Meet Kevin 对 $CBRS 的判断变化

《Stock Recovery? Dell SKYROCKETS, Yields/Oil Drop》

CBRS估值接近180，已从IPO水平去风险化；主要剩余风险是OpenAI敞口集中。

哦，Cerebras现在也在上涨。嗯，是的，我在过去几天提到过，我认为在180左右它开始真正地大幅去风险。我坦率地说，在IPO时我对这家公司持悲观态度。我不喜欢它的IPO。一些风险因素已经消退。

一些风险因素仍然存在。仍然存在的最大风险因素是他们对OpenAI的集中敞口。但我认为OpenAI正在用他们的产品做的事情是出色的。我实际上认为这给了他们相对于那些不使用像Cerebras这样的超快令牌生成器的公司（比如用于语音AI或客户服务等）的竞争优势。

所以我认为在180到200多的范围内，它肯定比IPO时去风险了很多。我不喜欢它在300多的时候。这太贵了。但现在它几乎接近底部。我认为它的底部是IPO后的161左右，大约在Leo fold时期。

Oh, you've got cerebrus pushing right now too. Uh yeah, I've mentioned over the last few days I thought around 180 it was starting to get really meaningfully derisked. I was I transparently was bearish on this company uh at uh at IPO.

Uh I didn't like it at IPO. Uh some of the risk factors have faded. Some of the risk factors remain. The biggest risk factor that remains is the concentration of exposure that they have to open AAI.

But I think what OpenAI is doing with with their product is is brilliant. Uh and I actually think it gives them a competitive advantage over companies that aren't using uh you know hyperfast token generators like Cerebrus for say voice AI or customer service or whatever.

Uh so I think you know somewhere between this 180 to maybe you know into the twos range. It's it's certainly derised a lot uh from IPO. I didn't like it in, you know, in the 300s.

It's like, this is way too expensive. But, um, you know, now it's it's almost scraping near its bottom. I think it bottom was like 161 after IPO and like, you know, around the Leo fold time.

看原视频44:10