Andrew Feldman

CEO, Cerebras
· tracked since Jun 2026
Calls
1
Win Rate
100.0%
return
+4.0%
Calls 1 3 Posts tracked · 0.1/day
Calls
7d 0
30d 0
90d 1
Best Calls
CBRS Long +4.0%
Worst Calls
No live losers yet
Most Mentioned
CBRS ×3
Recent Calls
CBRS Long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return +4.0% Long Return +4.0% Short Return -
Average Return
7d +8.5%
30d -4.5%
90d —
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Thesis
Theme
Source
CBRS Cerebras... Cerebras Systems Inc.
Long
Jun 06
$201.01
+4.0%
Cerebras dedicated silicon superior to GPUs
Cerebras built a fundamentally different AI chip architecture (wafer-scale, large die with memory next to compute) that is 15-18x faster than GPUs for inference. This dedicated silicon approach, unlike GPUs, can capture massive market share as AI workloads expand, making Cerebras a long-term winner in AI compute.
AI Compute
YOUTUBE
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Andrew Feldman has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: CBRS.