What The Chip Happened - Jose Najarro AI & Chip Stocks - podcast cover

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. 

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Episodes

Google Q2 Earnings Is BULLISH FOR AI STOCK INVESTORS!

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. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872...

Jul 24, 202513 min

If You OWN AMD and INTEL Stock… GET READY!

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 my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&amp...

Jul 21, 202514 min

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

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 of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a r...

Jul 17, 202513 min

Is The Market Wrong About ASML’s Drop?

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/jose | https://whatthechiphappened.com I have a position on $NVDA $AMD DISCLAIMER: I am not a financial adv...

Jul 17, 202511 min

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

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 https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/202...

Jul 15, 202514 min

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

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 to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured aga...

Jul 11, 202510 min

MOBILEYE: COULD BE THE NEXT MULTIBAGGER AI STOCK

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. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns a...

Jul 09, 202516 min

AMD NVIDIA STOCK INVESTORS JUST GOT AMAZING PRICE TARGET HIKES!

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. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 1...

Jul 08, 202511 min

AI STOCKS WILL MAKE MILLIONAIRES

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/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and meas...

Jul 07, 202515 min

CoreWeave JUST CHANGED the GAME for NVIDIA VERTIV STOCK INVESTORS

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 content provided on this channel, and my other social media channels/videos/podcasts/posts, is for ent...

Jul 04, 202516 min

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

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 4/16/2024 and measured against the S&P 500 returns of 148% as of 4/16/2024. Past performance is not an i...

Apr 26, 202411 min

Did Meta Platforms Break Nvidia Stock?

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 against the S&P 500 returns of 148% as of 4/16/2024. Past performance is not an indicator of futu...

Apr 25, 20249 min

Tesla Stock Shares BULLISH News For Nvidia Stock Investors

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 measured against the S&P 500 returns of 148% as of 4/16/2024. Past performance is not an indicator of futur...

Apr 24, 202412 min

Nvidia Stock Crashes 10% -- Was I Wrong?

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 of 4/16/2024 and measured against the S&P 500 returns of 148% as of 4/16/2024. Past performance i...

Apr 22, 202414 min

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

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 1/18/2024. Past performance is not an indicator of future results. All investing involves a risk of loss. Ind...

Jan 31, 20249 min

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

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. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns ...

Jan 30, 202410 min

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

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 pe ratio of over 35. A portion of this video is sponsored by The...

Jan 28, 202412 min

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

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 500 returns of 138% as of 1/18/2024. Past performance is not an indicator of future results. All inv...

Jan 26, 202411 min

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

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 Advisor returns are 545% as of 1/18/2024 and measured against the S&P 500 returns of 138% as of 1/18/2...

Jan 26, 202410 min

Why Intel Stock Could Tank In 2024!

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 against the S&P 500 returns of 133% as of 12/7/2023. Past performance is not an indicator of future r...

Dec 22, 202313 min

Why AMD Stock Can SKYROCKET in 2024

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 12/7/2023 and measured against the S&P 500 returns of 133% as of 12/7/2023. Past performance is not an...

Dec 21, 202314 min

My BIGGEST Fears For NVIDIA Stock In 2024

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 12/7/2023. Past performance is not an indicator of future results. All investing involves a risk of ...

Dec 19, 202312 min

AMD vs Nvidia -- MI300x vs H100

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&P 500 returns of 133% as of 12/7/2023. Past performance is not an indicator of future results. A...

Dec 18, 202312 min

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

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 12/7/2023 and measured against the S&P 500 returns of 133% as of 12/7/2023. Past performance is not ...

Dec 17, 20239 min

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

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 measured against the S&P 500 returns of 133% as of 12/7/2023. Past performance is not an indicator of fu...

Dec 14, 20239 min

Nvidia Stock Is Cheap, TSMC 2nm, and Big Semiconductor Investments

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. 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 ...

Dec 14, 20238 min

Is Wall Street Wrong About AMD Stock Price? Top AI Stock 2024

AMD stock price soars to new highs, but is Wall Street wrong about Advanced Micro Devices Stock Price? Or is this the top AI stock to buy in 2024? Or is Nvidia Stock the true winner? 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 12/7/2023. Past performance is not an indicator of future results. All inve...

Dec 12, 202312 min

Nvidia Stock Might See More Pressure In China -- What NVDA Stock Investors Should Know

Nvidia Stock continues to face headwinds in the China Market, due to US regulations and now increased competition, but Nvidia stock also continues to invest in AI investments. Are You bullish on the NVDA Stock Price Target? 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 12/7/2023. Past performance is not...

Dec 11, 20238 min

Nvidia Stock Is Not the Only One Making AI Chips -- Here Are 7 Other AI Stocks

Advanced Micro Devices Stock, Nvidia Stock, Intel Stock, Amazon Stock, Google Stock, Meta Stock, Microsoft Stock, Tesla Stock, and other semiconductor stocks are focusing on creating AI Chips for 2024. What is your favorite AI Stock To Buy 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&P 500 returns of 133% as of 12/7/2023....

Dec 09, 202311 min

Is AMD Stock The Top AI Stock After This?

AMD Stock hosted its AI Event showcasing its new AI semiconductors and AI software solutions like AMD MI300X and MI300A, is Advanced Micro Devices Stock the best AI stock to own? Time to buy AMD stock and Sell 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 492% as of 11/10/2023 and measured against the S&P 500 returns of 126% as of 11/10/2023. Past performance is n...

Dec 07, 202310 min
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