The Analysts

Call · @boring_invest · #150 on the leaderboard

@boring_invest

@boring_invest · Tue, Aug 25

The Boring Investor@boring_invest
I think the market will be blown away by $CBRS ramp. Especially due to CS-4 and disaggregation. CS-4 + disaggregated inference means Cerebras no longer needs to wait for entirely new data centers. It can add decode capacity into existing powered infrastructure alongside
10d agoview on X ↗media on X

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Read as

Long CBRS · Medium confidence

Confidence

Medium0.86

Counted from

Wed, Aug 26 · market close

Rank since this call

#75 → #150 · 7 scored days

#75

Aug 28

#80

Aug 29

#89

Aug 30

#82

Aug 31

#105

Sep 1

#95

Sep 2

#150

Sep 3

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