CBRS Cerebras Systems Inc

$CBRS how bears feelin today? Probably should have just bought some calls at 106$ or some shares instead of shorting the bottom again

$CBRS Again, market will open down because of $AMZN and $INTC They fucked us. That said, $CBRS will again be Green tomorrow. Enough is enough. Way oversold.

$CBRS The credibility of Culper Research is highly debated and typical of aggressive, activist short sellers. In the financial community, they are viewed as a polarizing force with a mixed track record. While they are sophisticated enough to be ranked as a top activist short seller, their work is frequently criticized as being opportunistic or overly speculative. Moomoo +2 An evaluation of their research credibility reveals several key patterns: 1. The Strategy: "Short and Distort" vs. Genuine Forensic Accounting • Deep-Dive Data Scraping: Culper is highly skilled at using public data. They frequently leverage FOIA (Freedom of Information Act) requests, technical software decompilation, and obscure industry documentation to find discrepancies. For instance, in their recent report on Cerebras Systems, they successfully tracked down an obscure 1980s thermal material vendor to challenge the CEO's claims of an in-house breakthrough. P PoliScio Anal... +

$CBRS get those shorts. SpaceX rumored too this weekend. Next week let’s open this over 140

$CBRS wow $INTC got a big haircut after earnings 😱. How is CBRS going to do on November 12 after ER ???

$CBRS short report is total bullshit. I'll say it again: Shorts entering now are exit liquidity. 🤡

$CBRS Have a Good weekend my friends. I will Let you guys battle it out here. We shall chat again on Monday. Just know that with elections around the corner, you can always count on Mr.T to come out on the weekend to make a statement/policy proposal to defend the sector. I can see him saying something along the lines of ‘we have the biggest and fastest chips’ 😂. Anyhow PowerHour and into Monday will be good. Take care!

$CBRS seems like we actually have pretty decent support in the 105 Range. On a day like today we're actually holding up pretty well

$CBRS Do you really think they would let you become rich so fast? Markets are manipulated to scare the weak so the disproportion between the classes remain wide. This is the game of capitalism and the reversal will be stronger than ever.

$CBRS $CBRS told you about power hour. Amazon and SNDK earnings plus a big potential of AH press release gonna send this flying into close and AH.

$CBRS Sean Lie is Cerebras's co-founder and CTO, and he has been selling steadily since the summer. • Latest filing (Oct 27): A Form 4 shows three open-market sales that day totaling about 60,000 shares at roughly $114 to $117, all under a Rule 10b5-1 trading plan. That's about $7M. It also shows an 18,000-share gift. The filing snippet doesn't name the filer, but the share counts fit his holdings. • Bigger plan: In August he filed a Form 144 to sell 710,247 shares, about $150 million. The shares came from performance stock units that vested in June, and the sale is tied to a 10b5-1 plan adopted the month before. • Earlier sales: He sold about $4.7M of stock on Aug 18 and about $1.7M on June 25. A 10b5-1 plan is a schedule set in advance, so each sale isn't a fresh judgment about the stock. Insiders also sell for tax bills, diversification, or gifts and charity. A single sale says less than a pattern of selling with no insider buying.

$CBRS The bottom is in near $107. Once this gets past $120 resistance, we should see a nice continuationg. $CBRX $SOXL $SOXX

$CBRS remember Scion asset management that shorted $NVDA and $PLTR and wound up going bankrupt in less than a year 🤣🤣🤣

$CBRS holding up very well considering. $105 has been a very strong zone. 4 bounces now? About time to curl it up if market stops shitting itself

$CBRS 🚨 CEREBRAS’S CS-6 PIPE DREAM vs. NVIDIA’S HBM4 MOAT: An Investor Reality Check As Cerebras ($CBRS) hypes "CS-6" to bond 3D DRAM on its 300mm wafer, investors must audit the packaging physics. Attempting 3D memory-on-logic across a massive 46,225 mm² slab is a thermodynamic and mechanical disaster: • Thermal Wall: Logic burns at 105°C, but DRAM leaks data above 85°C. Stacking them is an insulated blanket over a 25 kW stove. • Solder-Shearing: Expanding at different rates, the wafer bows, shearing micro-bonds. "Dummy workloads" must run 24/7. • Economic Ruin: bespoke prototype tooling and single-point-of-failure yields make it unfeasible. Meanwhile, $NVDA’s upcoming Rubin moves to HBM4, transitioning from 2.5D interposers to direct 2,048-bit wide base-die interfaces. This doubles the bus width, pushing bandwidth to multi-terabytes per second *per GPU* while retaining modularity. $NVDA solves memory at scale for ~$3.2M; CBRS’s multi-MW gamble is dead on arrival. $SPY $INTC $AMD

$CBRS This is the type of sh&t that would make me worry... not the #'s, but the mentality $250 bill for $CBRS ? Love the optimism but geez

$CBRS street doesn’t care about the short report, only took about 12 hours to clear up and debunk. Everyone buying now

$CBRS semis opened lower this AM but CBRS is now moving counter-trend. And yesterday price failed to move lower off the short allegations. I think this will be trading in the 130s again before most realize what's happening

$CBRS $ORCL CFO spoke and said capex and funding is almost over and that things are good from here on out

$CBRS just yolo’d 100 more shares on this at 108.75, bringing my average price down to $123 at 350 shares