Tech n' Tech ㊷ 🤓
2.2K posts
@YahooFinance @CoryTV Be careful listening to these talking heads and do your own research. Nvidia already acquired $CBRS competitor and Cerebras stock price is priced beyond perfection:
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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"We'll see what the dominant chip company is in five years," Epistrophy Capital Research chief market strategist @CoryTV says on Cerebras' WSE-3 AI chip. "It might not be Nvidia anymore."
Full comments:
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Samsung Strike Threat Sparks Selling Contagion In Memory Stocks zerohedge.com/markets/samsun…
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@ParadisLabs $CBRS:
High Risk Entry: $300+
Medium Risk Entry: $250+
Risky Entry: $200+
Reasonable Entry: < $185 (IPO launch price)
Safe Entry: < $125 (original IPO planned price)
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Passing up on $CBRS at ~$100B MC.
The bull case is compelling since they're a genuine architectural-paradigm story in AI compute.
Highlighted by a stellar list of customers using their chips:
- OpenAI: $20B+ contract
- $AMZN: AWS data centers
- $META: Llama API for devs
- Perplexity: sonar model
- $GSK: biomed models
- Mistral AI: Le Chat
- Notion: enterprise search
- AlphaSense: enterprise search
All of that diversifies them away from G42 in the UAE which have been the historic rev driver.
Regardless, not too sure when I'll look to initiate a position, maybe like the $200 mark?
Kinda feel there's some downside risk rn when you layer on top:
- $NVDA Vera Rubin volume ramp (H2 2026)
- potential Nvidia absorption of Groq
- CUDA moat
So current valuation looks like all the execution upside is being aggressively priced-in.
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@WSJ You could be playing with🔥:
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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Heard on the Street: For Cerebras, growing into its ambitious valuation against strong competitors like Nvidia will be a challenge and likely won’t go smoothly on.wsj.com/4uPNW6n
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@CNBC Buying at these prices is like playing with fire, when these risks exist:
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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Cerebras stock falls after blockbuster IPO debut — here's what's happening cnbc.com/2026/05/15/cer…
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@wallstengine Who is buying $CBRS at such high prices with these risks??
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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WSJ: $NVDA’s AI chip business is more than 400x larger than Cerebras $CBRS and still growing nearly as fast, but Cerebras is trading around 134x trailing revenue, more than 5x Nvidia’s multiple.
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Cathie Wood was $40M buyer of $CBRS today on its first day of trading.
She added it to $ARKK and $ARKW. 😅
Sam Badawi@Sam_Badawi
$CRBS is planning on going public on Thursday, per WSJ. Estimated to open at $115-125 per share making it a $26.5B valuation. How are we feeling about this? My guess is it opens at $180.
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Cathie Wood and Ark Invest bought 105,616 shares of the Cerebras $CBRS IPO today
Ark Invest Tracker@ArkkDaily
Here is every move Cathie Wood and Ark Invest made in the stock market today 5/14
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@YahooFinance Let the gambling begin, screw the risks 😅
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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@CNBC Hot enough burn your cash:
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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Cerebras is the hot new AI chipmaker. Here's Jim Cramer's advice on the stock cnbc.com/2026/05/14/jim…
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@StockMKTNewz Let the gambling begin, who cares about the risks 😅
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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Just 1 day after the IPO … Cerebras $CBRS is about to get a 2x ETF launched on the name
LeverageShares' 2x CBRS will be launching tomorrow morning
Eric Balchunas@EricBalchunas
ONE DAY: that's the new record for time between between an new IPO and 2x ETF tracking it. LeverageShares' 2x $CBRS launches tmrw, a mere 24hrs after the IPO today which saw it jump 75% on $10b in volume (more than MSFT). What a country.. h/t @Todd_Sohn
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@ai_hyperbull Saw others with Fidelity reporting that none of them got any CBRS in IPO
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I got zero shares at IPO so I didn't do anything today other than fire Fidelity (who was on the cap table and had no excuses why they gave me 0 on 1500 committed with cash behind it), and bought $80k spacex, $10k Dataminr, $8k Exowatt & $5k Impossible Metals - and opened an E-Trade account in the hopes of getting something nexttime.
As for my 1150 cerebras, they're all in single layer SPV's with no carry o rinterest, so I should get those shares pretty soon - I guess lock up is 6 months but I heard that the lock up on their stock may be as soon as Aug/Sept. At $78/share mixed, this is a long term hold.
I can see this quickly trading back to $125-$185 range in 1 month and by Lock up I should still be up nicely enough to hold, maybe trim if I don't like their quarter. Either way, I did well, but I didn't like the IPO.
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SpaceX will IPO in June.
Just signed up for $80k after today's IPO shitshow. No one is getting this one unless you have it early.
Quote: Because this much stock has never been sold in an IPO before, SpaceX’s advisers are seeking out unique channels, particularly for what they perceive to be longer-term retail holders outside the U.S., two of the people said. That includes scouting out brokers in countries like the U.K., Japan and Canada to obtain allocations for clients, one person said.
cnbc.com/2026/05/14/spa…
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@XFreeze I'd like to try it but very expensive compared to Codex on $20/mo plan which gives plenty of usage!
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xAI just dropped a massive new offer for SuperGrok Heavy plan
67% off for 6 months - now $99/month instead of $300/month
Includes:
• Near-unlimited usage
• 16x AI agents in Expert Mode
• Early access to new features
• Dedicated support
• Access to Grok Build Early Beta
• xAI’s most powerful reasoning tools
And this is just the beginning
There are a lot of new Grok models and features coming very soon
xAI is moving insanely fast right now
Subscribe while the offer is still available
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@EricBalchunas @Todd_Sohn $CBRS One lucky company to IPO near peak of semiconductor boom cycle so that insiders can unload the risky stock on Retail investors:
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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ONE DAY: that's the new record for time between between an new IPO and 2x ETF tracking it. LeverageShares' 2x $CBRS launches tmrw, a mere 24hrs after the IPO today which saw it jump 75% on $10b in volume (more than MSFT). What a country.. h/t @Todd_Sohn
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@Polymarket Biggest IPO with just a few risks:
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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NEW: Cerebras soars +68% in its first day of trading.
Polymarket@Polymarket
NEW: AI chipmaker Cerebras raises $5,550,000,000.00 in the biggest IPO of the year so far.
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@CNBC $CBRS Monster debut with just a few risks. What could go wrong??
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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Where Cerebras' monster debut puts in among tech's biggest IPOs cnbc.com/2026/05/14/cer…
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@jimcramer C'mon these are just some small $CBRS risks. Buy buy buy! 😅
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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At the 350 this thing is trading at 250 times last year's sales. No can do
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