Jose Najarro Stocks on $NVDA (Oct 27, 2026)

We got so many updates on investments happening in the AI world from Meta, from Oracle, from Nvidia, from AMD.

Maybe people are going to realize that all this money actually flows to Nvidia,

there was a number of like Vera Rubin rack solutions coming out for next year or what Nvidia is going to do with NDL72. SpaceX alone was looking to lock in about 20 to 30 20% of the Vera Rubins for next year.

That's one player. So, and and and that's like I I I forget they they based on the analyst it was like they were getting around somewhere around 20%, what they really wanted was closer to like 25 or 30%.

But because Jensen and Nvidia can't just give everything to one player, it and to me it just shows me that we are going to be in such a compute constraint market next year, 2027, and I believe we're going to continue to see that in in 2028.

Does Nvidia deserve to trade at 23 and a half times this year's earnings when over the next two fiscal years they have an expected 130% EPS growth 10 times forward. This is not an expensive market.

we're also seeing players like Nvidia try to find ways to improve um the ways that data centers are built up. I'm pretty sure you saw it, Steve. Um, they they during GTC Berlin, they released that DSX pod system.

They talked a little bit about it over time, but this one was more like it's a shipping crate that has already a kind of a AI server solution. So Nvidia and all these players are getting better at at helping you build a data center or build the data center which means you're going to be collecting that revenue a lot faster and I think um companies like Oracle which are already pretty efficient based on their earnings call at building these data centers are just going to get uh better and better. Nvidia is a 10.2 forward,

and you have companies like Nvidia invest three billion. I love it. Look, I have said that I want Nvidia to become the Birkshshire Hathaway attack. Okay, let Nvidia ride, baby.

Let Jensen become a shareholder in every one of these hyperscalers, Meta, everybody. I want that balance sheet to be loaded up with shares of these companies. I want that balance sheet to be utilizing its cash to put us in a great position going forward. And I don't have a problem with this.

Jasse is on Thursday.

I just you you have big players like Nvidia making sure they're transforming the financing world.

and Jensen has mentioned 40 gawatt 40 billion per gigawatt that's 400 billion in capex Jassee is not going to let that.

and you have the great you have this great relationship with Nvidia

I'm probably wrong. I think today, forget what's happened. Obviously, it's been a better investment. I think today there is more ROI from today's levels in Nvidia than AMD over the next year.

I could be wrong. I hope I think AMD is going to do well, but I do think that it's expensive compared to Nvidia. Yeah. I mean, I I I own AMD. Um, Steve, but I agree to the sentiment where like right now we're in the market where you can still grow at massive levels in revenue and you could still be trading at a extremely cheap forward PE ratio like we saw with Broadcom, like we see with Nvidia.

I feel like Nvidia has been held down so much that paying 10 Now, I could be wrong. I think they both go up. I always think Nvidia from a percentage of today goes up more. That's all.

I would pick uh a big player in the AI space that I think will keep on winning and that would be Nvidia.

you already have one with Nvidia. Uh, but I don't consider I consider that a mag number one. That that's just a magnificent that's that's its own league in my which is the best company in the market.

Nvidia is my number one.