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 will crush earnings and burn shorts, Trump will reach a deal with Iran before midterms, Pubs will sweep the elections. Walstreet always does the exact opposite of what the normies think, no matter how many prediction polls there are or how people analyze their little sqiggy lines on the stock charts. 📈

$CBRS What brutal day in the market. We held up fine considering that ever single tech stock got wrecked. Imagine being long on $INTC ot $SNDK yesterday and today they got raped. Feel bad for those who got raped today. This market is so manipulated. We have been getting fucked for about a month. We got fucked hard. Now it is time to rally after all this bullshit that we have survived.

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

$CBRS 🚨 : Feldman’s "AlphaSense" Voucher Exposed Ahead of Nov 9 Lock-Up Andrew Feldman quote-tweeting AlphaSense to hype Cerebras reveals true commercial desperation: 1️⃣ The Routing Trap: AlphaSense isn't running its core brain on Cerebras. SuperAnalyst’s heavy financial reasoning runs on frontier models powered by NVIDIA GPU clusters. Cerebras is just a peripheral router for small open-weight models (Llama-8B) on minor sub-tasks. 2️⃣ Amdahl’s Law Reality: As engineers asked, SuperAnalyst's real bottleneck is evidence retrieval—parsing SEC filings inside isolated MicroVMs (taking seconds). Shaving 50ms off token generation on an open model doesn't move the needle. 3️⃣ Zero CapEx: AlphaSense didn't buy a $6M CS-4 rack; they call a subsidized API. Touting secondary API routing for small open models while NVIDIA ($NVDA) commands the enterprise CapEx backbone proves how thin Cerebras’s pipeline is ahead of Nov 9. $INTC $AMZN $GOOGL

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

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

$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 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 that’s a 6x bottom hit off $105 if you aren’t buying that. It’s the easiest technical trade in histor

$CBRS “Partnership with AI Leaders OpenAI: Signed a major multi-year, multi-billion-dollar deal (valued over $20 billion) utilizing Cerebras hardware for ultra-fast AI inference and production service tiers. $AMZN Services (AWS): Integrated Cerebras systems into its data centers and plans general availability through Amazon Bedrock. $ORCL Cloud Infrastructure (OCI): Partnered to deploy ultra-fast Cerebras AI inference on OCI for enterprise customers and multi-step agentic workflows. $META to deliver fast Llama inference and powering features like Scout with high token-generation speeds. G42 & Mohamed bin Zayed University of Artificial Intelligence: Major foundational partners and primary drivers behind deployments like the Condor Galaxy supercomputer network.” Bulls despite that MM create a situation of panic selling in the last 2 weeks this is an easy 10X stock and everyone know especially the whales that now own almost the 80% of Cerebras! Long&Strong!

$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 I came back from 2027. This was trading at 475. Several notable deals with mag 7, 100 billion in backlog, and chip advancements.

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