Wags

@hiperwire Forge price wont budge because cerebra’s has restricted secondary sales, the reason hiive price keeps moving is because these are Hiive fund sales which don’t need approval from cerebra’s to trade

$CBRS down 11.94% over 16h to $277.90, fading most of the post-Bloomberg pump that tagged the contract above $315 on Saturday. No fresh catalyst — Cerebras hasn't filed an S-1 amendment, the roadshow hasn't formally kicked off, and Forge's $113.50 secondary mark hasn't budged. The cleanest read is basis compression: even after the slide the perp still prints at roughly 2.45x Forge and 1.5x Hiive's $184.87, with a hard clock running into the mid-May pricing window. Tradeable with up to 5x leverage. Hyperliquid.

@cerebras $cbrs

@sandeepDshah @thesincerevp They might be worth 100b + after ipo lol

@thesincerevp Everyone uses Cerebras in 2026. They are legit lol. They will be worth $100B+ in the next 24 months.

@hzhu_ @sandeepDshah @thesincerevp IBM, Mayo CLinic, G42, AWS......

@sandeepDshah @thesincerevp Could you kindly name a few big customers beyond OpenAI?

@sirloinfurr @thesincerevp The problem is production, in an interview andrew feldman said that G42 bought all of their supply, I can gaurantee you OpenAI has bought all of their supply into the future. Cerebras needs to boost production and move away from TSMC. An @intel partnership would be the cherry

@thesincerevp Meh, OpenAI is still new biz on top of G42. The question is will cerebras be able to find new customers with their ground breaking, innovative tech? In a world where token consumption is going parabolic, I think they'll have no problems diluting their customer concentration.

@AccessIPOs @RyanHill782306 They forewarned about contra-revenue impacting growth numbers. It will be interesting to see. I'm exciting for the public marketing. There's 10billion already sidelined for the IPO, This is going to pop on day 1. Open AI court case will likly bring cbrs backdown to reality though

@Cellgoliath @RyanHill782306 Hopefully we'll get Q1 2026 revenue numbers in the updated filing.

Cerebras plans to update IPO terms on Monday. $4 billion raise, $40 billion valuation. $CBRS Watch for broker access early next week.

@RyanHill782306 @AccessIPOs The trend indicates they will be very profitable.

@Cellgoliath @AccessIPOs and they are unprofitable- i wouldn’t but it at 40b

@RyanHill782306 @AccessIPOs Not if they continue the hype narrative, but it is clearly dependent on openai success. but if openai wins there court case, if the growth tragectory continues, if they land another partnership with let's say microsoft, if they partner with another foundry, the premium will stay

@Cellgoliath @AccessIPOs lmao- 80x is pretty high compared to other ai companies. it will have a heavy pull back. the question mark was bc it was ridiculous

@RyanHill782306 @AccessIPOs Ok you are just proving my point that the huge backlog is what is demanding the huge premium?

@Cellgoliath @AccessIPOs shut the hell up

@RyanHill782306 @AccessIPOs I never said it wasn't...You are the one putting a question mark on your statement as if you are confused on how it's getting that valuation with 500mill in revenue, as if you didnt know about the backlog. It is not abnormal for pre-ipo companies to have high premiums

@Cellgoliath @AccessIPOs all i said was a 80x revenue multiple which it is. you talking about something totally different

@thesincerevp party pooper

@RyanHill782306 @AccessIPOs Ok lol so what, clearly the market is pricing in the future as I said

@Cellgoliath @AccessIPOs still 80h revenue multiple

@ewarren You are quite literally one of the worst senators. You are consistently 100% of the time on the wrong side of the fence. Do humanity a favor and quit grandma

The Big Four airlines (American, Delta, Southwest, United) control 75% of the U.S. market. Fewer choices = higher prices for you.

@RyanHill782306 @AccessIPOs 20+ billion in revenue backlog, markets are forward looking, not present or backwards looking

@AccessIPOs 80x revenue multiple ?

Cerebras is seeking to raise as much as $4 billion in its initial public offering, according to people familiar with the matter, as demand for the artificial intelligence chipmaker and data center operator’s shares heats up bloomberg.com/news/articles/…

@Borsa_HL It was 83 million in profit for 2025

CBRS tracks the value of Cerebras Systems, an AI chip company that filed for IPO in April 2026 to list on the Nasdaq, aiming to rival Nvidia with its wafer-scale engines. Still private and not yet profitable, but with strong revenue growth.

$CBRS is live on Borsa. Long or short, up to 5x. Trade it here: app.borsa.cc/trade/xyz-CBRS

@crypto_biotech @MeadowCapital They’ve already won, it’s up to Viking to fight back and spend the legal fees to protect their asset, which could take a long time

@MeadowCapital Almost zero chance Lego-Land (ha) Ligand will prevail. 🤡 lawsuit.

$VKTX So Ligand Pharma has served 10 days notice to take back $VKTX MASH asset VK2809. This doesn't look marvellous... sec.gov/ix?doc=/Archiv…

@WallStSai This is interesting, this will force viking to make a big decision

$LGND Ligand has issued a formal notice to terminate its license agreement with $VKTX Viking Therapeutics for the TR-Beta Program, which includes Viking’s lead MASH candidate VK2809 and VK0214 as Viking materially breached the terms of their License Agreement. The termination is set to take effect on May 4, 2026. Viking is now obligated to grant Ligand a non-exclusive, worldwide, royalty-bearing license back for the patent rights and technical know-how necessary to continue developing or utilizing that technology. This is a significant development for the MASH (Metabolic Dysfunction-Associated Steatohepatitis) landscape 2014 Master Service Agreement between $LGND and $VKTX sec.gov/Archives/edgar…

@breakoutchrts Waiting equals risk, There highest leverage is right now, Big pharma will bleed them dry, they are in check, they will run out of money by the time commercialization happens. Then they will have to beg and accept terrible offer

$vktx if they want to raise money(currently no need at all) they have more than enough cash on hand to wait until September SQ maintenance data release to do a 2ndary > $100

@Finan73 @dombruno This is not an accurate valuation, The company restricted direct sales, at around 150$ a share, that is probably the target price

@dombruno @Cellgoliath The valuation has already reached $50 billion, with the current price at $190 🔥🔥

Let's just say I'm very excited for the Cerebras $CBRS ipo. Average of $25/share, first time I invested was 2023 at $11/share. Amazing company!