10/9/26 - $cbrs - OAI's secret sauce...Cerebras Systems, Inc. Class ANASDAQ:CBRSVROCKSTAR10/9/26 :: VROCKSTAR :: CBRS OAI's secret sauce... - i've been through maybe 50 ai-infra related names so far this week. more to come on that front. - tl;dr... chips are the only alpha that remains, everything else probably stands to never make ATH again, in my estimation. and for stuff like $lite... GL making some sort of outsized return from here, really. - i'm flagging CBRS here b/c the OAI "we can't calculate our revenue" nonsense is hitting the stock, but no, it's not - what's happening is rates are choking everything - this reminds me of '22 - DO NOT FIGHT THE FED - so find spots where you can stomach 30-50% downside b/c the upside is very asymmetric and where people on X refuse to do the work. i've seen a lot of "who knows how to value CBRS today". yeah becuase you guys can't value *anything* - this is a company that if, successful, and given their leadership in large wafer design and multi-partnership deployment to date can become 5-10% of all incremental DC in the next 5-10Y - the jane street overpay for cerebras chips should tell you how valuable fast frontier is... - the best is yet to come. do we go lower next week? next month? this quarter? tax loss harvesting sell off? - i'm positioning here, again, at about 4% of book - going into the weekend at 40% cash - lowest position i've had in a while on eth at 20% of book - somthing is wrong. so go with what's already discounted, has massive growth and where the "momo bros" can't figure out valuation because they use the charts to tell them in hindsight how right you were. - do the work now - hand sit when everyone else scrambles to buy your bags. - cbrs is n of 1 company and founder at right place in history have a good weekend all V