Joe@joedab12$CBRS good take, i was one of the valuation hawks selling out completely before the last earnings call. Now after diving in and seeing 2029 expectations and the massive selloff-I like this stock enough to triple my initial small position I rebought a few weeks ago. That being
J Keynes@JKeynesAlpha$CBRS The Valuation Hawks Are Running Out of Excuses At roughly $35B in market cap today, I see an S-tier chipmaker with exceptional wafer-scale IP, a valuable ultrafast-inference niche and enormous demand. For my 2029–2030 thesis, this looks cheap. The commercial evidence is
