Jose Najarro Stocks on $SMCI

Channel profile →Sources cited by the channel: ASML, Lam Research CEO, Lumentum CEO Michael, Microsoft CEO, a common short firm, analysts mentioned in episode2 entries

Jose Najarro Stocks has discussed $SMCI in 2 videos since 2026-10-20. The latest, on 2026-11-01, was bullish.

2026-11-01Bullish

“AMD Earnings Could Shock Wall Street — 5 AI Stocks to Watch!!”

AI summary · SMCI's preliminary update (~$19B revenue vs a $15B midpoint; gross margin ~12% vs 10.6%, up 150-200 bps) refutes the market's view that it lacks pricing power. A significant raise to the $65-72B full-year 2027 forecast would bring another quarter of massive gains, at least on the day; if the $4B was pulled forward and the annual figure stays the same, the market will crash. The new Western Digital CFO adds credibility, but the 17.6% adjusted margin is no permanent baseline and the next call must show cash conversion.

We have companies like Airtest Technology, AMD, SuperMicro, iRent and Lumintum announcing their earnings . Each of these companies represents a different aspect of the artificial intelligence industry and the semiconductor supply chain.

Then we have AMD and SuperMicrosoft , which I am very excited about , and they will announce their earnings on Tuesday, November 3rd.

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2026-10-20

“SpaceX Earnings Just Changed Everything for AI Stocks!!”

AI summary · SMCI's preliminary Q1 FY2027 guidance is very positive for the company: revenue $18.5-$19.5 billion, about $4 billion/26.7% above prior limits, and gross margin 12-12.5% vs 10.4-10.8%, signaling stronger AI-server demand and better product mix; the speaker is not excited about the stock price movement itself.

We also have a Super Micro company, don't we? A company I didn't expect to save the market, and I don't know if it actually did , but it provided an optimistic outlook for the field as a whole.

Regardless, I'm not excited about the stock price movement itself, but rather about the comments we've heard from both sides, SuperMicro and SpaceX, aren't I?

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