Creator Post Archive
Jose Najarro Stocks
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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 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 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 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 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.
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
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
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
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
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
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
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
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
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
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.
Mar 15, 2026
Amazon's New AI Chip WITH CEREBRAS Changes Everything | Stock Market Impact
The creator discusses the impact of AI chip developments on major tech companies like Nvidia, Microsoft, and Amazon. While acknowledging competition, the creator remains bullish on Nvidia and Amazon, believing the AI market's compute constraints will drive demand for multiple solutions. The collaboration between AWS and Cerebras is highlighted as a significant development for AI inference, but the creator anticipates Nvidia will soon release even more advanced technology.
Mar 15, 2026
STOCKS ARE RED HERE IS WHAT IM GOING TO DO!!
The creator discusses current market downturns, particularly affecting high-growth and AI stocks, and expresses a long-term investment strategy. Key AI market developments include partnerships and investments involving OpenAI and Amazon, as well as Nvidia's plans for new AI chips, which the creator believes will solidify Nvidia's dominance in the AI space.
Mar 15, 2026
AMD STOCK INVESTOR GOT AMAZING NEWS FROM INDIA (MI450)
The creator discusses positive news for AMD, focusing on their MI450 AI chip and a new partnership with TCS to bring rack-scale AI architecture to India. The news suggests significant revenue potential for AMD, with potential for billions in revenue from this deal alone. The creator also highlights potential future deals with Microsoft and Meta, and the strategic advantage AMD gains from OpenAI optimizing its models on AMD chips, potentially opening doors with AWS and Google Cloud.
Mar 15, 2026
WHY COREWEAVE NEBIUS IREN STOCK CRASHED TODAY!
The creator discusses the recent stock crash of CoreWeave, Nebius, and Iron, attributing it to false rumors about CoreWeave's funding issues. Despite the denials, the market reacted negatively. The video previews CoreWeave's upcoming earnings, focusing on RPO growth, contracted power, and revenue expectations, while also noting the high volatility in the AI infrastructure market. The creator identifies CoreWeave as their top pick in the neo-cloud space but also holds Nebius and Iron.
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.
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
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.
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