Jose Najarro Stocks @_JoseNajerro
Semiconductor/Al Market Research | M.S Electrical Engineer | 70K YT Jose Najarro Stock | Husband. Disclaimer: Not Investment Advice whatthechiphappened.com New Jersey, USA Joined May 2015-
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Lol, I used to joke around saying I was "the $NVDA Guy" due to how much I talk about the company ... but I think I was the first to find this public finding on Oct 6, and now everyone is finally discussing it. So, no more joking around. I am now THE $NVDA GUY.
Lol, I used to joke around saying I was "the $NVDA Guy" due to how much I talk about the company ... but I think I was the first to find this public finding on Oct 6, and now everyone is finally discussing it. So, no more joking around. I am now THE $NVDA GUY.
INTEL + NVIDIA -- WHAT A MORNING Your favorite semiconductor stock gets saved by my Favorite!! $NVDA +3% $INTC + 30% $AMD -5% What Happened: Nvidia will invest $5B into Intel ...... but the most crucial part imo.⏬⏬ Nvidia and Intel will build AI datacenter products using…
GOOGLE JOINS $3T CLUB, OSCR RKLB OFFERING, IREN SOFI MOVE UP | MARKET OPEN x.com/i/broadcasts/1…
$300 BILLION OPENAI ORACLE DEAL! | MARKET CLOSE x.com/i/broadcasts/1…
$NBIS vs $CRWV: HOW THE STORY HAS CHANGED! I own both, a ton more CoreWeave, but one of the things I found weird was people comparing the balance sheet between the two and saying Nebius was the obvious choice... I argued that this would not be the story for long, but many said…
ORACLE EARNINGS SHOCK! HOOD SUMMIT, PPI REPORT | MARKET OPEN x.com/i/broadcasts/1…
$ORCL backlog was CRAZY+359% to $455B. HOW CAN YOU SAY THE AI BUBBLE IS NOW WHEN YOU SEE NUMBERS LIKE THIS! "We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359%…
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