What The Chip Happened?

The $600+ Billion Demand Wall: Why Nvidia Remains the Most Mispriced Mega-Cap in Tech [Nvidia Q4 FY26 Earnings Preview]

With Nvidia trading at ~26x forward earnings and AI bubble fears reaching fever pitch, bears argue the stock is priced for perfection ahead of Q4 FY2026…

Feb 23 • Jose Najarro

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AI Infrastructure Goes Nuclear: $35B+ in Bets as Connectivity, Cloud, and Chipmaking Explode

The AI infrastructure buildout just shifted into overdrive. Astera Labs is staring at a 10x TAM explosion to $25 billion as connectivity becomes the new…

Feb 17 • Jose Najarro

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January 2026

Supply Chains Scream While Demand Explodes: Intel Starves, TSMC Doubles Down, Intuitive Plays Defense

The earnings confessionals this week revealed an industry grappling with a problem most would kill for: demand so strong it's breaking supply chains…

Jan 23 • Jose Najarro

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December 2025

Meta Buys AI Agents, NVIDIA Crushes TCO Math, and Applied Digital's Reverse Merger Play

Meta just wrote a check to fast-track its enterprise ambitions with an agent startup that's already processed 147 trillion tokens. NVIDIA's getting…

Dec 30, 2025 • Jose Najarro

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The Great AI Power Play: Tech Giants Lock Down Energy, Chips, and China Access

Google just dropped $4.75B on its own power company, Alibaba’s eyeing a half-billion-dollar AMD chip order, and Nvidia’s racing to ship 80,000 H200s to…

Dec 23, 2025 • Jose Najarro

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Waymo Eyes $100B, Tesla Goes Driverless, OpenAI Draws More, and Palantir Builds a 2,000-Person AI Army

Palantir just weaponized Accenture’s enterprise rolodex with a 2,000-person deployment force, OpenAI claimed the image generation crown with GPT Image…

Dec 17, 2025 • Jose Najarro

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NVIDIA Eats the Stack While Micron Counts the Chips Flying Off Shelves

NVIDIA just absorbed the orchestration software running half the world’s supercomputers and dropped open models designed to power AI agent armies…

Dec 16, 2025 • Jose Najarro

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[FREE PREMIUM] Oracle Earnings Deep Dive

🎁 This week’s FREE premium report is here. This is the same deep-dive analysis our community members get, yours at no cost. Want the numerous reports…

Dec 14, 2025 • Jose Najarro

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Oracle Stumbles, Broadcom Soars, and China Ghosted Nvidia's H200

Oracle’s AI buildout hits labor and material walls. Broadcom prints a $73 billion backlog that won’t stop growing. And Nvidia gets the green light to…

Dec 13, 2025 • Jose Najarro

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$500 Billion Is Just the Start: NVIDIA’s Bold Bet, Amazon’s Silicon Siege, and Marvell’s Photon Gamble

Is NVIDIA’s massive $500 billion AI runway actually underselling its potential? While CFO Colette Kress casually dropped a bombshell that a mega-deal…

Dec 3, 2025 • Jose Najarro

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November 2025

AMD's $1T Quest, Nebius' Mega Meta Win & CoreWeave's $55B Backlog Bonanza

Could AMD realistically capture a slice of a trillion-dollar market? CEO Lisa Su unveiled a daring roadmap, targeting over $100 billion in data-center…

Nov 12, 2025 • Jose Najarro

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⚡ Capacity Crunch & AI Acceleration: AMD Levels Up, Navitas Reboots, Super Micro Doubles Down

AMD’s groundbreaking 6-gigawatt deal with OpenAI signals a seismic shift in the AI semiconductor wars, potentially unlocking over $100 billion in future…

Nov 5, 2025 • Jose Najarro

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