How AI Stocks Report with Warren Redlich’s view on $NVDA changed

2026-09-01Bullish
“Tesla Cybercab - Robotaxi Only Or Sell?”
NVDA is massively undervalued; stock should be higher after recent earnings.

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.

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.

2026-08-30Bullish
“Grok Bot Singularity? And Chamath Is Wrong”
NVDA is underpriced; expects stock to double due to 100% YoY growth, market share expansion, and superior rack efficiency vs AMD.

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

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.

Direction flip
2026-08-23Bearish
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