Silicon Motion is a significant position in the creator's portfolio, up 86% in the past month, indicating strong performance and conviction.
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AMD and Micron Stock Are MAKING MILLIONAIRES!!
Jose Najarro StocksMay 27, 2026
The creator discusses the recent strong performance of AMD and Micron, both up significantly in the past week. While bullish on the AI space, the creator advises caution against FOMO and chasing high-flying growth stocks. For AMD, the potential to reach a trillion-dollar market cap is explored, citing growth opportunities like the MI450 and CPU shortages. For Micron, the creator highlights the HBM supply constraint, long capacity build times, and favorable valuations as drivers for its recent surge.
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Micron is a primary mention with high conviction, held as a 'hold' due to extreme HBM supply constraints, long capacity build times, and favorable valuations, despite past personal discomfort investing.
AMD is a primary mention with high conviction, held as a 'hold' due to its potential to become a trillion-dollar player driven by AI growth opportunities like the MI450 and CPU shortages.
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SIMO
buy opened May 27, 2026
+5.72%