Creator Post Archive
Jose Najarro Stocks
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Jun 3, 2026
The Next Trillion Dollar AI Stock??
The creator discusses Marvell Technology (MRVL) as a potential trillion-dollar AI company, highlighting its recent stock surge and the broader AI infrastructure demand. They also mention Alphabet (GOOGL) for its AI infrastructure investment and touch upon the scarcity of compute power, reinforcing the bullish outlook for AI-related companies.
Jun 2, 2026
GOOGLE JUST GAVE AMAZING NEWS TO ALL AI STOCK INVESTORS!!
Alphabet's announcement of an $80 billion equity capital raise to expand AI infrastructure is seen as extremely bullish for AI and semiconductor stocks. The company's substantial free cash flow and the strategic nature of this raise suggest a long-term commitment to AI demand, which is expected to benefit companies like Nvidia, Broadcom, and potentially others like Amazon and Microsoft.
May 29, 2026
Get In Early!! This Stock Will Make Millionaires By 2029.
The creator discusses the significant funding round for Anthropic and its implications for the AI market. They highlight how this investment and the ongoing AI race, with new model releases from Anthropic and OpenAI, are creating opportunities for companies involved in AI infrastructure and development. The creator intends to identify specific stocks that can benefit from these trends.
May 28, 2026
3 Robotics Stocks to Buy After Nvidia Said Physical AI Will Explode
This video highlights Intuitive Surgical (ISRG) as a primary robotics stock pick, emphasizing its dominant position in robotic-assisted surgery and its strong financial performance. The company's razor-and-blade business model, recurring revenue streams, and expansion into new platforms and AI are key growth drivers. Potential risks include geopolitical factors like China, Japan, and tariffs.
May 27, 2026
AMD and Micron Stock Are MAKING MILLIONAIRES!!
The creator discusses the recent strong performance of AMD and Micron, both up significantly in the past week. While bullish on the AI space, the creator advises caution against FOMO and chasing high-flying growth stocks. For AMD, the potential to reach a trillion-dollar market cap is explored, citing growth opportunities like the MI450 and CPU shortages. For Micron, the creator highlights the HBM supply constraint, long capacity build times, and favorable valuations as drivers for its recent surge.
May 26, 2026
2 Stocks I Would Buy Right Now After This Rally!!
The creator discusses the strong performance of the AI and semiconductor industries, noting that while many stocks have rallied significantly, they are not chasing new positions due to a less favorable risk-to-reward ratio. However, they identify Microsoft as an attractive buy, citing its strong fundamentals, cloud business, AI partnerships, and current valuation.
May 22, 2026
AMD STOCK WILL MAKE MILLIONAIRES!!
The creator discusses AMD's recent investments in Taiwan's AI infrastructure and the production ramp of their next-generation EPYC processors, highlighting these as strong bullish indicators for the company's future growth and potential to become a trillion-dollar entity. The creator also touches upon the increasing demand for compute power from AI companies like Anthropic, suggesting AMD could be a potential beneficiary.
May 19, 2026
2 AI Stocks To Buy During AI Stock Sell-OFF
The creator discusses a sell-off in the AI and semiconductor space, highlighting that while some tech giants like Google and Meta were not significantly down, companies like Micron and Nvidia experienced pullbacks. He identifies two stocks, IREN and CORE, that he believes are good buying opportunities during this dip due to their strong positions in AI infrastructure and recent strategic deals.
May 16, 2026
2 AI STOCKS TO BUY AFTER SEMICONDUCTOR GIANT SAID THIS!!
The creator discusses Broadcom (AVGO) in light of Google's potential move to design its own AI chips, bypassing providers like Broadcom. Despite market fears, the creator believes Broadcom's CEO has shifted their perspective, highlighting the significant challenges and scale required for hyperscalers to achieve self-sufficiency in custom silicon, especially in the rapidly evolving AI market. The creator also mentions Applied Materials (AMAT) as a stock to buy following their earnings report.
May 15, 2026
Nvidia Stock Will Continue Dominate In 2026!!
The creator expresses a strong bullish sentiment on Nvidia (NVDA), believing analysts are underestimating its revenue growth potential and that the stock is currently undervalued based on its forward PE ratio. They see significant upside potential, even with the stock price approaching $250.
May 15, 2026
I TOLD YOU ABOUT NVIDIA STOCK!!
The creator discusses Nvidia's (NVDA) recent 42% stock increase in under two months, highlighting its attractive valuation and strong AI market position. Positive news includes potential H200 chip sales to China and bullish analyst price target increases. The creator believes Nvidia's growth will exceed current estimates, making it a consistent buy, especially below a 25 forward PE ratio.
May 14, 2026
The NEXT 24 HOURS WILL BE CRAZY FOR AI STOCK INVESTORS!!
The creator discusses the upcoming IPO of Cerebras Systems, noting its high valuation and oversubscribed nature. They analyze whether Cerebras poses a threat to Nvidia, concluding that Nvidia's existing and future GPU technology (Rubin and Groq 3 LPU) is well-positioned to compete and integrate, making Cerebras less of a direct threat.
May 11, 2026
AMD IS MAKING AI STOCK INVESTORS MILLIONAIRES!!
The creator discusses AMD's recent strong performance driven by AI demand and a CPU shortage, noting significant price target increases from various firms. While acknowledging potential volatility, the creator believes AMD has the potential to reach $1 trillion, with underestimated revenue growth expected in the coming quarters, particularly in the second half of the year.
May 9, 2026
2 AI Stocks About to EXPLODE in 2026
The creator discusses the booming semiconductor and AI industry, noting significant gains in companies like Nvidia, Google, AMD, and Intel. While not recommending fresh heavy investments in the sector currently, the creator remains bullish on AI and highlights the massive compute demand driven by companies like Anthropic, which is securing large deals with SpaceX, Amazon, Google, Microsoft, and Nvidia. This demand is fueled by Anthropic's exponential growth, indicating a sustained shortage thesis for compute resources.
May 6, 2026
AMD STOCK WILL MAKE MILLIONAIRES!!
AMD stock surged over 16% following its earnings report, driven by strong commentary from CEO Lisa Su regarding growth in CPU, GPU, and embedded markets. The company provided higher-than-expected guidance for the next quarter, with analysts underestimating the impact of the ongoing CPU shortage and the upcoming MI450 chip.
May 3, 2026
The Next 72 Hours Are Crucial For AMD Stock Investors!!
The creator discusses AMD's upcoming earnings report and the Advancing AI event, highlighting expectations for revenue and the MI450 chip. Despite potential revenue beats, the creator believes the AI event will be more significant for investors than the earnings call itself.
May 3, 2026
Why I'm Not Buying MU Stock (Even Though I'm Bullish)
The creator discusses the memory cycle and why he's not directly investing in memory stocks like Micron (MU) and SK Hynix (SK H) despite being bullish on the cycle itself. He explains his hesitancy stems from a lack of insight into when the cycle might end, unlike the AI cycle where he feels he has a better grasp through innovation trends. The conversation also touches on Meta (META), Microsoft (MSFT), Alphabet (GOOGL), Nvidia (NVDA), and AMD (AMD), with a focus on their AI strategies, capex spending, and competitive positioning in the chip market.
May 1, 2026
The Biggest Stock Opportunities RIGHT NOW!! (Most Aren't Ready)
The creator identifies two major opportunities in the current AI cycle, focusing on Meta Platforms (META) and Microsoft (MSFT). Despite recent price drops, the creator is bullish on both, citing strong revenue growth, AI infrastructure benefits, and attractive valuations, particularly for Meta.
Apr 30, 2026
MY AI STOCK PORTFOLIO JUST GOT AMAZING NEWS!!
The creator discusses recent earnings reports from Meta, Microsoft, Google, and Amazon, noting a bullish trend for the semiconductor and AI industries. While holding all four stocks, the creator expresses a desire to dollar-cost average into Meta if it approaches the lower $600s but is not rushing to buy more at the current price. Google is highlighted as a strong performer, with significant growth in Google Cloud revenue and backlog, partly due to chip purchases from Anthropic.
Apr 28, 2026
AI Stock Crash: Why You Shouldn't Panic About NVIDIA and AMD
The creator discusses the recent downturn in AI stocks like NVIDIA and AMD, triggered by negative news about OpenAI's performance. Despite the dip, the creator believes the long-term outlook for the semiconductor industry remains bullish due to compute constraints. They suggest holding NVIDIA, Oracle, and Coreweave, and are open to dollar-cost averaging into Coreweave.
Apr 26, 2026
WOULD I BUY AMD STOCK RIGHT NOW??
The creator discusses AMD's recent surge and long-term potential, highlighting a trillion-dollar opportunity within the next 2-4 years based on projected earnings per share. However, they express concern about short-term investor expectations regarding revenue growth, particularly in the next two quarters, and advise against buying the stock at its current price, despite remaining a long-term holder.
Apr 24, 2026
Intel CEO Just Revealed the AI Stocks You Need to OWN NOW
The creator discusses Intel's recent earnings and the ongoing CPU shortage, highlighting that the demand is expected to continue with double-digit unit growth through 2027. The primary focus shifts to AMD, with the creator expressing excitement about its long-term potential, including a possible trillion-dollar market cap within the next three to five years, driven by strong demand and increasing average selling prices for CPUs.
Apr 24, 2026
DID I MAKE A MISTAKE HOLDING NVIDIA STOCK?
The creator discusses Nvidia's current stock performance, acknowledging it's lagging behind other semiconductor companies but remains optimistic due to the long-term AI growth potential. Despite concerns about its large market cap, the creator believes Nvidia's innovation, supply chain strength, and the massive demand for AI compute will continue to drive revenue growth, leading them to hold their position.
Apr 24, 2026
AMD STOCK JUST HIT NEW ALL-TIME HIGHS!! IS IT TOO LATE TO BUY?
The creator discusses AMD's recent all-time highs, driven by excitement around AI, CPU shortages, and potential partnerships. While not personally buying at current levels, the creator remains a holder due to a strong long-term outlook, citing a trillion-dollar opportunity. The discussion touches on AMD's MI450, the ongoing CPU shortage, and potential collaborations with AI labs like Anthropic, highlighting AMD's role in a compute-constrained market.
Apr 24, 2026
TSMC EARNINGS Just Revealed the AI Stocks You Need to OWN!!
The creator discusses TSMC's earnings report, highlighting robust AI demand and supply constraints in the semiconductor industry. Key updates include TSMC's decision to expand 3nm capacity beyond original targets and upgraded revenue guidance. The creator identifies Nvidia, TSMC, and Microsoft as strong investment opportunities due to AI growth and cloud infrastructure developments.
Apr 22, 2026
SPACEXAI OPENAI ANTHROPIC WILL MAKE ME RICH!! (AI STOCK PORTFOLIO)
The creator discusses the potential impact of AI on the software market, focusing on Adobe and Synopsis. Despite concerns that AI might destroy software companies, the creator believes AI will change how humans interact with software, not eliminate the need for it. Adobe's significant stock repurchase program and low forward PE ratio are highlighted as bullish indicators, while Synopsis is mentioned as a recent purchase based on a similar thesis.
Apr 21, 2026
Anthropic Needs More Compute From Amazon!! (Top 3 AI STOCKS TO MAKE ME RICH)
The creator discusses a significant deal between Amazon and Anthropic, where Amazon will invest up to $25 billion and provide compute power using its Tranium chips. This deal highlights the ongoing compute constraint in the AI market, benefiting key suppliers like Marvell, Credo Technology, and Astera Labs. While Nvidia is also mentioned, its performance is seen as separate from this specific deal's direct beneficiaries.
Apr 20, 2026
3 AI Stocks Winning From MASSIVE SHORTAGE!
The creator discusses the ongoing AI demand and memory shortage, highlighting its impact on consumer tech and the potential benefits for companies in the memory ecosystem like Micron. The creator also touches on Nvidia's negative news and mentions several AI-related stocks that are performing well, though they are personally avoiding high-beta names.
Apr 20, 2026
The AI STOCK MARKET IS ABOUT TO GO CRAZY!!!
The creator discusses the upcoming week's market volatility, particularly for AI, tech, and semiconductor investors. Key stocks mentioned include Marvell (MRBL) due to its work with Google on AI chips, and Intel and SK Hynix, whose earnings reports are expected to significantly impact the chip ecosystem.
Apr 17, 2026
These Are The Stocks I Would Buy After This MASSIVE MARKET RALLY!
The creator discusses the recent market rally, particularly in AI and semiconductor stocks, highlighting companies like Nvidia, Microsoft, and Meta. He expresses bullishness on the compute-constrained market, expecting it to last 18-24 months. He identifies Synopsys, Nvidia, and Microsoft as stocks he would buy at current levels, despite their recent rallies, due to their strong fundamentals and AI-driven growth potential.
Apr 17, 2026
These Are The Stocks I Would OWN After ASML EARNINGS REPORT!!
The creator discusses ASML's recent earnings report, highlighting strong underlying demand for chip manufacturing equipment despite a slight stock dip. The report indicates a bottleneck in cleanroom capacity and continued supply constraints in the semiconductor industry, particularly for AI and high-performance computing. The creator identifies TSMC, Micron Technologies, and Nvidia as three stocks they would consider owning in this market environment.
Apr 15, 2026
5 AI STOCKS TO BUY AFTER AMAZON'S CEO SAID THIS!
The creator discusses Amazon's CEO's shareholder letter, highlighting the significant investments and growth potential in the AI and semiconductor markets. Five stocks are identified as potential beneficiaries: Amazon (AMZN), Marvell Technologies (MRVL), ARM Holdings (ARM), Nvidia (NVDA), and Micron Technology (MU), with varying degrees of conviction and current investment status.
Apr 15, 2026
What's Wrong With Micron Stock? | MU Deep Analysis
The creator analyzes Micron (MU) stock, highlighting its current price, a recent earnings report, and a low forward PE ratio. They discuss the increasing demand for AI compute and HBM, suggesting that supply will not meet demand in the foreseeable future. Despite acknowledging competition and potential cyclicality in the memory market, the creator sees significant growth potential for Micron due to AI, improved financials, and long-term contracts, making it an attractive, albeit risky, investment.
Apr 15, 2026
AMAZING NEWS FOR INTEL AMD AND SEMICONDUCTOR STOCKS!
Intel's announcement to repurchase a 49% equity stake in its Ireland fabrication joint venture for $14.2 billion signals strong confidence in the growing demand for CPUs, particularly in the AI era. This move, coupled with positive trends in Intel's balance sheet and the broader CPU market, suggests a bullish outlook for Intel and the semiconductor industry.
Apr 15, 2026
OPEN THE STOCK MARKET RIGHT NOW!
The creator discusses a strong market opening driven by a ceasefire in the Middle East, highlighting positive price action in AI and chip stocks like Nvidia, AMD, Qualcomm, and Micron. They express a long-term bullish stance on AI and semiconductors, advising against FOMO buying. The creator also reviews Air T Systems' strong bookings and backlog despite a recent revenue dip, and discusses Intel's partnership with Elon Musk's Terafab project, seeing it as a bullish signal for AI chip demand.
Apr 15, 2026
THIS AI CHIP STOCK MARKET IS BREAKING ME!!
The creator presents a bullish thesis on the AI and semiconductor industries, arguing that current market sentiment is overly negative and overlooks the massive demand for AI compute. He outlines a tiered approach to investing in this space, highlighting Nvidia as a primary pick, followed by cloud providers, semiconductor manufacturers, and relevant ETFs. The creator also discusses specific companies like Microsoft, Amazon, Google, Meta, TSM, Broadcom, AMD, Marvell, Astera Labs, and Credo Technologies as potential beneficiaries of the AI boom.
Apr 15, 2026
AI WILL MAKE MILLIONAIRES!! 5 STOCKS TO NOT BE LEFT BEHIND
The creator discusses the massive demand for AI compute, particularly driven by Anthropic's Claude model, leading to supply shortages and price increases for AI hardware. Five stocks are highlighted as potential beneficiaries: Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN), Google (GOOGL), and TSMC (TSM), due to their roles in AI infrastructure, cloud services, and chip manufacturing.
Apr 15, 2026
AMD Stock About to Surprise the Market? Here's Why
The creator is highly bullish on AMD, highlighting a multi-billion dollar opportunity in the CPU market driven by AI agents and enterprise application usage. Despite AMD not being the next Nvidia, the long-term opportunity is significant. The creator also notes Intel's supply constraints, positioning AMD favorably to gain market share. The company's DPU Pensando is also seen as a key differentiator, enhancing CPU efficiency and TCO.
Apr 15, 2026
CRWV Stock Just Got a $21 Billion Reason to Soar | CoreWeave Analysis
The creator is extremely bullish on CoreWeave (CRWV) as an AI infrastructure play, highlighting its massive RPO of $66.8 billion and a new $21 billion AI infrastructure agreement with Meta Platforms. Despite concerns about CoreWeave's significant debt, the creator believes it's justified by the company's leading position in active GPU power and the overall AI market's supply constraints. The creator suggests dollar-cost averaging into CoreWeave, especially at lower price points.
Apr 15, 2026
5 AI STOCKS RUNNING THE MARKET RIGHT NOW!
The creator discusses five AI stocks that are currently performing well and are expected to continue doing so, citing an internal OpenAI memo about the AI industry's rapid growth and potential. He highlights Credo Technologies' acquisition of Dust Photonics, Astera Labs' bullish outlook, and the continued strength of Nvidia. The creator also contrasts OpenAI and Anthropic's strategies regarding compute resources and market positioning, suggesting cloud providers like Amazon are long-term beneficiaries.
Apr 15, 2026
ANTHROPIC NEEDS MORE COMPUTE!! (MY TOP 8 STOCKS TO MAKE ME RICH)
The creator discusses the booming AI market, highlighting the compute constraints and the significant deals between companies like CoreWeave and Anthropic. They identify several stocks poised to benefit from this trend, including cloud providers, semiconductor manufacturers, and networking companies, while also cautioning about high-beta names and suggesting a shift towards lower-beta stocks.
Apr 15, 2026
Should You Buy MU Stock After The 17% Selloff?
The creator discusses Micron's recent 17% stock sell-off following Google's AI memory innovation announcement, arguing the market is misinterpreting the news. Despite concerns about memory compression, the creator remains bullish on the long-term demand for memory driven by AI, citing pent-up demand, ongoing AI innovations, and supply constraints. While not currently buying Micron, the creator's sentiment has shifted to more bullish, considering selling puts or buying a small position at current levels.
Mar 15, 2026
Nvidia Rumors, Anthropic Lawsuit, Marvell Earnings!
The creator discusses Marvell Technology's recent earnings, highlighting strong growth in their data center switching and custom silicon businesses, particularly driven by AI chip programs with Amazon and potentially Microsoft. They express bullishness on Marvell's long-term prospects, seeing a "multibagger opportunity" but are hesitant to buy at current levels, preferring to wait for dips. The video also briefly touches on Nvidia's rumored AI agent platform and Anthropic's lawsuit regarding supply chain risk labeling.
Mar 15, 2026
NVIDIA STOCK DUMPS | COREWEAVE STOCK CRASHES | AM I WRONG?
The creator discusses the recent sell-off in Nvidia, viewing it as a potential buying opportunity due to its forward PE ratio. They also analyze news about Meta and Google's AI chip deal, concluding it's not bearish for semiconductor companies like Nvidia and AMD. Finally, the creator expresses strong bullish sentiment for CoreWeave, highlighting its aggressive AI infrastructure buildout, significant revenue backlog, and future growth potential despite high capex and debt concerns.
Mar 15, 2026
Buy AMD Stock Now? Meta Partnership & AI Boom Analysis
The creator discusses Advanced Micro Devices (AMD), highlighting a significant partnership with Meta and the growing demand for AI solutions. Despite concerns about share dilution, the analysis suggests AMD has the potential to become a trillion-dollar company within 3-5 years, driven by strong earnings per share projections and its chiplet architecture, which allows for customized GPU solutions.
Mar 15, 2026
THESE DATA STOCKS WILL MAKE MILLIONAIRES IN 2026
The creator analyzes three key players in the AI infrastructure market: Coreweave (the Giant), Nebius (the Challenger), and Iron (the Landlord). Coreweave is highlighted for its massive AI revenue and capex, positioning it as the leader. Nebius is seen as building a comprehensive AI cloud, competing with major tech giants, while Iron is focused on the power and physical infrastructure side. The discussion covers their financial health, customer bases, and potential risks, with a particular focus on Coreweave's debt and Nebius's goal-setting transparency.
Mar 15, 2026
THE MARKET IS WRONG ABOUT AMAZON STOCK!
The creator believes the market is wrong about Amazon (AMZN) stock, which is down significantly from its highs. Despite fears about free cash flow due to heavy investment in AI infrastructure, the creator argues that these investments are necessary and will lead to future growth. Valuations for Amazon are seen as attractive due to the market's current pessimism.
Mar 15, 2026
Should Nvidia Stock Investors Be Worried About OpenAI Oracle Drama?
The creator discusses recent news regarding OpenAI and Oracle's data center expansion plans, addressing fears of an AI bubble burst. Despite reports of delays and shifts in location, the creator argues that demand remains strong, citing Nvidia's positive outlook and Oracle's confirmation of ongoing projects. Oracle's upcoming earnings call is highlighted as a key event for clarity on AI investments and future growth.
Mar 15, 2026
NVIDIA Beats Expectations | Is This a Buying Opportunity?
Nvidia reported exceptional earnings, significantly beating revenue and guidance expectations. Despite the stock being flat post-market, the creator views this as a buying opportunity, highlighting strong demand drivers like AI and enterprise adoption. The company's strategic inventory management, commitment to innovation, and expansion into areas like CPUs and sovereign AI position it for continued growth, even with some headwinds in the consumer gaming market.
Mar 15, 2026
The 3 Best AI Stocks to Invest $1,000 in Right Now
The creator discusses three top AI stocks: Nvidia (NVDA), Amazon (AMZN), and Microsoft (MSFT), highlighting their current valuations, potential risks, and strong growth opportunities. Despite market concerns about CapEx and slowing growth in certain segments, the creator is bullish on these companies due to their free cash flow, gross margins, and accelerating revenue in key areas like AWS, believing current market sentiment is short-term pain.