Semiconductor Investing and Moore: Recent Episodes

Jose

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.

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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 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 loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 market dynamics. Dive into an analysis of revenue trends, EPS, gross margin, and cash flow, alongside sector-specific performances in data center, carrier infrastructure, and enterprise networking. Understand Marvell's proactive approach to diversification and innovation in AI and cloud technologies, while navigating a mixed market environment and sector-specific hurdles.

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 loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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, representing a significant 40% growth from Fiscal 2023.

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 loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 costumers from TSMC for 3nm and 4nm solutions?

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 not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $QCOM $NVDA $TSM

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 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 not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $NVDA $MSFT $GOOG

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 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 not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $NVDA

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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, Based on AD102

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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $NVDA $MSFT

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $TSM $MSFT $GOOGL $GOOG

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 First Family of NVIDIA MGX Systems

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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $NVDA

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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.

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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $NVDA

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 percantage from 3nm chips.

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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $TSM $TSLA $QCOM

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 numerous 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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMAT $TSM

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 CSPS 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 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $AMD $MSFT $GOOG

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 snapdragon could be better than Apple chips?

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $TSM $QCOM

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $TSM

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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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 his thought.

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 Meta Stock is reportedly laying of some employees from its semiconductor team which bodes well for Qualcomm 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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $QCOM $NVDA $TSM $META

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.

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
Twitter: https://twitter.com/_JoseNajarro

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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 and Lumentum who focus on networking optic solutions.

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $NVDA $TSLA

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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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 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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $NVDA $QCOM

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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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 and heat efficiency. Qualcomm Launches Its Next Generation XR and AR Platforms.

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $NVDA $QCOM

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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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 chips right now.

semiconductorstocks #chipstocks

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $TSMC $NVDA $AMD

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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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 solutions.

semiconductorstocks #chipstocks

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $MSFT $GOOG

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.

Semiconductor Newsletter: https://josenajarro.substack.com
Semiconductor News!! https://semiconductorwatch.com/
Twitter: https://twitter.com/_JoseNajarro

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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.

semiconductorstocks #chipstocks

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $TSM $NVDA

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.

Semiconductor Newsletter: https://josenajarro.substack.com
Semiconductor News!! https://semiconductorwatch.com/
Twitter: https://twitter.com/_JoseNajarro

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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 stocks that come to mind.

semiconductorstocks #chipstocks

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMD $MCHP

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.

Semiconductor Newsletter: https://josenajarro.substack.com
Semiconductor News!! https://semiconductorwatch.com/
Twitter: https://twitter.com/_JoseNajarro

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ASML Holdings has numerous export restriction to china with its EUV Lithography machines and most recently to its advanced DUV machines. Yet with all the restriction Huawei announced a phone with a 7nm chip using SMIC manufacturing.

semiconductorstocks #chipstocks

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMAT

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.

Semiconductor Newsletter: https://josenajarro.substack.com
Semiconductor News!! https://semiconductorwatch.com/
Twitter: https://twitter.com/_JoseNajarro

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The two major players for Datacenter CPUS are AMD Stock and Intel Stock. Semiconductor Investor Jose Najarro takes a closer look at AMD's past EPYC Server CPUS and how the current market is currently favoring AMD over Intel.

semiconductorstocks #chipstocks

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMAT

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.

Semiconductor Newsletter: https://josenajarro.substack.com
Semiconductor News!! https://semiconductorwatch.com/
Twitter: https://twitter.com/_JoseNajarro

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ASML stock investors might be curious about when the next generation of EUV machine will be coming out for ASML. The New High NA EUV is the EXE Platform which is meant to help semiconductor manufactures create 2nm chips and smaller. 

semiconductorstocks #chipstocks

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 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $AMAT

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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Semiconductor investors take a closer look at Onto Innovation, a semiconductor equipment company focused on inspection equipment needed for the next generation of semiconductor chips. Are you buying ONTO stock price?

semiconductorstocks #chipstocks

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $AMAT

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. 

Semiconductor Newsletter: https://josenajarro.substack.com
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Twitter: https://twitter.com/_JoseNajarro

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Marvell Stock recently reported earnings and MRVL stock price dropped after investors were unimpressed from its AI growth. Is It time to buy this top  Semiconductor Stock?

semiconductorstocks #chipstocks

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $AMAT

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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Applied Material reported an amazing earnings showcasing the strength of its semiconductor equipment solutions. AMAT stock price continues to benefit for Semiconductor Manufacturing Innovation. 

semiconductorstocks #chipstocks

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I have a position in $AMAT

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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Explore the booming AI server market, predicted to reach $150B by 2027 with a 50% CAGR, according to Foxconn. We delve into how this sector is rapidly growing, while traditional server sales decline. Learn which OEMs, ODMs, and chip stocks stand to benefit.

semiconductorstocks #chipstocks

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $AMD

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. 

Semiconductor Newsletter: https://josenajarro.substack.com
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AMD stock shares updates about its data center strartegy focusing on its data center CPU EPYC and also its DPU solution. AMD stock investors and Semiconductor Investors should keep a closer eyes on upcoming investor events. 

semiconductorstocks #chipstocks

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $AMD

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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ARM IPO Filing, Intel and Tower Semiconductor Acquisition is terminated, and Broadcom and VMware Acquisition still going. Semiconductor Innestors take a closer look at recent Chip News.

semiconductorstocks #chipstocks

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $AMD

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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On Semiconductor continues to be a top player in the Silicon Carbide market. Semiconductor investors take a closer look at ON Stock Q2 Earnings. Is it time to buy On Semiconductor stock as top SIC Chip Stock? 

semiconductorstocks #chipstocks

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $AMD

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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Super Micro Computer has benefited from the AI demand of Nvidia's H100 and AMD and Intel accelerators, but SMCI stock price dropped over 20% after earnings. Is it time to buy Super Micro Stock?

semiconductorstocks #chipstocks

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $AMD

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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Nvidia Stock continues to benefit from the demand of its H100 chips, but investors should also be familiar with AMD Stock MI250 and MI300 aswell and Intel's Gaudi 2 Chip.

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $AMD

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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AMD Stock was known to be a growth stock, but lately due to inventory correction in the semiconductor market the growth is slowing down. Can AMD continue to be a growth story for the next few years?

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $AMD

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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CSPs like Amazon, Google, Microsoft, and Meta have redirected most of their spending into AI servers. In the video we discuss were the Server Market might be in the 2H 2023 based on Digitimes Research.

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $MSFT $GOOGL $META

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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Forget the AI Boom, the Silicon Carbide Boom is in Full Force -- Infineon Stock Update. Infineon will build the largest SiC fab in the world in Kulim, Malaysia, expanding investment initially announced in Feb ’22. Production start: 2027, first phase on track for mid-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 512% as of 8/2/2023 and measured against the S&P 500 returns of 135% as of 8/2/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $MSFT $GOOGL $META

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. 

My Official Links https://linktr.ee/JoseNajarro
Semiconductor Newsletter: https://josenajarro.substack.com
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Nvidia stock is one of the main winners during this AI race, today Jose Najarro looks at Big Tech Giants, Amazon Stock, Microsoft Stock, Google Stock, and Meta Stock and how they are expected to see CAPEX grow overtime based on recent earnings commentary.

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

I have a position in $NVDA $MSFT $GOOGL $META

Semiconductor Podcast
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DISCORD GROUP!! https://discord.gg/wbp2Z9S
Twitter: https://twitter.com/_JoseNajarro

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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Nvidia stock continues to invest in AI start-ups, and an interesting one is Coreweave which is competitors to Microsoft, Amazon, and Google. CoreWeave secured a $2.3 billion debt facility last week, secured by Nvidia GPUs.

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $MSFT $GOOGL

Semiconductor Podcast
https://www.fool.com/josenajarro
DISCORD GROUP!! https://discord.gg/wbp2Z9S
Twitter: https://twitter.com/_JoseNajarro

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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Micron recently announced advancement of its HBM which can benefit from the AI boom and AI Chips, is Micron Stock a buy now after this memory stock semiconductor update?

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

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.

semiconductorstocks  #chipstocks

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Supermicro Announces Preliminary Financial Results for Fourth Quarter of Fiscal 2023. Is It time to buy SuperMicro Stock? This is the Nvidia Stock of Value Investors. SMIC Stock Price Update

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. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 

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.

semiconductorstocks  #chipstocks

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Nvidia stock could benefit as CoreWeave, a clouding company focused on accelerated computing increases its data center footprint. The DOD also selects AMD and Nvidia for a new supercomputer BlueBack

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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in AMD NVDA

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.

semiconductorstocks  #chipstocks

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Explore how Germany's €20B aid impacts the global semiconductor market and the U.S. talent shortage's role in the industry. 

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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in TSMC

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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Explore ASML's resilient Q2 earnings with a 27.8% Y/Y revenue boost. The firm ups its '23 guidance to 30% on solid DUV demand. Amidst potential 2024 challenges, the debut of NXE:3800 and high-NA points to a promising 2025.

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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in

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.

semiconductorstocks  #chipstocks

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Nvidia Stock Is Investing in numerous AI Startups which can be another growth opportunity for NVDA Stock Investors. Nvidia is a great investor for AI companies as it can provide both financial support and even hardware and software support with Nvidia H100 GPUs. 

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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA

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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Bad News For Nvidia Stock As Microsoft Meta and Qualcomm Bring On-Device AI. Is it time to sell Nvidia stock or is this something NVDA stock investors should not worry about. As Meta Brings LLama 2 to Microsoft and Qualcomm. 

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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $QCOM $MSFT $META $NVDA

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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Applied Materials stock just announced a variety of new products. Here is what semiconductor investors should know about AMAT stock. Are you buying AMAT stock price at these levels?

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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMAT

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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Semiconductor equipment spending forecast shows growth in 2024 after a weak 2023. Here are 5 semiconductor equipment stocks that can benefit from the increase spending in semiconductor equipment.

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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $AMAT 

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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AMD Stock reveals plans to invest $135M in Ireland for adaptive computing R&D. Also, they launch the world's largest FPGA-Based Adaptive SoC, the Versal Premium VP1902. This chip aims to speed up ASIC and SoC market entry. Good Move for AMD 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 483% as of 6/26/2023 and measured against the S&P 500 returns of 127% as of 6/26/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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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Various semiconductor companies have announced numerous updates in the past few days. In this video, I will discuss recent updates impacting the semiconductor industry. Check out the short video to learn more, consider subscribing, and click the special offer link below.

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 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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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Intel Stock showed first-party data that its Sapphire Rapids CPU can outperform AMD Epyc Genoa in certain workloads. Should AMD stock investors be worried? Or Is the data from Intel not viable?

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 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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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Unveiling of AMD's MI300 AI Chipset could potentially uplift AMD stock. As a significant rival to Nvidia, its debut at AMD's premiere may herald a transformative era for their data center strategy.

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 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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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These 2 Networking Chip Stocks Make AI Possible, Marvell Stock and Broadcom Stock are providing numerous networking solutions impacting the AI semiconductor market. Are you buying MRVL Stock or 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 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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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Microsoft and Google are two of the leading cloud service providers and are constantly investing in AI. Microsoft stock is investing in Coreweave and Alphabet is investing in Runway, two AI giants. 

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 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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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Qualcomm stock is a top semiconductor to own for numerous reason. A growth opportunity for QCOM stock is its AI solutions that are both in AI hardware and AI Software. Is it time to buy Qualcomm 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 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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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Intel Stock Investors are torn between the foundry business. Jose Najarro takes a closer look at this semiconductor giant and some recent updates about Intel's IFS segment. Are you buying INTC Stock, or is it time to sell Intel stock price?  

A portion of this video is sponsored by The Motley Fool. 
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AI Servers are expected to grow at double digits based on a recent report by TrendForce. This is great news for Nvidia, as AI servers are equipped with accelerators like Nvidia's GPU which hold majority of the AI marketshare.

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Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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Ever wonder how Nvidia stock became an AI giant of the year? Jensen Huang’s Commencement Speech at National Taiwan University gave numerous insight on crucial moments for Nvidia Stock, NVDA Stock

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Semiconductor investors take a closer look at Is Super Micro Computer A Hidden AI Stock Gem? Is Intel Stock Still Too Risky After Earnings? Wolfspeed Stock Collapses, Time to Buy This Growing EV Semiconductor Stock? 

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Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 395% as of 4/27/2023 and measured against the S&P 500 returns of 118% as of 4/27/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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Semiconductor investors take a closer look at recent chip earnings like Wolfspeed, Besi, the advanced packaging company, and Texas Instruments, followed by what Big Tech like Microsoft, Google, and Meta said about future Capex, and more in this week semiconductor podcast. 

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 395% as of 4/27/2023 and measured against the S&P 500 returns of 118% as of 4/27/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

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Semiconductor investors take a closer look at TSMC's Investments Bode Well for ASML Stock Despite Chip Industry Hiccup, Europe Will Spend 43 Billion Euros On Chip Manufacturing -- Here's How Investors Can Take Advantage, AI Server Boom Fuels HBM Market Growth: Memory Stock Insights, Amazon Crafting its Own Chips: Amazon Set to Dominate the Semiconductor Space?

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Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 381% as of 3/23/2023 and measured against the S&P 500 returns of 113% as of 3/23/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $AMD $TSM $QCOM $TSLA 

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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Semiconductor investors take a closer look at certain Samsung's Shift in Strategy: A Game Changer for Micron Stock Investors? Intel and ARM Collaboration: A New Era for Intel Shareholders? A New EV Manufacturing Giant In the Making -- Which Stocks Will Win? PC unit Sales Plunge in Q1, and TSMC Feels The Effects, and Japan's $54 Billion Bet On Chip Manufacturing -- 5 Stocks to Buy 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 381% as of 3/23/2023 and measured against the S&P 500 returns of 113% as of 3/23/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $AMD $TSM $QCOM $TSLA 

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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Semiconductor investors take a closer look at certain SIC and GaN companies like Aehr, ACLS, and Infineon, followed by some memory updates, consumer market updates for companies like AMD INTEL and TSM, and finally a Nvidia vs Google... or is it?

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 381% as of 3/23/2023 and measured against the S&P 500 returns of 113% as of 3/23/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $AMD $TSM $QCOM $TSLA 

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. 

Semiconductor Membership: https://mooresemiinvesting.com/
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Nvidia held its GTC event showcasing numerous AI solutions for the market. We also take a closer look at AMD and Intel Stock as there might be a bottom in Intel Stock Price. ASML TSMC and Nvidia are partnering up for CuLitho and finally generative AI solutions.

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 381% as of 3/23/2023 and measured against the S&P 500 returns of 113% as of 3/23/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $AMD $TSM $QCOM $TSLA

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.

Semiconductor Membership: https://mooresemiinvesting.com/
My Official Links https://linktr.ee/JoseNajarro
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Twitter: https://twitter.com/_JoseNajarro

0:00 Intro
1:11 Billy - Chip Act Update
9:20 Nick - AMD & Intel Stock Bottom?
19:32 Jose - Nvidia Greatest Salesperson DGX Cloud
28:51 Billy - Nvidia TSMC ASML
42:14 Nick - Amazon and Nvidia
50:02 Nick - Is Nvidia Making Cloud Neutral Place
55:32 Jose - Generative AI Solutions

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Microsoft and OPENAI continue to be a popular discussion for semiconductor investors and now even more with the release of ChatGPT-4. Applied Material $AMAT chip stock announced updates to dividend and buybacks. Foundry Updates with TSMC, Samsung and Global Foundries. All this and more on the number one semiconductor podcast.

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 391% as of 2/22/2023 and measured against the S&P 500 returns of 116% as of 2/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $AMD $TSM $AMAT

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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00:00 Intro
01:16 [Jose] AI Updates
10:23 [Nick] Microsoft AI
19:23 [Nick] Samsung Capex Crazy
28:17 [Billy] Applied Materials Buyback and Dividend
40:08 [Billy] TSMC Utilization Rate
48:28 [Jose] Foundry Updates
57:07 [Jose] Export Controls

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Intel Stock has more delays for its upcoming products, giving free reign to AMD and Nvidia. Broadcom AVGO and Marvell MRVL semiconductor stocks reported earnings. Tesla Stock created a short dip in SiC stock prices. International countries are not happy about North America's CHIPS Act, and AI servers have huge compound growth opportunities for AMD and NVDA. Jose Najarro, Billy Duberstein and Nick Rossolillo discuss the latest developments and outlook for various semiconductor 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 are 391% as of 2/22/2023 and measured against the S&P 500 returns of 116% as of 2/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $AMD $TSM $QCOM $TSLA

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.

Semiconductor Membership: https://mooresemiinvesting.com/
My Official Links https://linktr.ee/JoseNajarro
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Twitter: https://twitter.com/_JoseNajarro

00:00 Intro
01:21 [Jose] Intel Update
11:06 [Billy] Broadcom AVGO Stock Earnings
21:52 [Nick] Marvell MRVL Stock Earnings
33:17 [Billy] International Market Not Happy About Chips ACT
47:02 [Nick] Tesla makes a blip on SiC Stocks
59:55 [Jose] AI Server Updates Part 1
1:10:18 [Jose] AI Server Update Part 2

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Jose Najarro, Billy Duberstein and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are Tesla Stock cutting Silicon Carbide, Applied Materials New Machine, Nvidia Stock Needs Cash, Qualcomm and Apple Update, Besi Stock a company AMD might use for Chiplet, Chips Act market update and so much more. This video offers valuable insights and analysis on the semiconductor sector.

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 391% as of 2/22/2023 and measured against the S&P 500 returns of 116% as of 2/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA $AMD $TSM $QCOM $TSLA

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.

Semiconductor Membership: https://mooresemiinvesting.com/
My Official Links https://linktr.ee/JoseNajarro
DISCORD GROUP!! https://discord.gg/wbp2Z9S
Twitter: https://twitter.com/_JoseNajarro

00:00 Intro
01:30 [Jose] Tesla Stock Breaks Semiconductor Stocks
12:06 [Nick] Apple vs Qualcomm Go At It .. Again
19:19 [Billy] Applied Materials New Machine
35:21 [Jose] Nvidia Stock Needs Cash?
43:09 [Billy] Besi, The Top Semi Stock
56:33 [Nick] Chips Act Update

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Jose Najarro, Billy Duberstein and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are Intel Stock after dividend cut, Applied Matierals Earnings, Nvidia Stock Earnings, Broadcom and VmWare Acquisition Update, Memory market update and so much more. This video offers valuable insights and analysis on the semiconductor sector.

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 391% as of 2/22/2023 and measured against the S&P 500 returns of 116% as of 2/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

I have a position in $NVDA

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.

Semiconductor Membership: https://mooresemiinvesting.com/
My Official Links https://linktr.ee/JoseNajarro
DISCORD GROUP!! https://discord.gg/wbp2Z9S
Twitter: https://twitter.com/_JoseNajarro

00:00 Intro
01:20 [Jose] Intel Dividend Cuts
14:07 [Billy] Applied Materials AMAT Earnings
28:18 [Nick] Europe Semi Equipment Update
36:44 [Billy] Memory Market Lead By Server?
47:34 [Nick] VMware and Broadcom Update
58:43 [Jose] Nvidia Earnings

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In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are TSM Stock Warren Buffett Berkshire, Nvidia, AI Stocks, Arista Network Stock, and AMD Stock. This video offers valuable insights and analysis on the semiconductor sector.

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 379% as of 1/24/2023 and measured against the S&P 500 returns of 113% as of 1/24/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $MSFT $META $QCOM

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.

00:00 Intro
01:15 [Jose] TSMC Monthly Numbers & AI Battle
08:16 [Jose] Warren Buffett Sold TSMC? Bad News For Semi Stocks?
14:54 [Nick] GlobalFoundries & Legacy Auto
24:17 [Billy] Memory Market Turning?
34:17 [Jose] Big Tech Chip Battle
38:57 [Jose] Nvidia Concerns
50:18 [Billy] KLIC Earnings
59:14 [Nick] ANET Earnings
1:06:46 [Jose] AMD Market Share Updates

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In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are Intel Stock, Nvidia, AI Stocks with Microsoft and Google, Meta Stock, and AMD Stock. This video offers valuable insights and analysis on the semiconductor sector. 

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 379% as of 1/24/2023 and measured against the S&P 500 returns of 113% as of 1/24/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $MSFT $META $QCOM

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. 

00:00 Intro
00:47 [Nick] ARM IPO
10:35 [Jose] Generative AI Microsoft Meta Google
22:51 [Jose] NVDA vs INTC
32:38 [Jose] Chip Sale Breakdown 2022
46:39 [Nick] Investing In SpaceX

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In this video, Chip Stock Investors Jose Najarro, Nick Rossolillo, and Billy Duberstein discuss recent earnings for various semiconductor stocks. A few chip stocks in this video are AMD Stock, QUALCOMM Stock, NXPI Stock, Texas Instrument Stock, KLAC Stock and data center giant META stock. This video offers valuable insights and analysis on the semiconductor sector. 

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 379% as of 1/24/2023 and measured against the S&P 500 returns of 113% as of 1/24/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $MSFT $QCOM $META

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. 

00:00 Intro
01:06 [Jose] AMD Stock
12:59 [Nick] QCOM Earnings
22:57 [Billy] NXPI Earnings
33:40 [Nick] KLAC Earnings
46:36 [Jose] SiTime Earnings
55:07 [Billy] Big Tech Earnings

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In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are Intel Stock earnings, AMAT Applied Materials Stock, Data center updates with Meta Stock and AMD Stock. This video offers valuable insights and analysis on the semiconductor sector. 

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 379% as of 1/24/2023 and measured against the S&P 500 returns of 113% as of 1/24/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $MSFT $META

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. 

00:00 Intro
00:51 [Nick] Intel Drops Another Market
10:58 [Jose] Intel Data Center Update
17:38 [Nick] AMAT has a new machine
25:48 [Jose] Chip Regulations
33:03 [Jose] Data Center Updates

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Semiconductor Investing and Moore is back to discuss Texas Instruments stock (TXN) with bullish investor Heavy Moat Investment. We look into the company's financials, recent performance, and growth prospects to understand why TXN stock is a strong buy. This video is a must-watch for anyone interested in investing in Texas Instruments or for those who want to learn more about TXN stock. 

Follow Niklas Here:
Twitter (https://twitter.com/stonkmetal) 
Seeking Alpha (https://seekingalpha.com/author/heavy-moat-investments) 
Substack (https://heavymoatinvestments.substack.com/)

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. 

00:00 Intro TXN 101 
21:36 Risks / Reward /  Growth Opportunities
41:41 Questions from viewers.

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In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are AMD Stock, Intel Stock, Nvidia Stock, Qualcomm Stock  and data center giant Equinix stock. This video offers valuable insights and analysis on the semiconductor sector. 

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 379% as of 1/24/2023 and measured against the S&P 500 returns of 113% as of 1/24/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $MSFT $QCOM

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. 

00:00 Intro
00:36 [Jose] New Bull Market $QCOM $NVDA $AMD
15:00 [Nick] Microsoft Stock Acquisition and OpenAI
21:31 [Jose] Texas Instrument CEO Shift
29:33 [Jose] Data Center Cooling - Equinix Stock
46:18 [Nick] The Software Move

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In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are AMD Stock, Intel Stock, Nvidia Stock, APPLE Updates, and TSMC earnings This video offers valuable insights and analysis on the semiconductor sector.

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 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $TSM

00:00 Intro
00:46 [Jose] Intel & Nvidia Stock Team Up
11:11 [Jose] Intel TAM & RoadMap
23:21 [Nick] TSMC Earnings & Expansion
36:44 [Nick] FPGA Market Trouble for AMD Stock
48:54 [Jose] Apple Stock New Chips
44:25 [Jose] Apple Chip Growth

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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In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are AMD Stock, Intel Stock, Nvidia Stock, CES Updates, how apple wants to create its own chips and push Broadcom aside, and some of our top Chip stocks to watch in 2023. This video offers valuable insights and analysis on the semiconductor sector.

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 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $CRNC

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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In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are ASML Stock, Intel Stock, Nvidia Stock, CES Updates, and some of our top Chip stocks to buy in 2023. This video offers valuable insights and analysis on the semiconductor sector. 

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 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA $SOXQ

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.00:00 Intro
00:51 Nvidia Stock CES
14:19 Intel Stock CES
21:30 Big Risk Coming for Chip Stocks?
36:49 Nick's Top 3 Stocks
48:36 Jose's Top 3 Stocks

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In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are ASML Stock, Intel Stock, Nvidia Stock, Taiwan Semiconductor Manufacturing Stock, and Micron Stock. This video offers valuable insights and analysis on the semiconductor sector.

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 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA $TSLA

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.

00:00 Intro
00:31 Is Micron Doomed?
12:24 Intel Slowing Down While TSMC Continues To Spend
21:39 Should ASML Investors Be Worried?
27:39 Intel vs TSMC
41:03 Nvidia AI Predictions
51:23 Internet Infrastructure Great for Broadcom?

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Jose Najarro and Nick Rossolillo are back discussing semiconductor stock news in the number chip stock podcast. A few chip stocks discussed in todays episode are Tesla stock, Marvell Stock, Qualcomm Stock, Broadcom Stock, Samsung Stock,  and other semiconductor 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 are 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA, $QCOM, $TSLA

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.

00:00 Intro
00:27 Broadcom Overview
07:51 VMware Acquisition 
13:13 Marvell Overview
23:56 Tesla A Chip Stock
33:58 Investing On Auto Chips
39:10 Qualcomm and Samsung Phone Chips
47:29 Semiconductor Market Forecast

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Jose Najarro and Nick Rossolillo are back discussing semiconductor stock news in the number chip stock podcast. A few chip stocks discussed in todays episode are AMD stock price, Nvidia Stock, TSMC Stock, Amazon Stock, Google Stock,  and other semiconductor 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 are 349% as of 11/22/2022 and measured against the S&P 500 returns of 115% as of 11/22/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA, GOOGL, 

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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Jose Najarro and Nick Rossolillo are back on the upcoming number one semiconductor investing podcast in the world. A few chip stocks discussed in todays episode are AMD stock price, Intel Stock, TSMC Stock and recent news affecting other semiconductor 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 are 349% as of 11/22/2022 and measured against the S&P 500 returns of 115% as of 11/22/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA 

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.

View Details

Jose Najarro and Nick Rossolillo are back on the upcoming number one semiconductor investing podcast in the world. A few chip stocks discussed in todays episode are AMD stock price, Intel Stock, TSMC Stock and recent news of Berkshire Hathaway's position,  and other semiconductor 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 are 349% as of 11/22/2022 and measured against the S&P 500 returns of 115% as of 11/22/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $NVDA $SOXQ $QCOM

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.

View Details

Jose Najarro and Nick Rossolillo are back on the upcoming number one semiconductor investing podcast in the world. A few chip stocks discussed in todays episode are AMD stock price, Intel Stock, TSMC Stock and recent news of Berkshire Hathaway's position,  and other semiconductor Stocks.

A portion of this video is sponsored by The Motley Fool.
Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 337% as of 10/21/2022 and measured against the S&P 500 returns of 105% as of 10/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA

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.

View Details

Jose Najarro and Nick Rossolillo are back on the upcoming number one semiconductor investing podcast in the world. A few chip stocks discussed in todays episode are Nvidia stock price, Qualcomm Stock, GlobalFoundries Stock,  and Silicon Labs Stock.

A portion of this video is sponsored by The Motley Fool.
Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 337% as of 10/21/2022 and measured against the S&P 500 returns of 105% as of 10/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $NVDA $TSM $QCOM

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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Jose Najarro and Nick Rossolillo take a look at semiconductor news affecting top chip stocks like AMD Earnings, Intel Earnings, and even Meta Platform and other data center spenders like Microsoft, Amazon, Alphabet and more.

A portion of this video is sponsored by The Motley Fool.
Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 337% as of 10/21/2022 and measured against the S&P 500 returns of 105% as of 10/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $MSFT $META $QCOM $GOOGL $NVDA

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.