ARK Investment Management LLC
+12.91%
3か月リターン
$118.240
-2.377 (-2.01%)終値時点
Cerebras Systems Inc. is an artificial intelligence (AI) infrastructure company that designs and manufactures an AI compute platform comprised of proprietary systems and software. The Company's products include inference Cloud, Training Cloud, CS-3 system, AI supercomputer, Wafer Scale Engine and model development. The Company's pioneering Wafer-Scale Engine (WSE), a chip encompassing an entire silicon wafer, was specifically designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI (GenAI), and other AI applications. It offers deployment services to assist customers with data preparation, model architecture design, training management, inference optimization, and, in select cases, ongoing system operations and management. It also offers a subscription service providing access to an ongoing stream of software updates and upgrades for purchasers of its hardware.
Cerebras Systems Inc. is not a good buy right now due to its current price of $127.21, a significant decline of 52% from its IPO price of $311.07, and an RSI of 13.314 indicating extreme oversold conditions. Additionally, the forward P/E ratio is extremely high at 217.39, suggesting overvaluation despite potential future growth. The main risk is the company's net income, which reported a staggering loss of $450.53 million in Q2 2026, raising concerns about its financial stability and execution capabilities.

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Cerebras Systems Inc. is an artificial intelligence (AI) infrastructure company that designs and manufactures an AI compute platform comprised of proprietary systems and software. The Company's products include inference Cloud, Training Cloud, CS-3 system, AI supercomputer, Wafer Scale Engine and model development. The Company's pioneering Wafer-Scale Engine (WSE), a chip encompassing an entire silicon wafer, was specifically designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI (GenAI), and other AI applications. It offers deployment services to assist customers with data preparation, model architecture design, training management, inference optimization, and, in select cases, ongoing system operations and management. It also offers a subscription service providing access to an ongoing stream of software updates and upgrades for purchasers of its hardware. It operates in the Technology sector.
Cerebras Systems Inc. is not a good buy right now due to its current price of $127.21, a significant decline of 52% from its IPO price of $311.07, and an RSI of 13.314 indicating extreme oversold conditions. Additionally, the forward P/E ratio is extremely high at 217.39, suggesting overvaluation despite potential future growth. The main risk is the company's net income, which reported a staggering loss of $450.53 million in Q2 2026, raising concerns about its financial stability and execution capabilities.

$CBRS I will show you exactly what is going to happen because I'm a nice guy like that, hehe.
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$CRWV D.A. Davidson's Gil Luria: "Coreweave is the sub-prime tranche of this AI trade. If there is any pause [in AI capex spend], they will quickly be unable to pay their interest payments. They are highly operationally leveraged because they are the spillover for AI compute. On top of that, they have huge financial leverage. They are almost entirely debt funded. This is a company that still raises money at 9.0% and when they invest it, they get 1.0-3.0% return by the end of the year. It's a negative carry trade." $NBIS $CBRS $IREN $NVDA
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