Jose Najarro Stocks

Stocks Jose Najarro Stocks has covered

15 stocksLatest Sep 12

Jose Najarro Stocks

91.9K subscribers · 2670 videos · Started 2017-12United States · Subscriber count is YouTube’s rounded figure

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.

$NVDA Bullish2026-09-1210 entriesNVDA's strategy to frame GPUs as durable revenue-generating assets, combined with broad ecosystem expansion into robotics and sovereign AI, supports a bullish long-term thesis.

$META Bullish2026-09-085 entriesMetaMuse launch is positive for META due to increased AI adoption/computing demand and new high-margin subscription revenue.

$NBIS Bullish2026-09-082 entriesNBIS-Palantir partnership is a positive catalyst aligned with NBIS's enterprise focus; potential for increased computing power.

$QCOM Bullish2026-09-081 entryQCOM's Amazon AI infrastructure partnership is a strong move given Amazon's spending, despite vague details and no addition to current year revenue expectations.

$AMZN Bullish2026-09-052 entriesAMZN is undervalued relative to history; strong AI/cloud demand and heavy capex support long-term growth.

$AMD Bullish2026-09-042 entriesAMD is a strong buy due to Helios shelf demand and AI partnerships; stock expected to exceed $600-$700 in 2-3 years.

$IREN No side taken2026-08-302 entriesIREN earnings were weak, but the stock decline is an overreaction to its strategic decision to delay contracts for better pricing.

$MRVL Bullish2026-08-302 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.

$CRWV Bullish2026-08-261 entryCoreweave is early in its AI growth cycle; supply constraints allow it to sell compute at good prices, leading to further expansion next year.

$IRDM Bullish2026-08-261 entryIRDM earnings expected to be bullish; stock viewed as a long-term winner.

$CRM No side taken2026-08-261 entryCRM posted strong quarterly results (triple beat) causing a sharp post-earnings rally, but faces ongoing skepticism regarding its ability to sustain growth against AI disruption.

$CRWD Bullish2026-08-261 entryCRWD has an intense multiple (70-80x sales) but accelerating revenue growth driven by cybersecurity demand supports the stock.

$MU Bullish2026-08-261 entryMU is undervalued at ~$900 vs logical value >$1,000 due to Nvidia supply chain visibility and future buybacks.

$PLTR Bullish2026-08-261 entryPLTR is more exciting than peers; growth may not slow down unlike others facing bottlenecks.

$SNPS No side taken2026-08-261 entrySNPS earnings beat expectations (EPS +7%, Rev +42%) but stock price stayed flat, contrary to expectation of a rise.