@institlpgp · Exit CBRS

Daave “3 and 30” Tepper@institLP

covered my [undisclosed short] - Cerebras $CBRS the pre-ipo longs will tell management to do some deal to create a headline so they can keep dumping post- lock what a trashco. thanks for the laughs. +21% on the pair with nebius sized up. like the direction of travel on nbis so

Daave “3 and 30” Tepper@institLP

Thank the Lord cut $rkt back but dang do $rkt and $bldr just look tantalizing down here Since this post I had added 8 pts $acmr Added 7-8 pts $meta Added 5-6 pts $hpe gotta say this book hasn’t outperformed this well in quite some time Can’t say why puts it’s definitely

Read asExit CBRS+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

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not in the basket todayBasket

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