$Cerebras(CBRS.US) Actually, the more HBM storage prices surge, the greater the opportunity for this stock. Now, because the cost increase is too high, NVIDIA has even said that Rubin is expected to slow down production. CBRS directly uses SRAM with integrated memory and computing to bypass the memory wall issue, which is consistent with the path Huawei is advancing. The only thing missing now is applications. As long as there are strongly endorsed applications, such as the existing OpenAI, if Ansrp is brought in for testing, it will take off directly.
Add a comment...
- 贝
- 资资本做局害 我
$Cerebras(CBRS.US) Reminder again
资资本做局害我$Cerebras(CBRS.US)Everyone should still return to rationality.

- 黄黄金叶
Red Cat
Rate Of Return$Cerebras(CBRS.US)laiji zdj
- 贝贝利星
$Cerebras(CBRS.US)The company's logic is fine, it just hasn't reached the inflection point of application yet.
- 韭韭菜根&
$Cerebras(CBRS.US) No positive news is useful now.
- 熊熊猫国民
$Cerebras(CBRS.US) Referencing Figma
- 范范小凡
$Cerebras(CBRS.US) at least below 160
- 韭韭菜根&
$Cerebras(CBRS.US) is so awesome hahaha
- BBW
SpaceX
07709 Return Rate$Cerebras(CBRS.US) cost 255,what a racket. Although it's less than 2% of my position, it's still affecting my mood.
- TTC-JJS
Rate Of Return
Total Assets$Cerebras(CBRS.US) a 10-bagger, what's there to be afraid of?
- 感感受下美股 的魅力
Traded Value
Rate Of Return$Cerebras(CBRS.US)Damn, I just bought 100 shares at $187 and it immediately dropped 6%, what a joke
- 桑桑某
Feed Explorer
Posts$Cerebras(CBRS.US) surged 6% pre-market, then directly reversed to a 6% drop during the session. What a joke!
- 英英伟达
Total Assets$Cerebras(CBRS.US) As of June 25 (latest ET): Cathie Wood hasn't sold a single share of CBRS, only buying throughout the process
Full process of operations (from listing on May 14 to present)
- May 16 to June 24: Continuously added to CBRS position multiple times, buying more as the price fell
- Latest: Added another 25,795 shares on June 24 alone, continuing to average down the cost
- ARKK+ARKW have zero sell records, zero position reductions
Current holdings
- Total shares held: 271,334 shares
- Average holding price: $262.5
- Current price $184, floating loss ≈30%
- GGCLT
Rate Of Return
Options$Cerebras(CBRS.US)
Investment banks are raising target prices one after another?
Can it still break even, what about 250? 🤣
- 安安安安之
SK Hynix Commentator
Rate Of Return$Cerebras(CBRS.US) A new low is definitely not a buying point but a selling point in my trading system. When to buy depends on waiting for the stock price to stabilize. Looking at the technicals, it could even drop to 150.
安安安安之$Cerebras(CBRS.US) When others are fearful, be greedy, waiting for a good price to buy low.
- Iizheng
$Cerebras(CBRS.US)
From the initial pump and dump all the way to 180, at this price, if the market maker sells again, they won't make a profit. I think it's about right, so I bought in at 188.
- HHardik Shah
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: $Cerebras(CBRS.US) Cerebras CEO Says Investors "Misunderstood" Margin Outlook After 17% Stock Drop
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐂𝐞𝐫𝐞𝐛𝐫𝐚𝐬 shares fell more than 𝟏𝟕% following its first post-IPO earnings report.➤ Stock touched 𝐚 𝐥𝐨𝐰 𝐨𝐟 $𝟏𝟖𝟓.𝟐𝟑, the lowest level since listing.➤ Company forecast 𝟐𝟎𝟐𝟔 adjusted gross margins of 𝟑𝟖%-𝟒𝟏%.➤ Guidance compares with 𝟒𝟕% adjusted gross margin reported in Q1.➤ Expected margins trail 𝐍𝐯𝐢𝐝𝐢𝐚'𝐬 mid-70% range and 𝐀𝐌𝐃'𝐬 mid-50% range.➤ Management said equipment lease-back arrangements will impact margin trends.➤ Approximately 𝟐𝟖 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 Class A shares become eligible for trading after earnings.➤ OpenAI's 𝐆𝐏𝐓-𝟓.𝟒 runs on Cerebras chips under an existing agreement.➤ OpenAI plans to deploy 𝟕𝟓𝟎 𝐦𝐞𝐠𝐚𝐰𝐚𝐭𝐭𝐬 of Cerebras semiconductors.➤ 𝐀𝐖𝐒 is expected to begin using Cerebras chips, with revenue anticipated within a year.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Margin concerns triggered a sharp selloff despite management's growth outlook.➤ OpenAI and AWS partnerships could significantly expand future revenue opportunities.➤ Investor focus remains on profitability, execution, and post-IPO share supply.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "It is misunderstood. You know, we laid out a plan at the start of '26. We shared that plan as we went public a few months ago, and we're beating that plan." — 𝐀𝐧𝐝𝐫𝐞𝐰 𝐅𝐞𝐥𝐝𝐦𝐚𝐧, CEO of Cerebras Systems.➤ "I think it's not going to be a straight line." — 𝐀𝐧𝐝𝐫𝐞𝐰 𝐅𝐞𝐥𝐝𝐦𝐚𝐧.➤ "Whether that's a success or not, we'll have to see." — 𝐀𝐧𝐝𝐫𝐞𝐰 𝐅𝐞𝐥𝐝𝐦𝐚𝐧.➤ "We're trying to move at the speed of AI, and data centers move with the speed of real estate." — 𝐀𝐧𝐝𝐫𝐞𝐰 𝐅𝐞𝐥𝐝𝐦𝐚𝐧. - EETF圣体
$Cerebras(CBRS.US) is so terrifying. Those who bought in at over 300, who can hold on?
- 迪迪迪迪
$Cerebras(CBRS.US) has reached the issue price of 185, buy point 180-183, cut loss if it breaks below 178, target 200
- TTC-JJS
Rate Of Return
Total Assets$Cerebras(CBRS.US)You can buy it at will below 200.
