AI stocks continue to drop, but are any offering opportunities for long-term investors?
This article explores the current state of Artificial Intelligence (AI) stocks, which continue to experience a downturn, and evaluates whether these conditions present opportunities for long-term investors. It introduces a video discussion that delves into recent updates concerning Nvidia (NVDA) and Advanced Micro Devices (AMD) stocks, analyzing them amidst prevailing market pressures. The author believes the current stock market is in a phase of overcorrection. The video further covers the latest news regarding Nvidia and highlights Meta's substantial AI infrastructure spending aimed at furthering its AI investments. It is important to note that the content provided in this video and accompanying materials is intended for entertainment purposes only and reflects the author's personal opinions. It is not financial advice. Viewers are strongly advised to conduct their own thorough research and consult with a qualified financial advisor before making any investment decisions. The video content is partially sponsored by The Motley Fool, and it references their Stock Advisor service, which reported impressive returns of 983% as of December 30, 2025, significantly outperforming the S&P 500's returns of 195% over the same period. However, a crucial disclaimer is provided: past performance is not indicative of future results, all investing inherently involves a risk of loss, and individual investment outcomes may vary, as not all Motley Fool Stock Advisor picks have performed with similar success. The author, Jose Najarro, also discloses his current investment positions in AMD, NVDA, MSFT, and META.
Jose Najarro enjoys investing in the tech market, with a particular focus on the semiconductor sector. Prior to his partnership with The Motley Fool, Najarro gained firsthand experience with emerging technology as a Senior Electrical Engineer for General Dynamics, where he observed its potential to change the world. He holds both Bachelor's and Master's degrees in Electrical Engineering from NJIT.
Jose Najarro has disclosed positions in Advanced Micro Devices, CoreWeave, and Nvidia. The Motley Fool also holds positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool maintains a public disclosure policy. As an affiliate, Jose Najarro may receive compensation for promoting The Motley Fool's services if readers subscribe through his provided link, which supports his channel. His opinions, however, remain independent and are not influenced by The Motley Fool.