Stocks Jose Najarro Stocks has covered
Jose Najarro Stocks
@josenajarrostocks ↗
92.1K subscribers · 2679 videos · Started 2017-12
Jose Najarro focuses on the Semiconductor market, mainly looking at advanced semiconductor solutions that go into the most advanced chips, like those made by AMD, Nvidia, and Intel. Jose has a Master's Degree in Electrical Engineering and has worked in various companies, gaining both academic and real-world experience. Currently, Jose is focusing on his semiconductor channel and creating content for the Motley Fool. DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.
Fact92.1K subscribers · 21 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $META $MSFT $NVDA · last checked Sep 26 13:01
$AMDBearish2026-09-247 entriesAMD's 55x forward P/E is excessive relative to Nvidia's ~18-19x; risk-reward favors buying Nvidia over adding to AMD at current prices.
$NVDABullish2026-09-2415 entriesNVDA is the preferred buy over AMD due to attractive valuation and high growth potential.
$CRWVBullish2026-09-225 entriesCoreweave's ability to secure higher-priced contracts and raise capital supports a bullish outlook on its expansion into self-built data centers.
$IRENBullish2026-09-223 entriesIREN is a top-tier Neo Cloud play with bullish thesis driven by energy capacity and Nvidia partnership.
$NBISBullish2026-09-225 entriesNBIS dynamic pricing and GPU demand create a bullish trend; supported by Palantir/Nvidia partnerships.
$METABullish2026-09-2110 entriesHolding META; bullish on its ability to monetize AI computing power by selling tokens/intelligence as a major revenue driver.
$CRDOBullish2026-09-182 entriesCRDO is a top-rated investment opportunity among the speaker's favorites.
$WYFIBullish2026-09-181 entryWhiteFiber is the preferred pick for cloud computing exposure due to its low-cost strategy of repurposing existing structures for small data centers.
$BEBullish2026-09-161 entryBloom Energy is the only viable AI energy stock; competitors are not credible.
$FLNCBearish2026-09-161 entryFLNC fundamentals are weak due to lowered guidance and expected EBITDA decline; slow growth makes it unattractive to own.
$PLTRBullish2026-09-162 entriesPLTR's new Chipotle partnership demonstrates successful AI platform implementation and supports positive net retention trends.
$QCOMBullish2026-09-152 entriesQCOM benefits from high CPU demand and Meta partnership; potential for long-term growth in localized AI.
$MUBullish2026-09-142 entriesMemory demand exceeding supply through the decade supports a bull thesis for MU.
$ORCLBullish2026-09-131 entryOracle presents an investment opportunity given its low valuation relative to AI peers and strong fundamentals like backlog and revenue growth, despite the speaker's current lack of significant ownership.
$SNPSBullish2026-09-132 entriesSNPS is a bull thesis; AI agentic tools and custom silicon demand will accelerate usage and revenue, making the 23.56 forward PE attractive.
$AMZNBullish2026-09-052 entriesAMZN is undervalued relative to history; strong AI/cloud demand and heavy capex support long-term growth.
$MRVLBullish2026-08-302 entriesMRVL is a strong buy due to the massive Google custom silicon partnership, rapid data center revenue growth (75% YoY), and high demand despite supply limits.
$IRDMBullish2026-08-261 entryIRDM earnings expected to be bullish; stock viewed as a long-term winner.