$Cerebras Systems(CBRS)$ Not selling. Let the weak hands leave. Someone published an unverified report and now people are running like cockroaches. OpenAI and $Oracle(ORCL)$ are not stupid enough to sign billions of dollars in deals just to get burned. OpenAI is a lab, but what about $Oracle(ORCL)$ ? Do you think they didn't do their homework and signed a deal for nothing? Their claim is that the product wears out in about 1.5-2 years. Well, my iPhone wears out during that time too. Should we short $Apple(AAPL)$ as well? Makes no sense.
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