Genius💡💹🧲 🤖

Gavin Banker explains why $CBRS dumped after earnings and the story Cerebras should have told "There are a lot of portfolio managers who, if a stock breaks IPO price, they sell it no matter what. They consider it a promise that was broken. They short it because they want to break deal price and then they make a quick 10 or 20%." "If you're going public and you're listening to this, tell your bankers to price it in such a way that we're not going to break deal price in our first nine months as a public company. That's what I always advise everyone to do." "The way I would have respectfully told the Cerebras story is: we signed this transformational ~$25 billion contract with OpenAI in December of 2025. It takes four months from when we make that order for TSMC to say yes and start producing. Then it takes two months to turn that chip into a server. Then it takes us a month to energize that chip and start making tokens with it." "So the first time you're going to see the impact of this OpenAI deal at the earliest is probably around Labor Day." "It takes $35 billion to bring on a gigawatt, and you can generate $15 billion in token revenue out of that gigawatt. If they could add 50 megawatts a month in 2027, they exit the year at roughly a $9 billion cloud computing run rate. And we're at less than $40 billion of market cap right now."

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