Call · @nanalyzetweets · unranked
@nanalyzetweets
@nanalyzetweets · Thu, Aug 13
Nanalyze@nanalyzetweetsLast quarter 86% of Cerebras $CBRS revenues came from two related parties (basically a single customer). That's a showstopper for us. Yes, $NVDA also has customer concentration risk, but it's not nearly this bad.22d agoview on X ↗media on X
Last quarter 86% of Cerebras $CBRS revenues came from two related parties (basically a single customer). That's a showstopper for us. Yes, $NVDA also has customer concentration risk, but it's not nearly this bad.
tweeted Thu, Aug 13 · counted from Fri, Aug 14 close
Read as
Exit CBRS · High confidence
Confidence
Counted from
Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.
