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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