What The Chip Happened - Jose Najarro AI & Chip Stocks

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

July 8, 2025 16 mins

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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July 6, 2025 15 mins

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

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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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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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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...

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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?

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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.

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December 21, 2023 13 mins

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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December 20, 2023 14 mins

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.

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December 19, 2023 12 mins

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?

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December 18, 2023 11 mins

Top AI Stock 2024 will be determined by the TOP AI Chip. Will it be AMD Stock with its MI300X Data Center AI GPU or Nvidia Stock with its H100 GPU? Time To Buy Semiconductor Stocks in 2024?

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Is Intel looking to dominate the AI PC Market? Intel Stock recently announced new AI Chips. Are you buying INTC Stock or maybe its competitor AMD Stock Price? Intel Ultra is the new AI Chip from Intel for the AI PC Market.

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Intel Stock held an AI Everywhere event and announced numerous new AI chips. The biggest was the Server CPU 5th gen is it time to buy Intel stock or is AMD stock the semiconductor stock to buy? $AMD $INTC

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Semiconductor Investors looks at recent Semiconductor news, NY Announces $10 Billion investment into High NA, great news for semiconductor equipment companies, TSM Stock announced its below 2nm semiconductor manufacturing solution, and Nvidia's PE ratio trading below 25.

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