Semiconductor Investing and Moore
Jose Najarro and Guest discuss the semiconductor stock market in weekly episodes. There are numerous Chip Stocks to invest in, and Jose and Guest do quick thoughts and overview. Especially on popular names like Nvidia Stock, AMD Stock, and even Intel Stock. 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.
Episodes
88 episodes
Synopsys Stock Grows Thanks To AI Investments
Synopsys Stock Q4 Earnings showed the strength of this Semiconductor Software Company. Synopsys SNPS stock can benefit from various AI investments. Is it time to buy SNPS stock price?A portion of this video is sponsored by The Motley Fo...
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8:48
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Marvell Technology: Data Center & AI Success Amidst Enterprise Challenges
Explore Marvell Technology's Q3 FY24 earnings report highlighting a juxtaposition of strong data center growth and enterprise market challenges. Uncover detailed insights into their financial performance, strategic debt management, and diverse ...
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11:22
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Broadcom Completes VMware Acquisition and Strong AI Growth
Semiconductor Investor Jose Najarro takes a closer look at Broadcom Stock and its FY 2023 Financial results and the growth opportunity from AI and networking solutions. With VMware, Broadcom expects consolidated revenue to hit $50 billion, repr...
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10:25
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What Nvidia, Qualcomm, and TSMC Stock Investors Should Know About Recent Semiconductor Updates
Semiconductor investors should take a closer look at Nvidia Stock News, TSMC Stock News, and Qualcomm Stock News. Nvidia announced new networking solutions for the AI market, Qualcomm announced the Snapdragon Gen 7. and Samsung is taking costum...
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8:28
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ARM Stock Has This MASSIVE Growth Opportunity -- Top Semiconductor Stock?
Microsoft Stock just announced that it will be creating its own semiconductor solution using ARM technology. This is a massive opportunity for semiconductor stock $ARM. Is it time to buy ARM Stock price?A portion of this video is sponso...
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9:03
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What Intel Stock Investors Should Know About Latest AI and HPC Updates
Intel stock recently announced numerous new AI updates with its Gaudi 3 and its upcoming Falcon Shores. Intel CPUs are domination the top500. Is Intel Stock the top semiconductor stock to buy now? INTC Stock Price.A portion of this vide...
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8:10
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ON Semiconductor Stock Price Dropped 20% -- Bad News for EV Stocks?
On Semiconductor reported its Q3 earnings that cause ON stock price to drop over 20%. On Semiconductor sees weakness in the EV market which also drove other semiconductor stocks to decline. Time to buy ON Stock?A portion of this video i...
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12:23
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What Nvidia, and Intel Stock Investors Should Know About Recent Semiconductor Updates
Recent AI Chip Semiconductor Update. Intel's Oregon Investments Fuel US Silicon Innovation Leadership, Lenovo and NVIDIA Announce Hybrid AI Solutions to Help Enterprises Quickly Adopt GenAI, NVIDIA GeForce RTX 4080 SUPER to Feature 20GB Memory,...
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12:46
TSMC vs Intel: TSMC Stands on Intel's Manufacturing Ambitions
TSMC recently reports its Q3 earnings, and during the earnings call managements shared their thoughts on their competitor Intel. Intel believes they can be the leader in semiconductor manufacturing when they reach 18A. A portion of...
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10:42
What Intel, AMD, and Super Micro Stock Investors Should Know About Recent Semiconductor Updates
AMD Stock AMD Introduces Fastest AMD Radeon Laptop Graphics Ever Developed, Intel Stock Hits Arizona Expansion Marks Construction Milestone, Supermicro Stock Starts Shipments of NVIDIA GH200 Grace Hopper Superchip-Based Servers, the Industry's ...
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12:25
What ASML, AMD, and Nvidia Stock Investors Should Know About Recent Semiconductor Updates
ASML stock drops after earnings and weak outlook. NVIDIA Partners With Foxconn to Build Factories and Systems for the AI Industrial Revolution. AMD extends support for PyTorch Machine Learning development on select RDNA3 GPUs with ROCm 5.7....
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8:34
What Analog Devices, Tesla, Nvidia Stock Investors Should Know About Recent Chip UpdatesWhat Analog Devices, Tesla, Nvidia Stock Investors Should Know About Recent Chip Updates
Recent Semiconductor Updates, Analog Devices appointed interim CFO, Tesla is building a data center in Austin Texas, Nvidia announced new AI Software Solutions, Qualcomm layoff more employees, TSMC expects some mid single digit revenue percanta...
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12:31
What ASML, Broadcom, AMAT Stock Investors Should Know About Recent Semiconductor Updates
Semiconductor Updates, Broadcom stock and VMware stock are both up on strong bullish sentiment that China might approve the acquisition. Semiconductor equipment stocks like ASML Stock, AMAT Stock, KLAC Stock, and LRCX stock are all bullish on n...
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9:15
What AMD and Nvidia Stock Investors Should Know About Recent Artificial Intelligence (AI) Updates
Is AMD stock a must buy as reports that 2024 To Be A Big Year For AMD In The AI Segment as Orders Expected From Microsoft & Other CSPS? MI300 will be enough to combat Nvidia's AI throne? Also Nvidia investee companies are dominating the CSP...
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10:51
What TSMC, Mobileye, and Qualcomm Stock Investors Should Know About Recent Chip Updates.
Recent semiconductor updates, TSMC just reported its September 2023 Revenue Report. Mobileye and Nova LTD are both down due to both companies headquarters being based in Israel, also Nvidia stock is seeing some red on the day. Qualcomm stock sn...
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8:41
What TSMC, Micron, and Nvidia Stock Investors Should Know About Recent Chip Updates.
Nvidia continues to invest in AI Start ups, TSMC and Samsung are reportedly having yield issues with 3nm chips, the semiconductor market shows a healthy trend for the up cycle. Time to be bullish on semiconductor stocks?A portion of thi...
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9:47
Intel Stock Plans A New IPO As It Spinoff PSG FPGA Business
Intel stock recently Announced its Intent to Operate Programmable Solutions Group as Standalone Business and considers future IPO in the upcoming years. Is this a reason to buy INTC Stock now? Semiconductor Stock Investor Jose Najarro shares hi...
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11:38
What Nvidia, Qualcomm, and TSM Stock Investors Should Know About Recent Chip Updates.
Is the demand for AI hardware creating a need for Nvidia's high-end consumer gaming GPUs? Tenstorrent announced that it has selected Samsung Foundry to build its next generation AI chiplets. Analyst are bullish for TSM stock future revenue, and...
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9:08
What Nvidia, Broadcom, and Tesla Stock Investors Should Know About Recent Updates.
Nvidia stock continues to lead in gaming GPU market share by huge margins and Goldman Sachs just named them a conviction buy thanks to the huge demand in AI chips. The demand for AI solutions is also benefitting companies like Broadcom an...
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9:52
What Cloudflare, Micron, and Nvidia Stock Investors Should Know About Recent Semiconductor Updates
Nvidia Stock being investigated for potentially abusive practices in the AI Gaming GPU Market. Cloudflare Powers Hyper-Local AI Inference with NVIDIA Accelerated Computing, and Micron might see some benefit from memory price bumps.A por...
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10:50
What Intel, Micron, and Qualcomm Stock Investors Should Know About Recent Semiconductor Updates
Intel announces the start of high-volume manufacturing on the Intel 4 process technology. Micron's earnings have caused a dip in its stock price. SiC is seeing strong demand for data center solutions due to its efficiency in high power an...
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12:28
2 Top Chip Stocks To Buy October 2022 -- Fueling AI Chips
Here are 2 of my favorite semiconductor stocks to buy now that are crucial for the artificially intelligence stocks like Nvidia and AMD stock. ASML stock is a important semiconductor equipment provider and TSMC Stock manufactures most of the AI...
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12:10
Amazon Stock Invests In Anthropic AI -- Top AI Stock To Buy Now?
Amazon will invest up to $4 billion in Anthropic, a top AI player. Does this make Amazon stock a top AI stock to buy now? Amazon has focused on building it AI infrastructure with AI chips like the Inferantia and Trainium AI AWS semiconductor so...
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9:32
What Investors Need to Know About Intel and TSMC's Unique Relationship -- More Than Just Competitors
Intel Stock and TSMC Stock are competitors battling out in the semiconductor market, as they both are fighting for semiconductor manufacturing. But Intel investors and TSMC investors are more tied together than chip stock investors should know....
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11:09
AMD's Most Profitable Market Is Expecting Weakness -- MCHP TXN Stock
Advanced Micro Devices Stock is expected to see a slowdown in the embedded market. This is AMD Stocks most profitable market, and there can also be other semiconductor stocks that might experience more pain TXN Stock and MCHP Stock are 2 chip s...
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