Jose Najarro Stocks 对 $CBRS 的判断变化

2026-10-03
《NVIDIA Just Changed the AI Market AGAIN — Here’s What Comes Next》
Nvidia 的竞争给 CBRS 带来担忧,但其与 OpenAI 和 Amazon 的持续合作意味着,现在判定该公司已出局为时尚早。

这个时刻让一些人感到困惑的原因是,OpenAI 在打造超高速解决方案时有一个合作伙伴玩家,也就是 Cerebras,对吧?交易代码是 CBRS。Cerebras 是最近上市的那些股票之一,我们可以看到该股在过去五天里上涨了约 20%,我认为其中一个很大的担忧就是这个。

The reason this moment was confusing for some is that OpenAI had a partner player in creating a super-fast solution, namely Cerebras, right? The trading symbol is CBRS. Cerebras is one of those stocks that went public recently, and we can see that the stock has risen by about 20% over the past five days, and I think one of the big concerns is this.