The creator believes Meta Platforms is undervalued and attractive due to its potential to sell AI infrastructure and tokens at a high margin, calling it one of the best AI companies currently.
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If You Own NVIDIA Stock...This Hugging Face Deal Is HUGE!!
Sep 4, 2026
Jose Najarro Stocks discusses Nvidia's acquisition of Hugging Face for $12.9 billion, highlighting its strategic importance in the AI market. The deal aims to scale Hugging Face's platform, strengthen its infrastructure, and expand AI access for developers and institutions worldwide. Najarro believes this move addresses Nvidia's fear of becoming obsolete by diversifying its ecosystem and mitigating the risk of Chinese companies dominating open AI models.
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Apple is mentioned as a strong player in the AI compute market for consumers, charging a premium.
Nvidia's acquisition of Hugging Face for $12.9 billion is a strategic move to maintain its AI market leadership and diversify its ecosystem.