How Jose Najarro Stocks’s view on $NVDA changed

2026-09-24Bullish
“AMD Trades at 55X Forward Earnings — NVIDIA Is Under 20X”
NVDA is the preferred buy over AMD due to attractive valuation and high growth potential.

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.

2026-09-22Bullish
“The Market Is Underestimating This Massive AI Demand Shift”
NVDA is a long-term winner benefiting from CPU growth (Vera) and AI demand; expected to exceed market expectations.

Nvidia B200 on- demand rentals have hit a new record of $ 7.88 per hour. We see Nvidia doing that.

but my biggest investment is Nvidia. Nvidia is now at 228. This is a $5.5 trillion company.

Honestly, I think we can get up to $10. In the long run, I think this is still a huge winning company. In the CPU field, they are constantly achieving growth, right ? They brought the Vera CPU to the market.

2026-09-19Bullish
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