The creator bought a decent-sized position in SoFi, viewing $15 as a reasonable price and hoping for success in the fintech world.
Source Post
2 Stocks I Would Buy Right Now After This Rally!!
Jose Najarro StocksMay 26, 2026
The creator discusses the strong performance of the AI and semiconductor industries, noting that while many stocks have rallied significantly, they are not chasing new positions due to a less favorable risk-to-reward ratio. However, they identify Microsoft as an attractive buy, citing its strong fundamentals, cloud business, AI partnerships, and current valuation.
Linked Mentions
Tickers discussed in this post
NXP Semiconductors is participating in Computex, a major semiconductor event in Taiwan, though the creator expresses low excitement.
Intel is participating in Computex, a major semiconductor event in Taiwan.
Texas Instruments was mentioned as a company whose presence was noted at a conference.
SanDisk was mentioned as a company whose presence was noted at a conference.
Autodesk was mentioned as a company whose presence was noted at a conference.
UiPath was mentioned as a company whose presence was noted at a conference.
Dell Technologies was mentioned as a company whose presence was noted at a conference.
Evercore is mentioned as an interesting company reporting this week, with no specific buy/sell/hold recommendation.
Synopsis is a crucial name in the creator's portfolio and is reporting earnings this week, indicating continued interest.
Qualcomm is mentioned as a company reporting conference information this week, with no specific buy/sell/hold recommendation.
CoroWeave is mentioned as a company reporting conference information this week, with no specific buy/sell/hold recommendation.
GlobalFoundries is mentioned as a company reporting conference information this week, with no specific buy/sell/hold recommendation.
Lam Research is mentioned as a company reporting conference information this week, with no specific buy/sell/hold recommendation.
Seagate is mentioned as a company reporting conference information this week, with no specific buy/sell/hold recommendation.
Air Test Technology is a stock the creator owns that has more than doubled recently, and the creator is holding it as part of their AI cycle strategy.
Silicon Motion is a stock the creator owns that has more than doubled recently, and the creator is holding it as part of their AI cycle strategy.
Marvell Technology is a crucial name in the creator's portfolio and is reporting earnings this week, indicating continued interest.
Meta Platforms is seen as extremely undervalued with significant multiple expansion potential, making it a stock to actively buy and add to on dips.
Nebias is estimated to be up around 2%, consistent with the positive trend in cloud and AI stocks.
Cororeweave is up 2%, showing positive movement among cloud-related players.
Aster is mentioned as being up over 2%, part of the broader rally in related industries.
Micron is reported to be up nearly 4%, showing significant gains within the semiconductor industry.
AMD is mentioned as being up 2% overnight, contributing to the strong performance of semiconductor stocks.
Arm, a $5 trillion company, is noted to be up nearly 1%, indicating positive movement within the AI sector.
Nvidia is mentioned as being up nearly 1%, reflecting the overall strength in the semiconductor and AI industry.
Microsoft is presented as an attractive buy due to its strong business fundamentals, cloud growth, AI partnerships, and current valuation, with the creator suggesting buying opportunities in the yellow to green price range.