breezyk
05-19

$Cerebras Systems(CBRS)$ I expect CRBS to fluctuate dramatically over the next six months. But I'm bullish in the long term. With the cash they have and pressure from customers like OpenAI, Amazon, etc., they can get TSMC to build enough of their hardware. If they execute well over the next 6-12 months, we could see extreme upside. Any missteps or delays would lead to drastic drops.

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