Cerebras

$Cerebras(CBRS.US) took my paydays off for good payday %. I now settle into the full swing with cushion. Ty @StockTraderr for the call out

Source: Sunrise Trader

it will be $70B or more. so far it is right on the dot for those who has been following.

The headline turned out to be wrong and caused a sell-off even though they corrected it on Thursday. Would say opportunities are still there but have to be mindful of the upcoming week regarding CPI.

The OpenAI ARR controversy is not proof the AI boom is dead, but it is a very important warning shot: the market is no longer willing to accept un-audited, inflated revenue run-rate numbers without question.

For buyers: it is an opportunity only for patient investors who can tolerate volatility and pick quality companies; it is NOT an automatic buy signal for every AI stock.

as in terms of benefits human in the long term these are just short term noice

If they can’t scare you about AI development oversight then they will find other ways, this 20B gap could be one of the ways.

🎯Voted Buying Opportunity

⚖️The first chart highlight that OpenAI’s ARR has urged to roughly USD50Bn, still more than tripling YoY despite the controversy. The key away is that AI demand appears robust. Suggesting the recent weakness in the OpenAI ecosystem ETO may reflect sentiment and valuation adjustments rather than a fundamental slowdown.

✅ The chart shows OpenAI’s ARR climbing from about USD15Bn to USD50Bn in one year, an extraordinary growth rate.

IF the USD70Bn vs USD50Bn debate is mainly a gross vs net accounting issue, the sell off in OpenAI ecosystem names could prove to be a buying opportunity rather than a warning sign.

AI is here to stay, those who have used it will know. Buy the dip, and hold long term.

Good

I think the controversy could keep pressure on AI stocks in the near term as investors question whether AI revenue can justify massive infrastructure spending.

For buyers, I see a potential opportunity but not a reason to rush in. I think we should watch valuations, earnings and evidence that AI spending is translating into sustainable cash flows. And favour companies with diversified revenue streams over those heavily dependent on OpenAI's ability to meet its growth targets.