Wayne Liang — Reminder that my $WYFI avg isn't that much lower than this. Actively looking to buy on pullbacks as well, which'll push me higher.
Betting on the upcoming catalysts, with a pretty…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 9
Shay Boloor — $CBRS plans to build 200MW of AI compute capacity in Europe by the end of 2027 with first capacity expected online by late 2026.
The buildout will span France, Norway and Finland…↗
Jul 5
Wayne Liang — Is anyone else tracking sovereign AI?
$CTSH just announced a partnership with Domyn to cover all of EMEA... second sovereign AI news this week.
Every G20 govermnet now treats AI…↗
Jul 2
Serenity — @hitraderjoe Recent US IPO models have been very stupid like $SPCX / $CBRS hiking valuations to absurd numbers before going public.
More US listings should follow Unitree (which w…↗
Jul 1
Tech Fund — If UBS is correct here, $CBRS is going to be a nice performer..
"Our conversations with experts and takeaways from recent industry events suggest compute is likely to continue mov…↗
June 2026 · 44 mentions
Jun 30
Serenity — There was a pretty funny anecdotal complaint from the Machine Learning $RDDT subreddit.
On $CBRS + OpenAI:
- Needs 1-2K tokens/sec so tries to use Cerebras.
- Claims OpenAI rese…↗
SemiAnalysis — Congratulations to $CBRS on its successful IPO. Cerebras's founders can now reap the rewards of their hard work and contributions to hardware innovation. CEO Andrew Feldman who own…↗
May 22
PhotonBull — @Temple_Eight Fair enough
In my mind it gets excitement into the IPO, and then it becomes a sell the news event similar to $DGXX was with $CBRS↗
May 21
Jason's Chips — $CBRS is a fascinating company with a fundamentally insane technology. That's why I've decided to write one of the most comprehensive Cerebras investment analysis covering everythi…↗
May 21
Jason's Chips — IPO may get priced there but the first buyable price for retail I think is way higher. $CBRS got an 80% pop and I don't see why Anthropic doesn't get even more.
I would say openin…
Jun 30
Serenity — I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier…↗
Jun 29
InvestmentGuru — Overnight Movers:
Optical communication rebounds:
• $GLW +3%
• $CRDO +2%
Memory stocks continue to recover:
• $MU
• $SNDK
• $WDC
• $STX
(All +1%+)
$CBRS +6% after last week’s 2…↗
Jun 27
Serenity — @wannabepanacea pls don’t blindly follow along, esp. since I actively manage my own positions!
$CBRS is just a cautionary position for me right now.
Cause things evolve every mo…↗
Jun 27
Serenity — Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS.
At up to 750 tokens/sec, which is obscene performance.
American inference go brrr.
I actually…↗
Jun 27
TheValueist — $CBRS Cerebras Systems: Wafer-Scale Scaling and OpenAI Execution Strategy. Investment Thesis. New: 6/26/26.
Cerebras Systems has built a genuinely differentiated architecture in a…↗
Jun 27
TheValueist — $CBRS $GOOGL Strange to see a higher level Google employee picking stocks in public on X, and still worth considering his argument.↗
Jun 26
Wayne Liang — Adding to my thoughts on the AI supercycle vs dot-com "bubble" comparison...
Despite the pullback (mainly driven by BoA, PCE), this week is showing exactly why the comparison fall…↗
Jun 26
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #47
Daniel and I will be live tomorrow at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• $CBRS & $MU earnings and what t…↗
Shay Boloor — $CBRS is a very unique company because it keeps a huge amount of compute and memory very close together which helps it deliver extremely fast inference and makes the architecture w…↗
Jun 25
InvestmentGuru — $CBRS almost 50% down from ATH , buying opportunity ?? 🤔 https://t.co/7HJWEo02WS↗
Shay Boloor — $CBRS DOWN OVER 16% 😳 https://t.co/N8A9LfNBYR↗
Jun 24
Wayne Liang — $CBRS earnings call validates the inference demand thesis... great for $WYFI.
> Cloud services (mostly inference) growing 167% YoY
> $20B OpenAI deal specifically for inference c…↗
Jun 24
AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗
Jun 24
The Assembly — Cathie Wood must be one of the worst investors of all time.
She bought $32.8M of $CBRS at $310, one day after the IPO closed at $311.
The stock now trades at $198. Down 37% in on…↗
Jun 24
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in Sou…↗
TheValueist — $CBRS KEY READ-THROUGHS FROM CEREBRAS SYSTEMS Q1 2026 EARNINGS CALL
Cerebras’s 1Q26 call was a meaningful cross-sector data point because it moved the AI infrastructure debate fro…↗
Jun 24
TheValueist — $CBRS (Bloomberg) -- Cerebras Systems forecast revenue for the full year; the guidance beat the average analyst estimate.
YEAR FORECAST
•Sees revenue $855 million to $865 million,…↗
Jun 24
InvestmentGuru — $CBRS is a capacity-constrained story, not a demand-constrained one. The thesis is intact — but the market wants 2027’s revenue today. Classic early-innings AI infrastructure growi…↗
Jun 23
Lando — $IREN it’s over even $CBRS gets the deals 🙏🏼😭↗
Jun 23
Shay Boloor — $CBRS had a good print but calling it an “Nvidia challenger” still feels aggressive with FY26 growth guided at 69%.
$NVDA is ~425x larger on revenue, growing faster and doing it w…↗
Jun 23
Shay Boloor — $CBRS Q1 EARNINGS
• Revenue $193M vs Est. $181M (+92% YoY)
• EBITDA $13M vs. Est. ($5M)
FY26 Outlook
• Revenue $860M vs Est. $830M (+69% YoY)
• Gross Margin 40% vs. Est. 44%
The…↗
Jun 23
Wayne Liang — One of you made a solid point...
While most focus on training compute capacity (like $NBIS, $CRWV), $WYFI was built specifically for AI inference.
And inference can be better tha…↗
Jun 23
Tech Fund — All semis are down but $CBRS is rallying
This is some modeling I recently did - basically, when the share price gets close to USD 200, imo the risk-reward starts to look attractiv…↗
Jun 23
Wayne Liang — $WYFI is a position I keep averaging up on.
Seems like a solid buy-the-dip opportunity today with majority of the sector having a healthy pullback.
Thesis hasn't changed at all,…↗
Jun 23
InvestmentGuru — PRE-MARKET
US futures are under pressure this morning as concerns around the AI trade resurface after a sharp sell-off in South Korean memory chip makers.
📉 Nasdaq futures: -2.…↗
Jun 23
InvestmentGuru — Good morning! Equities are under pressure in the pre-market after a global tech selloff, particularly in South Korea’s memory chip sector. So far, every meaningful pullback this ye…↗
Jun 22
Wayne Liang — Ouch, that hurts... $SPCX
Debt offering sucks, and all this seems like the biggest retail trap ever, esp. with PDT rule being removed, anti-flipping penalties, etc.
Time and time…↗
Jun 16
Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI,…↗
Jun 9
InvestmentGuru — $CBRS nice move today, those near $200 was buying opportunity for long term IMO↗
InvestmentGuru — $CBRS at $200 is where the patient capital loads up.
Wafer-scale compute.
Sovereign AI tailwinds.
Inference speed moat.
This is not a meme.
This is serious infrastructure.
Not…↗
Jun 4
The Assembly — Cathie Wood did it again.
She bought $32.8M of $CBRS at $310, one day after the IPO closed at $311.
The stock now trades at $207. Down 33% in 3 weeks.
ARKK is still one of the w…↗
Jun 4
Damnang2 — This article also includes my estimate of what I believe is a fair valuation for $CBRS, so I recommend investors take a look.
Full article: https://t.co/wiDx0gVuox https://t.co/8L…↗
PhotonBull — Quantinuum $QNT prices Wednesday night and trades Thursday on the NASDAQ, upsized to 26.5M shares at 53 to 55 dollars for a raise near 1.46B and a valuation around 14B. That makes…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
SpotGamma — I didn’t appreciate how large $CBRS IPO was https://t.co/gjkYn9Y0Fa↗
May 19
BMSInvests — @bennybigbull Been mostly flat so far this year, trimming into strength to diversify, roughly 10% cash atm so same thoughts as you.
Think we spoke about $AVAV before too so I’m bu…↗
AlmaCap — $CBRS, now down 20% since IPO (26% if you take initial trading open for retail), hope you listened to me and avoided getting bagged.
PS. Think it may go lower than my $240 target…↗
May 17
Evergreen Capital — This is a very fair point. The counter would be there are future workloads that will require upwards of 10,000 tok/s/user, where the only viable option will be a fast platform. Thi…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 17
Jason's Chips — I will also add that the latency improvement isn't as good as they say it is. A substantial portion of the latency is tool calls, web searches, and CPU workloads, stuff that $CBRS…↗
May 16
Wayne Liang — Watched $CBRS and $BXDC celebrate their IPO in New York this week, pretty awesome!
Definitely didn’t skip out on the mandatory Caviar Russe visit… https://t.co/adjUVXVpqD↗
May 16
InvestmentGuru — Weekend Dip Dive: The Dips Worth Watching
Market closed red across the board today. Nasdaq -1.54%. S&P 500 -1.24%. Dow -1.07%.  Inflation fear, rising yields, oil above $104, no I…↗
May 15
PhotonBull — $ASTS is to $SPCX what $DGXX was to $CBRS this week in terms of price movement
I expect a big runup into the SpaceX IPO
Let's see
$ASTS↗
May 15
CK Capital — $CBRS IPO was a stinker and $DGXX fell heavy.
Dip getting ate up as i expected.
The selloff was an overreaction imo. https://t.co/kSVp13H5BV↗
May 15
Shay Boloor — Great to be featured in the Wall Street Journal today talking about the $CBRS IPO.
Cerebras is attacking one of the biggest bottlenecks in the AI economy like running massive mode…↗
May 15
Wayne Liang — @MarkWolverine62 $DGXX is the first of the sector to flip green/fluctuate near flat. Makes sense after a huge sell-off from earnings volatility / $CBRS IPO. https://t.co/4WPtLDOZXE↗
May 15
Shay Boloor — $NVDA AI chip business is more than 400x larger than $CBRS and still growing nearly as fast.
Meanwhile, Cerebras is trading around 134x trailing revenue which is more than 5x Nvid…↗
May 15
Wayne Liang — @FD_coop_NY Wouldn't buy $CBRS here. Many other names that benefit from the IPO.↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 15
Wayne Liang — So this pretty much went exactly as expected...
> US/China summit. Trump and Xi met in Beijing. Both sides agreed to "constructive strategic stability." Iran on the agenda. Market…↗
Serenity — Not a fan of $CBRS, especially at ~$90B-100B MC valuations.
But I do like the company.
There’s a lot of short term valuation disconnects with float dynamics after IPO as seen wit…↗
May 14
Serenity — @Ryan76589177 @TheMarathon8320 Bro $CBRS is a newly listed company today, cut me some slack.↗
May 14
Brad Gerstner — @TheJudgeCNBC @HalftimeReport Thx for creating the time for a real conversation - like an hour long live podcast on all things AI, $NVDA, $CBRS, software, economy, etc. Lets do it…↗
May 14
amit — @EndicottInvests The 2x etf for $CBRS launches soon!↗
May 14
PhotonBull — I agree
We will see what the earnings bring tomorrow
$DGXX $CBRS↗
May 14
Trade Whisperer — $CBRS
Intra-day high of $385
Intra-day bottom at $300 (Blue candle)
~30% swings in a few hours.
Sheesh https://t.co/5LjiEyeodW↗
May 14
tae kim — Cerebras lockup schedule courtesy of @AltimeterCap $CBRS https://t.co/fRWWcTIpwb↗
May 14
CK Capital — Welp. Dip getting ate up it seems.
Possibly people rotating into $CBRS.
Surprised it’s not the other way around. https://t.co/E1W5VlqVRP↗
May 14
The Future Investors — $CBRS One of the hottest IPOs in years 🚀
IPO price: $185
Now: +65% on day one 🤯
That already puts Cerebras close to a $90B market cap.
Bubble… or just the beginning? 👀 https:…↗
Jason's Chips — $CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them? https://t.co/2RliMRms01↗
May 14
Wayne Liang — Quick recap on some of our recent setups, in different layers of the same supercycle.
Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Naile…↗
May 14
Jose Najarro Stocks — $CBRS REVENUE GREW 75% IN FY25! WHAT DO YOU THINK HAPPENS IN ITS FIRST EARNINGS CALL?
Also, Cerebras just IPO'ed, and @fiscal_ai already has the data for charts. ~11hours left on…↗
Alphatica — Cerebras starts trading today. Priced at $185. Indicated open near $350. $5.5 billion raised. $56 billion fully diluted valuation.
This is the biggest IPO of 2026 and the largest…↗
May 14
Martin Shkreli — this $CBRS is showing that frontier computing is exciting. i restarted $QCLS with my partner @csvoss to create the world's first fully photonic computer for AI
companies like @Et…↗
May 14
CK Capital — $CBRS is opening near double its $185 IPO price this morning.
That is not an entry point for most people.
But here is what always happens on IPO day when something opens at a ridi…↗
May 14
Shay Boloor — One thing I’m certain of from today’s $CBRS IPO is that it’s going to make $NVDA $20B Groq deal look like an absolute steal. https://t.co/LC2ACpaLsh↗
May 14
Shay Boloor — $CBRS INDICATED OPEN AT $365/SHARE IMPLIES A ~$100B VALUATION https://t.co/7MShoYUqch↗
May 14
AlmaCap — $CBRS trading expected to open at $350, if so then the market agrees with me that original IPO pricing of $140-185 was extremely cheap. Unfortunately such pricing was not available…↗
May 14
Shay Boloor — The long-awaited $CBRS IPO is here.
I’ll be tracking it closely because Cerebras is attacking one of the biggest AI infrastructure bottlenecks by running massive models faster, ch…↗
May 14
Wayne Liang — T minus ~30 minutes until $CBRS goes live at $185/share on Nasdaq.
Quick recap on how things progressed:
> $115-$125 range filed May 4
> Bumped to $150-$160 on May 11
> Priced…↗
May 14
Michael | Hypermarkets — The IPO for $CBRS (Cerebras) should open after 10:00am EST for trading and buying.
My price target end of day is $220+ and 1 year from now $300+
Here's everyhing you need to know…↗
May 14
CK Capital — $CBRS IPOs today at $185. $56 billion valuation. The most oversubscribed AI IPO of 2026.
Let’s ride $DGXX army.
The company building the physical infrastructure Cerebras runs on.…↗
May 14
Brad Gerstner — Look forward to being live on set today at 12 pm w @CNBC @HalftimeReport for the first trade of @cerebras! Talking all things inference, AI, & the token economy. Grateful to h…↗
May 14
InvestmentGuru — $NVDA — China Deal + $CBRS IPO Day: Two Forces, One Stock
CHINA UNLOCKING?
→ US cleared ~10 Chinese firms (Alibaba, Tencent, ByteDance) to buy H200 chips
→ Lenovo & Foxconn approv…↗
May 14
InvestmentGuru — $DGXX
$CBRS derivatives is bigger catalyst to watch today↗
May 14
Damnang2 — My personal experience with IPO stocks is that they often rise sharply at first, then fall, and it can take quite a long time for them to return to their original value.
I am not…↗
May 14
CK Capital — $CBRS just priced at $185 earlier. Above the raised range.
$56.4 billion fully diluted valuation.
This just gets even more bullish for $DGXX
$DGXX is now sitting up 12% overnig…↗
May 14
Mike Investing — The new $NVDA rival officially IPO’s tomorrow…
$CBRS will price itself at $185 per share which is much higher than the $150 marketed range.
Cerebras has grown sales +76% YoY to $…↗
May 14
InvestmentGuru — $CBRS hits Nasdaq TOMORROW — and it’s already one for the history books-
→ AI chip company built around the Wafer Scale Engine (WSE-3)
→ A single chip the size of a dinner plate w…↗
May 13
CK Capital — What do we think $CBRS price closes at tomorrow?↗
May 13
Chris — ARE WE BUYING THE $CBRS IPO? https://t.co/4UjKYESYP3↗
May 13
PhotonBull — Wow, $CBRS Cerebras is about to be the most hyped IPO we have seen in a good while
Probably the biggest since $CRWV?
IPO expected price range history this week alone:
- Monday:…↗
May 13
BULL OF BRITAIN — > My favourite $CBRS proxy
> @CKCapitalxx favourite proxy
> profit???
Great minds think alike. Let's ride.↗
May 13
CK Capital — Tomorrow is going to be a big day.
$CBRS IPOs tomorrow and $DGXX is my favorite proxy.
Most people are going to try to chase Cerebras on day one. The IPO was oversubscribed, rais…↗
May 13
BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks
> Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days
> $VNP.TO hitting ATH week after week. Best earnings to date.…↗
May 13
Shay Boloor — $ARM and SoftBank reportedly attempted to acquire $CBRS but the bid was rejected.
It shows how aggressively AI infrastructure players are trying to secure more control over comput…↗
May 13
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
May 13
CK Capital — I’m taking this dip as a buying opportunity.
$CBRS IPO is tomorrow.
Let’s see how we end the day today. $DGXX https://t.co/T8OnHX9Lx6↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 12
Shay Boloor — OpenAI’s $20B $CBRS commitment could give it up to an 11% stake in the AI chipmaker through equity tied to future chip orders.
OpenAI is using its massive compute demand to secure…↗
May 12
CK Capital — Here is one of my new favorite long position and the catalysts are genuinely insane.
$DGXX. Digi Power X. A company most people are just now starting to here about as its been tal…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
May 11
CK Capital — Thursday is going to be a fun day.
$CBRS goes public. Polymarket has it closing above $50 billion on day one. The most oversubscribed AI IPO of 2026.
OpenAI as the anchor custom…↗
May 11
CK Capital — Back here is no time hopefully.
The $CBRS IPO will re rate $DGXX like crazy↗
May 11
CK Capital — Polymarket has $CBRS closing above $50 billion market cap on its first day of trading Thursday.
It IPOs at $4.8 billion raised. $50 billion market cap on day one.
Now think about…↗
May 11
CK Capital — $DGXX is the best $CBRS proxy on the market and the re rate comes Thursday when Cerebras starts trading.
$CBRS just raised its IPO price range to $150 to $160. One week ago it was…↗
May 11
InvestmentGuru — THE IPO OF 2026 IS THURSDAY
$CBRS — Cerebras Systems hits Nasdaq on May 14th
And this isn’t just another AI hype listing. This is the company that built a chip the size of a dinn…↗
Michael Sikand 🦑 — I'm hearing retail is being denied the $CBRS IPO happening Thursday.
People are reporting no allocation requests on their brokers like $HOOD?
Here are 3 $CBRS proxy revenge trad…↗
May 10
Wayne Liang — Big week ahead for catalysts...
> US/China summit meeting. S&P 500 just hit record highs (pricing in a peace deal). Oil pulling back could also ease inflation pressure.
> Kevin W…↗
May 10
PhotonBull — Great read and largely agree with @AlmaCap114204 here. Buying SpaceX, Anthropic or OpenAI after the IPO does not interest me as much as $CBRS.
I think $CBRS is an easy buy purely…↗
May 10
AlmaCap — How im playing the blokcbuster IPOs.
$CBRS – yes
$SpaceX – no
$Anthropic – no
$OpenAI – no
$CRBS: Nvidia competitor for inference, new architecture, memory advantage (maybe), Ope…↗
May 10
CK Capital — $CBRS IPOs this week at $125 to $135 per share and this is one of the most important AI infrastructure listings of 2026.
Could be an absolutely insane day when this stock becomes…↗
May 10
Michael Sikand 🦑 — The biggest IPO so far in 2026 launches in 4 days.
$25B $CBRS brands itself an $NVDA killer.
It claims its huge, ultra fast AI chips are 21x faster than B200s.
But it's a parlay…↗
May 10
BULL OF BRITAIN — $DGXX just signed $1.1B with $CBRS for 10% of its power pipeline. Market cap is $475M.
The math doesn't add up.
> $1.1B base contract, $2.5B with renewals (10yr term)
> 40MW Cere…↗
May 10
Wayne Liang — $CBRS (Cerebras) IPOs on Thursday at ~$26B, raising up to $3.5B. Largest IPO of the year so far (in the US).
$CBRS builds wafer-scale AI chips, an alternative architecture to GPU…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 4
Shay Boloor — Cerebras $CBRS filed updated IPO terms offering 28M shares at $115-$125 to raise ~$3B at ~$26B valuation.
The $NVDA rival grew 2025 sales 76% to $510M, turned GAAP profitable, has…↗
May 2
Tech Fund — Deep dive on Cerebras $CBRS
https://t.co/m7z4lkWdC7↗