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← @bdinvestingg

$CBRS

BULLISH2026-06-24
Price around the call
↑ 2026-06-24
By horizonMaturing · ~0 trading days to go
1d
✓ +8.5%
5d
✓ +20.1%
21d
…
Original post
Bilaal- BD investing · 2026-06-24

Cerebras $CBRS is starting to look very interesting Strong earnings print beating revenue estimates & guiding higher. Operating loss was below exp , slowly becoming profitable + announced a $20B+ OpenAI deal for 750MW of inference compute and a multi-year AWS inference partnership. Only red flag is customer concentration with Open AI but the new AWS partnership is encouraging. But at $66B mcap & 60x forward sales is still to expensive. Give me this around $100

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