J Keynes
@JKeynesAlpha
CEREBRAS $CBRS: AI’S SPEED KING AND THE $1,000 BULL CASE FOR 2029–2030
My bull case for 2029–2030 come to roughly $800–1,000 per share. The financial model uses 2029, with growing customer evidence supporting the opportunity.
Start with capacity.
Cerebras’s SEC filing shows
My bull case for 2029–2030 come to roughly $800–1,000 per share. The financial model uses 2029, with growing customer evidence supporting the opportunity.
Start with capacity.
Cerebras’s SEC filing shows
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