CBRS low in?Here's a bullish view outlook on CBRS. If we can print a higher high now above $250ish I would say the bottom is in. Until then. Good luck to all accumulating and holders.
Cerebras
Can Cerebras Actually Challenge NVIDIA?The AI Chip Company That Refused to Play by NVIDIA's Rules
The latest earnings suggest Cerebras is moving from being a niche hardware company toward becoming an AI infrastructure provider. Revenue reached $194 million in Q1 FY26, up 94% year over year, with both major business lines growing rapidly. Hardware revenue increased 59% to $111 million, while cloud and services jumped 178% to $83 million. The faster growth in cloud matters because recurring usage revenue is generally more valuable tha
Long
CBRS: AI IPO at a Decision LevelCBRS is worth tracking after its post-IPO breakdown appears to be reacting from a potential Elliott Wave triangle thrust target.
The setup has several triangle traits: contracting structure, sideways consolidation, 3-wave moves, .618 reactions, and declining volume through the range.
The bounce from the thrust area is interesting, but it still needs confirmation. Price has not broken the lower high at 240.50 yet, so any long consideration on a corrective retrace before that break is aggressive
Long
CBRS 217-225 bounce?Looking for a bounce in this zone. Not saying the bottom is here, but looking for a bounce for sure.
Long
CBRS – Next AI hype? Don't buy yetMy take: HYPE. Don't buy yet, wait for the correction.
NASDAQ:CBRS Cerebras Systems IPO'd on May 14, 2026 - the biggest US tech IPO since Uber (2019). Priced at $185, opened at $350, hit $390 intraday, now consolidating around $300. Classic post-IPO euphoria. Below is why I'm sitting on my hands.
Why this looks like a textbook IPO pump:
• Valuation is detached from reality ~130x trailing revenue, ~25x 2026 forward. For context, NASDAQ:NVDA trades at roughly 1/5 of that revenue multiple. You
Short