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“A moat that turns out to be optional drains the premium out of the most expensive name in AI: frontier models now train with zero CUDA, and the pricing power that justifies the valuation erodes as buyers gain real alternatives.”
Source
Andrew FeldmanYouTube“Cerebras IPO, Warshtime, VC Infighting, H100s in…”153:13
“Yeah. And I think trying to share what that means, what an exponential demand means, and that we're still so early and yet the demand for AI compute is overwhelming. I think sharing that was interesting and I think helpful in educating the financial community. The other thing is that there are lots of ways to do this. That the GPU isn't the only way. You've got a TPU, you've got Trainium, you've got us.”
Performance
Entry$235.04
Current$194.83
Since call+17.11%
Confidence72%
How this was scored
Entry$235.04May 14, 2026 · 20:30 UTC · paste.trade
Resolution$194.83Jul 3, 2026 · 13:34 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:34 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.