The creator questions if NVIDIA's CUDA moat is weakening due to AMD's advancements and other emerging moats in the AI space.
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If You Own AMD Stock... Get READY!!
Jul 25, 2026
Jose Najarro Stocks discusses AMD's recent AI event, highlighting significant increases in the CPU total addressable market (TAM) and expressing strong bullish sentiment for the semiconductor and AI sectors. He believes the market is underestimating AMD's potential, particularly regarding future earnings per share, and sees pullbacks as opportunities.
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The creator plans to review Intel's earnings and report to compare with AMD's CPU performance.
Jose Najarro Stocks mentions Google's earnings, which further increased his bullishness on the AI and semiconductor industry.
Jose Najarro Stocks mentions ASML as a company whose earnings he reviewed, contributing to his bullish outlook on the semiconductor industry.
Jose Najarro Stocks mentions TSMC's earnings call where they noted the rapid growth of the AI market, making it difficult to provide accurate growth rate expectations.
Jose Najarro Stocks is extremely bullish on AMD, believing the market is missing significant bullish catalysts, especially concerning increased CPU TAM and potential for much higher earnings per share than currently projected.
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