Jose Najarro Stocks 对 $NVDA 的判断变化

2026-09-24看涨
《AMD Trades at 55X Forward Earnings — NVIDIA Is Under 20X》
凭借具吸引力的估值和高增长潜力,NVDA 是相较 AMD 更受青睐的买入标的。

今天我想更仔细地看看我最喜欢的两家公司,Nvidia 和 AMT。他来到这里说:“你知道吗?我们来聊聊 AMD 和 Nvidia,但你必须在节目结束时选一个。在这些价格下你会买哪一只?”

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?

我们会聊 Nvidia 对 AMD。不久的将来甚至可能聊聊 Nvidia 对 Broadcom。我确实知道 Nvidia 是你的最爱,尽管你也持有 AMD,而我现在、就在此刻,已经完全押注 AMD。还有几股 Nvidia。

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.

2026-09-22看涨
《The Market Is Underestimating This Massive AI Demand Shift》
NVDA是长期赢家,受益于CPU增长(Vera)和AI需求,预计将超出市场预期。

Nvidia B200 的按需租赁价格创下每小时 7.88 美元的新纪录。我们看到 Nvidia 正在这样做。

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

但我最大的投资是 Nvidia。Nvidia 现在到了 228。这是一家市值 5.5 万亿美元的公司。

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

说实话,我认为可以涨到 10 美元。从长期来看,我认为这仍然是一家非常成功的公司。在 CPU 领域,他们不断实现增长,对吧?他们把 Vera CPU 推向了市场。

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.

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