$CBRS · Meet Kevin · 2026-10-30
AI 摘要 · Meet Kevin
说话者从对Cerebrus的IPO极度看空转为现在的看多，不过改变主意稍显过快；“two up front”有点令人扫兴，且他的敞口相比其他人非常有限，但整体上他对硬件栈相当乐观。
看涨
《Anthropic JUST Crashed the Market: Explained.》
Meet Kevin发布 2026-10-30 · 1 段内容
逐段跳播
1 段内容
唉，我之前对 Cerebrus 的 IPO 非常看空。我现在对 Cerebrus 看多了。我改变了想法。不过我改变想法有点太快了。前面有个 2，这有点让人扫兴，但相比其他标的，我在 Cerebrus 上的敞口非常有限，不过总的来说，我对硬件这一整套还是挺乐观的。
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.
这个频道对 $CBRS 的历次判断
Meet Kevin 在这只股票上共 5 条判断，这里只列相邻的几条。