Nvidia H200 China | AMD MASSIVE MI308 Order | Google GOES MORE AI SPENDING

This episode focuses on several semiconductor and AI companies, including recent reports on nvda and advanced micro devices. We discuss how updates concerning the China chip market could shift it from a multi-billion dollar loss to a potential opportunity in the stock market. The video also covers Alphabet's recent acquisition and other companies like CoreWeave, examining their stock performance and market positions as a good investment.

I have a position on $AMD $NVDA $GOOGL $ORCL $CRWV

A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 1019% as of 8/4/2025 and measured against the S&P 500 returns of 178% as of 8/4/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Want to Know About AI and Chip Stocks? https://whatthechiphappened.com
https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) |
Special Offer https://www.fool.com/jose
TrendSpider Charts https://trendspider.com?_go=jose

DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.