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

2026-09-20看涨
《Figure Fraud - AI Report + Elon Musk - Jensen Huang》
说话者持有Tesla多头仓位,认为该股被低估,理由是robotaxi规模化、人形机器人制造及自动驾驶性能方面的进展。

Tesla 其实并不知道自己在做什么。哦,他们会比 Elon 做得更好。有这样一种情况:这些人靠谈论 Tesla,或者也许谈论 SpaceX 而获得一些名气,但通常都是关于 Tesla 的。

Tesla doesn't really know what they're doing. Oh, they're going to do this better than Elon. there's this thing where these uh people rise to some fame by talking about Tesla or maybe talking about SpaceX, but usually it's about Tesla.

唯一一家人形机器人机器人公司他们不投资的就是 Tesla。所以他们投资的是其他这些做人形机器人的公司。也许是 Golly 加一个 terra。在我看来,Golly 从来没有真正离 Tesla 太远。

但他们会从某个与 Tesla 竞争的人那里拿到赞助。他们会得到,你知道,某件事发生了,然后他们就开始贬低 Elon,你在这里就看到了。

the one humanoid robot robotics company they don't invest in is Tesla. So they're investing in these other humanoid robotics companies. Maybe it's golly with a terra. Golly never really went too far in my opinion away from Tesla.

But um they'll get a sponsorship from somebody that's competing with Tesla. They'll get, you know, something happens and then they start crapping on Elon and you have it here.

2026-09-01看涨
《Tesla Cybercab - Robotaxi Only Or Sell?》
Cybercab的推出是一项重大改进;预计财务影响将在2027年第一季度显现。

Cyber Cab将在两三天内推出。现在距离9月3日还有2天,在泰国是2天,但在你那里可能是3天。他们已经在六个城市每周7天、每天从早上6点到晚上10点运营机器人出租车。这是一个相当大的进步。

Cyber Cab is launching in two or three days. It's 2 days from now. September 3rd is 2 days from now in Thailand, but maybe it's 3 days from you where you are. Um, they are already running robo taxis from 6:00 a.m. to 10:00 p.m. 7 days a week in six cities. This is a pretty substantial improvement.

2026-08-30看涨
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2026-08-23看跌
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