Stock World retweeted
$NBIS is currently worth $30B
Their Clickhouse stake is currently worth $14B
Their Avride stake is currently worth $2B
Take these out, you're left with $14B mkt cap
2027 revenue estimate alone is $12B
Today, you're pretty much buying next year's revenue.
Cerebras today announced financial results for Q3 2026, delivering record revenue, and raising full year outlook.
Q3 2026 highlights:
• Record Revenue: GAAP cloud revenue grew 265%; Core cloud revenue grew 272%
• 700 MW of data center capacity now under contract
• Commercial wins with 2 new hyperscalers
• Day-zero launch partner for @Kimi_Moonshot K3.1, running at up to 2,000 tps
• Raised Q4 guidance and full year outlook across the board
Stock World retweeted
This video will make the liberal-leftist NPC software completely glitch out and crash.
Last week, short seller @CulperResearch, published a report arguing that Cerebras wafers wear out after about two years. Nearly every financial conclusion in that report depends on that one number.
That number is wrong.
How long our systems last is a fair question, so we want to address the topic plainly. Read our response on our blog.
cerebras.ai/blog/what-it-too…
Stock World retweeted
Ok this is hilarious!
I got this emailed to me anonymously (I think someone’s bot sent it) and I was on the floor laughing.
I never knew there were so many $CBRS bulls until that Culper short report came out.
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Idk if it’s cope but this made me feel better
Culper releases a short report in the middle of the trading session to damage its reputation even further (zero financial ethics). Given its track record, I recommend buying $CBRS shares as soon as possible.
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Stock World retweeted
“We at the Federal Reserve have several tools to deal with inflation and the unemployment rate.”
The tools:
Right once
wrong an uncountable amount of times
Replying to @DeepInference
Burry will do just fine. He was right in 2008 and he is right about the AI bubble. Just wait and see young padawan.
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Roy does it again, you need to be following this guy. Consistently finding the best picks in the market. @Dr_Crossroads
$AEHR Only had 3 analysts covering it a year ago. Now they are 5, and Jefferies initiating with a $175 price target and a glowing note is a big deal.
While that's ahead of where I think the stock should be, that can change with a single contract. As noted yesterday, they're close to hitting the high end of their guide through the next 10.5 months even if they added no contracts. Ij August, they had two!
The company, once seen as niche and obscure, is positioned perfectly. They're about to receive a lot of attention, and not just for the stock.
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