$CBRS · Chip Stock Investor · 2026-10-26
目前尚未建仓 Cerebras：要先等上市满一年的规则过去，并看到几个季度的财务业绩。它相对现有竞争对手是否具备可防御的优势仍有待观察，而且它大概率对分散化帮助不大，但说话者会持续关注。
逐段跳播
Mir Mahir 问，你们研究过 Cerebrris 吗？它有可防御的优势吗？我们有几期关于 Cerebris 的视频，包括我和 7 investing 的 Simon 做的一期。几个月前我们做了一期背靠背的视频。
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.
那是我们坚持 IPO 后满一年规则的标的之一。所以我们不会一上来就碰它。我们想先看到几个季度的财务业绩，再对它采取任何行动。
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.
他们是否拥有什么——我认为，他们是否比市面上现有的其他所有玩家更具优势，这仍有待观察。就我个人而言，我不确定 Cerebrus 在分散化方面能为我们的投资组合增加多少，但我们会持续关注它。
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