CBRS Cerebras Systems Inc

$CBRS $MU really, millions of shares being sold doesn’t count?? Let’s wait until Monday morning and see where it goes from here. No need to argue, we’ll see very soon what direction it takes.

$CBRS Will recover after the market opens. All this manipulation is bullshit. Green by market close.

$CBRS How Cerebras actually trains massive models Cerebras uses a streaming architecture. The massive weight parameters of trillion-parameter models do not live in the 44GB on-chip SRAM; they are stored in MemoryX (which scales from terabytes up to 1.2 petabytes using commodity DDR5 RAM). During training, the weights are streamed onto the wafer layer by layer, computed at blazing speeds across its 900,000 cores, and then pushed back. Because of this, Cerebras and Sandia National Laboratories successfully demonstrated training a 1-trillion parameter AI model on a single CS-3 system, something that normally requires a cluster of thousands of standard GPUs.

$CBRS The case for owning: Cerebras has a real, verified speed lead in a workload that’s becoming more important: agents, coding, and anything else where a user is waiting on the answer. It has $25.4B in contracted backlog, which is real demand, not just a story. After the drop from $386 to $126, a lot of the IPO hype is out of the price. Buying at $126 beats having bought at $311. If revenue really triples in 2027, you’re paying about 11x forward sales, which is reasonable for a company growing that fast. The case against making it big: It loses money on a GAAP basis, gross margins are shrinking, and a large share of the payout goes to stock comp, which dilutes your stake. One customer, OpenAI, carries the thesis. Nvidia now sells a competing low-latency product, built on the Groq technology it licensed, into exactly this niche. It’s a five-month-old IPO with a short track record. More insider and early-investor shares may still come up for sale, which tends to pressure newly public stocks.

$CBRS Cerebras to deploy 200MW of compute in Europe by end of 2027. Based on industry benchmarks for AI cloud capacity, 200 MW of compute is estimated to generate roughly $1.52 billion to $4 billion per year in annualized revenue for Cerebras Systems. This only for Europe area!

$CBRS $CRWV $NVDA deepseek new model will destroy every AI stock on Monday. Similar performance at 10% cost

$CBRS $CRWV A great opportunity for retail to buy and hold and ignore all this noise! These levels are a gift for those who can see beyond the fear and stay focused on the bigger picture!

$CBRS So many companies at discount is crazy I am buying and holding the prices are good

$CBRS Cerebras and amazon Ben Horowitz reveals Amazon CEO Andy Jassy told him its AI compute is sold out beyond 2028, and says that shortage makes this fundamentally different from the dot-com bubble

$CBRS $MU There is no liquidity on hyperliquid so it doesnt matter what they do, up or down.

$CBRS $MU Cisco in 2000 traded at over 100x earnings with zero cash flow to back it up. Micron is sitting at a dirt-cheap 12.5x trailing P/E with its high-bandwidth memory completely sold out through 2027/2028 under long-term enterprise agreements. BofA explicitly stated the correction is 'disconnected from fundamentals'. The bear camp has completely run out of real bear arguments so they have to misrepresent bullish Wall Street notes. Blocked. 💎🙌"

$CBRS Holy shit man! zebras at $123 SP500 down at 7590! Come on Trump, put some fake news out Sunday evening to pump the markets.

$CBRS starting a very small position here that I’ll build if/when it falls farther. We are in the very early days of inference and the CEO is one of the sharpest folks I’ve ever met.

$CBRS people will always be funny. Stumbling over themselves because they can’t buy fast enough when it went from $160-$230 but now don’t want to buy in $120’s. That’s why the tutes and markets always beat out 95% of retail.

$CBRS Ridiculously oversold. Stupid ass short Sellers and weak hands. Guess I have to buy more next week.

$CBRS Criminals baked shorting this stock will have their KARMA bill due soon enough. FUCK YOU ALL shorts. 🩳

$CBRS Just bought CBRS at 126.40...Should be a great buy for the long term. Cathy Woods believe in this and bought a ton in the 200 range. Time to seriously look into this.

$CBRS tough day overall, this could possibly go below $100 and I’ll still keep buying and hold. Just remember the overall share count for Cerebras is very small compared to some of it’s competitors. This will be life changing in 5 years.

$CBRS and $MU continue to drop on Hyperliquid 24/7 trading platform. Monday could be a gap down day and continue the slide.

$CBRS patient DCA will always work out. Don’t be the guy rushing to buy once things start ripping again take advantage and have dry powder for these sell offs. That’s what it’s for