因财务状况疲弱及与Palantir合作存在不对称风险，回避CBRS；尽管主权AI成功可能带来上行空间，仍维持看空立场。
逐段跳播
这一只，Cerebrass 也是。如果我没记错的话，他们正在与 Palunteer 就主权 AI 做一笔交易。但这就是让我担心的地方。我不知道他们的财务数据出了什么事，但不知为何真的搞砸了。
也许是大幅减记之类的。我不确定，但这把我吓到了。不过，如果这家公司能做成那个主权 AI 的事情，它的未来看起来确实非常光明。但如果他们与 Palunteer 合作，记住，会有一个人控制这个合作关系，而你很少能找到一种双方都赢的合作关系，双方、两个组织都赢。
所以，嗯，这两只我都不持有。但我们来看看这一只的走势图。是的。所以，这就是我从不买入 Cerebrass 炒作的原因，因为你看，它就是砰、砰、砰，在这里挣扎着往下走。其实从这张图就能看出来，它就是不想到更高处去，因为人们对未来不确定，而财务数据也讲不出好故事。所以，这一只我保持观望。
This one, Cerebrass as well. They're doing a deal with uh Palunteer if I'm not mistaken for sovereign AI. But this is what concerns me about. I don't know what happened to their financials, but really pooped the bed here for some reason.
Maybe a big write off or whatever. I'm [clears throat] not sure, but that has scared me. But the future does look very bright for this company if they can pull off that sovereign AI thing.
But if they are partnering with Palunteer, remember there's going to be one person that controls the partnership and it's very rare you find a partnership where both people win, both groups, both organizations.
So, um I don't own either. But let's go a look at the chart on this one. Yeah. So, this is why I never bought into the cerebrous hype because look, it's just boom boom boom just floundering down here.
You can tell off from this chart actually is like it just doesn't want to go higher because people aren't sure of the future and the financials don't tell a good picture. So, I'm staying out of that one.
这个频道对 $CBRS 的历次判断
InvestAnswers 在这只股票上只有这一条判断。