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

What Intel, TSMC, ARM, and Nvidia Stock Investors Should Know About Recent Chip Updates 12.09.2023

Semiconductor Updates impacting Nvidia Stock, Intel Stock, TSM Stock and ARM IPO. Intel continues to flex its AI strength by posting the results of its Gauid2 Accelerator vs Nvidia's H100 and A100. Intel is also planning on selling more ownership of its IMS Nanofabrication Investment to TSMC to continue developing EUV tools. Finally, TSMC is expected to invest in ARM's IPO, which is expe...

What Qualcomm, TSMC, ARM, MediaTek, Nvidia Stock Investors Should Know About Recent Chip Updates 11.09.2023

Semiconductor Stock Updates, Qualcomm announced a partnership with Apple Stock, MediaTek announced ned 3nm Chip Design, TSMC shared a bottleneck on COWOS capacity, Nvidia announced numerous AI Updates, and ARM IPO is looking expensive.  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...

Is It Time To Sell Qualcomm Stock -- New Huawei's Phone and Other Important Updates 10.09.2023

Qualcomm stock is down after numerous news affected this semiconductor giant. Is it time to sell QCOM stock? Or is it time to buy Qualcomm stock, as numerous Chinese news appears from Huawei and China's Ban on Apple's products? 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...

What Nvidia, Intel, AMD, ASML, Qualcomm Stock Investors Should Know About Recent Updates 08.09.2023

Recent updates impacting Nvidia, Intel, AMD, ASML, and Qualcomm Stock. What Semiconductor stock investors should know about recent CHIP updates.  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 135% as of 8/2/2023. Pa...

Is Nvidia Stock Challenging Microsoft, Google, and Other Cloud Service Providers With DGX Cloud? 07.09.2023

Nvidia stock earlier this year announced DGX Cloud, which seems to be competing against Microsoft Stock and Google Stock in Clouding Service Solutions, but is that really the case? At a recent Goldman Sachs Communications & Technology Conference, semiconductor investors get answers. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my specia...

Why Nvidia Stock Is Eating Intel and AMD's Lunch -- The GPU vs CPU AI War Explained! 06.09.2023

Semiconductor Stock Investor, Jose Najarro dives deep into the looming war between GPUs and CPUs, focusing on Nvidia Stock, AMD Stock, and Intel Stock. Discover why the big players in Artificial Intelligence are shifting their investments toward GPUs. If you're a Semiconductor Investor looking to understand how AI is revolutionizing the tech landscape, this is a must-watch. We'll decode...

What Intel, ARM, Broadcom, and KLAC Stock Investors Should Know About Recent Updates 05.09.2023

Intel Stock announced a new partnership with Tower Semiconductor for semiconductor manufacturing partnership, ARM IPO Price Point is out, Broadcom Stock dropped after earnings, and KLA Corporation increased dividends and buybacks.  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%...

Intel Stock Updates - New Manufacturing Order and AI Updates 02.09.2023

Intel Stock presented at the Deutsche Bank Technology Conference and shared numerous updates about the AI, Manufacturing, Client, and semiconductor market. Is it time to buy INTC stock price?? 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...

What Crowdstrike, Okta, and SentinelOne Stock Investors Should Know About Earnings 01.09.2023

Top Cybersecuirty Stocks Okta Stock, Crowdstrike Stock, and Sentinelone Stock all reported earnings this week the beat analyst expectations. Is it time to buy CRWD Stock Price, OKTA Stock Price, S Stock Price?  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 me...

What Nvidia, and ASML Stock Investors Should Know About Recent Semiconductor Updates 31.08.2023

Nvidia announced that its AI chips are seeing regulation controls expanding into other markets. ASML stock has also experienced regulation controls for its DUV machines. 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...

What Nvidia, Intel, Google, and Tesla Stock Investors Should Know About Recent AI Updates 29.08.2023

AI Stock market investors should take a closer look at recent updates by What Nvidia, Intel, Google, and Tesla Stock recently announced. Top 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 512% as of 8/2/2023 and measured agains...

4 Top Stocks To Buy September 2023 - Chip AI Stocks 28.08.2023

The stock market could be giving AI stock investors and semiconductor stock investors some buying opportunity. Chip Investor, Jose Najarro takes a closer look at top stocks for his weekly watchlist. 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 agains...

AI Demand Is Real For Nvidia Stock - Data Center Update NVDA Stock 25.08.2023

Nvidia stock shared numerous AI and Data Center Updates during its Q2 Earnings Call. How much demand does NVDA stock have thanks to AI workloads. Buy NVDA Stock price? 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 1...

Nvidia Stock Everything We Know About NVDA Earnings -- Will NVDA Beat Earnings Expectations? 22.08.2023

Nvidia stock was up today from the bullish sentiments of analysts increasing NVDA stock price. NVDA stock is expected to report earnings, and this is one of Jose Najarro's top Chip Stocks, top AI Stock, and top semiconductor 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...

My Top 5 Dividend Stocks That Aren't Just About the Payout 21.08.2023

My Top Dividend Stocks I Own and why stocks like Nintendo, Microsoft, Microchip, and others are some of my favorite dividend stocks to own right now. What are your top dividend stocks to buy right now? 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...

4 Top Stocks To Buy August 2023 -- Tesla Stock 19.08.2023

4 Top Stocks To Buy August 2023 as the stock market cools down and valuations come down. Jose najarro looks at top AI stocks like Tesla and AMD stock price, also growth stocks like SEA Stock Price, and Value Semiconductor Company like Microchip 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 Advis...

What Nvidia, Intel, AMD, TSMC, and Amazon Stock Investors Should Know About Recent Chip Updates 18.08.2023

Top AI stock Nvidia Stock, TSMC Stock, AMD Stock, Intel Stock, and Amazon Stock have recent updates that chip investors should know. Is it time to buy these semiconductor giants or are they too overvalued?  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 measur...

4 Top Artificial Intelligence AI Stocks To Buy August 2023 - TSLA PLTR 17.08.2023

AI Stocks have taken a hit during the weakness In the stock market. Jose Najarro looks at the top Artificial Intelligence AI Stocks To Buy August 2023. Tesla Stock, Palantir Stock, and Advanced Micro Devices Make the list of best AI stocks for Jose.   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...

Is It Time To Buy Sea Limited? SE Stock After Earnings Drop 16.08.2023

Sea Limited Stock was a great performer in 2021 and 2022, but the stock is down over 85% from its all-time highs. Sea Limited keeps changing its business story. Is this something investors should be worried about? Is it time to buy SE 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...

Can Nvidia Really Grow Its Revenue By 58% This Year Thanks To Artificial Intelligence (AI) Demand 15.08.2023

Analysts expect Nvidia Stock to grow its revenue by 58% this year thanks to the demand for its H100 and other AI Solutions. Can NVDA stock meet analysts' expectations, Semiconductor Investor, Jose Najarro takes a closer look. 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% a...

Nvidia Stock Valuation Has These 2 Weakness It Needs To Overcome 14.08.2023

Nvidia stock has much to prove before earnings. Jose Najarro looks at 2 major red flags for the top AI company. Are you buying NVDA stock price right now or selling this CHIP 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 512% as of 8/2/2023 and measured against the S&P 50...

Is Super Micro Computer A Top AI Stock To Buy Now Thanks To Nvidia? 10.08.2023

Super Micro Computer stock crashed after reporting earnings. SMCI stock has benefitted from the demand for AI servers mainly thanks to Nvidia Stock  H100 AI solutions. Is it time to buy SMCI stock price? 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...

Nvidia Stock AI Chips Announcement By Amazon AWS and Microsoft Stock 08.08.2023

Nvidia Stock H100, AI chips are finally becoming available to the general in Microsoft Clouding solutions Azure, and in Amazon AWS, but what about Google Cloud. Also if you are an AMD stock shareholder you might be curious of the timeline.  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...

Time To Buy Fortinet Stock? Buy FTNT Earnings DIP? 07.08.2023

Fortinet Stock Price saw a huge dip after reporting earnings, is this a buying opportunity to buy FTNT stock. Jose Najarro looks at reasons to be bullish in FTNT stock after the Fortinet Stock price collapsed.  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 me...

3 Chip Stock To Buy Earnings Dip -- AMD Stock QCOM Stock AI Stocks 07.08.2023

Three semiconductor stocks took a dip after earnings, is it time to buy these 3 Chip stocks? Advanced Micro Devices, Microchip Stock, and Qualcomm Stock are all down after weak earnings. 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 retur...

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