How Jose Najarro Stocks’s view on $AMD changed

2026-09-04Bullish
“If You Are an AMD Shareholder... Nvidia Just Gave Us GREAT News!”
AMD is a strong buy due to Helios shelf demand and AI partnerships; stock expected to exceed $600-$700 in 2-3 years.

If you are an AMD shareholder, you will want to watch this video as we will be taking a close look at many of the things that have affected AMD in the past few days . Welcome back to another episode here about AMD.

I think we haven't talked about this company for a few weeks. Overall, I remain very optimistic about this company. I still believe it's a player in a market worth trillions of dollars because the growth opportunity for Helios shelves will indeed pay off .

And I truly believe that this is the reality, don't you?

2026-08-26Bullish
“NVIDIA Q2 EARNINGS CALL | THE FUTURE OF AI STOCK INVESTORS!!”
AMD is a strong buy; compute constraints drive growth for its Helios rack and MI400/MI500 series regardless of Nvidia's performance.

How many more CPUs you need per GPU which ARM Intel AMD have all gapped up over the past couple months.

It could be SpaceX. Yeah, definitely could be an like exclusive to Nvidia as well. That's the important part. There's there's very big names but they buy from AMD. they buy from in like they either have their own custom TPUs.