What The Chip Happened - Jose Najarro AI & Chip Stocks
Join tech-investing researcher Jose Najarro as he demystifies the fast-moving world of semiconductors and artificial-intelligence stocks. Each episode delivers sharp, numbers-driven insights into the companies powering tomorrow’s data centers, devices, robotics, and more. Check Out my YouTube Channel: Jose Najarro Stocks 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.
Episodes
TSMC's earnings report indicates robust demand in high performance computing, which is welcome news for semiconductor investing lime AMD and Nvidia stock investors.
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Following ASML's earnings report and a subsequent stock drop Jose Najarro discuss whether the market is overreacting. They analyze forward PE ratio and net bookings to determine if this presents a buying opportunity in the semiconductor industry. Make sure to check out the link below for more stock analysis.
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Today's episode covers fresh news regarding Meta Platforms, highlighting Meta AI's developments and Mark Zuckerberg's announcements. We analyze how these updates affect the stock market, especially for NVDA stock, AMD Stock, and other related tech companies. Stay informed with these key finance and tech news updates.
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TSMC June 2025 Revenue Report, which still shows massive growth for AI stocks like AMD and Nvidia stock. Nvidia stock also closed at $4 Trillion dollars. Also News Tariffs from Trump to Canada and Jensen Huang met with the white house for dinner. Trump announces 35% tariffs on Canada starting Aug. 1
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This video discusses an AI company focused on building technology for robotaxi and the autonomous vehicle industry. The company also has partnerships with big names like Volkswagen, Uber, and Lyft. Despite a recent stock decline, the company just released impressive guidance that beat analyst expectations, sparking new interest in stocks.
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This episode dives into the latest tech news, including updates on nvidia stock and AMD stock price target increase! We'll also cover new developments in artificial intelligence and how they might affect the stock market today. Don't miss out on these key highlights!
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The AI market is seeing massive investments, and as a result, I've gotten more bullish on my AI investments! I'm going to take a closer look at some recent AI news, as big tech players are investing billions in this space. This video explores the intersection of artificial intelligence and the stock market.
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BREAKING: CoreWeave just switched on the world’s first NVIDIA GB300 NVL72 rack‑scale system in production. Dell is shipping the integrated cabinet, while Vertiv handles liquid-cooling & power.
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I have a position on $NVDA $CRWV
DISCLAIMER: I am not a financial advisor. All...
Did Microsoft Stock and Google Stock just save Nvidia Stock? Cloud Giants continue to grow from AI solutions and are increasing their AI Capex which means good news for NVDA Stock Revenue. NVDA stock is up after hours,
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Nvidia stock was down on Wednesday and the stock market is also reacting after Meta Platform stock plummets after earnings. Nvidia Stock also shipped its First DGX system and is acquiring a new company.
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Tesla Stock shared various AI Updates that could be seen bullish for Nvidia Stock. Nvidia Stock is up a nice amount after Friday's Dip. The AI MArket is here to stay and that is bullish for NVDA Stock.
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Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 650% as of 4/16/2024 and measured against the S&...
Nvidia stock is down nearly 20% from its all time highs, and dropped nearly 10% today. Is this the end of the AI market? Time to sell NVDA Stock, or is this the buying opportunity for NVDA Stock? SMCI stock to blame for the dip?
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Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 650% as of 4/16/2024 and measu...
Advanced Micro Devices stock failed to meet semiconductor expectations when it came to the MI300X, is this bad news for AI Stocks like Nvidia Stock?
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Nvidia Stock and AMD Stock have had an amazing year thanks to the excitement for AI Chips. Now with earnings coming around the corner, Investors might be curious on how the demand is going. Luckily, we just got some great news from Super Micro Stock earnings call and some updates from big data center spenders that can give us some insight.
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AMD stock has had an amazing few months; the stock is up over 25% since starting the year and over 140% in the past year, thanks to the excitement for the MI300X, its AI chip, which is set to grab market share from Nvidia. Well AMD is scheduled to report earnings on Tuesday after the market closes. Now it’s time to see if this excitement is pure speculation or will its results show that this semiconductor giant deserves its forward...
Intel stock is down after Q4 earnings. Is this game over for Intel stock investors, or is it just an overreaction from Wall Street? Are you buying intel stock for an AI stock in 2024?
A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 545% as of 1/18/2024 and measured against the S&P 500 returns of 138% a...
Semiconductor investors need to see the recent updates impacting Intel Stock and Nvidia Stock. Intel and UMC Announce New Foundry Collaboration. Intel Opens Fab 9 in New Mexico, Equinix Announces Fully Managed Service for NVIDIA DGX AI Supercomputing.
A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 545% as...
Intel Stock had an amazing 2023, but will Intel Stock have a hard time in 2024 or is it the top Semiconductor Stock To buy. Intel stock has AI Chips, and is competitive against AMD and Nvidia stock.
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Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 509% as of 12/7/2023 and measured against the S&P 500 re...
AMD stock price can continue to grow in 2024, but it might not be an easy route for AMD AI Stock. AMD can gain a big market from MI300 and take market share from Nvidia stock, is AMD Stock the top AI chip stock for 2024.
A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 509% as of 12/7/2023 and measured agai...
Nvidia Stock Is Dominating the AI Stock Market, but these are some Risks NVDA Stock can face in 2024. Is it time to buy NVDA Stock or Sell this AI GPU Giant?
A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 509% as of 12/7/2023 and measured against the S&P 500 returns of 133% as of 12/7/2023. Past perfo...
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