun 14, 2026
Why I Believe Nvidia Is Still Significantly Undervalued!!
Jose Najarro believes Nvidia (NVDA) is significantly undervalued, citing its low forward PE ratio of 20.65 and consistent revenue acceleration. He highlights recent partnerships with SK Hynix and SK Telecom as key drivers for continued growth in AI infrastructure and expansion into new markets, reinforcing his bullish thesis on the company.
Jun 12, 2026
The UNTHINKABLE is About to Happen to AI Stocks. Don’t Miss It.
The creator discusses bullish news in the AI and semiconductor sectors, highlighting significant stock price increases for equipment players like Applied Materials, Lam Research, and ASML. Analysts are projecting a dramatic increase in wafer fabrication spending over the next few years, driven by AI infrastructure build-out and continued expansion of advanced process capacity, suggesting a longer than expected cycle for these companies.
Jun 11, 2026
The AI STOCK MARKET IS CRASHING -- WAS I WRONG?
Despite recent stock drops for Super Micro and Oracle, the creator argues the AI story is strengthening. Super Micro's stock fell due to a proposed $7 billion equity financing to fund AI orders, raising concerns about debt. However, the creator highlights Super Micro's impressive revenue growth and a recent $39 billion in new AI orders, indicating strong demand for AI servers.
Jun 10, 2026
3 AI Tech Stocks You'll Wish You Bought on This Dip (One Is Down 20%)
The creator discusses three AI tech stocks that have recently experienced a dip, highlighting Broadcom (AVGO) and IREN as attractive investment opportunities due to their involvement in the growing AI chip and compute market. The creator notes that while Nvidia remains the leader, companies like Broadcom are crucial for custom chip design and IREN is expanding its cloud solutions and data center presence.
Jun 8, 2026
Is Nvidia Stock A Buy After This Drop? (NVDA Stock Analysis)
Nvidia (NVDA) experienced a significant drop on Friday but showed signs of recovery over the weekend. The creator believes the stock is undervalued based on its forward PE ratio and expects long-term outperformance driven by multiple expansion. Recent news includes Nvidia expanding its collaboration with Ducson Group in South Korea, focusing on AI and robotics.
Jun 4, 2026
The 4 Best AI Stocks to Buy Today
The creator discusses the AI market and highlights four stocks poised to benefit from the current AI craze. Despite a recent drop, Broadcom is presented as a strong buy due to its significant revenue growth in the semiconductor solutions market and attractive valuation. Nvidia is also mentioned as a top pick, with the creator referring to it as a 'no-brainer stock' in the AI space.
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