CBRS

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1. 06/27/2026, 06:38MentionConviction: 3/10View on X →
   pls don’t blindly follow along, esp. since I actively manage my own positions! $CBRS is just a cautionary position for me right now. Cause things evolve every month in the AI space (eg. Custom jalapeño chips, maybe OpenAI has troubles, rate hikes), etc. But if it’s compelling to you, you do you.
2. 06/27/2026, 06:22BullConviction: 5/10NEWView on X →
   Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS. At up to 750 tokens/sec, which is obscene performance. American inference go brrr. I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after seeing this news yesterday. Feels like validation of its tech. IMO a bit overvalued compared to profitable companies like $JBL at the same valuation. But there’s likely premiums for OpenAI exposure, as long as they stay the leader.