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What The Chip Happened - Jose Najarro AI & Chip Stocks

Jose Najarro
NVIDIA
AMD
Mobileye
ASML
Meta Platforms
TSMC
Coreweave
Volkswagen
Robo-Taxi
AI Demand
Autonomous Vehicles
Dell Technologies
Semiconductors
AI Market
Lyft
Uber
AI Technology
Google Cloud
Vertiv
Elon Musk

Join tech-investing researcher Jose Najarro as he demystifies the fast-moving world of semiconductors and artificial-intelligence stocks. Each episode delivers sharp, numbers-driven insights into the companies powering tomorrow’s data centers, devices, robotics, and more. Check Out my YouTube Channel: Jose Najarro StocksDISCLAIMER: I am not a financial advisor. All content provided on this channe... more

PublishesDailyEpisodes1076Founded7 years ago
Categories
InvestingBusinessTechnology

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Artwork for What The Chip Happened

Latest Episodes

AI Semiconductor investors are closely watching Google's parent company ALPHABET STOCK following their earnings report. This ALPHABET STOCK EARNINGS report is closely tied to the performance of AI stocks. Don't forget to do your own research before i... more

This week's video focuses on the upcoming earnings report for Intel and what it means for AMD stock invesotrs, key players in the PC and computer hardware markets. Investors will be watching closely to see how these reports impact the stock market, e... more

TSMC's earnings report indicates robust demand in high performance computing, which is welcome news for semiconductor investing lime AMD and Nvidia stock investors. 

A portion of this video is sponsored by The Motley Fool. 

Visit fool.com/jo... more

Following ASML's earnings report and a subsequent stock drop Jose Najarro discuss whether the market is overreacting. They analyze forward PE ratio and net bookings to determine if this presents a buying opportunity in the semiconductor industry. Mak... more

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Host

Jose Najarro
Host and tech-investing researcher focused on analyzing semiconductor and AI stocks for investors.

Reviews

4.5 out of 5 stars from 80 ratings
  • Jose just hypes up whatever is popular. No analysis whatsoever.

    I’ve been following this channel a few year. Jose reads whatever NVDA/AMD, etc. posts on their site. He’s convinced himself he’s better at picking winners and losers than most. GO back to 2020 and 2021 and listen to him talk about all the stocks that have crashed 80-90% and never recovered. He’s silent on them. Like what most traders miss, 80-90% of the market is guided by macro trends. But you will hear no analysis of this. You’ll also not hear anything about how the stocks he likes is position... more

    Apple Podcasts
    1
    MyFavoriteNicknameWasTaken
    United States2 years ago
  • loosing loosing

    I was sold on a stock bought it a year ago in several accounts (grandchildren) and down 60%. that is not the only one I bought that was recommended and has gone down 50%> Jose doesnt talk about solid stocks but puts his spin on trendy stocks don’t listen any longer

    Apple Podcasts
    1
    BabbyGabby
    United States4 years ago
  • Great podcast

    Jose has the best stock market podcast out there. So succinct yet covers a lot of different companies in depth. Thanks!

    Apple Podcasts
    5
    skeetz9598
    United States4 years ago
  • Great listen

    I’m a subscriber because I appreciate the thought process and logic on the market here. Would love to see a deeper dive once a week or biweekly so we can slow the pace down and dig in further sometimes.

    Apple Podcasts
    5
    adub0287
    United States5 years ago
  • CHMI

    Jose,

    Thanks for this great pod, you are MUCH more bullish in tech than me but you find very good companies. I personally am more in the ag stock. Hey, I was wondering if you could talk about CHMI.

    Apple Podcasts
    5
    bree34210@
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Conversely, other listeners appreciate the succinct coverage and depth of analysis regarding various companies in the semiconductor and AI sectors.
The host is praised for providing valuable perspectives on stock market trends and investor opportunities, with some suggesting a desire for more detailed explorations of particular topics.
Some listeners express dissatisfaction with the depth of analysis, claiming the content lacks substantial insights, especially on stock fundamentals and macro trends.

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Frequently Asked Questions About What The Chip Happened

What is What The Chip Happened about and what kind of topics does it cover?

The content focuses on the rapidly evolving landscape of semiconductors and artificial intelligence, offering in-depth analyses on key players in these industries, such as Nvidia, AMD, and TSMC. Each episode reviews recent market trends, earnings reports, and investment opportunities, providing listeners with actionable insights into stock movements and broader economic indicators impacting these sectors. Unique to this series is the host's commitment to presenting data-driven discussions that demystify challenging concepts in technology and finance, making complex subjects accessible for both novice investors and seasoned market participants.

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1. Wall Street Breakfast
2. We Study Billionaires - The Investor’s Podcast Network
3. All-In with Chamath, Jason, Sacks & Friedberg
4. The Charlie Kirk Show

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What The Chip Happened launched 7 years ago and published 1076 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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