Semiconductor Investing and Moore

ASML Holdings has numerous export restriction to china with its EUV Lithography machines and most recently to its advanced DUV machines. Yet with all the restriction Huawei announced a phone with a 7nm chip using SMIC manufacturing. #semiconductorstocks #chipstocks  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 F...

The two major players for Datacenter CPUS are AMD Stock and Intel Stock. Semiconductor Investor Jose Najarro takes a closer look at AMD's past EPYC Server CPUS and how the current market is currently favoring AMD over Intel. #semiconductorstocks #chipstocks  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...

ASML stock investors might be curious about when the next generation of EUV machine will be coming out for ASML. The New High NA EUV is the EXE Platform which is meant to help semiconductor manufactures create 2nm chips and smaller.  #semiconductorstocks #chipstocks  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...

Semiconductor investors take a closer look at Onto Innovation, a semiconductor equipment company focused on inspection equipment needed for the next generation of semiconductor chips. Are you buying ONTO stock price? #semiconductorstocks #chipstocks  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 Adviso...

Marvell Stock recently reported earnings and MRVL stock price dropped after investors were unimpressed from its AI growth. Is It time to buy this top  Semiconductor Stock? #semiconductorstocks #chipstocks  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 512% as of 8/2/2023 and measure...

Applied Material reported an amazing earnings showcasing the strength of its semiconductor equipment solutions. AMAT stock price continues to benefit for Semiconductor Manufacturing Innovation.  #semiconductorstocks #chipstocks  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 512% as...

Explore the booming AI server market, predicted to reach $150B by 2027 with a 50% CAGR, according to Foxconn. We delve into how this sector is rapidly growing, while traditional server sales decline. Learn which OEMs, ODMs, and chip stocks stand to benefit. #semiconductorstocks #chipstocks  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my sp...

AMD stock shares updates about its data center strartegy focusing on its data center CPU EPYC and also its DPU solution. AMD stock investors and Semiconductor Investors should keep a closer eyes on upcoming investor events.  #semiconductorstocks #chipstocks  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 Stoc...

ARM IPO Filing, Intel and Tower Semiconductor Acquisition is terminated, and Broadcom and VMware Acquisition still going. Semiconductor Innestors take a closer look at recent Chip News. #semiconductorstocks #chipstocks  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 512% as of 8/2/20...

On Semiconductor continues to be a top player in the Silicon Carbide market. Semiconductor investors take a closer look at ON Stock Q2 Earnings. Is it time to buy On Semiconductor stock as top SIC Chip Stock?  #semiconductorstocks #chipstocks  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 retur...

Super Micro Computer has benefited from the AI demand of Nvidia's H100 and AMD and Intel accelerators, but SMCI stock price dropped over 20% after earnings. Is it time to buy Super Micro Stock? #semiconductorstocks #chipstocks  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 512%...

Nvidia Stock continues to benefit from the demand of its H100 chips, but investors should also be familiar with AMD Stock MI250 and MI300 aswell and Intel's Gaudi 2 Chip. 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 512% as of 8/2/2023 and measured against the S&P 500 retu...

AMD Stock was known to be a growth stock, but lately due to inventory correction in the semiconductor market the growth is slowing down. Can AMD continue to be a growth story for the next few years? 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 512% as of 8/2/2023 and measured again...

CSPs like Amazon, Google, Microsoft, and Meta have redirected most of their spending into AI servers. In the video we discuss were the Server Market might be in the 2H 2023 based on Digitimes Research. 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 512% as of 8/2/2023 and measured ag...

Forget the AI Boom, the Silicon Carbide Boom is in Full Force -- Infineon Stock Update. Infineon will build the largest SiC fab in the world in Kulim, Malaysia, expanding investment initially announced in Feb ’22. Production start: 2027, first phase on track for mid-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 Mot...

Nvidia stock is one of the main winners during this AI race, today Jose Najarro looks at Big Tech Giants, Amazon Stock, Microsoft Stock, Google Stock, and Meta Stock and how they are expected to see CAPEX grow overtime based on recent earnings commentary. 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 A...

Nvidia stock continues to invest in AI start-ups, and an interesting one is Coreweave which is competitors to Microsoft, Amazon, and Google. CoreWeave secured a $2.3 billion debt facility last week, secured by Nvidia GPUs. 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 512% as of 8/2/...

Micron recently announced advancement of its HBM which can benefit from the AI boom and AI Chips, is Micron Stock a buy now after this memory stock semiconductor update? 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 512% as of 8/2/2023 and measured against the S&P 500 returns of...

Supermicro Announces Preliminary Financial Results for Fourth Quarter of Fiscal 2023. Is It time to buy SuperMicro Stock? This is the Nvidia Stock of Value Investors. SMIC Stock Price Update 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 512% as of 8/2/2023 and measured against the S&...

Nvidia stock could benefit as CoreWeave, a clouding company focused on accelerated computing increases its data center footprint. The DOD also selects AMD and Nvidia for a new supercomputer BlueBack 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 483% as of 6/26/2023 and measured agai...

Explore how Germany's €20B aid impacts the global semiconductor market and the U.S. talent shortage's role in the industry.  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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past perfor...

Explore ASML's resilient Q2 earnings with a 27.8% Y/Y revenue boost. The firm ups its '23 guidance to 30% on solid DUV demand. Amidst potential 2024 challenges, the debut of NXE:3800 and high-NA points to a promising 2025. 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 483%...

Nvidia Stock Is Investing in numerous AI Startups which can be another growth opportunity for NVDA Stock Investors. Nvidia is a great investor for AI companies as it can provide both financial support and even hardware and software support with Nvidia H100 GPUs.  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...

Bad News For Nvidia Stock As Microsoft Meta and Qualcomm Bring On-Device AI. Is it time to sell Nvidia stock or is this something NVDA stock investors should not worry about. As Meta Brings LLama 2 to Microsoft and Qualcomm.  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 483% as of...

Applied Materials stock just announced a variety of new products. Here is what semiconductor investors should know about AMAT stock. Are you buying AMAT stock price at these levels? 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 483% as of 6/26/2023 and measured against the S&P 5...