AI Stocks Report with Warren Redlich 对 $GOOGL 的判断变化

2026-09-20看涨
《Figure Fraud - AI Report + Elon Musk - Jensen Huang》
GOOGL因AI收入快速增长而被低估,说话者持有其多头仓位。

我投资了 Tesla、SpaceX、Tesla、Nvidia、SpaceX 和 Google。这就是我的四项主要投资。

I'm invested in Tesla, SpaceX, Tesla, Nvidia, SpaceX, and Google. Those are my four main investments.

Google 的 AI 收入。钱太多了,而且增长得太快了。

Google's AI revenue. There's so much money and and it's growing so fast.

我认为,我认为 Google 被低估了。

I think that I think Google's undervalued.

2026-08-30看涨
《Grok Bot Singularity? And Chamath Is Wrong》
谷歌凭借其规模、定制硬件(TPU)和数据优势,在AI计算和模型部署方面拥有巨大优势。

SpaceX 有自己的算力,Google 也有自己的算力。

SpaceX has its own compute. Google has its own compute.

但在我看来,在建设数据中心方面真正强大的其实是 SpaceX 和 Google。

But the real everything I'm seeing the real strength there in building out data centers is uh SpaceX and Google.

因为你有 Google、Amazon、Meta、Oracle、Microsoft,还有 SpaceX,基本上有六家超大规模企业。

because you have Google you have Amazon you have Meta you have Oracle you have Microsoft and you have SpaceX you have six basically hyperscalers