Creator Post Archive
Jose Najarro Stocks
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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.
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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