How Jose Najarro Stocks’s view on $AMD changed

2026-09-24Bearish
“AMD Trades at 55X Forward Earnings — NVIDIA Is Under 20X”
AMD'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.

Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?

we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.

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2026-09-22Bullish
2026-09-21Bullish
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2026-09-19Bullish
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2026-09-15Bullish
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2026-09-04Bullish
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