ARM is mentioned as a potential CPU investment, but the creator focuses on AMD.
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3 AI Stocks Winning From MASSIVE SHORTAGE!
Jose Najarro StocksApr 20, 2026
The creator discusses the ongoing AI demand and memory shortage, highlighting its impact on consumer tech and the potential benefits for companies in the memory ecosystem like Micron. The creator also touches on Nvidia's negative news and mentions several AI-related stocks that are performing well, though they are personally avoiding high-beta names.
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Intel is mentioned as a potential CPU investment, but the creator focuses on AMD.
Broadcom is the clear incumbent for Google's AI chip business, having secured a multi-year deal.
AMD is a primary beneficiary of the CPU shortage driven by AI demand and is owned by the creator.
Synopsis is a new addition to the portfolio and is performing well.
Marvell Technology is showing positive movement in the AI sector.
Air Test Systems is performing well and was previously discussed at lower price points.
Micron is positioned to benefit from the ongoing memory shortage and AI demand.
Nvidia is mentioned in the context of negative news impacting the AI space.
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AMD
buy opened Apr 20, 2026
+89.69%