$CBRS 0.19 Weak

Notable posts

• @amitisinvesting neutral 1294 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in South Korea. The KOSPI fell 9.9%, its worst day since March, as fears grow around potential taxes on unrealized stock gains, heavy retail leverage, and volatility in popular names like $SPCX. The move is also weighing on U.S. memory stocks ahead of $MU earnings, while renewed rate-hike fears from BofA are adding more pressure. 2. Google $GOOGL is replacing Verizon $VZ in the Dow Jones Industrial Average, adding another mega-cap tech name to the historic index. Google now joins Amazon $AMZN, Apple $AAPL, Microsoft $MSFT, and Nvidia $NVDA as Mag 7 companies included in the Dow. 3. U.S. home prices rose 0.3% MoM in May, the fastest monthly gain since January, and 2.5% YoY, the fastest annual growth in six months, per Redfin. Redfin said the increase reflects deals signed in April, when mortgage rates fell and demand improved. Closed home sales also reached their highest level since 2022 in May. 4. Meta $META is reportedly working on a standalone prediction markets app internally called Arena, per NYT. Zuckerberg directed a small team to build the app after the rise of Polymarket and Kalshi, with users likely predicting outcomes using game-like points instead of money at launch. Meta has not ruled out real-money betting later, and NYT says the company could leverage Facebook, Instagram, WhatsApp, and Messenger to scale the product, though the project remains experimental and may never launch. 5. BofA raised its 2030 global semiconductor $SMH TAM forecast to $2.7T, up from $2.3T, saying AI could drive the next $1T in chip sales over the next five years. The firm continues to see AI as the biggest growth engine for the semiconductor industry. 6. More than 6M U.S. children have been enrolled in Trump Accounts ahead of the program’s July 4 launch, according to Treasury. Around 1.4M of those children qualify for the $1,000 Treasury seed contribution. 7. Palantir $PLTR and Zeta $ZETA announced a strategic partnership to build AI infrastructure for enterprise marketing. Zeta’s Data Cloud will be rearchitected on Palantir Foundry, combining governed enterprise data with Zeta’s AI decisioning platform to connect operational intelligence, customer intelligence, and real-time marketing execution. Zeta says the partnership could drive more than $100M in annual revenue in the coming years, creating a trusted platform for agentic marketing and faster, measurable business outcomes. 8. SoftBank’s Masayoshi Son pushed back on Elon Musk’s $SPCX orbital data center vision, arguing the AI race will be won with compute built on Earth. Son said SoftBank is focused on building “formidable” data center capacity, adding that “he who strikes first wins.” While he called Musk a “remarkable agent of change,” Son said space-based data centers face major challenges around launch, maintenance, and communication costs. 9. Rakuten Group is teaming up with AST SpaceMobile $ASTS to form a satellite-to-cell joint venture in Japan. The new JV, expected to be created this year, will purchase and operate satellites to deliver direct-to-mobile coverage, with Rakuten bringing its Japanese telecom footprint and AST providing the satellite infrastructure. The move puts Rakuten and AST in direct competition with SpaceX’s Starlink, which already offers satellite-to-cell service through carrier partnerships. 10. Taiwan’s AI stock frenzy is starting to look like a “buy anything and it goes up” market. The country’s stock market is up 100%+ over the past year, overtaking the UK, Canada, and India to become the world’s fifth-largest equity market. But leverage is flashing warning signs: margin debt tied to stock purchases has jumped 160% in 12 months, nearing pre-2000 crash levels, while brokers are raising rates, demanding more collateral, and stock-trading defaults have more than doubled in June to over NT$2B. 11. GameStop $GME said Ryan Cohen asked the board to remove his proposed CEO Performance Award from the proxy statement as the company focuses on its proposed acquisition of eBay $EBAY. GameStop submitted a non-binding offer to buy eBay for $125/share in cash and stock, while currently owning 4.34M eBay shares and holding option exposure to another 39.05M shares. The HSR antitrust waiting period was satisfied on June 3. 12. Cerebras $CBRS reported Q1 revenue of $193.4M, up 94% YoY and ahead of the $181.4M estimate. The company also raised its FY26 revenue outlook to $855M–$865M, above the $824.8M estimate, and announced major AI infrastructure wins, including a $20B+ OpenAI deal for 750MW of inference compute and a multi-year AWS inference partnership. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay neutral 486 eng

  $CBRS Q1 EARNINGS • Revenue $193M vs Est. $181M (+92% YoY) • EBITDA $13M vs. Est. ($5M) FY26 Outlook • Revenue $860M vs Est. $830M (+69% YoY) • Gross Margin 40% vs. Est. 44% The company also announced a $20B+ OpenAI deal for 750MW of capacity and new $AMZN AWS partnership focused on fast inference.

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• @StockSavvyShay bullish 419 eng

  $AMD and $CBRS are teaming up on a combined platform designed to deliver faster AI inference. The partnership adds another major contender to the race for premium inference workloads. https://t.co/WO7o7wAwap

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• @StockSavvyShay neutral 435 eng

  Cathie Wood bought ~$19M of $CBRS yesterday. https://t.co/rDEgVpjpIt

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• @StockSavvyShay bearish 348 eng

  $CBRS had a good print but calling it an “Nvidia challenger” still feels aggressive with FY26 growth guided at 69%. $NVDA is ~425x larger on revenue, growing faster and doing it with 64% operating margins. Remind me why Nvidia should trade below the market multiple again? https://t.co/OYFcxkHiId

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• @StockSavvyShay bearish 297 eng

  $CBRS is a very unique company because it keeps a huge amount of compute and memory very close together which helps it deliver extremely fast inference and makes the architecture well positioned for agentic AI workloads where fast tokens matter more. OpenAI validated the tec but the stock is getting hit because we still don't have enough visibility into how Cerebras turns that technical advantage into a broad, diversified and high-margin business. Customer concentration remains a massive risk especially with so much revenue tied to its own investor and the company still has to solve the physical infrastructure side of the business across power, cooling, data center capacity and deployment timing. If $NVDA is trading at a below-market multiple while still growing faster than Cerebras then why buy the Nvidia alternative instead of just owning Nvidia?

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• @StockSavvyShay bullish 353 eng

  Monster rebound day across memory and AI infrastructure names: • $AEHR +27% • $NBIS +17% • $CBRS +17% • $CIFR +17% • $AAOI +16% • $SKHY +14% • $DOCN +14% • $MU +13% • $SNDK +13% • $COHR +12% • $LITE +10% • $TSEM +10% • $ARM +9% • $INTC +8% • $AMD +8% • $MRVL +7%

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• @ripster47 bullish 258 eng

  🚨Learn from Today's timestamped recap , I promise you these concepts will change your life > Holy Grail of Gap Fill Concept > Trade $SPX $QQQ with VIX > 10 AM Strategy > MTF Cheat Code > Day2 Setups $CBRS > Earning A+ Long $MU Youtube: https://t.co/BAwT6oQCGT https://t.co/BoxnJ8DcJU

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