Jose Najarro

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 befo...

Author

Jose Najarro

Category

Business

Podcast website

www.whatthechiphappened.com

Latest episode

Jul 24, 2025

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Episodes

Google Q2 Earnings Is BULLISH FOR AI STOCK INVESTORS! 24.07.2025

AI Semiconductor investors are closely watching Google's parent company ALPHABET STOCK following their earnings report. This ALPHABET STOCK EARNINGS report is closely tied to the performance of AI stocks. Don't forget to do your own research before investing in the STOCK MARKET. Bullish for Nvidia NVDA Stock and Broadcom AVGO Stock. A portion of this video is sponsored by The Motley Fool...

If You OWN AMD and INTEL Stock… GET READY! 21.07.2025

This week's video focuses on the upcoming earnings report for Intel and what it means for AMD stock invesotrs, key players in the PC and computer hardware markets. Investors will be watching closely to see how these reports impact the stock market, especially concerning AMD's position.  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to...

TSMC DROPS MASSIVE News for Nvidia AMD AI Stock Investors (NVDA) 17.07.2025

TSMC's earnings report indicates robust demand in high performance computing, which is welcome news for semiconductor investing lime AMD and Nvidia stock investors.  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 872% as of 4/28/2025 and measured against the S&P 500 returns...

Is The Market Wrong About ASML’s Drop? 17.07.2025

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. https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) |  https://fool.com/j...

Meta's AI Will Make These 3 AI CHIP Stocks EXPLODE! 15.07.2025

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. A portion of this video is sponsored by The Motley Fool.  Visit ht...

TSMC Reported Amazing Revenue Numbers, Nvidia Closes As 4T Company, Price Target Hikes for AMD 11.07.2025

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 A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access...

MOBILEYE: COULD BE THE NEXT MULTIBAGGER AI STOCK 09.07.2025

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. A portion of this video is sponsored by The Motley Fool.  V...

AMD NVIDIA STOCK INVESTORS JUST GOT AMAZING PRICE TARGET HIKES! 08.07.2025

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! A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. T...

AI STOCKS WILL MAKE MILLIONAIRES 07.07.2025

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. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/...

CoreWeave JUST CHANGED the GAME for NVIDIA VERTIV STOCK INVESTORS 04.07.2025

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. https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) |  https://fool.com/jose |  https://whatthechiphappened.com I have a position on $NVDA $CRWV DISCLAIMER: I am not a financial advisor.  All...

Nvidia Stock -- Google Stock and Microsoft See HUGE AI BOOST! 26.04.2024

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, 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 650% as of 4/16/2...

Did Meta Platforms Break Nvidia Stock? 25.04.2024

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. 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 650% as of 4/16/2024 and measured...

Tesla Stock Shares BULLISH News For Nvidia Stock Investors 24.04.2024

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. 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 650% as of 4/16/2024 and measu...

Nvidia Stock Crashes 10% -- Was I Wrong? 22.04.2024

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? 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 650% as...

AMD Stock Falls After AI Chip Guidance -- Bad NEWS For NVIDIA Stock? 31.01.2024

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? 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% as of 1/18/202...

Nvidia Stock and AMD Stock Just Got Amazing AI News From This AI STOCK 30.01.2024

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. A portion of this video is sponsored by The Motley Fool. ...

What AMD Stock Investors Should Know Before Earnings -- MI300X AI Chips 28.01.2024

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 semic...

Intel Stock Drops After Q4 Earnings? Game Over INTC Stock? 26.01.2024

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...

What Nvidia and Intel Stock Investors Need To Know About Recent Semiconductor Updates 26.01.2024

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 Advis...

Why Intel Stock Could Tank In 2024! 22.12.2023

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. 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...

Why AMD Stock Can SKYROCKET in 2024 21.12.2023

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/...

My BIGGEST Fears For NVIDIA Stock In 2024 19.12.2023

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...

AMD vs Nvidia -- MI300x vs H100 18.12.2023

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? 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...

Will Intel Stock Dominate The AI PC Market -- TOP AI Stock 17.12.2023

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. 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...

Intel Stock New Chips -- Bad News For AMD Stock? 14.12.2023

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 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 measure...

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