帖子
Max387
#CerebrasQ3AIChipOutlook
Cerebras (CBRS) is about to report Q3 2026 earnings after US market close on Nov 12.
Q2 cloud revenue grew 281% YoY, but market is still doubting. Look at the poll - 87% saying NO, Cerebras will NOT beat earnings.
But here's my take:
Short sellers say Cerebras wafers last only about 2 years. If that's true, it's a problem. But if Cerebras beats even slightly, this 87% crowd will get squeezed hard.
CBRS is already +2.27% today, xCBRS +2.21% -
