Astera Labs is mentioned as a stock the creator has done well with in the past.
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Top 5 AI GROWTH Stocks to BUY NOW (Huge Comebacks)
Jul 5, 2026
Jose Najarro discusses five AI and semiconductor stocks, highlighting shortages in the market. He focuses on Qualcomm (QCOM) as a stock he owns, noting its recent price drop and potential for growth beyond its mobile business into data centers and AI. He believes QCOM is undervalued based on its future revenue and EPS targets.
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Tickers discussed in this post
The creator acknowledges both bullish and bearish cases for Micron Technology (MU), noting they previously missed out on the stock but understand its potential due to supply/demand dynamics and innovation in HBM.
AMD is expected to be a massive winner for the creator.
Lumentum is discussed as a popular optics company with strong revenue growth potential, but its high valuation is a significant risk.
Google is mentioned in the context of their TPUs performing well.
Broadcom is a top AI player with strong growth expectations, multiple agreements with hyperscalers, and strategic power allocation for its XPU platform.
Kio is highlighted as a NeoCloud player with projected high-performance computing (HPC) revenue starting in 2027, but currently has no live HPC operational capacity.
Nvidia is mentioned as a competitor to Qualcomm in the CPU space, particularly with its NVLink Fusion technology, posing a competitive risk.
Jose Najarro is buying more Qualcomm, seeing it as undervalued with strong growth potential in data center and AI markets.