Creator Post Archive
Jose Najarro Stocks
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Oct 4, 2026
NVIDIA Just Changed the AI Market AGAIN — Here’s What Comes Next
The creator discusses NVIDIA's recent advancements in AI, particularly with their Blackwell architecture enabling faster AI model generation. This development has raised concerns for semiconductor company Cerebras (CBRS), which was previously seen as a key partner for OpenAI in high-speed solutions. Despite initial fears, a recent statement from Sam Altman suggests Cerebras remains a valued partner, providing some relief to the stock.
Oct 1, 2026
Micron Just Confirmed the AI Memory Boom Isn’t Ending
The creator analyzes Micron's recent earnings report, highlighting exceptional results and guidance that have kept the stock price relatively stable. The analysis focuses on the company's valuation, particularly its forward P/E ratio, and management's outlook for the next one to two years, suggesting potential for stock price appreciation even if multiples remain constant.
Sep 29, 2026
NVIDIA’s $235 Billion Move Just Changed the AI Stock Story!!
Nvidia has announced a massive $235 billion share repurchase authorization, signaling strong confidence from management in the company's future growth and the AI market. This move, coupled with a forward PE ratio of approximately 19 (potentially lower due to underestimated growth), suggests the company believes its shares are undervalued and will generate significant returns. The creator expresses excitement as an investor due to this strong signal of internal confidence and the potential for long-term outperformance.
Sep 23, 2026
The Market Is Underestimating This Massive AI Demand Shift
The creator discusses the rapid growth and innovation in the AI industry, highlighting new model releases and the increasing demand for AI compute. They express strong bullish sentiment towards Nvidia (NVDA) and AMD, viewing them as long-term winners in the AI and semiconductor space, despite their large market caps. The creator also notes the rising cost of GPU rental as a sign of sustained demand.
Sep 22, 2026
AMD Hits $1 Trillion — And the AI CPU Boom Is Just Starting!!
The creator discusses AMD's achievement of a $1 trillion market cap, attributing it to the burgeoning AI CPU market and the increasing demand for agentic tools. He highlights Meta Platforms' success with its Muse AI platform as a key driver for companies like AMD and Qualcomm, emphasizing his long-standing bullish stance on AMD due to these trends.
Sep 20, 2026
3 AI Stocks We’re Buying for the Second Half of 2026!!
The creator is highly optimistic about AI's potential in the second half of 2026 and highlights Nvidia as a key player. They discuss Nvidia's new Vera Rubin platform, analyst expectations for revenue, and the company's forward PE ratio, suggesting the stock is undervalued given its growth prospects. The creator believes Nvidia is poised for significant returns due to the demand for its AI infrastructure.
Sep 18, 2026
AI Compute Demand Could DOUBLE Again by 2027!!
The creator discusses the massive and growing demand for AI compute, highlighting that companies like Anthropic and OpenAI are expected to double their data center capacity by 2027. Despite fears of an AI slowdown, the creator remains bullish on the AI industry, particularly AI infrastructure plays, citing that current AI adoption is only at 5-10% and compute constraints are a significant bottleneck, which will continue to drive demand.
Sep 17, 2026
CoreWeave & Nebius GPU Pricing Just Exploded — Here’s Why
The creator discusses the recent price increases for on-demand GPUs by Nebius, noting that this trend is expected across all cloud providers. The rising prices are seen as a bullish indicator for the market, suggesting that initial financial models were conservative. Nebius's strong contract pricing, particularly for short-term deals, is highlighted as a positive sign, with a nearly year-long payback period on some data center investments.
Sep 16, 2026
Mark Zuckerberg Just Changed the AI Story — 3 Stocks to Buy NOW!
The creator discusses Mark Zuckerberg's recent statements on AI safety and alignment, contrasting them with other AI leaders. The creator believes Meta's experience in social media and advertising provides a unique advantage in developing safe and aligned AI products, and plans to share three stocks that could benefit from this strength.
Sep 13, 2026
3 AI Stocks Down Big That Could Explode From Here!!
The creator discusses three AI semiconductor stocks that are currently trading at attractive valuations. These stocks are Credo (CD), Oracle (ORCL), and Synopsis (SNPS). The focus is on their potential to benefit from the AI growth story, with specific attention to their valuations, revenue growth, and future prospects. The creator believes that the market may be underestimating the growth potential of these companies.
Sep 12, 2026
NVIDIA Just Changed the Economics of AI Data Centers
Jose Najarro Stocks discusses significant shifts in the AI ecosystem, focusing on Nvidia's strategy to position its GPUs as revenue-generating assets rather than depreciating ones. The creator highlights Nvidia's efforts to demonstrate the enduring value and rental income potential of its chips, like the H100, which is crucial for securing financing for massive data center projects. The discussion also touches upon independent research valuing these GPUs and the broader implications for AI infrastructure investment.
Sep 9, 2026
AI Stocks Just Got Major Catalysts — The Boom Is Accelerating!!
The creator expresses strong bullish sentiment on the AI and semiconductor industries, particularly highlighting the impact of OpenAI's GPT-6 Astra model. They believe this model will significantly increase demand for compute power, benefiting companies like CoreWeave, which has a major contract with OpenAI. The creator also mentions Iran and Nebius as other companies seeing excitement in the space.
Sep 8, 2026
I WAS NOT Bullish Enough on AI Stocks
The creator expresses extreme bullishness on the AI industry, particularly following the release of GPT6 Astra, which they believe will significantly increase demand for compute power. This surge in demand is expected to benefit semiconductor companies like Nvidia, as well as cloud providers and data center operators such as CoreWeave, Nebius, Google Cloud, and AWS. The creator highlights Nvidia's GPUs as a highly rentable and revenue-generating asset, with rental prices increasing due to high demand.
Sep 5, 2026
3 Trillion-Dollar AI Stocks That Still Look CHEAP!!
The creator believes the AI market is in its early stages and that large-cap companies will be major beneficiaries. They highlight Nvidia as a top pick, citing its attractive valuation with a forward PE of 19 and strong expected growth, despite supply constraints. The creator also mentions Meta Platforms and OpenAI's GPT-6 Astra model as significant players in the evolving AI landscape.
Sep 4, 2026
If You Own NVIDIA Stock...This Hugging Face Deal Is HUGE!!
Jose Najarro Stocks discusses Nvidia's acquisition of Hugging Face for $12.9 billion, highlighting its strategic importance in the AI market. The deal aims to scale Hugging Face's platform, strengthen its infrastructure, and expand AI access for developers and institutions worldwide. Najarro believes this move addresses Nvidia's fear of becoming obsolete by diversifying its ecosystem and mitigating the risk of Chinese companies dominating open AI models.
Sep 1, 2026
If You Are an Nvidia Shareholder...Watch What Jensen Is Building!!
This episode of "What the Chip Happened" focuses on Nvidia, discussing their recent investments and collaborations. The creator highlights Nvidia's $3.5 billion investment in MediaTek and their deepening partnership to build next-generation AI computing, including MediaTek adopting Nvidia's NVLink Fusion platform. The discussion also touches on Nvidia's involvement in Anthropic's data center and potential bearish comments from Elon Musk regarding the semiconductor industry.
Aug 30, 2026
5 Stocks That Could Explode After Nvidia’s Massive Earnings!!
The creator discusses the impact of Nvidia's recent earnings on other semiconductor and AI stocks, highlighting that the AI revolution is still in its early stages with significant room for adoption and growth across various sectors like cybersecurity. The creator also shares a personal anecdote about a family loss.
Aug 27, 2026
Nvidia’s Greatest Earnings Yet!! Why I’m Even More Bullish on AI
Jose Najarro Stocks discusses Nvidia's exceptional earnings, highlighting over 100% year-over-year revenue growth and strong free cash flow. He emphasizes that Nvidia's ability to scale chip production and provide total cost of ownership is a key competitive advantage against new entrants, reinforcing his bullish stance on the company.
Aug 25, 2026
Nvidia Says Custom AI Chips Need Its Ecosystem — 4 Stocks Could Win Big
The creator discusses Nvidia's dominance in the AI chip market, suggesting that competitors attempting to design their own custom AI chips (XPUs) are likely wasting their time unless they integrate with Nvidia's ecosystem. The creator believes Nvidia, despite its large market cap, has significant room for growth and that the market will eventually recognize its value. The episode also briefly mentions other companies like SpaceX, Nebas, and Core Weef, but focuses primarily on Nvidia's competitive stance and its potential to benefit from the growing AI data center infrastructure.
Aug 23, 2026
Nvidia Is Making a MASSIVE Move Before Earnings!!
The creator discusses Nvidia's upcoming earnings, highlighting two key news items: price increases for server solutions and Nvidia's planned investment in an open-source AI company. The creator expresses a desire for more long-term visibility beyond 2027 from Nvidia regarding its AI buildout commitments and notes that price hikes for AI servers are likely due to rising memory and component costs.
Aug 22, 2026
Nvidia Earnings: The $200B Risk Investors Can’t Ignore
The creator discusses Nvidia's upcoming earnings, highlighting its significance for the semiconductor and AI industries. While bullish on Nvidia long-term, the creator notes that recent earnings beats have been smaller, suggesting the stock might be "priced to perfection." The discussion also touches on Nvidia's financial strength and new business segmentations within data centers.
Aug 19, 2026
Nvidia Stock: OpenAI Doesn’t Need to Win for NVDA to Win!!
The creator argues that Nvidia (NVDA) will benefit regardless of which AI company, such as OpenAI or Anthropic, dominates the market. The demand for AI compute is constant, and Nvidia's chips can be utilized by any leading AI player, ensuring continued demand for their products.
Aug 19, 2026
If OpenAI Fails… Nvidia Could Still Be the Biggest Winner
The creator discusses Nvidia's (NVDA) business model, highlighting its versatile compute capacity that can be resold to various clients even if a specific AI leader like OpenAI fails. This strategy positions Nvidia to benefit from the overall demand for intelligence and compute power, regardless of which AI model ultimately wins.
Aug 19, 2026
NVIDIA Just Revealed Its Next $200 Billion AI Opportunity!!
The creator discusses Nvidia's new AI opportunity, highlighting its potential to change the AI market and benefit the ecosystem. The episode also touches on recent updates from OpenAI, including a growth slowdown and a temporary pause in training their latest models due to security concerns, which some skeptics view as a PR stunt. The creator notes the dynamic leadership in the AI industry, with Anthropic leading recently but OpenAI potentially regaining ground.
Aug 16, 2026
AI Compute Is Still Constrained — These 2 Stocks Could Win Big!!
The creator discusses the AI compute market, highlighting that increased AI data centers create more demand, not less, contrary to some bearish arguments. He emphasizes that advancements in AI require more computing power and that cheaper AI solutions lead to increased usage, driving further demand for infrastructure. The creator plans to focus on two undervalued AI semiconductor stocks in this space.
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