Creator Post Archive
Jose Najarro Stocks
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Jun 4, 2026
MASSIVE WARNINGS: BROADCOM INVESTORS ARE SELLING!!
The creator discusses Broadcom's (AVGO) recent 14% stock drop following earnings, questioning if it's an overreaction or a buying opportunity. While the forward PE isn't excessively high, concerns about declining gross margins and a lack of raised fiscal year 2026 revenue guidance are spooking investors. The creator also contrasts Broadcom with Nvidia (NVDA) in terms of valuation and AI exposure.
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
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.
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