Engineer turned tech analyst. · 24/7 Wall St.

Jorge Aragón.

Jorge Aragón is an embedded systems engineer with over 7 years of experience in the automotive industry. He has contributed to product development at companies including John Deere, International, and Aptiv. His engineering background gives him a comprehensive view of both the technical merits and the business value behind a product, a perspective that carries directly into his coverage of technology and investment markets. This dual interest led him to writing for 24/7 Wall St. and appearing as a guest on the AI Investor podcast. His articles cover stocks, ETFs, and advances in technology. Although his time with 24/7 Wall St. has been brief, his work has already been featured on Yahoo Finance and AOL.

Learn more about Jorge Aragon's experience here.

Featured on Yahoo Finance · AOL
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Jorge Aragón
Jorge Aragón · Monterrey, Mexico
7+ years
Experience
Embedded systems, automotive
5+
Articles Published
Stocks, ETFs & tech coverage
2
Featured In
Yahoo Finance, AOL
AI Investor Podcast
Podcast Guest
Markets & technology

Top Performing Calls

MU Top Call
+97%
Micron · Called April 2026 · still open
2 ‘AI Bottleneck Stocks’ That Could Continue Their Heroic Run For Investors – AAOI + MU

Coverage

Jorge Aragón covers semiconductors and AI infrastructure for 24/7 Wall St, with extra coverage on energy technology and telecommunications, bringing an engineer's perspective from his background in embedded systems and automotive technology.

01

Stock Research

  • Stock research is perhaps the bedrock for holding an investment idea even when, in the short term, it looks negative. It can really show whether a company has a vision for the future, or is just following a trend traced by others.

Background

Credentials
B.S. in Mechatronics Engineering, Universidad de Monterrey (UDEM) 2019
B.S. in Electronics and Robotics Engineering, Universidad de Monterrey (UDEM) 2019
Embedded Linux, Universidad de Guadalajara 2023
Deep Learning Specialization, DeepLearning.AI 2020
Introduction to Power Electronics, University of Colorado Boulder 2017
Previously
John Deere · Embedded Software Engineer 2019–2022
International · Senior Embedded Software Engineer 2022–2025
Aptiv · Senior Embedded Software Engineer 2025–Present

Essential Reading

24/7 Wall St · Investing

Top Stock for AI’s Next Megatrend: Infineon

This piece shows how I approach company research: I went looking for the overlooked AI infrastructure play, digging into Infineon's moat and the industries it serves. I back the thesis with a quantitative breakdown of energy losses at each power conversion stage to justify why efficiency is the real driver behind AI's infrastructure buildout, and lay out how I see this trend playing out over time. It's one of my favorite pieces I've written, and I truly recommend it for anyone wanting to understand the energy requirements behind the data center buildout.

15 min

How I Think About Money

  1. 01 Wealth compounds, patient capital is how ordinary savings become extraordinary outcomes.
  2. 02 Money should build technologies that make life better for everyone.
  3. 03 Owning assets is the only real defense against inflation.
  4. 04 Finding alpha just means recognizing potential before everyone else does.

Recommended Resources

Book

The new silk roads ↗︎

Peter Frankopan

The New Silk Roads: Peter Frankopan's look at the resurgence of the old Silk Road regions as a strategic corridor for global trade, with China emerging as the region's dominant power, alongside smaller but increasingly assertive players like Iran, Turkey, the Gulf states, and Central Asia. The author traces the decline of Western influence and the shift toward China, both internally, through its push in AI, EVs, the auto industry, and advanced medicine, and externally, through the Belt and Road Initiative as its flagship vehicle for global commercial development. The book is an excellent resource for understanding 21st-century geopolitical dynamics and the growing competition between Chinese and U.S. influence.

Book

Chip War: The Fight for the World's Most Critical Technology ↗︎

Chris Miller

Chip War: A comprehensive account of the past, present, and future of semiconductors, their pivotal role in global progress, and a brief look at the industry's transformation from military origins to mass-market ubiquity. The book traces the history of Silicon Valley and profiles industry giants like Samsung, Sony, TSMC, and Texas Instruments, explaining technical concepts in a way that's accessible to non-technical readers. Well documented throughout, it serves as an excellent introduction for anyone interested in the history, uses, and future outlook of semiconductors. Chip War is a genuinely fascinating read that reveals just how critical the industry is, both for individual companies and for entire nations.

Book

The Nvidia Way: Jensen Huang and the Making of a Tech Giant ↗︎

Tae Kim

The NVIDIA Way: An almost-biographical account of NVIDIA's rise from startup to the dominant force in AI infrastructure, a captivating look at what it takes for great companies to keep disrupting the world. The book presents NVIDIA as a truly different kind of company, one that is adaptive and agile enough to read the market ahead of time and introduce solutions to problems that don't yet exist, from its early days building GPUs as 3D accelerators before games even used 3D graphics, to its recent dominance in AI inference thanks to the massively parallel compute capabilities across its product lines. NVIDIA is shown to be guided by a "speed of light" culture, in which employees are pushed to work as hard and as fast as possible. The company was by no means immune to financial setbacks, poor execution, or difficult market conditions along the way, but the book makes clear that this culture was the key to working through those problems as NVIDIA evolved from a mere GPU designer into a juggernaut of AI infrastructure. Ultimately, it positions NVIDIA as more than a story about its past or present, it's a blueprint for how adaptable companies can position themselves to meet the needs of the future. I recommend the book as a template for identifying great companies that may not yet be successful, but are likely destined to become so.

YouTube

Anastasi in Tech ↗︎

Anastasiia Nosova

Anastasi in Tech is hosted by Anastasiia Nosova, who held roles as Technical Leader in R&D and Senior R&D Engineer at Infineon Technologies before launching the channel. It covers recent advances in semiconductor technology and features in-depth research on the companies shaping the future of the industry. With a catalog built around accessible, visually driven explanations of complex topics like AI accelerators, chip manufacturing, and optical and quantum computing, it's a strong resource for readers who want to go deeper on the hardware side of the AI story without a heavy engineering background.

YouTube

Asianometry ↗︎

Jon Y

Asianometry is hosted by Jon Y and explores semiconductor manufacturing processes, the companies reshaping the industry, and the history of both companies and countries central to the sector, semiconductors being the channel's signature topic. It's known for tackling these subjects from a highly informative and technical point of view, offering a level of depth that's rare for a general audience. For readers who want to understand not just what's happening in chips today but how the industry got here, Asianometry is one of the most substantive resources available on YouTube.

Newsletter

Irrational Analysis ↗︎

Anonym

Irrational Analysis is written by an anonymous author with deep expertise across the semiconductor industry overall, with a particularly strong focus on optical and photonics technology. In his posts, Irrational shares his own take on the sector, either validating or pushing back on the market's common narratives around a given technology or company. Irrational also discloses his personal portfolio performance and his main holdings, putting his own money behind his conclusions, a level of transparency that adds real credibility to his analysis.

Recent Work

7 articles
10:44am ET
Investing

Top Stock for AI’s Next Megatrend: Infineon

Top Stock for AI’s Next Megatrend: Infineon The development of AI data centers has pushed the limits of the industry in several categories. For instance, capex keeps increasing, as infrastructure expands. Energy…

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