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CBRS

CBRS — Ruslan Averin's Analysis · 1 entries

  1. Cerebras (CBRS) at 88x Sales: Wall Street Sees $294 — Here's What the Bulls Are Buying
    ·3 min read

    Cerebras (CBRS) at 88x Sales: Wall Street Sees $294 — Here's What the Bulls Are Buying

    A month after its IPO, Cerebras trades near $241 with 10 buy ratings, a $294 average target and a $10B OpenAI deal — at 88x sales. The wafer-scale bet against Nvidia, priced for belief.