Who is Jose Najarro Stocks?

Jose Najarro Stocks (@josenajarro) is a FinTwit voice tracked on Surfaced in the Semis category with 11.6k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @josenajarro mention most?

Over the past 12 months, @josenajarro's most-mentioned tickers are $NVDA, $AMD, $CRWV, $MU, $INTC — $NVDA leads with 15 mentions.

When did @josenajarro first mention $NVDA?

@josenajarro's first tracked mention of $NVDA was on May 7, 2026.

How active is @josenajarro?

In the past 12 months, @josenajarro posted 18 times carrying cashtag mentions, totalling 49 mentions across 16 distinct tickers.

Jose Najarro Stocks (@josenajarro) on Surfaced

Recent mentions

15 posts

@josenajarroJun 2, 2026 · 12:56 AM

$NVDA $CRWV $MU $AVGO $GOOG GOOGLE JUST TOLD YOU THAT YOU ARE NOT BULLISH ENOUGH ABOUT AI!! https://t.co/fSYsyW1zOF

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@josenajarroMay 31, 2026 · 4:18 PM

$DELL $CRWV $NVDA Vera Rubins are about to have tokens go BRRRRRRRRRR

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@josenajarroMay 20, 2026 · 9:17 PM

$NVDA $AMD $INTC $ARM THE CPU SHORTAGE IS A MAJOR WIN FOR NVIDIA NVIDIA believes it will be the world's leading CPU supplier this year!! "Vera CPU opens a brand new $200 billion market for NVIDIA Corporation, a market we have never addressed before, and every major hyperscale and system maker is partnering with us to get it deployed. We have visibility to nearly $20 billion in total CPU revenue this year. Setting us up to become the world leading CPU supplier."

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@josenajarroMay 20, 2026 · 9:12 PM

THE $NVDA DIVIDEND RAISE AND BUYBACK ANNOUNCEMENT MIGHT BE THE MOST BULLISH AI SIGNAL OF THE NIGHT. LET ME EXPLAIN. For years, Jensen invested Nvidia's cash into AI labs, neoclouds, and infrastructure companies. $NBIS, $CRWV, and the neocloud ecosystem exist in large part because of those bets. Jensen wasn't just building chips. He was building the infrastructure that would need those chips. That era is over!! Raising the dividend 2,400% and authorizing $80B in buybacks means one thing: Jensen no longer needs to help support the AI ecosystem. AI is self-sustaining now. The customers are real. The workloads are real. The spending is compounding on its own. When the person who built the AI infrastructure starts returning cash instead of reinvesting it... that's not a sign of slowdown. That's a sign of confidence that the cycle doesn't need his help anymore. Biggest bull signal of the night. $NVDA

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@josenajarroMay 20, 2026 · 8:28 PM

$NVDA Q1 FY2027 FULL BREAKDOWN!! 1) The headline beat $81.6B revenue. Beat by ~$2.8B. EPS $1.87 vs $1.77 est. 2) Data Center: $75.2B (+92% YoY)Blackwell 300 products are the engine. DC Networking alone hit $14.8B, up 199% YoY. NVLink demand is compounding with every new cluster deployed. 3) The demand base is diversifying Hyperscale = 50% of DC. ACIE (AI Clouds, Industrial, Enterprise, Sovereign) = the other 50%, growing 31% sequentially. 4) Q2 guidance: $91B Street was at ~$87B. NVIDIA guided $91B. That's a massive beat on the guide — same playbook as last quarter. The numbers keep resetting higher. 5) China: still zeroNo Data Center compute shipments to China. NVIDIA's guidance explicitly excludes China. Jensen has estimated that market at ~$50B. It's sitting at $0 on the books. Any policy change is pure upside optionality. 6) They're returning capital aggressively now Dividend: $0.01 → $0.25 (2,400% raise). New $80B buyback. $20B returned to shareholders in Q1 alone. NVIDIA is transitioning from pure growth reinvestment to a cash-return story. 7) Supply commitments: $119BUp from $95.2B last quarter. Customers are pre-committing at scale. Demand isn't slowing — it's getting locked in further out. 8) Bottom line $NVDA keeps running the same play: beat revenue, beat EPS, guide way above Street, repeat. FY2027 is shaping up to be a $330B+ revenue year if this trajectory holds. The business is exceptional. $NVDA

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@josenajarroMay 20, 2026 · 8:01 PM

$NVDA $AMD $MU What every semiconductor AI stock investor waiting for Nvidia Earnings Report is doing right now. https://t.co/2UrFkMjqTM

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@josenajarroMay 20, 2026 · 6:52 PM

$NVDA 3 THINGS I WANT TO HEAR ABOUT DURING THE EARNINGS CALL. Long-term investor here, so I tend to use these calls to just get more answers about the market and upcoming products. 1) CPU-GPU Ratio Shift -- With the recent discussions from $AMD and $INTC pushing the CPU-GPU Ratio in favor of CPU, what does it mean for GPU demand? I believe it is no change, just an addition to the CPU, but I would love to hear from the team. 2) Any update to the $1T number given for Blackwell and Rubin for 2025-2027? 3) We just heard about the LPU at GTC. Are there any more updates or changes to this? What topics do you want to be discussed during the earnings call?

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@josenajarroMay 20, 2026 · 1:01 PM

Pumped For Nvidia Earnings Stream Today With The Boys!!! $NVDA @amitisinvesting @Futurenvesting @Couch_Investor https://t.co/jYcCsyoAzp

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@josenajarroMay 14, 2026 · 1:01 PM

$AMD $NVDA $MU $NBIS $CRWV AI SEMICONDUCTOR INVESTORS THIS IS A CRUCIAL MESSAGE! If you are serious about AI and Semiconductor Investing, I 100% would recommend @fiscal_ai. It's a Platform I use on a daily basis (Link in Comments With Amazing Offer That ENDS in about 15Hours) Looking For A Quick Way To Get Charts / FWD PE Ratio? Fiscal is a beast charting platform, and that data for most companies is there just a few minutes after the earnings report!! Looking For An Easy Way To Get Presentation Slides? You can look through recent events, transcripts, and slideshows without having to go to individual companies' investor relations and clicking through 1000 links before finding the right slideshow. Looking To Get A Quick TLDR On Event Transcript? Just ask its AI solutions for key points, or get better at prompting and get real ALPHA FAST!! There are so many more tools, and you can already see why it's a platform I use on a daily basis.

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@josenajarroMay 13, 2026 · 12:14 PM

$NVDA $TSLA WHAT DO YOU THINK ELON AND JENSEN TALK ABOUT? Do they even talk to each other or just work on the flight? If they talk ... is it purely AI stuff? Or do they joke about random stuff? https://t.co/ExnCSO5L6o

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@josenajarroMay 13, 2026 · 2:25 AM

$NVDA LOL JENSEN IS ABOUT TO LOCK IN SOME SALES!! "Navidia's" CEO is on a Plane with other Big Tech CEO's Like Elon Musk. I'm wondering how many Vera Rubin he sells before the plane lands in China Also taking orders in China?? LFG Nvidia!!

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@josenajarroMay 12, 2026 · 12:17 PM

$NVDA PRICE TARGET TO $315!!! Wells Fargo just raise their price to $315 from $265. Main drivers seem to be the Nvidia GW capacity model. The question Nvidia most likely gets when working with big players is, "I got X GW about to come online, what should I buy" Also trading less than 20x FWD PE (CY2027 AKA FY 2028)

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@josenajarroMay 11, 2026 · 7:22 PM

THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU ratio could lean in favor of CPUs The AMD image below shows why +1CPU : 1 GPU is possible. As agentic AI continues to expand, CPUs are crucial for data processing and tool usage. Luckily, Nvidia also saw this ahead of time, with the Vera CPU being offered as a standalone solution partnering up with companies like $META $CRWV $NBIS and others.

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@josenajarroMay 8, 2026 · 6:40 PM

Sooooo did chips win? $AMD $NVDA $QCOM $MU $TSM Sorry, this might be the toppy top style tweet, but let me enjoy the moment. https://t.co/xmSGWP6SHG

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@josenajarroMay 7, 2026 · 8:10 PM

$CRWV Revenue backlog was $99.4 billion as of March 31, 2026!!! $NVDA https://t.co/m8e51PH5PB

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Jose Najarro Stocks

Jose Najarro Stocks

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