Credo Technology is a favored stock in AI networking, experiencing compressed prices, and the creator plans to continue buying.
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THIS AI CHIP STOCK MARKET IS BREAKING ME!!
Jose Najarro StocksApr 15, 2026
The creator presents a bullish thesis on the AI and semiconductor industries, arguing that current market sentiment is overly negative and overlooks the massive demand for AI compute. He outlines a tiered approach to investing in this space, highlighting Nvidia as a primary pick, followed by cloud providers, semiconductor manufacturers, and relevant ETFs. The creator also discusses specific companies like Microsoft, Amazon, Google, Meta, TSM, Broadcom, AMD, Marvell, Astera Labs, and Credo Technologies as potential beneficiaries of the AI boom.
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Tickers discussed in this post
Astera Labs is a favored company in AI networking, with compressed stock prices, and the creator plans to continue purchasing shares.
Marvell is a favorite in networking for AI, with prices compressed, and the creator intends to continue buying this stock.
Micron is becoming attractive due to the exploding HBM market, despite fears of cyclicality, and is a key player in the AI story.
Oracle is mentioned as a cloud player that will see better margins due to AI chip demand, despite high CapEx.
Broadcom is a tier three player that is a clear winner in helping big tech design their own AI chips, securing massive CPU and AI wins.
Meta Platforms is a tier two player that can win with or without AI, benefiting from cloud solutions, massive customer base, and AI investments.
Amazon is a tier two player that can win with or without AI, benefiting from cloud solutions, massive customer base, and AI investments.
Microsoft is a tier two player that can win with or without AI, benefiting from cloud solutions, massive customer base, and AI investments.
Nvidia is the creator's number one position and favorite company, considered the king of AI with massive demand and market share that is unlikely to be disrupted.