Cerebras: The Earnings Curve Changes The Entire Setup (NASDAQ:CBRS)
· seekingalpha.com
Cerebras holds $25.4B in RPO, although pass-through costs, OpenAI warrants, and customer concentration complicate its economic value. See why CBRS stock is a Buy.
My view on Cerebras Systems ( CBRS ) lies somewhere in the middle of growing conviction in the company and skepticism about the stock. While I'm becoming more a...