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

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.

我认为他们当时一直在使用英伟达的GPU。

I think they were using Nvidia GPUs all the way all the way back then.

2026-08-30看涨
Grok Bot Singularity? And Chamath Is Wrong
NVDA被低估;预计股价将因100%的同比增长、市场份额扩大以及相比AMD更优的机架效率而翻倍。

他在谈论 Nvidia、SpaceX、OpenAI 和 Anthropic,所有这些公司都将拥有自己的算力,都将拥有自己的模型,而且你知道,Nvidia 正在开发开源模型。

Nvidia he's talking about um SpaceX he's talking about open AI and Anthropic that all of these companies are going to have their own compute they're all going to have their own model they're all going to have you know Nvidia's working on open source models

嗯,Blackwell 200 大概是 2024 年的芯片,Blackwell 300 大概是 2025 年的芯片。而且,你知道,Vera Rubin 已经在小批量出货了。

Well, Blackwell 200 is like, I don't know, 2024 chip, and Blackwell 300 is like a 2025 chip. And, you know, Vera Rubin is already shipping in low volume.

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2026-08-23看跌
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