🧵 There's a new "stock guru" all over Twitter today hyping up $CBRS (Cerebras). It IPO'd barely over a month ago, billed as "the next NVDA" — and the stock has already been cut in half from its highs. So should we buy the dip? $Cerebras Systems(CBRS)$ 1️⃣ How strong are the fundamentals, really? Cerebras builds wafer-scale AI chips (WSE) — massive single-wafer chips that fuse compute and huge amounts of memory directly onto one die. Its specialty is high-speed, low-latency inference, which is the core architectural difference from NVDA's GPU approach. In January 2026, OpenAI signed a multi-year deal worth over $10 billion with Cerebras, committing to deploy 750MW of Cerebras systems, rolling out in phases through 2028. The latest big update: OpenA
2026 Halftime: After AI's Wild Ride, Where Do You Position for H2?
The first half of 2026 closes with AI as the undisputed theme — but the ride was brutal. Memory supercycle plays like Micron and SanDisk delivered multifold returns SpaceX's blockbuster IPO captivated markets, and Nvidia's $25 billion raise was oversubscribed. Yet crashes and V-shaped reversals kept volatility at extreme levels. How did you perform in H1? After the frenzy, will you stay long AI hardware into H2, or rotate toward value and earnings quality?
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