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04:10
Aug 19
Aug 19
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
Aug 13
Aug 13
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
Aug 12
Aug 12
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
Aug 12
Aug 12
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
Aug 12
Aug 12
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
Aug 12
Aug 12
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
Aug 12
Aug 12
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
Jul 29
Jul 29
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.
HIGH
03:16
Jul 24
Jul 24
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.
LOW
17:34
Jul 23
Jul 23
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
Jul 22
Jul 22
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.
LOW
14:34
Jun 24
Jun 24
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
Jun 02
Jun 02
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
May 31
May 31
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
May 22
May 22
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.
HIGH
19:36
May 13
May 13
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.
HIGH
10:46
May 11
May 11
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.
MED
15:56
Feb 22
Feb 22
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.
LOW
About CRBR Analyst Coverage
Buzzberg tracks CRBR across 13 sources. 0 bullish vs 1 bearish calls from 13 analysts. Sentiment: mixed to bearish. 18 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: bubbleboi, FirstSquawk, GavinSBaker.