CBRS
Cerebras Systems Inc. Class A Common Stock
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OpenAI is Reportedly Preparing a $500/mo ChatGPT Pro Max Tier Focusing on Ultra-Fast "Work and Codex" Features.
$ZONE: $68M market cap with a 10-year, $800M Cerebras colocation deal.
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
Avoid chasing new AI chip stocks and accumulate TSM?
Stocks to purchase for extending Moore's Law?
ZONE — am I missing something here? $800M Cerebras contract, $100M raise, and almost nobody discussing it
Cerebras CTO Files To Sell Over $153M Stock, Senior Executives Offload Small Lots
Cerebras Systems (CBRS) Gains on OpenAI Partnership; Valuation Reflects High Growth Expectations
Pre-Market Gainers and Losers for Today (August 13, 2026) 📈 📉
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$500/mo tier is basically price discrimination to capture enterprise willingness to pay while subsidizing the free tier burn. Margin story depends entirely on how much of that inference actually routes to CBRS capacity vs their own silicon.
Can some dumb rando retard on here whose opinion is meaningless to me tell me if CBRS has any chance to go uppies some day and make me lotsa money?
CBRS lookin thicc with them frisbee sized silicon donks
leas compute=bad for semis less DRAM=bad for memorycucks, meh for NVDA, but moon juice for CBRS
$CBRS cross the 50 and getting ready to finish base building
Who’s buying CBRS here?
AMD up more than 30% since Cathie sold it at the start of the month and rotated to AVGO and CBRS
CBRS is gonna be important to cybersecurity firms.
Am buying BE MRVL CBRS VRT on next dip
can't tell which direction CBRS is gonna go.. either down 10% or up 10% next 2 days... I was thinking the Astra model release would help boost it... and maybe Cathie Wood was buying up for good reason.
CBRS, please just give me one final 5% today and I’ll never complain again.
CBRS was just cheap after huge pullback from ipo, with catalyst being semis ripping today. .25% hike isn’t going to phase NBIS at the rate they’re growing. Sentiment is changing back to positive for semis.
Ok, I understand MU and SNDK, but why did heavily indebted companies such as NBIS and CBRS pumped on increased rate hike chances lol
anyone who invests in CBRS now will be made solid later. very few companies specialize in inferencing in AI. im all in on this one.
If a stock price loses 6% or more in a single trading day, I place an order to purchase after hours. As soon as trading starts back up again, it will likely rebound (as everyone has the same idea: buy low/sell high). I just did that with CBRS and gained almost 12% in 2 days.
Send CBRS to 260, you cowards!!!
Damn I’m up like 60% on CBRS 2x etf in 2 days
Ok CBRS u can calm down now
When CBRS is the daily leader in your port, you're not having a normal day.
Fuck my life, I should be happy I made money on CBRS, but missed out on an extra $10k in profits
Went 5x on my overnight CBRS calls, finally some luck. My SPX Tuesday calls I held overnight destroyed tho
As a CBRS and INTC bag holder. I approve this post.
If you are looking for picks and shovels beyond semi manufacturing, you could look upstream at the eda duopoly of SNPS and CDNS - they are currently the ones supplying the software for chip design. I believe CBRS is still using commercial eda software, either exclusively or combined with their own AI tools.
CBRS looking cheap
$CBRS looking cheap ... What do you guys think?
Brokerage account was down 1.3% today mainly due to AMZN, CBRS, and CRWV. Everything else in portfolio was slightly up or slightly down.
I want to buy CBRS but its too high
I want to buy CBRS but it's still too high
will CBRS go to $100 or $250 first? I can't decide
CBRS is in buy zone under $180
Sounds like what CBRS is trying to do.
I was caught between WDC and CBRS calls yesterday, I picked the wrong one FML
Nvidia raising prices is good for Cerebras. Higher cost for everyone means everyone doubling down on finding alternatives. Long CBRS, short term. Long AVGO, SNPS, MRVL, all stocks that benefit from finding more efficient chips.
CBRS casually down almost 100 points in 7 days
No, but I have been keeping an eye on Cerebras Systems, CBRS.. not sure if I’m going to dip my toes in yet, trying to hold off to see what the market does after the fed speech
CBRS headed to bankruptcy
In the last 7 weeks CBRS has run 20%+ over 4 trading sessions 5 times. It’s absolutely possible. Also, I never invest money that I can’t afford to lose. #1 rule of investing.
buying CBRS to fuck around
opened: 10x CBRS 10/2/26 $190C @$21.52 | $21,526
this fking CBRS I hate so much that b1tch
considering buying (long / calls): XE, CBRS
Praying for that dude who YOLO’d $90k into CBRS calls at $240. I am retarded and followed him into it.
NVDA hostile takeover of CBRS
NVDA is fighting cerebras on one side with 4x-8x performance over even Groq (let alone hopper/rubin), and AMD/Taalas on another with (a few \* here of course) 20 to 30 times the throughput of Groq decode (and far better performance than that if you're going by tokens/watts). Pre-fill is going to be the obstacle, and that's where I'm definitely going to hedge my bet on Cerebras + AMD hybrid solutions, as we are still squarely in the era of "no one gets fired for buying Nvidia" but there's only so much you can do with interconnect between node-scale chips before you hit bottlenecks that are impossible to surmount without everything (including memory) on a single wafer with petabyte speed interconnect, which is why I think in the long-term CBRS will have its pick of the highest margin real time MoE workloads.
i'm so happy to hear people say things like this, I'm going make so much money when the prevailing sentiment gets blindsided by CBRS.
Thanks So devs who have historically been locked into CUDA (or new devs) will use AI to close in on the market dominance of nvidia by learning to use ROCM. Is CBRS a whole new framework as well or will it use ROCM also?
The main reason that NVDA dominates AI spend is primarily inertia due to their proprietary software stack that surrounds their hardware, commonly referred to as CUDA even though it encompasses a bit more than that. This advantage exists over AMD not because AMD makes slower GPUs, or silicon that is less suited to AI workloads, but because developer convenience has consolidated around Nvidia's CUDA stack and translating that into the ROCM stack that AMD uses has been a big source of friction when sourcing AMD as an AI alternative. But the AI coding assistants furnished, ironically, in large part with NVDA silicon have attacked and eroded the impedance mismatc between CUDA and ROCM, undermining the primary mode by which NVDA has maintained its dominance as an AI silicon solution. and this is just for the general purpose GPU based inference decode market, which is a substantial fraction of the total AI silicon market. AMD has just partnered with CBRS - who have a huge boat in the form of dinner plate sized chips that wrap all of the compute and a good chunk of the memory (bypassing the HBM bottleneck) necessary for LLM inference, and they smoke the shit out of anything NVDA has at this task, starting at 10 to 15 times faster with a whole bunch of headroom to grow beyond that (actually a recent refresh of the CBRS CS-4 system has just doubled performance on the exact same silicon).
CBRS ends the week +25% and I’m happy. In the last 8 weeks it’s had 5 runs of 20%+ usually just after a 20% sell off.
for AMD + CBRS to magically get disappeared. Especially cerebras. Unfortunately they're just going to eat into progressively larger chunks of the juiciest part of the AI inference market.
Agreed, valuation of CBRS is one of those not tied solely for future prospects that may never become reality. With that said, it is less than 10% of his ownership stake, and sometimes locking in individual generational wealth is just a common sense thing over how one views the business.
CBRS new AI turbo rack thing runs circles around the fastest chips NVDA has. and it doesn't need a single chip of dram from MU or anyone else to do it. What it does need is a literal dedicated V6 engine worth of power to run and a bathtub full of exotic coolant flowing through it every two minutes to keep it from going Chernobyl. Somehow the market for AI generated Wendy's memes is going to pay for all of this
Nice contract except that it specifically disallows CBRS to sell compute to Anthropic.
CBRS seems like a no-brainer for a long-term hold. While energy is a small part of AI costs, there are limits on energy and if their chip can do high interactivity inference 10X+ more efficiently the value proposition is a no-brainer. Maybe when NVIDIA is up to their Feynman architecture with optical interconnects the playing field will even out a little. FYI, when you understand the inference advantage that CBRS has over Vera Rubin it is abundantly clear why optical interconnects will be the most in demand component in order for Feynman to be competitive with Cerebras. Not suggesting that NVIDIA is overvalued but the next few years should see massive growth for Cerebras. I think very good chance will be a 1T+ company before long. I went in heavy today with shares.
Who wants CBRS shares? I'll give you the greatest biggly discount ever!
\> Cathie Wood is steering clear of memory stocks as the AI boom drives demand for high-bandwidth memory (HBM), betting instead that technologies from Cerebras Systems (CBRS) and Groq can reduce the industry's dependence on the costly chips. memory bols are safe
Opened: 2x CBRS 1/15/27 $260C @ 54.35 | $10.9k 1x SNDK 10/2 $1630C @ 200.70 | $20.1k
you could have easily made a fortune with one ticker this past week just going long CBRS, then short, then long again, then short. What’s your excuse?
I just bought $CBRS yesterday :sorrow:
CBRS drilling to the center of the earth. What a scam stock
CBRS going to the place it belongs!!
I've dated some crazy ass women but none as crazy as a CBRS chart
I got calls on PLTR, SNDK, AAOI, NBIS, CBRS...
I got puts on PLTR, SNDK, AAOI, NBIS, CBRS. How hard is my port printing tomorrow??
Closed these today: 150x RIOT 8/28/26 $20C across 2 round trips +$800 2x SNDK 8/21/26 $1750P @ $57.07 +$1.1k 2x CBRS 1/15/27 $260C @ $59.26 +$1.8k Opened up these today: 75x ONDS 11/20/26 $10C @ $1.35 ~$10.1k 12x RDDT 9/11/26 $170C @ $8.52 ~$10.2k 100x BYND 8/21/26 $12C @ $0.57 ~$5.7k 200x SOUN 8/28/26 $7.50C @ $0.17 ~$3.4k
CBRS is gonna spike again, and then I'm gonna sell these calls I got on Friday. 🤣
CBRS Might actually be the next 20 bagger.nvda and the others have some catching up to do
CBRS might actually be the next nvidia. The chatgpt speed thats possible with their chips is gonna be worldchanging
I need to apologize to the CBRS guy with awful taste in memes
CBRS is the actual story here
How is CBRS +15% after terrible earnings? I dont get this market....
if your not shorting CBRS here, you hate money.
shorting CBRS here....
I got calls on CBRS on Friday. ✌🏾
so, CBRS disappoints on earnings and drops. But today it rockets up 20% on no news?
Is CBRS really up 18% because Cathie Wood bought some stock last week, If so, that's possibly the most regarded thing in a world of supreme regardation!!
CBRS calls up another 100% since I almost bought them this morning
$CBRS just casually moving 14% and not a peep on wsb
CBRS price action is beyond regarded
Explain like I'm five. Basically on 8/14 you bought SMCI, IREN, CRWV, CBRS and SKHY and they went up in price or what?
Cerebras Systems (**CBRS**) is hosting its flagship annual **SUPERNOVA** event on Tuesday, August 18, 2026, from 3:30 PM to 5:30 PM PT. The event features keynotes from CEO Andrew Feldman, product announcements (potentially including the WSE-4 next-gen AI processor), and live demos of ultra-fast AI inference. just thought maybe something cool pops up and might be a quick options trading next week.
Cerebras Systems (**CBRS**) is hosting its flagship annual **SUPERNOVA** event on Tuesday, August 18, 2026, from 3:30 PM to 5:30 PM PT. The event features keynotes from CEO Andrew Feldman, product announcements (potentially including the WSE-4 next-gen AI processor), and live demos of ultra-fast AI inference. here. hope this will make you feel better.
Guys, what do you think about CBRS?
thoughts on CBRS? they might launch their new wafer on 18th?
Yo, its me again the guy that said CBRS puts. ZIM puts are the play. Israel is going to reject the merger formally on September 9th and shit will hit the fan. Copy paste the last line into any LLM and ask for most recent sources either refuting or supporting that premise and then just read those source articles and make your own decision. But this stock is absolutely going to PLUMMET the closer to September 9th we get.