CBRS Cerebras Systems Inc

$CBRS Analysis Yuan : (CBRS) has the potential to become the next NVIDIA or AMD—not by copying them, but by challenging the fundamental architecture of AI computing. Its wafer-scale technology attacks the industry’s defining bottlenecks—compute density, memory bandwidth, latency, and the complexity of scaling thousands of conventional GPUs—through a radically different approach built specifically for AI. NVIDIA proved that a superior computing architecture can create an entirely new category of trillion-dollar value. Cerebras is pursuing a similar opportunity at the next frontier: increasingly massive AI models demanding faster, simpler, and more efficient compute. If Cerebras can convert its technological differentiation into broad commercial adoption, today’s valuation may ultimately look less like speculation and more like the early pricing of a new AI-compute platform.

Tough day today; closed out intraday trade on $CBRS for 1.08% gain, $SNDK swing trade for 1.25% gain Still holding $STX, $WDC, and $AEHR, targeting 850.00, 425.00, and 105 respectively

$CBRS $MRVL Eric @ bank of americ NVIDIAs ecosystem is becoming heavily reliant on custom ASICs, optics, switching, photonics and data movement/memory layers. Think of all the companies being pumped everywhere due to their role in trying to plug these GPU deficiencies - MRVL, countless Photonics companies, HBM companies like Micron, etc. NVIDIAs GPU deficiencies have created a multi-trillion dollar ecosystem around it. Cerebras single wafer design eliminates and drastically reduces the bottlenecks that are plaguing GPU-based systems by putting everything on one massive chip. The memory hierarchy is collapsed, replacing slow off-chip HBM with fast on-chip and cheap SRAM and replacing inter-chip network fabrics with on-wafer wire-speed interconnects. Jensen is right that there will be another $1T dollar company created, but it isnt going to be MRVL, it will be CBRS. Just wait until the next $10B+ orders start coming in. CBRS will be at a $1T by 2030 (15-20X from here)

$CBRS $APP You have to be a fool to sell either one of these two stocks at these extremely low prices.

$CBRS Whenever these institutional spawned bots are machine gunning posts; just increase your short term price target up another 20-30%.

$CBRS Shorts trying to manipulate the pre market. It won’t work. It will rally at the open. Hold your shares.

$CBRS So funny that the bears think the unlock period is not priced in already.. Everyone knows they are going to release shares this month its not new info idiots..

$CBRS This thing is behind the woodshed, just waiting to hear the shot go off. If it gets to $150 that’s the shot

$CBRS the memory trade was 2025 into 1H 2026.. Expect this to sell off with peers going into Q3 2027 Should be able to pick this up at $60 or lower next year.

Cerebras Stock Gets A Boost After OpenAI CEO Sam Altman Calls Chipmaker ‘Close Partner’ $CBRS $OPEAZZX.P $NVDA https://stocktwits.com/news/equity/markets/cerebras-stock-gets-a-boost-after-open-ai-ceo-sam-altman-calls-chipmaker-close-partner/cZDpSVlRBST

$CBRS $MRVL Eric @ bank of america NVIDIAs ecosystem is becoming heavily reliant on custom ASICs, optics, switching, photonics and data movement/memory layers. Think of all the companies being pumped everywhere due to their role in trying to plug these GPU deficiencies - MRVL, countless Photonics companies, HBM companies like Micron, etc. NVIDIAs GPU deficiencies have created a multi-trillion dollar ecosystem around it. Cerebras single wafer design eliminates and drastically reduces the bottlenecks that are plaguing GPU-based systems by putting everything on one massive chip. The memory hierarchy is collapsed, replacing slow off-chip HBM with fast on-chip and cheap SRAM and replacing inter-chip network fabrics with on-wafer wire-speed interconnects. Jensen is right that there will be another $1T dollar company created, but it isn't going to be MRVL, it will be CBRS. Just wait until the next $10B+ orders start coming in. CBRS will be at a $1T by 2030 (15-20X from here)

$CBRS the entire world of AI is talking about faster inference if you aren’t scooping up this low float at a discount I’m not sure what to tell ya

$CBRS always crazy how a stock dips $35 due to an invalid post, but only bounces back about 35% once confirmed false.

$CBRS OpenAI CEO Sam Altman described Cerebras as one of OpenAI’s close partners. This statement helped ease market concerns about how important Cerebras is to OpenAI and directly contributed to the rise in CBRS shares today. BOOOOOM !!!!!

$CBRS $APP They’re buying the wrong stocks today. Chasing other semis that overvalued. Soon we’ll short squeeze.

$CBRS I went by their office in Santa Clara and it looks like a smelly old Chinese restaurant 🤣🤣🤣🤣

$CBRS 200 is only the next baby step here. They are not yet in the quiet period and this week would be a great opportunity to lay out the whole situation and then reinforce the story with earnings and the final (3 more to go) lock up tranche in early November. Our sites should be set on 300 post earnings

$CBRS why we talk about 200,210 , 300 this stock is worth of1T dollars MC, but short term 1000$ easy , hold strong shorts are 🩳 going to be cry badly

$CBRS On 👀 for Monday. Was busy on Friday and missed Sam's response. That last unlocking created a nice dip buy opportunity 🤙

$CBRS Man, I was up $16K when it went back up to almost $186 the other day but held thinking it might catch some momentum. Why does this company not seem to make any comments or share any news about anything? Ridiculous.