GURUSCOPE
guruscopegurujosenajarrostocks
›creator--idjosenajarrostocks
JN

Jose Najarro Stocks

@josenajarrostocks · YOUTUBE
INDEXED · 6 VERIFIED · < 1M
CAT
NARRATIVE
Investing style category
RISK
AGGRESSIVE
Risk tolerance level
TIER
PRELIMINARY
Sample size reliability tier
PRED
89
Total predictions analyzed
GRADE
D
Overall letter grade
44
Credibility
Overall credibility across all dimensions
D
SIG — · n=6
Statistical significance of results given sample size
SCORECARD · n=6
8 supporting credibility dimensions, Bayes-weighted for sample size
Accuracy
25
89 CALLS
Percentage of predictions that were correct
Alpha
48
−0.3%
Returns above the S&P 500 benchmark
Calibration
85
BRIERBrier score: lower means better calibrated
How well stated confidence matches actual outcomes
Sentiment
100
DRIFTHow much sentiment shifted over time
Consistency of bullish/bearish stance over time
Risk
50
DOWNSIDEDownside risk acknowledgment score
Awareness of downside scenarios and risk factors
Disclosure
0
0%
Transparency about holdings and conflicts of interest
Survival
50
ARCHIVEDHandling of deleted or hidden predictions
Honesty about past missed or failed predictions
Risk-Adj
48
SHARPERisk-adjusted return ratio
Performance score adjusted for risk taken
PREDICTION TIMELINE · CONFIDENCE × DATE
Each marker is a prediction: position shows date and confidence, shape shows outcomeHIGHMEDLOW1Y AGO9M6M3MNOW
CORRECT WRONG PARTIAL PENDING
DISCLOSURE AUDIT · TR12M
Transparency audit (trailing 12 months): how often this creator discloses holdings, promotions, and conflicts
HOLDINGS DISCLOSEDTimes the creator disclosed holding the asset0
PROMOTIONS TAGGEDPaid promotions that were labeled as such0
“NOT ADVICE” DISC.Standard disclaimers included0
ZERO DISCLOSURERecommendations with no disclosure at all89
DELETED CONTENT · ARCHIVED
Content the creator deleted after publishing (archived by GuruScope)
NO ARCHIVED CONTENT
PREDICTIONS89 PREDICTIONS
Overall market[GENERAL_MACRO]
2026-05-20

The market is going to react 'crazy' to Nvidia's upcoming earnings.

COR—CONF 85
NVDA[BUY]
2026-05-20

If China becomes a significant revenue source for Nvidia, their financial numbers will be extremely high.

PND+0.0%CONF 60
NVDA[BUY]
2026-05-20

Nvidia will beat earnings expectations even without factoring in potential revenue from China.

PND+0.0%CONF 85
NVDA[BUY]
2026-05-20

Nvidia will continue to lead and accelerate its growth.

PND+0.0%CONF 85
NVDA[BUY]
2026-05-20

Nvidia is going to become a significant player in the CPU market.

PND+0.0%CONF 85
NVDA[BUY]
2026-05-20

Nvidia will significantly exceed market expectations for its upcoming quarterly revenue ($79.1B) and guidance ($87.1B).

PND+0.0%CONF 85
AI industry/technology[GENERAL_MACRO]
2026-05-20

AI technology will continue to help build wealth over time.

COR—CONF 60
AI infrastructure (sector)[SECTOR_ROTATION]
2026-05-19

AI infrastructure will be a significant winning sector.

PND—CONF 60
Overall market[GENERAL_MACRO]
2026-05-19

There are current buying opportunities for his portfolio due to the recent tech sell-off.

COR—CONF 60
IONQ[BUY]
2026-05-19

IonQ (IONQ) has the potential to become a multi-bagger, potentially reaching an $80 billion market cap (a four-bagger from its current $18B market cap).

PND−1.1%CONF 60
79 MORE
IONQ[BUY]
2026-05-19

He would consider buying IonQ (IONQ) at current levels (low $48s).

PND−1.1%CONF 60
NVDA[BUY]
2026-05-18

Nvidia will outperform analyst expectations for both revenue ($79.2B) and guidance ($87.1B) in its upcoming earnings report.

PND−0.1%CONF 85
AI industry (overall)[GENERAL_MACRO]
2026-05-18

Nvidia's upcoming earnings report is crucial for any AI investment thesis.

COR—CONF 85
Broadcom (AVGO), MediaTek (2454.TW), Google (GOOGL), TSMC (TSM)[AVOID]
2026-05-16

Google's ultimate goal is to design its own chips internally and work directly with TSMC, bypassing ASIC design service providers like Broadcom and MediaTek.

PRT—CONF 85
Broadcom (AVGO)[BUY]
2026-05-16

Broadcom's CEO, Hock Tan, has convinced him that hyperscalers will not entirely bypass Broadcom for custom silicon due to significant challenges.

PND—CONF 60
NVDA[GENERAL_MACRO]
2026-05-15

If Nvidia's H200 chips start shipping to China, it would significantly boost Nvidia's revenue.

PND+0.0%CONF 35
AI market[GENERAL_MACRO]
2026-05-15

The AI market story and its growth will continue for the foreseeable future.

COR—CONF 60
AI market[GENERAL_MACRO]
2026-05-14

The AI market will experience significant activity and volatility in the next 24 hours.

PRT—CONF 85
NVDA[HOLD]
2026-05-14

Cerebras is not a significant threat to Nvidia's competitive position.

PND+3.6%CONF 60
NVDA[GENERAL_MACRO]
2026-05-13

Nvidia stock will experience some form of overnight movement due to CEO Jensen Huang's trip to China with President Trump.

PRT+5.4%CONF 60
AI stocks[BUY]
2026-05-13

There are six stocks presenting a buying opportunity for the presenter to add to their portfolio.

PND—CONF 60
NVDA[GENERAL_MACRO]
2026-05-13

Nvidia stock will experience some overnight movement due to CEO Jensen Huang's trip to China.

PND+0.0%CONF 60
NVDA[GENERAL_MACRO]
2026-05-11

The market is underestimating Nvidia's growth potential, and there is potential for its stock price to continue to grow.

PRT+6.2%CONF 60
NVDA[GENERAL_MACRO]
2026-05-11

Nvidia's year-over-year growth will exceed analysts' expectation of 78% for the next quarter.

PRT+6.2%CONF 60
AMD[BUY]
2026-05-11

AMD has the opportunity to reach a $1 trillion market capitalization.

PND−2.1%CONF 60
AMD[BUY]
2026-05-11

The market is pricing in significant growth expectations for AMD, and this presents an opportunity.

PND−2.1%CONF 60
NVDA[BUY]
2026-05-11

The market is underestimating Nvidia's potential, and the stock has potential to continue rising.

PND+0.8%CONF 60
NVDA[GENERAL_MACRO]
2026-05-11

Nvidia's year-over-year growth will exceed analyst expectations of 78% for the next quarter.

PND+0.8%CONF 60
INTC[BUY]
2026-05-10

Intel will likely experience significant future growth in CPU demand, mirroring AMD's expectations due to the ongoing CPU shortage.

WRG−6.7%CONF 60
INTC[BUY]
2026-05-10

Intel is becoming a preferred choice in the chip manufacturing space due to TSMC shortages.

WRG−6.7%CONF 60
INTC[BUY]
2026-05-10

Intel's manufacturing push has significant positive tailwinds supporting its success.

WRG−6.7%CONF 60
AI stocks[BUY]
2026-05-09

Two unnamed companies that recently reported earnings are believed to benefit from the AI story.

PND—CONF 60
AI industry[GENERAL_MACRO]
2026-05-09

The influencer is extremely bullish on the overall AI industry.

COR—CONF 85
high beta names (semiconductor/AI)[SELL]
2026-05-09

The influencer is open to trimming a small amount of high beta names in his portfolio.

PND—CONF 35
core positions (semiconductor/AI)[HOLD]
2026-05-09

The influencer is not selling his major, core positions in the semiconductor/AI space.

PND—CONF 85
semiconductor space[AVOID]
2026-05-09

It is not a good time to invest heavily with fresh money in the semiconductor space.

PND—CONF 60
AI market[GENERAL_MACRO]
2026-04-21

The AI market is going to be extremely compute-intensive.

PND—CONF 85
Marvell (MRVL), Nvidia, AMD, Broadcom[GENERAL_MACRO]
2026-04-20

News about Marvell building new AI chips for Google will create volatility for many portfolios, inducing fear in companies like Nvidia, AMD, and Broadcom.

PND—CONF 85
AI, tech, and semiconductor market[GENERAL_MACRO]
2026-04-20

The upcoming week is going to be insane for AI, tech, and semiconductor investors due to numerous earnings reports and escalating Iranian war tensions, which will create a lot of volatility.

PND—CONF 85
High beta names (AI/semiconductor sector)[AVOID]
2026-04-20

He is personally not buying high beta names at their current high levels because he believes the buying opportunity came earlier.

PND—CONF 85
Global DRAM supply/demand[GENERAL_MACRO]
2026-04-20

Global DRAM supply is on track to meet only about 60% of demand through 2027.

PND—CONF 60
Consumer tech companies[AVOID]
2026-04-20

Consumer tech companies, especially those dealing with low-end products, might have a bad time in the short term due to rising memory costs.

PND—CONF 60
Low-end smartphone build costs (memory component)[GENERAL_MACRO]
2026-04-20

Memory could make up nearly 40% of low-end smartphone build costs by mid-2026.

PND—CONF 60
AMD[BUY]
2026-04-18

AMD has a future to hit $600.

PND−1.0%CONF 60
AI industry (indirectly, his portfolio)[GENERAL_MACRO]
2026-04-17

The innovation in the AI industry is going to allow him to get even more fortunate with his portfolio.

PND—CONF 85
Semiconductor and AI industry[GENERAL_MACRO]
2026-04-17

The semiconductor and AI industry will continue to be bullish in the long term.

PND—CONF 85
NEOCloud players (Corby, Nebus)[AVOID]
2026-04-17

He personally would not be buying NEOCloud players like Corby and Nebus at current high levels because he already purchased during earlier downturns.

PND—CONF 85
personal wealth[GENERAL_MACRO]
2026-04-17

The speaker will become 'filthy rich' through investments in the semiconductor and AI industries, despite potential market volatility.

PND—CONF 85
Corby[AVOID]
2026-04-17

Investors should not buy NEOCloud players (e.g., Corby, Nebus) at their current elevated price levels.

PND—CONF 60
semiconductor and AI industry[SECTOR_ROTATION]
2026-04-17

The semiconductor and AI industry will perform well in the long term, driven by innovation.

PND—CONF 85
ASML[BUY]
2026-04-16

ASML's pent-up equipment orders will most likely be shipped out in the next year or so, as new chip manufacturing fabs are built up.

PND−3.0%CONF 60
semiconductor industry[GENERAL_MACRO]
2026-04-16

The current delay in fab construction and subsequent equipment shipment creates a bottleneck in the semiconductor industry.

PND—CONF 60
ASML[HOLD]
2026-04-16

ASML's earnings were strong despite the stock being down roughly 2.4% on the day.

PND−3.0%CONF 60
MSFT[BUY]
2026-04-16

The new Fairwater data center going live ahead of schedule is extremely bullish for Microsoft and its cloud growth solution.

PND+1.4%CONF 85
MSFT (Azure)[GENERAL_MACRO]
2026-04-16

Microsoft's Fairwater data center in Wisconsin, once operational, will significantly increase revenue for its Azure platform.

PND—CONF 60
semiconductor industry[GENERAL_MACRO]
2026-04-16

The current situation with chip manufacturers waiting for new facilities before ordering ASML's equipment creates a bottleneck in the semiconductor industry.

PND—CONF 60
MSFT[BUY]
2026-04-16

Microsoft's new Fairwater data center going live will significantly boost revenue for its Azure platform and is extremely bullish for Microsoft's cloud growth solution.

PND+1.9%CONF 60
ASML[BUY]
2026-04-16

ASML's recent earnings were strong, despite the stock being down.

PND−5.0%CONF 60
ASML[BUY]
2026-04-16

ASML's equipment orders and shipments, which are currently facing a bottleneck due to chip manufacturers building new facilities, are most likely to increase significantly in the next year or so as new fabs are completed.

PND−5.0%CONF 60
ASML[HOLD]
2026-04-16

ASML's recently reported earnings were strong despite the stock being down.

PND−5.0%CONF 60
Microsoft[BUY]
2026-04-16

The new data center initiative is extremely bullish for Microsoft and its cloud growth solution.

PND—CONF 60
Microsoft Azure[GENERAL_MACRO]
2026-04-16

The Fairwater data center going live will significantly help Microsoft collect a lot of revenue for its Azure platform.

COR—CONF 85
ASML[GENERAL_MACRO]
2026-04-16

ASML's pent-up equipment orders are most likely to be shipped in the next year or so because that's when new fabs are expected to be built and equipment ready.

PND−5.0%CONF 60
Semiconductor industry[GENERAL_MACRO]
2026-04-16

The delay in equipment orders due to fab construction creates a bottleneck in the semiconductor industry.

COR—CONF 60
Nebius, Coree, Iran[AVOID]
2026-04-14

Current market levels are not the optimal time to buy new positions in companies like Nebius, Coree, and Iran.

PND—CONF 60
Coree[HOLD]
2026-04-14

The long-term growth tailwind for Coree remains intact.

PND—CONF 60
overall market (excluding high-beta names)[SECTOR_ROTATION]
2026-04-14

Investment opportunities are available in stocks other than high-beta names following the recent market rally.

PND—CONF 60
Nebius, Coreweave, Iran[AVOID]
2026-04-14

Nebius, Coreweave, and Iran are not good buying opportunities right now, as the optimal time to buy them was in December during their lows.

PND—CONF 60
Coreweave[HOLD]
2026-04-14

Coreweave's long-term growth prospects ("long-term tailwind") remain intact, despite current valuation concerns for new purchases.

PND—CONF 60
stock market[BUY]
2026-04-14

Despite the recent rally, there are still buying opportunities in the stock market, though not necessarily in high-beta names.

PND—CONF 60
Coreweave[HOLD]
2026-04-14

Coreweave's long-term tailwind remains intact, and it continues to be the speaker's biggest position among Neoclad players.

PND—CONF 60
Market (general)[SECTOR_ROTATION]
2026-04-14

There are currently investment opportunities elsewhere in the market, not necessarily in the high beta names that have already rallied.

COR—CONF 60
Market (general)[GENERAL_MACRO]
2026-04-14

The current green days in the market are not going to last forever.

COR—CONF 60
Nebius, Coreweave, Iran[AVOID]
2026-04-14

The speaker would not personally be buying Nebius, Coreweave, or Iran at current price levels.

PND—CONF 85
Nebius, Coreweave, Iran[AVOID]
2026-04-14

The speaker bought these stocks (implied Nebius, Coreweave, Iran) in December at their lows and considers current levels not suitable for buying.

COR—CONF 85
Max 7s[BUY]
2026-04-13

The primary investment opportunity right now is within the 'Max 7s' stocks.

PND—CONF 85
high beta AI stocks[AVOID]
2026-04-13

The current market environment is not suitable for chasing high-beta AI stocks.

PND—CONF 85
high beta AI stocks[AVOID]
2026-04-13

The optimal buying opportunity for high-beta names has passed, occurring during previous market downturns.

PND—CONF 60
software market[GENERAL_MACRO]
2026-04-13

The widespread fear that AI will lead to the destruction of the software market is unfounded.

PND—CONF 60
software business[GENERAL_MACRO]
2026-04-13

AI will profoundly change software use by reducing direct human-software interaction, but this transformation will not significantly harm the software business overall.

PND—CONF 60
AI stocks[BUY]
2026-04-13

Five specific AI stocks are performing exceptionally well and will continue to do so, driven by the strong growth in the AI industry.

PND—CONF 85
software space[BUY]
2026-04-13

The market is currently overreacting to fears about AI's impact on software, causing an unwarranted sell-off and undervaluing specific software stocks.

PND—CONF 60
Magnificent Seven stocks[BUY]
2026-04-13

The best current buying opportunity is in the Magnificent Seven stocks, where he would be purchasing a lot of stocks.

PND—CONF 60
high beta names[AVOID]
2026-04-13

It is not advisable to chase high-beta stocks in the current market environment.

PND—CONF 60
High beta names[AVOID]
2026-04-13

The speaker is not currently chasing high beta names in the overall market.

COR—CONF 85
Magnificent 7 (Mac 7s)[BUY]
2026-04-13

The speaker would be purchasing a lot of stocks in the "Mac 7s" sector.

PND—CONF 60
Software industry[GENERAL_MACRO]
2026-04-13

The significant changes in software use and human-software interaction due to AI are not going to hurt much of the software business.

COR—CONF 60
Magnificent 7 (Max 7s)[SECTOR_ROTATION]
2026-04-13

The speaker believes investment opportunities are currently in the "Max 7s" (Magnificent 7 stocks).

PND—CONF 60
Undisclosed AI stocks[BUY]
2026-04-13

Five AI stocks that are currently performing well are going to continue to perform well.

PND—CONF 60
DEEP ANALYSIS · CONFOUNDERS · CONSENSUS
CONFOUNDERS · CLASSIFIED · n=2
External factors that may have influenced prediction outcomes beyond skill
timing issue
n=1
The overall track record is preliminary, with a limited number of predictions having verified outcomes. The majority of predictions are still pending, which can significantly alter final performance metrics.
oversimplification
n=1
Some predictions use hype-based language, particularly when discussing long-term AI potential and personal wealth accumulation, which may oversimplify investment outcomes.
CONSENSUS · TOP ASSETS
Most frequently predicted assets with accuracy breakdown
NVDA50%
ASML—
INTC3—
AI market175%
Nebius, Coreweave, Iran1100%