I think the market is rewarding execution over ambitious growth projections.
$Cerebras Systems(CBRS)$ impressed me with stronger guidance, rapid cloud growth and new hyperscale customers, including Microsoft. Its path toward profitability also looks increasingly promising.
$NEBIUS(NBIS)$ is a different story. Despite strong revenue growth, data-center delays, rising capex and financing needs create significant execution risks. AI demand alone is not enough without timely delivery and disciplined spending.
Personally, I would not chase Cerebras after an 18% rally. I prefer to wait for consolidation and monitor its execution. I remain bullish on AI infrastructure, but sustainable growth and cash flow matter more than headline numbers.
@Tiger_comments @TigerStars @TigerClub @Tiger_Earnings
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