Creator Post Archive
Jose Najarro Stocks
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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.
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.
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