Cerebras Systems. Every tracked FinTwit mention of $CBRS, newest first. 82 mentions since the first on May 2, 2026. See the price chart.
June 2026 · 6 mentions
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…↗
May 2026 · 76 mentions
May 25
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 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…↗
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
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
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…↗
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
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
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 2
Tech Fund — Deep dive on Cerebras $CBRS
https://t.co/m7z4lkWdC7↗