CRBR Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
04:10
19 авг
19 авг
Author gives a mixed technical review of Cerebras' new WSE-3T.
Author gives a mixed technical review of Cerebras' new WSE-3T, praising bandwidth efficiency but questioning memory capacity and value for most users, with no explicit position.
20:18
13 авг
13 авг
AMD raised 4.75 billion in its largest dollar bond offering.
AMD raised 4.75 billion in its largest dollar bond offering, Workday surged on Silver Lake acquisition talks, Cisco disappointed on AI data-center sales outlook, Cerebras sank on slower growth, while gold fell 1.4% and WTI dropped 2.5%.
21:20
12 авг
12 авг
Cerebras CEO projects core revenue to more than triple in 2027 with manufacturing capacity.
Cerebras CEO projects core revenue to more than triple in 2027 with manufacturing capacity rising over tenfold in 2026 ahead of the CS-4 system unveiling next week.
20:57
12 авг
12 авг
Author previews an interview with Cerebras, framing its scale-up networking and SRAM.
Author previews an interview with Cerebras, framing its scale-up networking and SRAM acceleration as solutions to DRAM shortage while estimating potential cloud ARR, but stops short of a personal position or explicit buy/sell call.
20:12
12 авг
12 авг
Cerebras raises its full-year revenue guidance and issues a Q3 outlook above analyst.
Cerebras raises its full-year revenue guidance and issues a Q3 outlook above analyst expectations.
20:12
12 авг
12 авг
Cerebras Systems reported a wider Q2 loss with revenue below estimates as hardware sales missed.
Cerebras Systems reported a wider Q2 loss with revenue below estimates as hardware sales missed while cloud revenue beat expectations.
17:14
12 авг
12 авг
Cramer notes Cerebras is rebounding per reports tonight.
Cramer notes Cerebras is rebounding per reports tonight, but offers no personal position or forward call, so it is indexed as watch.
12:30
29 июл
29 июл
The partnership is expanding and scaling well, indicating strong demand for Cerebris's AI accelerator systems and validating Flex's ability to support advanced AI hardware manufacturing.
Выс.
03:16
24 июл
24 июл
Cerebras pursuing non-CUDA inference infrastructure, success unverified
Notes Cerebras' non-CUDA strategy and inference-infrastructure ambition; calls success unverified and frames the stock as a rebel/hipster favorite, with no directional commitment.
Низ.
17:34
23 июл
23 июл
AMD CEO announces collaboration with chip designer Cerebras to provide speedy inference.
AMD CEO announces collaboration with chip designer Cerebras to provide speedy inference through Cerebras cloud service.
01:46
22 июл
22 июл
Cerebras building 3D product development team
Notes Cerebras building a 3D product development team to pursue hybrid-bonded SRAM tiers with its compute WSE; no directional view stated.
Низ.
14:34
24 июн
24 июн
Cerebras shares plunge to a post-IPO low after the company makes a striking admission about.
Cerebras shares plunge to a post-IPO low after the company makes a striking admission about a dire shortage of operating data centers in the US.
22:01
02 июн
02 июн
The tweet provides a factual daily recap of semiconductor industry developments without.
The tweet provides a factual daily recap of semiconductor industry developments without expressing any personal positions or forward-looking trade calls.
04:11
31 мая
31 мая
The author provides a deep dive on Cerebras architecture and valuation without stating.
The author provides a deep dive on Cerebras architecture and valuation without stating a personal long or short position, only recommending the article.
17:15
22 мая
22 мая
Qualcomm's new AI ASIC orders from ByteDance reduce market opportunities for Cerebras.
Qualcomm's new AI ASIC orders from ByteDance reduce market opportunities for Cerebras, suggesting competitive pressure on both stocks.
Выс.
19:36
13 мая
13 мая
Jordan Nanos quotes SemiAnalysis discussing Cerebras' partnerships and tokenomics without.
Jordan Nanos quotes SemiAnalysis discussing Cerebras' partnerships and tokenomics without expressing his own forward-looking directional view on the stock.
Выс.
10:46
11 мая
11 мая
Cerebras’ trailing P/S of 67x far exceeds Nvidia’s 24x, Broadcom’s 31x, and AMD’s 9x; its 43% gross margin is the lowest among peers; customer base is concentrated in just three names (OpenAI, AWS, Meta). These fundamental weaknesses are being masked by IPO hype (20x oversubscription, three price raises in a week), creating a likely overvaluation that will correct after the initial pop. Short Cerebras after the expected first-day spike, betting that the market will eventually price in the poor margins, high multiple, and dependency on cash‑burning OpenAI. OpenAI’s 2026 revenue could hit $1.1B+, dropping forward P/S to ~30x; the float is tiny so short squeezes are possible; the tech is genuinely superior for inference.
Сред.
15:56
22 фев
22 фев
Cerebras named in AI inference efficiency race
Mentions Cerebras among US firms trying to write SOTA generalist models onto memory/chips for inference efficiency; no directional view.
Низ.
Об аналитическом покрытии CRBR
Buzzberg отслеживает CRBR в 13 источниках. Бычьих сигналов: 0, медвежьих: 1, от 13 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживается 18 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: bubbleboi, FirstSquawk, GavinSBaker.