AI Stocks Report with Warren Redlich

Investing in AI Stocks. The AI Stocks Report with Warren Redlich focuses on Tesla, Google, Nvidia, AMD, Broadcom, TSMC, ASML and Palantir, published weekdays 8 am NY time.

AI companies also include anticipated IPOs for OpenAI, Anthropic, SpaceX and Anduril, plus a second tier including Microsoft, Oracle, Amazon, Meta, Samsung, SK Hynix, Huawei and more.

Weekly long call options report included for channel members.

On X at @WR4NYGov.

AI Stocks Report with Warren Redlich

New video now up for channel members. Will be public in about 6 hours.

3 days ago | [YT] | 9

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AI Stocks Report with Warren Redlich

Livestream in 6 hours

This will be 🔥

Responding to ‪@jobhakdi‬ ‪@thelimitingfactor‬ and others

1 week ago | [YT] | 9

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AI Stocks Report with Warren Redlich

Guide to investing in the layers of AI.

The model layer will continue to innovate, chasing limited short term margins. Except Tesla real world AI, which has no competition.

Supply chain for the models will grow fast with high long term margins.

The application layer includes Palantir, Robotaxi, Optimus, image/video generation, coding, and unknown unknowns. Some will be highly profitable. Some won't.

Companies in multiple layers will thrive with more incentive to improve their models - Google, SpaceX, Tesla, maybe Meta.

2 weeks ago | [YT] | 16

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AI Stocks Report with Warren Redlich

We are traveling for the next 3 weeks so my video output will be down significantly. No livestream this Sunday.

This weekend I'm teaching a class on investing in American AI stocks to a group of Thai investors. In Bangkok. After that we will be in Osaka for 2 weeks.

2 weeks ago | [YT] | 13

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AI Stocks Report with Warren Redlich

LCRatio.com website updated with new information for members only, including yesterday’s volume which surprised me.

Home page now hides options data.

For now membership on LCRatio.com is free for YouTube channel members, X subscribers and Patreon supporters.

Contact me after you’ve become a paying supporter and I’ll add you to the site.

Note that I will be traveling for the next 3 weeks so I might not respond quickly and will be making fewer videos.

Bangkok soon, Osaka after that.

2 weeks ago | [YT] | 5

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AI Stocks Report with Warren Redlich

New video for YouTube channel members covering my recent options investment moves, related investment thoughts, and some personal updates as well.

1 month ago | [YT] | 0

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