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Hu
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Hu
@bottomdragging
we could either do better or do each other
Katılım Mart 2025
989 Takip Edilen5.4K Takipçiler
Cerebras is the biggest IPO of the year. It prices tonight and you can already trade it on Freeport. Here's the full breakdown before the open:
THE SETUP
Cerebras last raised at a $23B valuation in February 2026. Tonight's IPO prices at $150-$160/share, implying ~$49B. That's a 2x jump from the last round before a single public share trades.
THE ROUND
Filed at $115-$125. Repriced to $150-$160 within a week. 20x oversubscribed. Perp already trading at $304 on Freeport, nearly 2x the top of the IPO range.
THE TECHNOLOGY
The Wafer Scale Engine is 57x larger than Nvidia's H100. Now the go-to chip for inference, which is where AI compute demand is headed in 2026.
THE CUSTOMERS
OpenAI signed a $20B+ compute deal and is using Cerebras for its code generation model. AWS is deploying it through Bedrock. These are the two biggest AI spenders on the planet.
THE NUMBERS
$510M revenue in 2025, up 76% YoY. 47% net margins. Rare for a hardware company at this stage.
THE COMP
CoreWeave IPO'd March 2025, also oversubscribed. Up 40%+ within days, up 300%+ by June.
THE RISKS
OpenAI is the majority of revenue. 51x trailing revenue multiple. Nvidia spends $18B/yr on R&D. TSMC has no long term supply commitment with Cerebras.
POST IPO CATALYSTS
First earnings, AWS Bedrock ramp, customer diversification, any new hyperscaler deals.
Long if you think the pop has more legs. Short if $304 is already getting ahead of itself.
Trade it now on Freeport. Any questions on the setup, ask below 👇
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I'm lucky enough to have grown professionally in an industry that allows for pseudonyms as the norm.
As the industry keeps maturing and converging with tradfi, it's less clear to me how this will pan out, and when rocking an anime pfp will start to be detrimental to your business.
The concept of operating under the same name on two completely separate spheres seems off to me. Why do I need to let my social circle know exactly what I do for work, and how well I do? And why would I need to let my work group know things about my personal life?
Personally, I truly value the segregation.
I'd feel very exposed if I were fully doxed, and also be wary of the serious opsec concerns that it would introduce in my life.
I'm now left wondering if operating under pseudonyms is part of a broader cultural shift, and will remain the norm, or if it's a premium that one will pay in the future as traditional finance is skeptical of personal privacy as a default.
I really hope it's the former.
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its impossible to open a long and open dis app
shid just screams generational forever eternal top in your face every time
English
@stmatomato those train games i used to play on mobile when i was a kid, but now with better graphics
English
これ実写じゃなくてゲームなのかよ…
しかも個人開発って、もう何もかもがおかしい。
UE5で日本の風景を異常な解像度で作ってしまった、狂気の鉄道シミュレーター。運転士としてダイヤをこなすのはもちろん、ヤバいのは「自動運転」にして乗客目線で外を眺められること。桜が舞う春や雪景色の中を走る列車内で、ただひたすら窓の外を眺める没入感がマジでイイ。
『RUNNING TRAIN | 走ル列車！』
日本語
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