Podcast
Semiconductor Investing and Moore
Hosted by Jose · EN
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.
10episodes
Episodes
Newest firstAll episodes
Synopsys Stock Grows Thanks To AI Investments
Dec 14, 202300:08:48Tap to summarizeSynopsys 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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Marvell Technology: Data Center & AI Success Amidst Enterprise Challenges
Dec 12, 202300:11:22Tap to summarizeExplore 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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Broadcom Completes VMware Acquisition and Strong AI Growth
Dec 11, 202300:10:25Tap to summarizeSemiconductor 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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What Nvidia, Qualcomm, and TSMC Stock Investors Should Know About Recent Semiconductor Updates
Nov 22, 202300:08:28Tap to summarizeSemiconductor 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 $TSMDISCLAIMER: 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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ARM Stock Has This MASSIVE Growth Opportunity -- Top Semiconductor Stock?
Nov 16, 202300:09:03Tap to summarizeMicrosoft 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 $GOOGDISCLAIMER: 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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What Intel Stock Investors Should Know About Latest AI and HPC Updates
Nov 15, 202300:08:10Tap to summarizeIntel 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 $NVDADISCLAIMER: 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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ON Semiconductor Stock Price Dropped 20% -- Bad News for EV Stocks?
Oct 31, 202300:12:23Tap to summarizeOn 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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What Nvidia, and Intel Stock Investors Should Know About Recent Semiconductor Updates
Oct 24, 202300:12:46Tap to summarizeRecent 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 AD102A 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 $MSFTDISCLAIMER: 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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TSMC vs Intel: TSMC Stands on Intel's Manufacturing Ambitions
Oct 21, 202300:10:42Tap to summarizeTSMC 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 $GOOGDISCLAIMER: 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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What Intel, AMD, and Super Micro Stock Investors Should Know About Recent Semiconductor Updates
Oct 19, 202300:12:25Tap to summarizeAMD 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 SystemsA 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 $NVDADISCLAIMER: 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/JoseNajarroSemiconductor Newsletter: https://josenajarro.substack.comTwitter: https://twitter.com/_JoseNajarro
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