Cerebras is derisked after a 50% drop from IPO; sentiment shifted from bearish to optimistic with the bottom approaching.

I actually think Cerebrris is pretty well derisked now that it's down like 50% from IPO. I was bearish on it on IPO. Now I'm actually very optimistic about it. Kind of think the bottom is getting closer.

I don't know if it's in yet, uh, but I think it's getting closer.

Uh, and I'm a big fan of the ultra fast token generation, the basically imperceptible latency for customer service, artificial intelligence or whatever. You should try it. You could Google like test cerebrous AP, you know, uh, um, voice chat and and there are some websites you can test it on. It's pretty cool.

this uh local AI initiative for these open AI or uh o open weight models which they're launching in partnership with Deepseek and Quen is really important to remember that per the information deepseek has maybe annual recurring revenue of somewhere around $500 million.

You have to compare that to Anthropic. It basically means uh Anthropic is 130 times the size of Deep Seek, Deep Seek open, Anthropic closed weight. That's where the margin is. As soon as you take away that weight, the margin goes away. That sucks.