The Analysts

Call · @futurumequities · #274 on the leaderboard

@futurumequities

@futurumequities · Wed, Aug 12

Futurum Equities@FuturumEquities
Cerebras missed revenue at $180.1M but grew cloud 281% YoY and carries $25.4B in remaining performance obligations. The backlog is the story: inference demand is booking faster than the vendor can recognize it, with revenue set to triple in 2027. $CBRS
23d agoview on X ↗media on X

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Read as

Long CBRS · Medium confidence

Confidence

Medium0.80

Counted from

Thu, Aug 13 · market close

Rank since this call

#335 → #274 · 7 scored days

#335

Aug 28

#333

Aug 29

#331

Aug 30

#329

Aug 31

#313

Sep 1

#324

Sep 2

#274

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 22 · fades out by Sep 23