What The Chip Happened - Jose Najarro AI & Chip Stocks

Jose Najarro
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Oct 21, 2023 • 14min

Nvidia Shareholders We Got Some Big AI Clouding Updates

Nvidia just announced one of my favorite updates in a while. Oracle Clouding Infrastructure expands enterprise access to NVIDIA DGX Cloud AI supercomputing platform and NVIDIA AI Enterprise software.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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $NVDA $AMD $MSFT $GOOG $GOOGLSemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: 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.
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Oct 18, 2023 • 12min

Nvidia Stock Update: AI regulations and AI Factories

Nvidia Stock has had a crazy past few days with US regulations impacting their data center solutions to China and now also their top-of-the-line consumer card. On the bright side, Foxconn has partnered with Nvidia for numerous AI solutions. 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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $AMD $NVDASemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: 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.
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Oct 18, 2023 • 11min

AMD vs Nvidia Stock: Consumer GPUs for AI Development

AMD announced that its consumer GPUs will have access to its AI software solution ROCm, is this the right time to buy AMD stock, could this be bad news for Nvidia Stock? Semiconductor Investor Jose Najarro shares his thoughts.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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $AMD $NVDASemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: 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.
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Oct 17, 2023 • 10min

Nvidia Stock Falls on New AI Regulations -- Bad News For AMD and Intel Stock?

The podcast discusses the potential consequences of upcoming export regulations on semiconductor stocks like Nvidia, AMD, and Intel due to new AI regulations. It explores the impact on Nvidia stock in the short and long term, as well as the effect on other semiconductor companies. The speaker provides insights on stock valuation, suggests investing in an ETF, and shares buying targets for AMD and Intel stocks.
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Oct 17, 2023 • 13min

4 Top Growth Stocks To Buy October 2023

Top growth stocks to buy in October 2023. Crowdstrike Stock, Unity Stock, Qualcomm Stock, and a semiconductor ETF. What growth stocks are you thinking of buying? AI stocks are hot in 2023. 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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $QCOM $SMH $U $CRWDSemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: 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.
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Oct 13, 2023 • 15min

Top AI Stock To Buy Now: AMD or SMCI

The AI market is booming, what is the top Artificial Intelligence stock to buy now? Advanced Micro Devices is one of my favorite plays, but many semiconductor investors are curious about Super Micro Computer Stock.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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $AMD $NVDASemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: 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.
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Oct 11, 2023 • 10min

Microsoft Owes Nearly $29 Billion in Taxes -- Should Microsoft Stock Investor Worry?

Microsoft announced that the IRS believes they owe roughly $28.9 billion dollars in taxes plus penalties and interest. Is this a time to sell MSFT stock price? Or what should Microsoft Stock Investors Know About?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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. I have a position in $MSFTSemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: 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.
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Oct 10, 2023 • 9min

Unity CEO Is GONE and U Stock Rallies!

Unity CEO resigns, sparking investor excitement. Analysis of the new interim CEO's qualifications and concerns about his creativity mindset. Discussion on potential CEO fit and Unity's positive third-quarter guidance.
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Oct 10, 2023 • 10min

Are Microsoft's AI Chips TROUBLE for Nvidia Stock Investors?

Microsoft stock is reportedly debuting its AI chips in the upcoming month, should this be a major concern for Nvidia stock as Nvidia is the top provider of AI chips for CSPs. Is this the next Intel Apple Story? 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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. I have a position in $NVDA $AMD $MSFT $GOOG $QCOMSemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: 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.
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Oct 9, 2023 • 10min

What Intel, AMD, and Nvidia Stock Investors Should About This Weeks Major Updates

3 Top semiconductor stocks, AMD Stock, Intel Stock, and Nvidia stock had updates impacting the AI market. Nvidia stock is reportedly increasing its competition against cloud giants, Intel is moving its FPGA business for future IPO, and AMD is just being AMD stock. 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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. I have a position in $NVDA $AMDSemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: 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.

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