Creator Post Archive
Jose Najarro Stocks
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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.
Aug 12, 2026
If You Are a CoreWeave Shareholder...You NEED to See This Quarter
The creator discusses CoreWeave's recent earnings report, highlighting a significant stock price increase and expressing extreme bullishness. The core of the thesis revolves around the company's ability to secure recontracts for older generation Nvidia GPUs at attractive prices, contradicting bearish arguments about obsolescence and demonstrating strong economic viability.
Aug 5, 2026
AMD Stock Crashes 9% After Strong Earnings — My New $750 Target
Jose Najarro discusses AMD's stock performance following its earnings report, noting a 9% drop. He analyzes the implications of Elon Musk's SpaceX exclusively using Nvidia GPUs and XAI's past use of AMD chips. Najarro expresses a bullish outlook on AMD, setting a new price target of $750, citing strong data center growth and future potential despite current valuation concerns.
Aug 2, 2026
AMD Earnings Are 48 Hours Away — Here’s Why I’m Excited
The creator expresses excitement for AMD's upcoming earnings, highlighting its significant stock performance and its position as a major portfolio holding. The discussion also touches on Elon Musk's comments regarding AI frontier models versus open-source models, suggesting that the distinction is significant and bullish for AI and semiconductor demand, which indirectly benefits AMD.
Jul 31, 2026
AI RALLY SAVED MY STOCK MARKET PORTFOLIO!!
The creator discusses a strong day for semiconductor and AI stock investors, highlighting significant gains in several companies. They emphasize sticking to a bullish thesis rather than timing the market. The creator also touches on a famous AI investor who reportedly bought puts on the AI semiconductor market and subsequently had their portfolio bought out at a cheap price. Recent earnings from Amazon, Microsoft, and Meta are presented as bullish indicators for the semiconductor industry and the AI trend. The creator mentions buying positions in Core and iRent, which are described as low beta semiconductor ETFs.
Jul 28, 2026
Chip and AI Stocks Are Crashing. Here's What I'm Doing RIGHT NOW!
The creator discusses the current downturn in AI and semiconductor stocks, viewing it as a "stupid" sell-off. Despite the market's bearish sentiment, they are actively buying, shifting from lower-beta names and ETFs to higher-beta stocks in the AI and semiconductor space. They highlight Coreweave as a continued buy and mention purchasing Airtest Systems and other optic plays.
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.
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