$CBRS · Jose Najarro Stocks · 2026-10-28
说话者质疑做空报告提出的芯片两年折旧论点，也质疑 CBRS 的芯片是否推出已超过两年，并提醒该报告来自一家常见的做空机构。尽管如此，他表示抛售仍在继续，预计 CBRS 将跌破 100 美元，并指出该股以 185 美元 IPO 后现已跌得相当低。
逐段跳播
你们相信这个 Cerebra 的空头吗？你们觉得，我不知道你们有没有看到这个关于芯片按两年折旧的说法？我觉得自己对折旧了解得不够，甚至没法把它弄明白。所以这里 Jose 更合适。
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.
他们的芯片推出到现在甚至都还没超过两年吧。这就是为什么我认为大家不知道这个问题的答案。不过我觉得，这最终是一家常见的做空机构发布的报告。所以，你总得稍微谨慎一点。这可不是 Bill Aman，或者 Warren Buffett 发布的报告之类的。
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,
但没错，Cerebris 的抛售还在继续。我觉得我们快要跌破100美元了。真的，已经跌得很低了。IPO 发行价是185。
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.
这个频道对 $CBRS 的历次判断
Jose Najarro Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。