Jose Najarro Stocks

Jose Najarro Stocks@josenajarro

$CRWV $IREN $NBIS ARE JUST GETTING STARTED JENSEN JUST SAID THE FOLLOWING "We just have a lot greater visibility now upstream and downstream. It is the case that we never forecasted or never guided to a year in advance. Even though our demand is much greater than 70%, our

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Jose Najarro Stocks@josenajarro

$NVDA BEARS WERE RIGHT --- MARGIN DESTRUCTION IS HERE .... Margin in FY28 is going from 75% to 73%...... Due to memory prices. THE HORROR!!

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Jose Najarro Stocks@josenajarro

$NVDA YOU DON'T UNDERSTAND HOW CRAZY THIS IS!!! If Nvidia does $ 400B in revenue this year (which i think they will beat)... and they grow 70% next year, that's $680B in Revenue!!! The consensus was ~$570B !!! THAT'S A MASSIVE BEAT!!

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Jose Najarro Stocks@josenajarro

$NVDA HOW CAN YOU HATE THIS!!! "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply-constrained outlook."

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Jose Najarro Stocks@josenajarro

$NVDA 2 TOPICS I THINK ARE GOING TO BE THE BIGGEST DISCUSSION POINTS DURING TODAY'S EARNINGS CALL. 1) OpenAI's New Jalapeno Chip: Based on recent reporting, it seems to be a great chip, but as we know, it's not just about having a good chip; it's about efficiently being able to

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close