Coreweave is identified as a company just getting started in the AI story, with strong demand expected to drive significant growth.
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Nvidia’s Greatest Earnings Yet!! Why I’m Even More Bullish on AI
Aug 27, 2026
Jose Najarro Stocks discusses Nvidia's exceptional earnings, highlighting over 100% year-over-year revenue growth and strong free cash flow. He emphasizes that Nvidia's ability to scale chip production and provide total cost of ownership is a key competitive advantage against new entrants, reinforcing his bullish stance on the company.
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The creator views Marvell as a long-term winner in the AI space, anticipating bullish earnings despite potential stock price fluctuations.
Aehr Test Systems is expected to benefit from the increased demand for semiconductor testing equipment driven by Nvidia's strong performance and AI growth.
ASML is positioned to benefit from the significant capex and growth in the AI sector, as indicated by Nvidia's strong performance.
Applied Materials is expected to benefit from the increased capex and demand in the AI ecosystem driven by Nvidia's strong performance.
Jose Najarro Stocks is increasingly bullish on Nvidia following its record earnings, citing over 100% YoY revenue growth and strong free cash flow, and believes Nvidia's ability to scale production is a key differentiator.