Meet Kevin on $CBRS (Oct 30, 2026)
AI summary · Meet Kevin
The speaker changed from very bearish on Cerebrus' IPO to bullish now, though he changed his mind a little too quickly; a "two up front" is a bit of a downer and his exposure is very limited versus others, but he is pretty optimistic overall about the hardware stack.
Bullish
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Meet KevinPublished Oct 30 · 1 passage
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Ugh, I was very bearish on Cerebrus' IPO. I am now bullish on Cerebrus. I have changed my mind. I changed my mind a little too quickly, though. There was a two up front, which is a bit of a downer, but my exposure to Cerebrus is very limited compared to the others, but I would say that overall I'm pretty optimistic about the hardware stack.
What this channel has said about $CBRS
Meet Kevin has 5 calls on this stock; only the adjacent ones are shown.