@josenajarro has posted 166 times over the past 12 months, mentioning 50 distinct tickers across 423 cashtag references. His focus centers on semiconductor stocks, with $NVDA dominating at 110 mentions, followed by $AMD at 54 mentions, $CRWV at 25 mentions, $INTC at 20 mentions, and $META at 18 mentions. His most recent activity on July 16, 2026 concentrated on foundry and equipment suppliers, particularly $TSM and $ASML, analyzing earnings results and supply chain dynamics in the AI infrastructure buildout.

Najarro's recent posts emphasized capacity expansion signals across the semiconductor supply chain. He highlighted TSMC's disciplined approach to demand verification and pricing restraint, contrasting the company's caution against historical cycle mistakes. Simultaneously, he noted ASML's raised guidance to €43–45B for 2026 and its plans for 30% additional Low-NA EUV capacity in 2027, citing customer aggression in leading-edge node investment. His commentary across multiple posts stressed that the infrastructure layer visibility extends years forward, with supply tightness concentrated precisely where it matters for AI workloads.