ASML is mentioned as a company for which deep dives on earnings will be available on whatthechiphappened.com.
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These Are The Stocks I Would Buy After This MASSIVE MARKET RALLY!
Jose Najarro StocksApr 17, 2026
The creator discusses the recent market rally, particularly in AI and semiconductor stocks, highlighting companies like Nvidia, Microsoft, and Meta. He expresses bullishness on the compute-constrained market, expecting it to last 18-24 months. He identifies Synopsys, Nvidia, and Microsoft as stocks he would buy at current levels, despite their recent rallies, due to their strong fundamentals and AI-driven growth potential.
Linked Mentions
Tickers discussed in this post
Synopsys is a software player the creator would buy, believing the 'SaaS apocalypse' is an overreaction and that AI agents will benefit the company.
The creator has sold his position in Nebius to take gains and reallocate to Core Weave, not due to bearishness but a preference for Core Weave.
Core Weave is the creator's biggest position in neo cloud players, and he intends to stay invested despite not putting new money in.
Applied Digital is mentioned as being up 14% on the day, indicating positive momentum in the market.
Credo Technologies is mentioned as being up roughly 18% on the day, reflecting strong performance in the semiconductor sector.
Marvell is mentioned as being down roughly 1.4% despite Meta's announcement with Broadcom, with the creator noting that one player's win doesn't necessarily mean another loses.
Broadcom is mentioned positively due to its partnership with Meta for AI chip development, leading to a post-market stock increase.
Meta Platforms is a company the creator enjoys owning, citing their continued development of AI chips with Broadcom and Mark Zuckerberg's hands-on approach.
Microsoft is a stock the creator would buy, citing its data center expansion and compute needs as evidence of the ongoing compute-constrained market.
Nvidia is highlighted as the creator's largest position, considered extremely cheap even at current levels due to compute constraints and AI demand.
Micron is mentioned as being up roughly 9% on the day, reflecting positive market sentiment in the AI semiconductor space.