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
Poll says Anthropic has no moat.
What do you think?
1 week ago | [YT] | 9
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AI Stocks Report with Warren Redlich
New video for supporters - My portfolio update plus more
Join the channel at: youtube.com/@WarrenRedlich/join
1 week ago | [YT] | 22
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AI Stocks Report with Warren Redlich
I just updated LCRatio.com
First image, the home page had stock prices a day behind. Turns out trying to get end of day prices at 4:30 pm was too early. The home page stock price, option price, and ratio should now be more accurate.
Second image, added new options data. This may be useful to some users.
Third and fourth image, big new feature - the long call options explorer. You can pick available options strike dates longer than one year out, and then choose from 5 different strike prices.
I will do a channel member video soon to discuss all these updates.
2 weeks ago | [YT] | 7
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AI Stocks Report with Warren Redlich
In my next video I will model a Tesla SpaceX merger using quantum physics and applying Schrödinger’s famous metaphor.
2 weeks ago | [YT] | 24
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AI Stocks Report with Warren Redlich
Out of my usual style so I posted this without notifying subscribers. Please let me know what you think.
3 weeks ago | [YT] | 2
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AI Stocks Report with Warren Redlich
New video now up for channel members. Will be public in about 6 hours.
3 weeks ago | [YT] | 10
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AI Stocks Report with Warren Redlich
Livestream in 6 hours
This will be 🔥
Responding to @jobhakdi @thelimitingfactor and others
1 month 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.
1 month 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.
1 month 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.
1 month ago | [YT] | 5
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