CBRS/short
Cerebras Systems faces structural threat from memory innovation that the market and even CBRS itself misunderstands
I still kind of defer to the chip nerds like @bubbleboi on these sort of takes, fwiw I think he hates $CBRS
Peak+0.6%
bubbleboi's chip-expert view: memory innovation (not supply) is the real threat, CXMT has no HBM capability and is irrelevant to AI memory dynamics — short CBRS (Cerebras, which he openly dislikes) and long SKHX (SK Hynix, the uncontested HBM leader for AI accelerators).
originalI still kind of defer to the chip nerds like @bubbleboi on these sort of takes, fwiw I think he hates $CBRS
the threat to memory prices isn't necessarily increased supply, it's increased innovation lol