Chip Stock Investor on $CBRS (Oct 26, 2026)
No position in Cerebras yet: the one-year-after-IPO rule and a few quarters of financial results come first. Whether it has a defensible edge over existing competitors remains to be seen, and it likely adds little diversification, but the speaker will keep tabs on it.
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Mir Mahir asked, have you looked into Cerebrris and do they have a defendable edge? Uh we have we have a couple videos on Cerebris, including one I did with uh Simon at 7 investing.
We did a a backto-back video a couple months ago.
Uh that's one that we're we're we're sticking to our one year after IPO rule. Um so we're not we're not going to touch that one right out the gate. We'd like to see a few quarters of of financial results before we did anything with that one.
Um, do they have anything that I think it still remains to be seen if if they have an edge over everybody else that exists out there. and I'm not sure Cerebrus would add much for our portfolio personally and the way of diversification but we'll we'll keep tabs on it here