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

2026-09-20看涨

《Figure Fraud - AI Report + Elon Musk - Jensen Huang》

现在，他们在机器人上有一些 NVIDIA 算力。他们有一些训练算力，但他们的训练算力远不及 Tesla，他们的训练数据量也远不及 Tesla。

Now, they have some NVIDIA compute on the robot. They have some training compute, but they don't have anything near Tesla's training compute, and they don't have anything near Tesla's volume of training data.

我们会有一台 SpaceX 设计的 Nvidia 后置 Ruben NVL72 计算机。这就是为什么缩略图上有 Elon 的照片和 Jensen 的照片，因为 Jensen 是 Nvidia 的 CEO。

又是 Lichy。Jensen 是 Nvidia 的 CEO。

we'll have a SpaceX designed Nvidia rear Ruben NVL72 computer. That's why the thumbnail has a picture of Elon and a picture of Jensen because Jensen is the CEO of Nvidia. Lichy again. Um Jensen is the CEO of Nvidia.

看原视频10:09

2026-09-01看涨

《Tesla Cybercab - Robotaxi Only Or Sell?》

NVDA被严重低估；在近期财报后，股价应更高。

在我看来，对于像英伟达或谷歌这样的股票，买入长期看涨期权，如果它们翻倍或翻三倍，其回报将远远大于仅仅持有股票的回报。

Um long call options in my opinion on something like an Nvidia on something like uh Google the the return if they double let's say or they triple the return is staggeringly larger than the return on just holding the stock.

如果我的特斯拉、SpaceX、谷歌和英伟达股票上涨，这些都不重要，对吧？你知道，如果它们持平，那也没什么关系。但如果它们上涨，一切都会变得疯狂。

none of this is going to matter if my Tesla, SpaceX, Google, and Nvidia stock go up, right? You know that if if they stay if they stay even, it doesn't really matter. But if they go up, it all gets crazy.

看原视频13:35

2026-08-30看涨

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2026-08-23看跌

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