Creator Post Archive
Jose Najarro Stocks
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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
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
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
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
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.
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