$1,000 follows their calls into $928
The Boring Investor@boring_investBullish read through for $WOLF today through both LiteOn and Megmeet at the NVIDIA event. I also just learned that they are supplying a SiC Schottky diode for Delta’s 3000W SiC Server PSU
The Boring Investor@boring_investBullish read through for $WOLF today through both LiteOn and Megmeet at the NVIDIA event. I also just learned that they are supplying the PFC rectifier MOSFET for Delta’s 3000W SiC Server PSU
The Boring Investor@boring_investNow you’re beginning to get $CBRS😉 Except I believe they’ll do close to the predicted 2029 numbers in 2028.
Shay Boloor@StockSavvyShayUBS sees 2027 as the inflection year for $CBRS with revenue growing ~4x to $3.3B before reaching ~$23B by 2030 with 46% operating margins. The interesting part is Cerebras’s on chip memory advantage becomes way more valuable as AI agents make dozens of model calls per task with
The Boring Investor@boring_investThis is why I’m so bullish on disaggregation for $CBRS. It’s just the best sales pitch. The industry is so incentivised to go this way.
The Boring Investor@boring_investI’ve said all summer that I’ll publish a $CBRS deepdive. I’m glad I’ve waited cause I have significantly more material to work with right now. It won’t be a technical piece. Lots can do that better than me. I mostly wish to highlight why I have such high hopes for their revenue
The Boring Investor@boring_investNow you’re beginning to get $CBRS😉 Except I believe they’ll do close to the predicted 2029 numbers in 2028.
