Jose Najarro Stocks on $CBRS (Oct 28, 2026)
The speaker questions the short report's two-year chip depreciation thesis and whether CBRS's chips have even been out more than two years, and cautions that it came from a common short firm. Still, he says the sell-off continues and expects CBRS to fall under $100, noting it is getting really low after IPOing at 185.
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Do you guys believe in this uh Cerebra short? Do you think um I don't know if you guys saw this about the chips being depreciated over two years? I don't feel like I understand enough about depreciation to even make sense of it. So, Jose would be better here.
Have their chips even been out for more than two years. Well, that's why I think people don't know the answer to this. But, um I think it's a common short firm that ended up putting out this report.
So, you always have to be a little bit cautious. It's not like Bill Aman or, you know, Warren Buffett put out this report or something. Um,
but yeah, I mean, the the sell-off continues at Cerebris. I think we're about to fall under $100 here. Like, it's getting really low. IPOed at 185.
What this channel has said about $CBRS
Jose Najarro Stocks has 2 calls on this stock; only the adjacent ones are shown.