CBRS (Wafer-scale AI chips)::$167.95::now -1.82%::1D +1.91%::7D -5.48%::30D -14.41%::YTD -46.02%
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Price & volume
Price vs sentiment (sentiment is intel-only, price-blind)
Upcoming events
| Macro (context only) | 2026-10-09 | FOMC · T-0 |
| Macro (context only) | 2026-10-10 | FOMC · T-1 |
| Macro (context only) | 2026-10-11 | FOMC · T-2 |
| Macro (context only) | 2026-10-12 | FOMC · T-3 |
| Macro (context only) | 2026-10-13 | FOMC · T-4 |
| Macro (context only) | 2026-10-14 | CPI · T-5 |
| Macro (context only) | 2026-10-14 | FOMC · T-5 |
| Macro (context only) | 2026-10-15 | GDP · T-6 |
| Macro (context only) | 2026-10-15 | FOMC · T-6 |
| Macro (context only) | 2026-10-16 | CPI · T-7 |
| Macro (context only) | 2026-10-16 | FOMC · T-7 |
Source audit
social sentiment (454) +0.08
+0.40 [social_text] “the company is repurchasing shares to increase shareholders equity” — The attributed comparison suggests CBRS's share repurchase program supports shareholder equity.
stocktwits
+0.80 [social_text] “$CBRS target 1000 in three years from now” — The attributed three-year price target is a strongly bullish forward opinion.
stocktwits
-0.70 [social_text] “insider sale is too fast” — The attributed view that the insider sale is excessively rapid is a negative forward opinion about the transaction.
stocktwits
+0.00 [social_text] “$CBRS 🧠” — The item contains only a bare mention of CBRS without a substantive company proposition.
stocktwits
+0.00 [social_text] “2X leverage long CBRS ETF is down -80%” — The item reports only the leveraged ETF's historical price decline, which is a neutral observation.
stocktwits
+0.00 [social_text] “$CBRS below IPO price again” — The item reports only a historical share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “massive potential here” — The post asserts a strongly bullish forward-looking investment thesis for CBRS.
stocktwits
+0.00 [social_text] “every mont this company makes me money uppppp and down once a month” — The item describes CBRS's historical monthly price behavior without a scorable fundamental reason.
stocktwits
+0.70 [social_text] “time to buy” — The post is an explicit bullish investment opinion about CBRS.
stocktwits
+0.40 [social_text] “we are done with all the insider selling/lockup for a couple weeks now” — The completion of insider selling and lockup is a positive company-specific liquidity and ownership-clarity development.
stocktwits
-0.80 [social_text] “this junk is done” — The post expresses a strongly negative attributed opinion that CBRS is finished.
stocktwits
+0.00 [social_text] “$CBRS buy big now?” — The question is a generic investment query without a stated company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS was hoping to snipe more under 180” — The item reports a price-level observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS opens at $160” — The opening price is a reported market observation with no stated fundamental reason.
stocktwits
+0.00 [social_text] “Traders control this stock, that’s why it keeps trading in the same range” — The item describes CBRS's range-bound trading as a consequence of trader control, which is a neutral market-structure observation.
stocktwits
+0.00 [social_text] “$CBRS 13 days left for the next lockup phase.” — The upcoming lockup phase is a neutral company observation with no stated directional impact.
stocktwits
+0.00 [social_text] “$CBRS Money lovet” — The post is a bare, positive sentiment mention of CBRS without a substantive company proposition.
stocktwits
+0.00 [social_text] “Probably some news leaked, expect a PR later” — The item only anticipates unspecified company news without stating any substantive direction.
stocktwits
+0.00 [social_text] “$CBRS +5%” — The item reports only a share-price move, which is explicitly neutral under the price-blind policy.
stocktwits
+0.00 [social_text] “jumper to 189 then down to 177” — The item reports only CBRS's share-price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “that sudden move to $189 was about now dropping back down to 183” — The item describes CBRS's share-price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “those buys yesterday looking juicy!!” — The item describes a reported buying move without stating a company-specific fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS shut tanks to 160$ today” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS added 173” — The item reports only a share-price change, which is explicitly price-blind and directionally neutral.
stocktwits
+0.70 [social_text] “back up to $200++” — The author's bullish thesis is the stated price target above $200.
stocktwits
+0.00 [social_text] “we can see lower due to huge Share Unlock!” — The item reports a potential share-price decline but provides no scorable fundamental reason.
stocktwits
+0.00 [social_text] “this hit 189 today” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Can't touch the champ” — The headline is a price-relative observation with no stated fundamental reason for CBRS.
stocktwits
+0.00 [social_text] “nice rug” — The post describes a share-price decline without stating a company-specific fundamental reason.
stocktwits
+0.70 [social_text] “What a great buy at this price.” — The user explicitly recommends buying CBRS as a great investment.
stocktwits
+0.00 [social_text] “added a few more at 174” — The item reports only a share-price transaction without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “another 5 percent down” — The item reports only a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Pick up some when it bounced off the 171.5 trend line” — The item is a price-action observation with no stated fundamental or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “$CTVA who bought the dip on this $TTD $SMR $CBRS $FLUT” — The post is a generic dip-buying list that mentions CBRS only as an included ticker without a company-specific proposition.
stocktwits
+0.00 [social_text] “$CBRS shot max” — The item reports only a share-price extreme with no stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS add 173.01” — The item reports only a share-price move, which is explicitly neutral under the price-blind policy.
stocktwits
+0.00 [social_text] “$CBRS Allah fucking Akbar” — This is an extreme, non-substantive expression of attention rather than a scorable company proposition.
stocktwits
-0.70 [social_text] “it the beginning of down hill from here” — The post expresses a strongly bearish forward opinion about CBRS's price trajectory.
stocktwits
-0.70 [social_text] “many red flags on the insider stock grant and selling activities” — The attributed thesis identifies insider grant and selling activity as red flags for CBRS.
stocktwits
+0.00 [social_text] “More downs coming” — The item is a price-direction prediction with no stated fundamental reason.
stocktwits
+0.60 [social_text] “What an opportunity.” — The post presents an attributed bullish opportunity view on CBRS.
stocktwits
+0.70 [social_text] “$120-130” — The named price range is a bullish forward opinion on CBRS.
stocktwits
+0.00 [social_text] “This is going GREEN today.” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS load this up !!” — This is a generic bullish call without any company-specific fundamental or attributed-opinion basis.
stocktwits
+0.00 [social_text] “$CBRS bought at 172.6 for quick flip” — The item reports only a purchase price and trading intent, which is a price observation without a scorable fundamental or attributed opinion.
stocktwits
-0.90 [social_text] “$CBRS shit got fleas. and aids” — The post expresses an intensely negative attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “you buying 'expensive' Bra$'” — The post's only substantive proposition is a neutral observation of the share's valuation.
stocktwits
+0.00 [social_text] “$CBRS sold premarket 187. bought 172 sold 175” — The item reports only premarket trading activity and share-price movement, which is explicitly neutral.
stocktwits
+0.00 [social_text] “$CBRS jumped in today at 181 considering it was beaten last week.” — The item reports only a share-price move and relative performance, which are neutral observations.
stocktwits
+0.60 [social_text] “I've changed my initial order from 170 to 161.” — The trader's adjustment to a lower entry price reflects a bullish conviction in CBRS.
stocktwits
+0.00 [social_text] “$AKAM $APP $CBRS all starting to pay off milking that cereberus” — The post is a generic, target-agnostic observation about multiple stocks and does not state a substantive proposition about CBRS.
stocktwits
+0.00 [social_text] “$CBRS only follow down side of market” — The item reports CBRS's relative price behavior without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “just have one bounce day” — The post expresses a wish for a single positive price move, which is a neutral observation of share-price behavior.
stocktwits
+0.00 [social_text] “who’s joining @Ayee1 and buying the dip?” — The post is a rhetorical question about buying the dip and does not state a substantive company proposition.
stocktwits
+0.00 [social_text] “When you wake up tomorrow to 185 you will be bumming you didn't grab it here.” — The item is a price-target observation about CBRS without a stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Watch what happens when it breaks below 169.” — The item describes a technical price level and a possible reaction, which is a neutral price observation.
stocktwits
+0.00 [social_text] “why is down” — The item only reports CBRS's share-price movement without a scorable fundamental reason.
stocktwits
+0.80 [social_text] “Degen in me will go 2x in 160s” — The user expresses a strongly bullish forward opinion that CBRS will double within 160 seconds.
stocktwits
+0.00 [social_text] “$CBRS NASD green but cbrs weak” — The item reports only a price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS still hovering around the trend line that it bounced off of earlier.” — The item describes CBRS's share-price behavior without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS back in” — The item reports a share-price observation without a scorable fundamental reason.
stocktwits
+0.80 [social_text] “What a gift.” — The post expresses strongly positive sentiment toward CBRS, though it provides no specific company proposition.
stocktwits
-0.70 [social_text] “it's going to zero my friends?” — The post expresses a strongly bearish opinion that CBRS will become worthless.
stocktwits
+0.00 [social_text] “Just got in” — The post is a neutral confirmation of a new position without a scorable company-specific opinion.
stocktwits
+0.00 [social_text] “$CBRS like clockwork” — The phrase is a bare, non-directional observation about CBRS without a substantive company proposition.
stocktwits
-0.60 [social_text] “rising volume on fall indicates more selling momentum could be coming.” — The author's technical analysis points to further downside momentum rather than a reversal.
stocktwits
+0.00 [social_text] “$CBRS went in at 200 shares at 172.” — The item reports only a single share transaction and price, which is a neutral price observation with no scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “Heading back to $200” — The author's stated price target is a bullish forward opinion about CBRS.
stocktwits
+0.00 [social_text] “let get back a few point 175” — The item reports only a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.40 [social_text] “Time to load again.” — The post is a forward-looking attributed opinion that CBRS shares are ready to be accumulated.
stocktwits
+0.60 [social_text] “$CBRS tank this turd monster 😂 incoming $30.00” — The post expresses a strongly bullish social opinion that CBRS will reach $30.
stocktwits
+0.00 [social_text] “buying for quick 210-220$ range” — The item is a price-range trading observation rather than a scorable fundamental or attributed opinion about CBRS.
stocktwits
+0.70 [social_text] “what the fuck can this go up” — The post expresses a strongly bullish opinion about CBRS's potential upside.
stocktwits
+0.00 [social_text] “$CBRS don’t hate it here” — This is a neutral, non-substantive social remark that does not present a scorable company proposition.
stocktwits
+0.00 [social_text] “$CBRS didnt it IPO at 40?” — The item only recalls CBRS's historical IPO price, which is a neutral company observation.
stocktwits
+0.00 [social_text] “$CBRS is possible to take this around 150 ? 160 ?” — The post is a price-level speculation without a stated fundamental reason.
stocktwits
+0.00 [social_text] “Getting there” — The phrase is a neutral observation of CBRS's progress and does not state a scorable fundamental or attributed opinion.
stocktwits
-0.70 [social_text] “Insiders filed to sell $84 million in stock.” — Large insider sales suggest a negative proprietary view of Cerebras.
stocktwits
+0.00 [social_text] “$CBRS wow stock and co given for free nearly 168-169 been seen” — The item reports a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “I’m good with this price as I know it will be over $210 soon.” — The user's stated expectation that the stock will exceed $210 is a bullish forward opinion.
stocktwits
+0.00 [social_text] “Taking a leveraged long swing on $CBRS.” — The post describes a long position but does not state a company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Swing Trading Winners & Losers In Tenet Research $NBIS $CBRS $CRDO $FLNC” — The item lists CBRS only as part of a generic swing-trading opportunity headline without a company-specific proposition.
stocktwits
+0.60 [social_text] “$CBRS suck it bears!!!” — The post is an explicitly bullish social reaction to bearish sentiment.
stocktwits
+0.00 [social_text] “$CBRS 168.61” — The item reports only a share price level with no substantive company proposition.
stocktwits
+0.80 [social_text] “$CBRS NVIDIA killer? Not even close.” — The author explicitly rejects the comparison between CBRS and NVIDIA as a bullish proposition.
stocktwits
+0.60 [social_text] “Institutions own it way higher.” — The attributed view that institutions hold CBRS heavily is a positive forward opinion about the company.
stocktwits
+0.00 [social_text] “160s got to hold” — The post identifies a price level to hold but does not state a directional fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “The MM’s are working hard to accumulate cheap shares.” — The attributed accumulation thesis is a positive forward opinion about institutional demand.
stocktwits
-0.70 [social_text] “$CBRS savages” — The item expresses a strongly negative attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS no support below” — The item is a price-blind technical observation with no stated fundamental or attributed directional opinion.
stocktwits
+0.70 [social_text] “I said $160 it’ll happen no problem” — The author's confident forecast of a specific price level is a bullish attributed opinion.
stocktwits
+0.00 [social_text] “testing 161” — The item reports a share-price level without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “people prefer to buy this over $NVDA” — The post observes investor preference for CBRS over NVIDIA without stating a substantive company proposition.
stocktwits
+0.00 [social_text] “I get paid tmr , please stay down so I can buy a starter position” — The post is a personal trading plan about buying CBRS, not a company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “This was 212 only 2 days ago..” — The item reports a historical share-price level without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “went further down” — The item reports only CBRS's share-price decline, which is a price observation and not scorable sentiment.
stocktwits
+0.00 [social_text] “$CBRS crazy” — The post is a bare, non-substantive remark about CBRS that provides no scorable company proposition.
stocktwits
-0.40 [social_text] “insider sale of 84M worth of stocks has already been closed” — The completed insider sale is a negative company-specific proposition.
stocktwits
+0.00 [social_text] “$CBRS ENTRY PRICE 162.56” — The item reports a specific entry price without any fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “when this in 250 again” — The item is only a price-level question and contains no scorable fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “let’s get a 10% run tomorrow” — The post is an explicit bullish prediction about CBRS's share price.
stocktwits
+0.00 [social_text] “$CBRS open 172_173 and straight rally” — The item reports only a price rally without a stated fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “$CBRS hedge funds favorite.” — The source explicitly characterizes CBRS as a hedge-fund favorite, a positive attributed opinion.
stocktwits
+0.00 [social_text] “Price: $169.52” — The item reports CBRS's share price and technical levels without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 150 possible” — The item is only a speculative price target and contains no scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “Tomorrow will be time to head back up!” — The author's explicit forecast that the stock will rise is a bullish attributed opinion.
stocktwits
+0.70 [social_text] “Long to the tits” — The author states an explicitly bullish trading position and conviction.
stocktwits
+0.70 [social_text] “the noise of bears slaugthered like pigs in slaughterhouse” — The post expresses a strongly bullish social opinion that bearish pressure has been decisively eliminated.
stocktwits
+0.00 [social_text] “$CBRS Elevetor going UP” — The item reports only a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “I suspect we go to 125 to 150” — The author offers an explicit bullish price target for CBRS.
stocktwits
+0.00 [social_text] “$CBRS moves with the blowing of the wind” — The item describes CBRS's share-price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS $140?” — The item is a price-level question with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Can't manage 170 when the market rips.” — The item reports a share-price observation without a scorable fundamental reason.
stocktwits
+0.40 [social_text] “squeeze baby squeeze these shorts need to pay up” — The post speculates that a short squeeze is occurring for CBRS, which is a moderately bullish attributed opinion.
stocktwits
+0.60 [social_text] “$CBRS buy and hold.” — The user's stated buy-and-hold position is a bullish investment opinion about CBRS.
stocktwits
-0.60 [social_text] “Not looking good here!” — The user's bearish view is explicitly about CBRS's near-term price direction.
stocktwits
+0.70 [social_text] “Last sell off power depleted ammunition this early morning. we moon by eod” — The post expresses a strongly bullish social opinion that selling pressure is exhausted and a large rally is expected.
stocktwits
+0.00 [social_text] “$CBRS the stock doesn’t have a traditional 180 day lockup.” — The absence of a lockup is a neutral share-structure observation with no directional fundamental impact.
stocktwits
+0.60 [social_text] “avg gl bulls” — The post expresses bullish sentiment toward CBRS through average-gain bullish positioning.
stocktwits
+0.60 [social_text] “this is a BS stock — runaway— 🐻 are winning” — The post explicitly endorses bulls and characterizes the stock as runaway, indicating bullish sentiment.
stocktwits
+0.00 [social_text] “3% gains, 1% for each ticker” — The item reports CBRS's share-price gain without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS added PM 171” — The item reports only a share-price addition without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS lockup period expires when?” — The post asks a neutral question about CBRS's lockup timing without stating a directional company proposition.
stocktwits
+0.00 [social_text] “how low” — The question references CBRS's share price but provides no fundamental or attributed directional opinion.
stocktwits
-0.70 [social_text] “worst stocks in market” — The post expresses a strongly negative attributed opinion about Broadcom's stock relative to the market.
stocktwits
+0.60 [social_text] “below 100 is dream” — The named investor expresses a strongly bullish forward price opinion for CBRS.
stocktwits
+0.00 [social_text] “$CBRS super dump solid move” — The item describes only CBRS's reported share-price move without a stated fundamental reason.
stocktwits
+0.70 [social_text] “$160 or under and i’m in” — The user's stated entry condition is a bullish price-target opinion on CBRS.
stocktwits
+0.00 [social_text] “$CBRS ouch again 🤦🏻♂️” — The post is a reaction to a reported price move and contains no scorable fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “plz tell me it's not a scam bruh” — The user expresses strong skepticism about CBRS, treating the company as potentially fraudulent.
stocktwits
+0.00 [social_text] “sell these worst semis” — The item is a price-based sell call about Broadcom's semiconductor exposure, but the stated reason is the reported relative performance, which is neutral under the price-blind rule.
stocktwits
+0.70 [social_text] “another great time to enter” — The post is an explicitly bullish opinion about entering CBRS positions.
stocktwits
+0.00 [social_text] “$CBRS more than 70% of locked up shares opened already.” — The disclosed locked-share status is a neutral company observation with no directional sentiment.
stocktwits
+0.00 [social_text] “from 160 to 200 in day” — The item reports CBRS's intraday share-price move without a scorable fundamental reason.
stocktwits
+0.60 [social_text] “$CBRS chart says buy here again for a move back to 200.” — The author presents a bullish technical thesis that CBRS can move back to 200.
stocktwits
+0.00 [social_text] “$CBRS bought 67 shares at $167,44.” — The item reports only a share purchase at a specific price, which is a neutral company observation.
stocktwits
+0.40 [social_text] “20 @ 172 avg” — The user's stated average price target is a bullish attributed opinion.
stocktwits
-0.70 [social_text] “Their initial plan for IPO was $100 to $115 in bull market!” — The author's comparison implies the current valuation is excessively high relative to the stated IPO plan.
stocktwits
-0.60 [social_text] “all 56 million share lock up expires! Too many shares to be available on public market once lock up expires! They still have 2 big lock up left!” — The attributed thesis warns that a large remaining lock-up will restrict public share availability.
stocktwits
+0.00 [social_text] “$CBRS under 170 was artifical Gravity, now lft off lfg” — The item describes CBRS's share-price movement without a scorable fundamental reason.
stocktwits
+0.70 [social_text] “$CBRS pissed off move higher coming” — The post expresses a strongly bullish opinion that CBRS will move higher.
stocktwits
+0.60 [social_text] “When blood 🩸 in the street buy.” — The post advances a bullish contrarian thesis that heavy selling is an opportunity to buy.
stocktwits
-0.40 [social_text] “$CBRS selling hot short easy n fast” — The post characterizes CBRS as easy and hot to short, an attributed bearish trading opinion.
stocktwits
+0.00 [social_text] “i joined the crew today may we all win for the future generations!” — The post expresses a neutral, forward-looking sentiment about the investor group rather than a scorable company-specific fundamental or opinion.
stocktwits
+0.00 [social_text] “$CBRS @KornieAwareness7 DCA?” — The post is a price-blind question about dollar-cost averaging that does not state a substantive directional opinion about CBRS.
stocktwits
-0.70 [social_text] “terrible trading plan (no limits? dumping 400k shares all at once? not keeping any shares at all?)” — The post characterizes the COO's trading plan and execution as severely flawed.
stocktwits
+0.60 [social_text] “$CBRS is Cathy buying???” — The post presents an attributed bullish investment thesis that Cathy is buying CBRS.
stocktwits
+0.40 [social_text] “today we got rid of all the paper 📄 hands” — The post presents a positive attributed view that eliminating paper-based shareholders is beneficial.
stocktwits
+0.00 [social_text] “$CBRS Long&Strong!” — The post is a bullish social reaction without a stated company-specific fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “$CBRS 150 puts attractive” — Describing 150 puts as attractive expresses a bearish option-based opinion on CBRS.
stocktwits
+0.80 [social_text] “Can’t see how anyone wiuod sell now.” — The author's stated conviction that no one would sell is a strongly bullish attributed opinion.
stocktwits
+0.70 [social_text] “Analyst Turns Bullish As Stock Tanks, Calls Nvidia Competition 'Exaggerated'” — The analyst's bullish view and dismissal of Nvidia competition constitute a positive attributed opinion on Cerebras.
stocktwits
-0.70 [social_text] “what an ass fucking today” — The post expresses strongly negative sentiment toward CBRS.
stocktwits
+0.60 [social_text] “everyone above 190 will baghold for a decade” — The attributed view is that buying above $190 will lead to a long-term loss.
stocktwits
+0.80 [social_text] “This is where you buy buy buy.” — The post is an explicitly bullish attributed opinion urging purchase at the stated level.
stocktwits
+0.00 [social_text] “$CBRS who buy will be like this” — The post is a bare, non-substantive observation about CBRS without a scorable fundamental or attributed opinion.
stocktwits
-0.70 [social_text] “Not generating income” — The stated lack of income generation is a negative fundamental condition for CBRS.
stocktwits
-0.80 [social_text] “What a POS this is. NGTL POS!” — The post expresses strongly negative sentiment toward CBRS and its NGTL partnership.
stocktwits
+0.00 [social_text] “guess ima hold these 10/30 calls see if it has a better week next week” — The post is a neutral observation about holding CBRS calls and monitoring future performance.
stocktwits
+0.60 [social_text] “$CBRS bulls think it never comes but here i am again” — The author presents a bullish investment thesis despite a skeptical market view.
stocktwits
-0.40 [social_text] “40 million more shares will be released between now and October 28” — The disclosed additional share release increases CBRS's outstanding supply, a dilutive fundamental.
stocktwits
-0.60 [social_text] “you gotta communicate with the shareholders.” — The post asserts that CBRS has failed to communicate adequately with its shareholders.
stocktwits
+0.60 [social_text] “with some fuds it would be difficult to get in this cheap” — The attributed view that CBRS is undervalued despite concerns is a moderately bullish sentiment proposition.
stocktwits
-0.70 [social_text] “this pos is dead” — The author states that a bullish position in CBRS is dead, indicating a negative outcome for that position.
stocktwits
+0.60 [social_text] “needs a 30% run next week” — The user's bullish thesis is that CBRS supply constraints and partnerships would support a large price move.
stocktwits
+0.70 [social_text] “Absurdly OVERSOLD!” — The post is an explicitly bullish attributed opinion that CBRS is severely undervalued.
stocktwits
+0.00 [social_text] “$CBRS Hold” — The post is a neutral holding statement that does not provide a scorable fundamental or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “Don't be afraid calm” — The post offers a calm, non-directional sentiment observation about CBRS without a scorable fundamental or attributed opinion.
stocktwits
-0.50 [social_text] “Not enough buyers to counter the sell side yet” — The attributed thesis that insufficient buying pressure is constraining CBRS's share price is moderately negative.
stocktwits
+0.70 [social_text] “$CBRS im closer than any of you n1gg4s” — The user's confident claim of being closer to a target expresses strong bullish sentiment about CBRS.
stocktwits
-0.60 [social_text] “the longs have been relentlessly suffering for 6 months straight, - they buy their first few shares and assume that since the stock dropped like 65% from highs they are guaranteed gains on their new purchase” — The author presents a strongly negative attributed thesis about long investors' behavior and expectations.
stocktwits
+0.00 [social_text] “tranch of stock was unloced on 09-30 with more to come on 10-28 and possibly 11-09” — The disclosed unlock schedule is a neutral company fact; the author's put position is not a company proposition.
stocktwits
+0.60 [social_text] “here is the right take on CBRS” — The author explicitly endorses a bullish view on CBRS.
stocktwits
+0.00 [social_text] “Put Holder shorts cant close their Puts on after hours this evening or Monday Pre Market.. They can only close them to cover on Monday after market opens” — The item describes a trading constraint on put holders but does not state a directional fundamental or attributed opinion about CBRS.
stocktwits
+0.60 [social_text] “the shorts starts panicking and closing their positions on monday….. it’s called agort squeez” — The user presents a forward-looking thesis that a short squeeze is occurring or about to occur.
stocktwits
+0.70 [social_text] “whales already bought. Now they will push this up!” — The post asserts that large investors have already bought and will drive the stock higher.
stocktwits
+0.60 [social_text] “$CBRS great news !” — The post expresses a strongly positive opinion about CBRS, though it provides no specific fundamental reason.
stocktwits
+0.60 [social_text] “$BULL w pattern daily
$CBRS fire sale” — The post presents a bullish technical pattern and a strongly negative trading characterization of CBRS.
stocktwits
+0.00 [social_text] “I’ll bite with 150 shares…” — The user's share purchase is a neutral observation of investor attention, not a scorable fundamental or attributed opinion.
stocktwits
+0.50 [social_text] “this marks the bottom” — The post offers a bullish attributed opinion that the share price has reached a bottom.
stocktwits
+0.00 [social_text] “$CBRS they might play games on Monday to accumulate more and then run it.” — The item is speculative about a possible Monday price move and contains no stated fundamental or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “this and $HOUR have my attention” — The post is a neutral observation that CBRS is attracting attention, without a directional fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “the Sam Altman Tweet re $CBRS” — The item reports a Sam Altman tweet about CBRS but provides no substantive company-specific fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “insiders would be much happier selling into strength” — The attributed view that insiders should sell into strength is a bearish opinion about the company's near-term trading environment.
stocktwits
+0.00 [social_text] “what date is the last cutoff for lockup? Meaning after which date there will be no insiders restricted from selling their shares?” — The post asks a neutral question about CBRS's insider lockup cutoff without stating a directional conclusion.
stocktwits
+0.00 [social_text] “LOL at the shorts and weak hands.” — The post is a price-blind observation of investor behavior rather than a scorable fundamental or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS https://x.com/andrewdfeldman/status/2106154653507604729” — The item is only a bare mention of CBRS with no substantive proposition about the company.
stocktwits
+0.00 [social_text] “anyone buy the dip should be an interesting next couple weeks” — The attributed view is about a potential short-term trading opportunity rather than a company-specific fundamental or forward-looking opinion.
stocktwits
+0.00 [social_text] “another well balanced take on this stock” — The item offers no substantive positive or negative investment proposition about CBRS.
stocktwits
+0.00 [social_text] “$CBRS https://www.reddit.com/r/CBRS_stock/s/alGMn7LjNW” — The item is a bare social post that mentions CBRS without any substantive company proposition.
stocktwits
+0.40 [social_text] “C-suite has only sold a small portion of total holdings.” — The attributed clarification that executives sold only a small portion is a moderately positive ownership signal.
stocktwits
+0.60 [social_text] “once insider lockup complete early next month” — The author's bullish thesis rests on the anticipated completion of the insider lockup.
stocktwits
-0.80 [social_text] “Not generating any income.” — The item asserts CBRS generates no income, a strongly negative operating proposition.
stocktwits
+0.00 [social_text] “$CBRS” — The post is a bare mention of CBRS without a substantive company proposition.
stocktwits
-0.70 [social_text] “That has been a false flag organized to buy at cheap levels.” — The post asserts a coordinated manipulation intended to trap buyers at low prices.
stocktwits
+0.70 [social_text] “strong revenue growth” — Strong revenue growth is a positive financial proposition for Cerebras Systems.
stocktwits
+0.00 [social_text] “$CBRS 90 dollar stock all day every day” — The item reports a single share-price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS https://x.com/JKeynesAlpha/status/2106340790901362894” — The item is only a bare mention of CBRS with no substantive company proposition.
stocktwits
+0.60 [social_text] “$CBRS shorts start to feel nervous already” — The post attributes a forward-looking bullish sentiment to short sellers, which is a scorable attributed opinion.
stocktwits
+0.00 [social_text] “the semianalysis scam is up” — The item reports CBRS's share price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “my avg 176.75” — The item reports only a historical average price, which is a neutral observation and not a scorable company proposition.
stocktwits
-0.60 [social_text] “$CBRS Shorty gonna get burned on Monday.” — The post asserts a negative short thesis by predicting a short squeeze.
stocktwits
-0.60 [social_text] “$CBRS sorry if you sold!! Have some balls next time” — The post expresses regret over a sale and a harsh rebuke, indicating negative sentiment toward the investor's decision.
stocktwits
+0.00 [social_text] “Cerebras stock hits post-IPO low, tumbling 20% for the week” — The item reports only a historical share-price move without a scorable company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS almost $180” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Just hit $180” — The item reports only a share-price level without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 180!” — The item is only a price-level observation with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS huge volume over the weekend too already 179+ Monday 190-210+ range Monday huge squeeze on.. check the live price” — The item reports trading volume and price range without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS needs a gamma squeeze.” — The item is a price-related request without a stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS up up” — The item reports only a share-price move, which is explicitly neutral under the price-blind policy.
stocktwits
+0.00 [social_text] “$CBRS goin in monday” — The item reports only a directional share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS squeeze this biatch” — The item reports a price squeeze without stating a fundamental reason or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 🫡” — The post is a bare mention of CBRS without a substantive company proposition.
stocktwits
+0.00 [social_text] “$CBRS live price $178.32” — The item reports only CBRS's current share price, which is a price-blind observation.
stocktwits
+0.00 [social_text] “$CBRS go up so strong” — The item reports only a share-price move without a stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$183.50 now.” — The item reports only a current share price without a scorable fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “I worry about sellers from unlocked lock up . It likely won’t hold 180’s imo.” — The author's bearish thesis about unlocked lock-up selling and a likely failure to hold $180 is a scorable attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 220 this week?” — The item is a price-level question with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS excited for Monday” — The post expresses bullish anticipation but contains no company-specific fundamental or attributed opinion to score.
stocktwits
+0.00 [social_text] “already at 182.8” — The item reports CBRS's share price level without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$182.42 in Hyperliquid” — The item reports only a share price level without any company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 181.64 on hyper” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS huge volume over the weekend too already 181.5 Monday 190-210+ range Monday huge squeeze on.. check the live price” — The item reports trading volume and price range without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS moon” — The item is only a bullish price prediction with no stated fundamental reason.
stocktwits
+0.00 [social_text] “I know you didn’t sleep the whole night $CBRS” — The post is a price-blind observation of investor attention to CBRS without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS Bears over the weekend 😂” — The item is a neutral observation of bearish social sentiment rather than a scorable company fundamental.
stocktwits
+0.60 [social_text] “Hope this is a multi day squeeze next week.” — The post expresses a bullish expectation of a multi-day short squeeze in CBRS.
stocktwits
+0.00 [social_text] “$CBRS wow 🤩” — The item is a bare, positive reaction to CBRS without a substantive company proposition.
stocktwits
+0.60 [social_text] “$CBRS bears were wrong!!!” — The post asserts that the bearish thesis on CBRS was incorrect, which is a positive attributed opinion.
stocktwits
+0.60 [social_text] “Anyone who shorted on Friday is getting margin called so hard.” — The post describes intense margin calls against short positions, indicating strong upward pressure on CBRS.
stocktwits
+0.00 [social_text] “$CBRS sitting on 600 common shares” — The post records a small shareholding without a substantive directional proposition about CBRS.
stocktwits
+0.00 [social_text] “175 calls” — The post records a neutral activity count without a substantive directional proposition about CBRS.
stocktwits
+0.00 [social_text] “$CBRS real man buy this” — The post is a generic, unsubstantiated call to buy that provides no company-specific fundamental or attributed-opinion basis.
stocktwits
+0.60 [social_text] “that'll be the ideal bottom.” — The author's stated ideal bottom is a bullish forward opinion about the stock's price.
stocktwits
+0.00 [social_text] “You can see that someone missed an opportunity.” — The post is a generic, non-company-specific observation that does not form a substantive proposition about CBRS.
stocktwits
+0.00 [social_text] “Our top 5 options spread candidates for the upcoming week: $IBRX $SPCX $NBIS $CBRS $GME” — The item lists CBRS as one of several options candidates without providing a company-specific directional opinion.
stocktwits
+0.00 [social_text] “Our top 5 options spread candidates for the upcoming week: $IBRX $SPCX $NBIS $CBRS $GME” — The item lists CBRS as one of several options candidates without providing a company-specific directional proposition.
stocktwits
+0.00 [social_text] “Our top 5 options spread candidates for the upcoming week: $IBRX $SPCX $NBIS $CBRS $GME” — The item lists CBRS as one of several options candidates without providing a company-specific fundamental or attributed opinion.
stocktwits
-0.40 [social_text] “I think many will short the open.” — The author expects a near-term short squeeze to open against CBRS.
stocktwits
+0.80 [social_text] “a google engineer thinks this os going to 1T$” — The attributed engineer opinion is a strongly bullish forward valuation target.
stocktwits
+0.70 [social_text] “$CBRS Bulls enjoy this late summer weekend! Long&Strong!” — The post expresses a strongly bullish social opinion about CBRS.
stocktwits
+0.50 [social_text] “I am eying the $130 range as a decent price to enter.” — The user presents a bullish entry thesis at a specific price level.
stocktwits
+0.00 [social_text] “now is back above be $185 and will open around $200 tomorrow” — The item reports CBRS's price level and expected open without a scorable fundamental reason.
stocktwits
+0.60 [social_text] “this should be above 200 that for sure” — The post expresses a confident bullish expectation for CBRS's share price.
stocktwits
+0.70 [social_text] “just increase your short term price target up another 20-30%.” — The author explicitly raises a short-term price target based on observed institutional bot activity.
stocktwits
+0.00 [social_text] “$CBRS 2 content thieves from me on X” — This is a neutral social mention of CBRS without a substantive company proposition.
stocktwits
-0.70 [social_text] “insiders still sold all their shares” — The item reports complete insider selling, a strongly negative ownership signal.
stocktwits
+0.00 [social_text] “$CBRS 😍” — The post is a bare bullish reaction with no company-specific fundamental or attributed-opinion proposition.
stocktwits
+0.00 [social_text] “my 160/185 call spread should be up bigly at market open” — The user's bullish call-spread thesis is an attributed opinion that does not constitute a scorable fundamental or attributed analyst opinion about CBRS.
stocktwits
+0.00 [social_text] “Are you scaling in on Monday or Scaling out ?” — The post poses a neutral question about trading activity without stating a company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “That last unlocking created a nice dip buy opportunity” — The post describes a price dip as a buying opportunity but does not state a scorable fundamental or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “We trimmed 8% gains recently at 196 and been Re-Loading all the way under 170” — The described trimming and reloading are historical trading actions, not a company fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “I added 3700 shares on Friday.” — The post reports a share purchase but provides no company-specific fundamental or attributed opinion to score.
stocktwits
+0.00 [social_text] “$CBRS thanks Patrick!” — The post expresses gratitude for Patrick's content but contains no substantive company-specific sentiment.
stocktwits
+0.00 [social_text] “It went to $190 on Hyperliquid a few hours ago. It can easily go to $200 on Monday” — The item reports only a share-price observation and a directional forecast, with no stated fundamental reason.
stocktwits
+0.00 [social_text] “this thing opening red” — The item reports only CBRS's opening price direction, which is a neutral observation.
stocktwits
-0.60 [social_text] “$CBRS unlikely to hold gains imo as many are now free to sell with lock up expiration over for many.” — The attributed view expects selling pressure from lock-up expirations to undermine CBRS's ability to maintain gains.
stocktwits
+0.80 [social_text] “this stock is worth of1T dollars MC, but short term 1000$ easy” — The item presents an extremely bullish valuation and short-term price thesis for CBRS.
stocktwits
+0.00 [social_text] “$CBRS sold some shares at 182.5 at ibkr just now.” — The reported share sale is a price-adjacent observation with no stated fundamental direction.
stocktwits
+0.00 [social_text] “$CBRS 210 back coming fast” — The item reports a price target without a stated fundamental or attributed opinion to score.
stocktwits
+0.00 [social_text] “$CBRS 182$ at IB right now” — The item reports a single share price observation without any stated fundamental reason or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS -7% tmrw ?” — The item reports a share-price move without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS trading at $183” — The item reports only a share price level without a substantive company proposition.
stocktwits
+0.70 [social_text] “$CBRS bears gonna get properly fooked tomorrow” — The post expresses a strongly bullish social opinion that CBRS bears will be decisively beaten.
stocktwits
+0.00 [social_text] “Apocalypse or the best day of our lives.” — The item presents only a neutral, undecided view of the trading day without a substantive company proposition.
stocktwits
+0.00 [social_text] “$CBRS GOONSDAY SOON!” — The item is a bullish prediction about CBRS's share price, which is a price observation and therefore neutral.
stocktwits
+0.70 [social_text] “$CBRS 200-210 is expected” — The named price range is an explicitly bullish forward opinion.
stocktwits
+0.00 [social_text] “$CBRS you re toast zero follower guy !!!” — This is a hostile social remark that does not present a substantive fundamental or attributed opinion about CBRS.
stocktwits
+0.60 [social_text] “Sam Altman said nice word” — The attributed positive comment from Sam Altman is a favorable forward opinion about Cerebras.
stocktwits
+0.00 [social_text] “$CBRS Boooooooooommmmm” — The item is only a hyperbolic report of CBRS's share-price movement, which is explicitly price-blind.
stocktwits
+0.00 [social_text] “$CBRS let's goooooo” — The item is only a bullish reaction to CBRS's share price and contains no scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS gree light” — The item reports a share-price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “this dip” — The item only reports a price move without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS nice” — The brief social post is a positive but non-substantive observation about CBRS with no scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Just stay above $180” — The item is a price-level observation with no stated fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “Should go at least to 200$” — The attributed bullish price target is a strong positive forward opinion.
stocktwits
+0.00 [social_text] “$CBRS $200+ today” — The item reports only a share-price observation with no stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS short squeeze 🚀” — The item reports a short-squeeze price reaction without stating a scorable fundamental reason.
stocktwits
+0.00 [social_text] “can we see gamma squeeze tomorrow” — The item is a speculative question about a possible price move rather than a stated company fundamental or attributed opinion.
stocktwits
+0.40 [social_text] “$CBRS dip buy around $173-174” — The post presents a bullish investment thesis identifying a specific price range as attractive.
stocktwits
+0.80 [social_text] “Price target: $300.00 and above!” — The attributed bullish price target is a strong positive forward opinion.
stocktwits
+0.60 [social_text] “these shorts are scared” — The attributed view that shorts are fearful is a bullish short-sentiment opinion.
stocktwits
+0.00 [social_text] “it’ll be back down to the low $160’s by opening bell” — The item is a price prediction with no stated fundamental reason for CBRS.
stocktwits
+0.00 [social_text] “$CBRS opens above $180 tomorrow?” — The item is a price-level prediction with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Nice +12 rebound from the 165 bottom.” — The item reports only a share-price rebound without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Nice very nice” — The item is a positive but directionless reaction to CBRS with no stated company-specific fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “$CBRS Cerebras made 180 million last quarter.” — The stated quarterly revenue is a positive operating result for Cerebras.
stocktwits
+0.00 [social_text] “TODAY’S STOCK PICK 👀🔥 This one could get moving fast!” — The item promotes a stock selection without providing any company-specific fundamental or attributed-opinion basis.
stocktwits
+0.00 [social_text] “$CBRS nobody adding PM?” — The post is a neutral observation about investor attention to CBRS without a substantive directional proposition.
stocktwits
+0.40 [social_text] “If you are caught short and it opens +10% you get margin called” — The post describes a material short-squeeze risk if CBRS opens sharply higher.
stocktwits
+0.70 [social_text] “We will be above $180 during market hours. And back above $200 soon.” — The author makes a strongly bullish forward price forecast for CBRS.
stocktwits
+0.00 [social_text] “$CBRS next time you listen to me. You fn clown. Learn how to predict moment. You rookie 😂” — The item is a hostile social exchange that does not present a substantive company proposition.
stocktwits
-0.60 [social_text] “I think many will short at open as up too much imo.” — The attributed view that the stock is overextended and will be shorted is a negative forward opinion.
stocktwits
-0.60 [social_text] “the tranche of share unlocking every second week from oct 1” — The author identifies a recurring share-unlocking schedule as a potential source of selling pressure.
stocktwits
+0.00 [social_text] “$CBRS -7% today” — The item reports only CBRS's share-price movement, which is explicitly price-blind and directionally neutral.
stocktwits
+0.00 [social_text] “great run … ALL OUT !” — The item describes CBRS's recent price performance without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “I had to sell this little pump and non news.” — The item describes CBRS's share-price move without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “under 170 at open” — The item reports only CBRS's opening price level, which is a neutral observation.
stocktwits
+0.60 [social_text] “Current customers: AMAZON, MICROSOFT, GOOGLE, META, TIKTOK, ORACLE, and the U.S. DEPARTMENT OF WAR, SERVICE NOW + 50 companies” — A long, high-profile customer list indicates strong demand and diversification across major technology and government clients.
stocktwits
+0.80 [social_text] “get up to 185 please” — The item is a bullish attributed price-target opinion for CBRS.
stocktwits
+0.00 [social_text] “$CBRS wont sell until earning” — The item states a neutral expectation about when CBRS will sell, without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS +7% following Altman’s comments” — The item reports only a share-price move without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “great entry on Friday under 170” — The item is a price-based entry observation with no scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “a stock dips $35 due to an invalid post, but only bounces back about 35% once confirmed false” — The item describes CBRS's share-price reaction to a false rumor and its recovery, which is a price observation and not a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “I sold because I like my gains from $170” — The item reports a realized gain and sale, which is a price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS took my 8% profit and ran” — The item reports only a historical share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS at least it bounced from 166.6 level” — The item reports only a share-price bounce without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS sold” — The item reports only a share-price move without a stated fundamental reason.
stocktwits
+0.00 [social_text] “cbrs better, bc thats hated” — The item is a price-blind observation of relative attention rather than a scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “We’re going much higher.” — The user's statement is a strongly bullish forward opinion about CBRS's price.
stocktwits
+0.00 [social_text] “$CBRS swings on this are insane lmao” — The item describes CBRS share-price volatility without stating a fundamental reason or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS from the Friday.” — The item is only a price observation with no scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS Let the fooking continue” — The post is a bare, non-directional observation about CBRS with no substantive company proposition.
stocktwits
+0.00 [social_text] “gift under 170” — The item is a price target, but it is not explicitly bullish or bearish.
stocktwits
+0.60 [social_text] “$CBRS Morning Bulls!” — The item is a bullish social post explicitly about CBRS.
stocktwits
+0.00 [social_text] “$CBRS 180/182 today” — The item reports a share price level without any stated fundamental reason or attributed opinion.
stocktwits
+0.80 [social_text] “At least back above $200 within 2 weeks; 1) it is definitely a formidable competitor of NVDA, remember AMD at one point against INTC? if NVDA is worth $5.6 trillion, CBRS at least worth $1 trillion in 3-5 years, which translates to 25 x the market value today, or an equivalency of $4,000 per share ....” — The analyst's thesis asserts strong competitive positioning and a very high future valuation.
stocktwits
+0.00 [social_text] “going to $200 again” — The item is a price prediction without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS locked in for 200” — The item reports a single share-price target without a substantive fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Thank you
$CBRS” — The post is a generic thank-you that mentions CBRS but provides no substantive company proposition.
stocktwits
+0.00 [social_text] “$190+ by EOD” — The item is only a price target observation with no stated fundamental reason.
stocktwits
+0.00 [social_text] “INSANE push back up” — The item reports a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “it has failed to hold 200 numerous times” — The item describes CBRS's historical technical behavior without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS one twit shit popping lol” — The item is a bare, nonsensical social mention that does not state a substantive company proposition.
stocktwits
+0.00 [social_text] “both will be sprinting up into earnings” — The item predicts a price move into earnings but states no underlying fundamental reason for CBRS.
stocktwits
+0.00 [social_text] “$CBRS in at 180” — The item is a price-level observation with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS missed it” — The item reports a share-price outcome without stating a company-specific fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS gap 210” — The item reports only a share-price gap without a substantive company proposition.
stocktwits
+0.00 [social_text] “MY WINNER FOR THE DAY LOADED ON THIS BIG TIME” — The item reports CBRS's intraday share-price performance without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “that 175 level is a real bounce” — The item describes a technical price bounce without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “today feels real good” — The post expresses a positive reaction to CBRS's share-price movement, which is not scorable sentiment.
stocktwits
+0.00 [social_text] “$CBRS needs at least 210 this week” — The stated price level is a forward price observation rather than a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS wow.” — The post is a bare, non-substantive reaction to CBRS with no company-specific proposition.
stocktwits
+0.60 [social_text] “Wait for low 170s for a trade set up against the false breakdown.” — The author presents a bullish technical setup based on a perceived false breakdown and a gap-up confirmation.
stocktwits
+0.00 [social_text] “$CBRS $AKAM build it at the edge $PANW secureity first $DDOG” — The post mentions CBRS only as part of a generic list of cybersecurity names without a substantive company-specific proposition.
stocktwits
+0.40 [social_text] “$CBRS could have more upside if the trend stays intact and volume confirms” — The attributed technical thesis identifies a conditionally bullish trend-and-volume outlook.
stocktwits
+0.00 [social_text] “Mega wall at 185” — The item reports a share-price level without a substantive company proposition.
stocktwits
+0.00 [social_text] “bringing this one straight down since high of day” — The item describes CBRS's intraday price decline without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS $200 Call
10/16 2.85” — The item is a bare options trade idea with no stated fundamental or attributed opinion about CBRS.
stocktwits
+0.70 [social_text] “KEEP ON TALKING JUMPER, BOOST US INTO GREATNESS!” — The post expresses strong bullish enthusiasm about CBRS's JUMPER product.
stocktwits
-0.80 [social_text] “trash” — The post expresses strongly negative social sentiment toward CBRS.
stocktwits
+0.00 [social_text] “thank you for the entry last week” — The post is a price-blind acknowledgment of a prior trade entry rather than a scorable company proposition.
stocktwits
-0.80 [social_text] “trash trash trash” — The post expresses strongly negative social sentiment toward CBRS.
stocktwits
+0.00 [social_text] “Nice 10% run” — The item reports only a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “look at $CBRS last week and today” — The item points only to CBRS's reported price movement without stating a fundamental reason or attributed opinion.
stocktwits
+0.40 [social_text] “$CBRS shorts are really desperate here ….” — The attributed short-seller view is a moderately bullish opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS power hour time!” — The post is a generic, non-substantive mention of CBRS without a company-specific proposition.
stocktwits
+0.00 [social_text] “$CBRS Stock Is Rebounding” — The item reports a share-price rebound without stating a company-specific fundamental reason.
stocktwits
+0.00 [social_text] “what are people espectations here Next 5 or 10 years?” — The post asks a neutral question about future expectations without stating a directional view.
stocktwits
-0.80 [social_text] “the AI stock to go bust in few months” — The item presents an extreme bearish forward opinion that CBRS will fail within months.
stocktwits
-0.70 [social_text] “I believe the bears don't own a single share in this company.” — The author's claim that bears hold no shares is a strongly negative attributed opinion about CBRS's investor base.
stocktwits
+0.60 [social_text] “$CBRS 290 Next year and 360/400 2028?” — The user's price targets are attributed forward opinions about CBRS.
stocktwits
+0.60 [social_text] “WAITING FOR THE SHORT TO RALLY!” — The post anticipates a short-covering rally, which is a bullish attributed market expectation.
stocktwits
+0.00 [social_text] “$CBRS Rally time!” — The item reports only a share-price rally without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS $140?” — The item is a price-level question with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “More fuel for the rally.” — The item reports a rally without stating a company-specific fundamental reason.
stocktwits
-0.70 [social_text] “I expect this to drop 20-30% from here” — The user's explicit expectation of a 20–30% decline is a strongly bearish attributed price opinion.
stocktwits
+0.00 [social_text] “$CBRS short opened” — The item reports a short-opening event without stating a directional fundamental opinion about CBRS.
stocktwits
+0.00 [social_text] “Near term traders taking short term profits and short sellers jumping in and getting trapped” — The attributed trading activity is a price reaction without a stated fundamental reason.
stocktwits
+0.80 [social_text] “It can easily get back to $200.” — The author presents a strongly bullish forward price target for CBRS.
stocktwits
+0.00 [social_text] “$CBRS just rolling over again. Gap down tomorrow morning. Continuation of sell off.” — The item reports only CBRS's price action without a stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “If you’ve ever wanted to catch a short squeeze early instead of watching it rip after the fact, this group is built for that.” — The post describes a trading group focused on short squeezes but does not provide a substantive company-specific proposition about CBRS.
stocktwits
+0.70 [social_text] “Told ya to buy now or buy at $200+” — The author's explicit bullish thesis that the stock should be bought now is a strong attributed opinion.
stocktwits
-0.70 [social_text] “if the indeed did not sell this would have been at 300 by now” — The attributed counterfactual argues that selling prevented a much higher valuation.
stocktwits
+0.80 [social_text] “190 tommorow!” — The user's retracted statement is a strongly bullish forward price target for CBRS.
stocktwits
-0.40 [social_text] “I feel like this didn't age well” — The user expresses a negative view on how the company's recent development or announcement was received over time.
stocktwits
+0.00 [social_text] “$CBRS you won’t be missed old man” — The item is a personal attack on an individual rather than a substantive proposition about CBRS.
stocktwits
+0.80 [social_text] “Very bullish for crbs. Cerebras beats everyone with 2D architecture only while everyone else is trying to squeeze out the last drop of performance with ever more complex 3D structures.” — The attributed analyst view is strongly bullish on Cerebras's architecture and competitive position.
stocktwits
+0.70 [social_text] “Perfect time for a strong continuation of the upside trajectory!” — The attributed bullish thesis asserts a strong continuation of CBRS's upward trajectory.
stocktwits
+0.00 [social_text] “How's your short going?” — The question references short interest but provides no substantive directional proposition about CBRS.
stocktwits
+0.70 [social_text] “Cover and go long.” — The author explicitly recommends buying CBRS after covering, expressing a bullish forward opinion.
stocktwits
-0.70 [social_text] “$CBRS insider all selling” — The attributed observation of insider selling is a negative forward signal about management's view of the company.
stocktwits
+0.60 [social_text] “$CBRS 210-230 this week pls.” — The item presents an attributed bullish price-target opinion for CBRS.
stocktwits
+0.70 [social_text] “This surely has a whole lot of upside room to run.” — The post expresses a strongly bullish forward opinion on CBRS's potential upside.
stocktwits
+0.60 [social_text] “$CBRS shorts burning” — The post asserts a strong short-covering move, which is a bullish attributed market observation.
stocktwits
-0.60 [social_text] “the hesitation with the remaining 3 lock up releases” — The author identifies remaining lock-up releases as a material source of trading hesitation and downside risk.
stocktwits
+0.00 [social_text] “$APP $CBRS $WDC Noice!!” — The post is a generic bullish cheer that mentions CBRS without a company-specific fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “Great technology. The core business is intact.” — The attributed analyst view affirms both the quality of the technology and the structural soundness of the core business.
stocktwits
+0.00 [social_text] “Back to $212 this week” — The item reports CBRS's share-price movement without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS $183 after hours” — The item reports a post-market price level without a substantive company proposition.
stocktwits
+0.00 [social_text] “watching this closely” — The post indicates close observation of CBRS but expresses no directional fundamental or attributed opinion.
stocktwits
+0.00 [news] “Cerebras Systems (CBRS) stock fell 19.5% between September 25 and October 2, 2026”
— The reported share-price decline is a price observation and carries no directional sentiment.Does The Fall In Cerebras Stock Change Anything? +0.70 [social_text] “It won’t work. It will rally at the open.” — The post asserts a bullish outcome for CBRS at the open.
stocktwits
+0.70 [social_text] “I finally got around to doing my DD on this intriguing opportunity and holy crap this is a big one.” — The investor's due-diligence conclusion presents a strongly bullish forward opinion on CBRS.
stocktwits
+0.00 [social_text] “It might hit 190 to 195 today. This week, it'll easily clear 200 bucks.” — The item is a price prediction and does not state a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 190 today easy” — The item reports a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “Cerebras is one of the more differentiated ways I have found to play that shift.” — The author presents a differentiated investment case tied to AI agents and inference demand.
stocktwits
+0.00 [social_text] “$CBRS unlikely to hold todays gains as it has struggled holding 200” — The item reports a technical price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “hope it will go back 200+ tomorrow” — The item is a price-level expectation rather than a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Monday the stock bounced 9% off last week's post-IPO low.” — The item reports CBRS's share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.80 [social_text] “this is headed back up to $250.00 and above” — The item is an attributed bullish price forecast for CBRS.
stocktwits
+0.70 [social_text] “wait for 210 probably Friday or sooner” — The author's stated expectation of a 210 target is a bullish attributed price opinion.
stocktwits
+0.70 [social_text] “Fully expecting a further sizable move to the upside tomorrow!” — The item expresses a strong bullish expectation of further upward price movement.
stocktwits
+0.00 [social_text] “the biggest veiniest fattest girthest RED CANDLE ever seen in human history” — The item describes an extreme reported price move without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS not selling” — The item is only a bullish price observation with no stated fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “250 bucks are doable eom” — The item states a bullish forward price target for CBRS.
stocktwits
+0.00 [social_text] “$CBRS https://www.reddit.com/r/CBRS_stock/s/R38pqXdF7m” — The item is a bare social post that mentions CBRS without stating any company-specific proposition.
stocktwits
+0.60 [social_text] “Bullish pennant forming” — The identified bullish pennant is a technical pattern suggesting a potential upward continuation.
stocktwits
+0.00 [social_text] “Realize profits 184, buying back in. Trading with a tight stop on the downside; this stock is wild.” — The item describes a trader's position management and volatility observation without a scorable fundamental or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “Run Forest Run” — The headline is a bare share-price observation with no stated company fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS shorted here.” — The post is a price-level trading call rather than a scorable fundamental or attributed opinion about CBRS.
stocktwits
-0.80 [social_text] “what a dumpster fire.” — The post expresses strongly negative sentiment toward CBRS.
stocktwits
+0.00 [social_text] “$CBRS back in 178” — The item reports only a share-price level without a scorable fundamental or attributed opinion.
stocktwits
-0.90 [social_text] “can’t believe I put money into this garbage” — The investor's explicit characterization of the investment as garbage is a strongly negative attributed opinion.
stocktwits
+0.00 [social_text] “Pre-market 1% gains - $NBIS, $CBRS, and $VST” — The item reports CBRS's premarket price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS shorts are all over this like stink on shit.” — The item is a hyperbolic observation about short interest without a stated directional fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “pump over” — The item reports a share-price move without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS back in at 178” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
-0.80 [social_text] “trash” — The post expresses strongly negative social sentiment toward CBRS.
stocktwits
+0.00 [social_text] “$CBRS $140?” — The item is a price-level question with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Shorts are in control” — The post reports a neutral short-interest observation without a directional company thesis.
stocktwits
+0.00 [social_text] “$CBRS seems struggling 180 area” — The item describes CBRS's share-price behavior without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “Out at 184” — The item reports a price target but provides no stated direction, so it is not scorable.
stocktwits
+0.00 [social_text] “$CBRS hard time breaking $184. But gap up to $189 from there if it can make it” — The item describes CBRS's share-price behavior without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$DGXX so $BTC.X pumping $CBRS pumping why so this not pumping?” — The post observes CBRS's relative price movement without stating a company-specific fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS close around 196” — The item reports only a closing price level without any fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “Now we short SQUEEZE the shorts.” — The post asserts a short squeeze is underway, a bullish attributed market dynamic.
stocktwits
+0.00 [social_text] “Remember followers Vwap!!!” — The item is only a reminder about VWAP, a price-based technical observation with no stated fundamental direction for CBRS.
stocktwits
+0.80 [social_text] “strong buy” — The item is a strongly bullish attributed opinion on CBRS.
stocktwits
+0.00 [social_text] “only stock that’s not ripping rn” — The item is a price-blind observation of CBRS's relative performance, which carries no directional sentiment.
stocktwits
+0.00 [social_text] “I only own calls in micron and cerebras this morning” — The post is a self-deprecating remark about the author's own position, not a substantive proposition about Cerebras.
stocktwits
-0.70 [social_text] “$CBRS garbage still” — The post expresses a strongly negative attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS just a mini drop no problem don't worry about it” — The item characterizes CBRS's share-price move without providing a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS let’s see” — The item is a bare, non-committal mention of CBRS without a substantive proposition.
stocktwits
+0.00 [social_text] “Taking a breather before hitting 190 this week” — The item reports only a price-level observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Not sure about averaging down just yet” — The author's hesitation to average down is a price-based observation rather than a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS close $185+ today” — The item reports only a closing price level without a substantive company proposition.
stocktwits
+0.00 [social_text] “$CBRS Rip time” — The item is only a price-related observation with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS $166 incoming” — The item reports a single share-price observation without a scorable fundamental or attributed opinion.
stocktwits
-0.70 [social_text] “$CBRS 🗑️ 🗑️ 🗑️ 🗑️ 🗑️” — Multiple trash-emoji reactions express strongly negative social sentiment about CBRS.
stocktwits
+0.00 [social_text] “added few more 175s” — The item reports only a share-price movement without a scorable fundamental or attributed opinion.
stocktwits
-0.90 [social_text] “another worthless bag of shit” — The post expresses an intensely negative attributed opinion about CBRS.
stocktwits
+0.60 [social_text] “$CBRS buy it” — The post expresses a bullish attributed opinion on CBRS.
stocktwits
+0.00 [social_text] “$CBRS averaging up slightly on this dip” — The item reports only a minor share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “just like $CBRS is “flying” back to $210 on Friday??” — The item reports a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Has rejected Gap Resistance 3 times now
4th Time we should get the breakout over 185 towards 195/200” — The item is a price-blind technical observation about CBRS's resistance and breakout levels.
stocktwits
-0.40 [social_text] “Short term profit taking after yesterday’s run.” — The item characterizes the recent pullback as short-term profit-taking, a negative but limited-term attributed view.
stocktwits
+0.00 [social_text] “Im buying on october 14.” — The stated purchase is a price observation, not a scorable fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “Man this thing is disappointing AFlip …I said under $160 I’ll buy it but man… ugly stuff” — The investor expresses a negative view of the acquisition and the trade outcome.
stocktwits
+0.00 [social_text] “quite unexpected what happened today” — The post expresses surprise about CBRS's reported market movement but provides no fundamental or attributed-opinion reason to score.
stocktwits
+0.70 [social_text] “it’s a good buy!!” — The post is an explicitly bullish attributed opinion on CBRS.
stocktwits
+0.00 [social_text] “Would be safer if this can get back above $180 and stay there before Thursday.” — The item presents a technical price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Only chip stock in the dumps” — The item reports CBRS's relative price performance without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “price action cooling off after recent run-up as traders await next earnings update.” — The item describes CBRS's price behavior without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “the entire world of AI is talking about” — The item reports broad AI discussion about CBRS without stating a company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “I put my money into the Seagate Dip” — The post is a neutral observation of an investor's position and intent rather than a scorable company proposition.
stocktwits
+0.00 [social_text] “$CBRS worthless post always this guy” — The post is a negative social reaction to a specific post rather than a substantive company proposition.
stocktwits
+0.00 [social_text] “$CBRS $140 after CPI” — The item reports only a post-CPI share price level without a substantive company proposition.
stocktwits
+0.00 [social_text] “this down today” — The item only reports CBRS's price movement without a stated fundamental reason.
stocktwits
-0.70 [social_text] “$CBRS 🖕Cramer” — The hostile gesture toward Jim Cramer expresses strongly negative investor sentiment toward the company.
stocktwits
-0.80 [social_text] “unbearable technology” — The post expresses a strongly negative attributed opinion about CBRS's technology.
stocktwits
investor attention (116) -0.00
-0.60 [social_text] “Did they signed huge contracts or did they become extremely profitable overnight ???” — The post questions whether CBRS has any substantial contract or profitability basis for its valuation.
stocktwits
-0.70 [social_text] “the company is unprofitable with poor forward looking guidance unlike their competitors.” — The attributed comparison states CBRS is unprofitable and has poor forward guidance relative to competitors.
stocktwits
-0.80 [social_text] “One trick ponytech is being stram rolled by the AI Factory behemoth” — The attributed thesis characterizes Cerebras as competitively overwhelmed by a larger AI competitor.
stocktwits
-0.70 [social_text] “A report claiming OpenAI's newest ultrafast model runs on standard GPUs threatens Cerebras' anchor customer and its $20 billion multi-year contract.” — The report threatens Cerebras's anchor customer and its major multi-year contract.
stocktwits
+0.80 [social_text] “The WSE-3 is seeing anywhere from 10-20x the speed of GPUs so 5x+ groq.” — The item states Cerebras's WSE-3 delivers substantially higher inference speed than GPUs and Groq.
stocktwits
+0.60 [social_text] “they can lower total cost of ownership (TCO) by up to 40% for specific high-speed inference workloads compared to massive multi-GPU Nvidia clusters.” — The item presents a strong cost-efficiency proposition for Cerebras systems in specific workloads.
stocktwits
+0.60 [social_text] “its a huge order, it wont go bankrupt yet” — The user's attributed view combines a large order with a belief that bankruptcy is unlikely.
stocktwits
-0.70 [social_text] “this junk can't compete with it's peers” — The attributed comparison asserts CBRS cannot compete with its peers, indicating a material competitive weakness.
stocktwits
+0.00 [social_text] “No one can commercialize a large wafer chip in a short period (will take 7 to 10 years) like CBRS” — The commercialization timeline is a neutral company observation without a stated directional advantage.
stocktwits
+0.00 [social_text] “Just about the entire 13 million available float has been shorted. Not too much left available to borrow.” — The post describes CBRS's short interest and borrow constraints as a factual market condition without a directional company opinion.
stocktwits
+0.60 [social_text] “Basically truth has come out that they are supply and not demand constrained.” — The post asserts a supply-constrained operating model as a positive fundamental proposition.
stocktwits
+0.70 [social_text] “architectures that avoid those bottlenecks could become much more valuable in the AI chip market.” — The attributed strategic view suggests CBRS's architecture could gain significant value if key industry constraints persist.
stocktwits
+0.80 [social_text] “Cerebras beats everyone with 2D architecture only while everyone else is trying to squeeze out the last drop of performance with ever more complex 3D structures.” — The attributed comparison asserts a distinct competitive advantage from Cerebras's 2D architecture.
stocktwits
+0.00 [social_text] “this is the chart for a chip stock in the middle of the strongest bull market for semiconductor/ computer hardware/memory in history” — The item characterizes the broader market cycle rather than providing a company-specific fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “challenging the fundamental architecture of AI computing. Its wafer-scale technology attacks the industry’s defining bottlenecks—compute density, memory bandwidth, latency, and the complexity of scaling thousands of conventional GPUs—through a radically different approach built specifically for AI.” — The analysis presents Cerebras's technology as a distinct solution to key industry bottlenecks.
stocktwits
-0.50 [social_text] “If Cerebras can convert its technological differentiation into broad commercial adoption, today’s valuation may ultimately look less like speculation and more like the early pricing of a new AI-compute platform.” — Broad commercial adoption is presented as a necessary condition for the valuation to be justified.
stocktwits
+0.60 [social_text] “institutions need to come in tomorrow and put on the squeeze” — The post asserts that institutions are expected to buy CBRS shares, creating upward pressure.
stocktwits
+0.60 [social_text] “Cerebras Systems declined a potential acquisition approach from Nvidia. Instead of selling to its chief rival, Cerebras chose to remain independent, striking a massive commercial compute deal with OpenAI and securing fresh private funding before launching its blockbuster IPO.” — Rejecting a rival acquisition and securing a major commercial deal and fresh funding support an independent commercial strategy.
stocktwits
-0.70 [social_text] “Algos are just too strong at the moment! They’re hammering down hard on every upside move this thing tries to make.” — The attributed algorithmic pressure is presented as a strong impediment to CBRS's upside.
stocktwits
+0.00 [social_text] “Contract Selected: Oct 30, 2026 $180 Calls” — The item describes a selected call option contract without stating a directional opinion about CBRS itself.
stocktwits
+0.00 [social_text] “I already have an open CSP position with 170$ strike for start of November but I just opened another one with 160$ strike because the premiums are so good” — The item describes the author's options positions and premium rationale without a substantive directional opinion on CBRS.
stocktwits
+0.00 [social_text] “$CBRS looking for a $185 clean break.” — The item is a price-level observation with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Time to seriously head back up!” — The item is a price prediction without a stated fundamental or attributed opinion to score.
stocktwits
+0.40 [social_text] “I will buy few more shares on payday tomorrow” — The user's stated intent to purchase more shares is a moderately bullish attributed opinion.
stocktwits
+0.00 [social_text] “I'd start Following @GladiatorPicks below <-” — The post is a recommendation to follow another user rather than a substantive proposition about CBRS.
stocktwits
+0.00 [social_text] “$CBRS going to 160” — This is a price prediction without a stated fundamental or attributed opinion to score.
stocktwits
+0.70 [social_text] “they are leaders” — The post asserts Cerebras holds leadership status in its market.
stocktwits
+0.00 [social_text] “$CBRS $140” — The item reports only a share price level with no substantive company proposition.
stocktwits
-0.60 [social_text] “Time to block nonsense like this.” — The post expresses a strongly negative attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS adding” — The item reports a share-price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS 160 is almost certain now, if it goes below that then 130-140 next” — The item is a price-level technical thesis, which is a reported move and not a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS wiping out Monday’s pump” — The item reports only a share-price reversal without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS 165 incoming shorts max with all fortunes” — The item reports a short-interest observation without a directional fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “just a shadow” — The item is a price-blind observation of CBRS's relative performance without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “Don’t just get stuck in the mud!” — The item is a price-blind observation of CBRS's reported share performance without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “All-in below 180” — The item reports CBRS's share price level without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS over a half million shares traded last night at 16:25.” — The item reports trading volume and time but offers no substantive company-specific fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “Many red candles failed attempts above 200” — The author's technical observation that resistance failed above 200 supports a bearish trading outlook.
stocktwits
+0.00 [social_text] “$CBRS 180?” — The item is a price-level question with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS Holding since $220” — The item reports only a historical share-price observation with no company-specific fundamental or attributed opinion.
stocktwits
-0.70 [social_text] “$CBRS so disappointing” — The post expresses a strongly negative investor reaction to CBRS.
stocktwits
-0.70 [social_text] “disastrous ER” — The post characterizes CBRS's earnings release as disastrous, indicating a strongly negative reaction.
stocktwits
+0.00 [social_text] “$CBRS 1T market cap in <= 5 years” — The item states a market-cap target but provides no supporting fundamental or attributed opinion.
stocktwits
-0.40 [social_text] “You or institutions?” — The rhetorical question frames a negative sentiment battle between retail and institutional investors.
stocktwits
-0.70 [social_text] “$CBRS yuck” — The post expresses a strongly negative social sentiment toward CBRS.
stocktwits
+0.00 [social_text] “The institutions own memory so I'll keep buying at these levels because the institutions did” — The attributed institutional thesis is a neutral observation of behavior rather than a scorable fundamental or directional opinion.
stocktwits
+0.00 [social_text] “$CBRS bought” — A single social buy signal is a neutral observation of investor attention without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS yall getn bear fckd arent you hahaha, EOD 169” — The post is a price-focused, non-fundamental observation about CBRS that carries no directional company proposition.
stocktwits
+0.00 [social_text] “they invest all of the dividend and pension and excess cash from investors each month” — The claim describes how CBRS uses investor cash but provides no substantive positive or negative company proposition.
stocktwits
+0.00 [social_text] “80% held by institutions!” — The reported institutional ownership is a neutral company observation without a stated directional implication.
stocktwits
-0.70 [social_text] “Do any of you dopes ever actually look into what a company does?” — The post expresses a strongly negative attributed opinion about CBRS's business identity.
stocktwits
+0.70 [social_text] “Cerebras, by the very nature of the way it designed its chips, is not held back by any of these shortages.” — Cerebras's chip design avoids the three AI supply constraints that limit competitors.
stocktwits
+0.00 [social_text] “Parabolic run on ticker GMEX now guys!!” — The item is a generic market call about GMEX with only an incidental mention of CBRS.
stocktwits
+0.00 [social_text] “$CBRS powerful ever” — The item is a brief, non-specific observation about CBRS that lacks a scorable fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “early investors and people with locked shares will sell asap” — The attributed thesis predicts near-term selling by early and locked-in shareholders.
stocktwits
+0.00 [social_text] “$CBRS this shot again going back to $160” — The item reports a share-price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “I will buy few shares with limit order .” — The user's stated purchase intent is a neutral observation of investor attention, not a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 160 is coming fast” — The item is a price prediction and contains no scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “market very very volatile” — The item reports market volatility without a company-specific fundamental or attributed opinion.
stocktwits
+0.80 [social_text] “Major hedge funds like Tiger Global Management and Citadel Advisors disclosed massive new stakes in Cerebras following its May 2026 IPO.” — Large disclosed institutional positions indicate strong attributed bullish conviction in Cerebras.
stocktwits
+0.80 [social_text] “Major hedge funds like Tiger Global Management and Citadel Advisors disclosed massive new stakes in Cerebras following its May 2026 IPO.” — Large disclosed institutional positions indicate strong attributed confidence in Cerebras.
stocktwits
+0.00 [social_text] “we gap up from here” — The item reports a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “still not 100 percent it won’t go lower” — The user expresses a moderately bullish technical view that the stock is unlikely to fall further.
stocktwits
+0.60 [social_text] “They stoled your shares.” — The attributed thesis that shares were consolidated is a positive forward opinion about the company.
stocktwits
+0.00 [social_text] “Are they merging with $CBRS?” — The post's merger question is speculative and not presented as a concluded fact about CBRS.
stocktwits
+0.00 [social_text] “Closing that $166 gap real quick” — The item reports a share-price gap close without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 220+ by next week” — The item is a price prediction and contains no scorable fundamental or attributed-opinion proposition.
stocktwits
+0.40 [social_text] “$3.35M secured note at” — The secured note provides additional financing, though the terms are incomplete.
stocktwits
+0.00 [social_text] “this looks like it needs to pop” — The item is a price-based expectation without a stated fundamental reason.
stocktwits
+0.70 [social_text] “Will make new all time HIGHS soon.” — The author's explicit forecast that the stock will reach a new all-time high is a bullish attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 165 today short max” — The item reports a short-interest observation without stating a directional fundamental or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS 160 tomorrow… unless another X post by OpenAi lol” — The item is a speculative price prediction without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS lmao” — The post is a bare, non-substantive mention of CBRS that conveys no directional company proposition.
stocktwits
+0.00 [social_text] “$CBRS $140 after CPI” — The item reports only a share-price level after CPI; no company-specific fundamental or attributed opinion is provided.
stocktwits
+0.80 [social_text] “$CBRS will buyyy tons once it hits $150” — The user states a specific share-price purchase plan, which is a strongly bullish attributed opinion.
stocktwits
+0.70 [social_text] “biggest companies buy, and use their products” — The author presents a bullish attributed opinion that major companies are buying and using CBRS products.
stocktwits
+0.00 [social_text] “I’m expecting the market movers to keep this in the $175–$180 range next week” — The item's only substantive proposition is a price-range expectation, which is a neutral observation under the price-blind rule.
stocktwits
-0.90 [social_text] “Lifetime bearish.” — The user states an explicit, strong bearish opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS under 120 after all unlocks and mediocre er waiting” — The item reports CBRS's share price level and a neutral earnings observation, which together yield no directional sentiment.
stocktwits
+0.00 [social_text] “$CBRS back in” — The item reports a share-price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS added 169” — The item reports only a share-price change, which is explicitly neutral under the price-blind policy.
stocktwits
+0.00 [social_text] “$CBRS 🤣🤣🤣🤣” — The post is a bare mention of CBRS with no substantive company proposition.
stocktwits
+0.00 [social_text] “$CBRS this bitch goes back to $160 even after Sam Altman pushed” — The item reports a share-price observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “90% of the shares sold are short selling.” — The item reports short-selling activity but offers no directional fundamental or attributed opinion about CBRS.
stocktwits
+0.70 [social_text] “I feel confident here, IN 170-171 and will wait tmrow if ever 165 - it will still fly again reaching 180++ haha next week” — The author expresses a confident bullish outlook with a stated price target above the recent range.
stocktwits
+0.00 [social_text] “Totally a chaotic day trading in premium channels” — The item describes market chaos without stating a company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Average now is $173” — The reported average share price is a neutral price observation with no stated fundamental reason.
stocktwits
+0.00 [social_text] “$ARM $CBRS $NBIS added” — The item records CBRS being added to a social watchlist, which is a neutral company observation.
stocktwits
+0.00 [social_text] “All AI / tech is down as a result.” — The item reports a sector price move without a company-specific fundamental or attributed opinion.
stocktwits
-0.70 [social_text] “At 100 times sales this ciuld be dragged through dirt.” — The attributed view that CBRS's 100x sales multiple is excessively high is a strongly negative valuation opinion.
stocktwits
+0.80 [social_text] “$CBRS DIP BOUGHT BABY!!!!! Not many good buys in this market. CBRS is the best one for now.” — The user explicitly recommends CBRS as the best current buy and a strong investment.
stocktwits
+0.70 [social_text] “You don’t think it’s going back there?” — The author expresses a bullish expectation that CBRS will return to a prior high price.
stocktwits
-0.60 [social_text] “2 to 3 customers” — The post questions CBRS's valuation given its extremely small customer base, implying concentration risk.
stocktwits
+0.00 [social_text] “$14/share to $170/share is not bad for 2 years of investment” — The item is a neutral observation of the investor's realized return, not a scorable company proposition.
stocktwits
+0.60 [social_text] “institutions want your shares” — The attributed view that institutions want CBRS shares is a positive forward opinion on demand.
stocktwits
+0.00 [social_text] “$CBRS hanging at 52 week lows from prior months” — The item reports CBRS's share-price level without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “so sudden dropped” — The post describes a sudden share-price decline without stating a company-specific fundamental reason.
stocktwits
-0.60 [social_text] “what a shame” — The post expresses a negative sentiment toward CBRS, but the text provides no substantive company-specific reason.
stocktwits
+0.70 [social_text] “I like it!!” — The user's enthusiastic statement expresses positive sentiment toward CBRS.
stocktwits
-0.70 [social_text] “What a crap” — The post expresses strongly negative sentiment toward CBRS.
stocktwits
+0.00 [social_text] “$CBRS this needs to bounce 10 percent atleast to mark a bottom.” — The item is a price-blind observation of a required share-price move rather than a scorable fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “looks like i am finally losing hope” — The investor's expressed loss of hope is a negative sentiment observation about the stock.
stocktwits
+0.00 [social_text] “why do I get so excited on days like this lol” — The post expresses personal excitement about CBRS days but provides no substantive company proposition.
stocktwits
+0.00 [social_text] “how much more they have to sell” — The question is about CBRS's share-price level and remaining selling range, which is a neutral price observation.
stocktwits
-0.70 [social_text] “Sam has a big investment in this no software moat, unscalable, hard to cool, massive fat chip.” — The attributed investment thesis identifies multiple severe product and scalability weaknesses in Cerebras.
stocktwits
-0.40 [social_text] “$CBRS paperhands sold, some shorts cover, mean less whining.” — The post characterizes CBRS investors as 'paperhands' and claims reduced complaining after short-covering, which is a negative attributed investor-opinion judgment.
stocktwits
+0.00 [social_text] “$CBRS going below 160 soon” — The item is only a price-level prediction and contains no scorable fundamental or attributed opinion.
stocktwits
-0.80 [social_text] “This is disgusting and way over done. Unbelievable really.” — The post expresses a strongly negative attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS” — The item is only a bare mention of CBRS with no substantive company proposition.
stocktwits
+0.00 [social_text] “$CBRS added more at $162” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “fanboys of Altman” — The post expresses hostility toward Altman's supporters, indicating negative investor sentiment.
stocktwits
+0.00 [social_text] “$161 kill zone hit today” — The item reports only a share-price level/movement without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Every day down” — The item reports only CBRS's continuous price decline, which is a neutral observation under the price-blind rule.
stocktwits
+0.00 [social_text] “$CBRS scooped up more shares!” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
-0.70 [social_text] “This is stupid” — The post expresses a strongly negative attributed opinion about CBRS.
stocktwits
+0.00 [social_engagement] “apewisdom attention: peak 14 mentions, best rank 25 over 221 snapshots” — This is a neutral observation of CBRS's relative social attention without a directional fundamental or attributed opinion.
apewisdom
training moat assessment (87) +0.15
+0.60 [social_text] “$CBRS CUDA Is a Training Moat” — The attributed thesis identifies a training moat as a positive competitive advantage.
stocktwits
-0.60 [social_text] “Management has to come out with something regarding rumors” — The attributed bearish thesis hinges on the absence of management commentary on rumors.
stocktwits
+0.60 [social_text] “solid company” — The user's characterization of CBRS as a solid company is a positive attributed opinion on the company's quality.
stocktwits
+0.00 [social_text] “same setup as 2 days ago and it rejected hard” — The described technical pattern is a price observation without a stated fundamental reason.
stocktwits
+0.40 [social_text] “this one has benn way oversold too” — The author identifies CBRS as having reached a potentially favorable oversold condition.
stocktwits
+0.00 [social_text] “$160 drop” — The item reports only a share-price decline without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS flirting with ATL” — The item reports a price-level observation without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS back to $175 possible” — The item is only a price-level speculation with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “250 on earning” — The item expresses a neutral expectation about CBRS's earnings without a stated directional fundamental.
stocktwits
+0.00 [social_text] “that was a crazy drop” — The item reports only a share-price move without a stated fundamental reason.
stocktwits
+0.00 [social_text] “Now average 196” — The item reports only a share-price average without a substantive company proposition.
stocktwits
+0.00 [social_text] “buying at the top” — The item is a price-blind observation of share-price behavior with no scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “$CBRS 250 on the way after earning 🔥” — The post expresses a strongly bullish forward expectation of a substantial post-earnings price move.
stocktwits
+0.00 [social_text] “this week is a washout” — The item reports a neutral weekly price movement without a scorable fundamental reason.
stocktwits
-0.60 [social_text] “I will catch around $140,$130,120” — The user's stated price levels constitute a bearish short-term target for CBRS.
stocktwits
+0.70 [social_text] “$CBRS $140 next week” — The item states a specific forward price target for CBRS.
stocktwits
+0.00 [social_text] “$CBRS Gonna get ugly if 160-162 dip don't hold” — The item is a conditional technical observation about CBRS's share price without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS all time low less than $5 below” — The item reports only a share-price observation with no fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “just posted and it started flying already!” — The item reports a post-trigger price move without stating a company-specific fundamental reason.
stocktwits
+0.00 [social_text] “Retest of all time low incoming” — The item reports a potential share-price move without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS monday pt 140” — The item reports only a share-price level without any company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRX under $7” — The item reports a price level for a different company and does not provide a substantive CBRS proposition.
stocktwits
+0.80 [social_text] “Price target: circa $300.00 and above!” — The attributed bullish price target is a strong positive forward opinion.
stocktwits
+0.00 [social_text] “Monday we might get some pre-market news that will send us back where we belonged few days ago” — The item is a price-blind observation of a possible future move without a stated company fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Price: $166.43” — The item reports CBRS's share price and volume without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “dang thing didnt even get a chance to breathe since yestreday.” — The item reports CBRS's recent price behavior without a scorable fundamental reason.
stocktwits
-0.60 [social_text] “Cerebras really needs a better PR team.” — The post criticizes Cerebras's public communications as inadequate.
stocktwits
+0.00 [social_text] “$CBRS bought massively” — The item reports only a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “when it hit $200” — The item only reports a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS will close green.” — The item reports only a price-direction observation with no company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “catching some breath” — The post is a price-blind observation of share movement without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS 45$ is 22% down in a week” — The item reports only a historical share-price move, which is explicitly neutral under the price-blind policy.
stocktwits
+0.60 [social_text] “$CBRS $50 soon” — The post asserts a bullish near-term price target for CBRS.
stocktwits
+0.00 [social_text] “Chart turned on me and could head lower.” — The item reports a technical price move and a possible further decline without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “hope it opens $180 Monday” — This is a price-level expectation without a stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS above $180 on monday” — The item reports only a share-price observation with no stated fundamental reason or attributed opinion.
stocktwits
+0.00 [social_text] “Now let's go to the la la land” — The quoted phrase is a bare, non-substantive observation of CBRS's share price movement.
stocktwits
+0.00 [social_text] “Drops $45 in 5 trading days” — The reported share-price decline is a price observation and therefore neutral.
stocktwits
+0.00 [social_text] “it was $170” — The item reports a historical share price level without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “back to $200 next week?” — The item is a price-target question about CBRS and contains no scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$45 drop from Monday’s $212.60” — The item reports CBRS's share-price decline without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS $CBRX looks ready to explode next week 😉” — The item is a generic bullish prediction about CBRS without a stated fundamental reason or attributed analyst opinion.
stocktwits
+0.00 [social_text] “squeeze to 220 this week” — The item is a price-target prediction about CBRS's share price, which is a neutral observation under the price-blind rule.
stocktwits
+0.00 [social_text] “$CBRS 4.38$ up AH and monday up 43.80 !” — The item reports only CBRS's share-price movements, which are explicitly price-blind observations.
stocktwits
+0.00 [social_text] “$CBRS GG back to number one” — The item reports CBRS's relative share-price ranking without a scorable fundamental reason.
stocktwits
+0.70 [social_text] “could open up $180 Monday and run to $200” — The user's attributed forecast is a strongly bullish price target.
stocktwits
+0.00 [social_text] “$CBRS was $212 5 days ago.” — The item reports only a historical share price level, which is a price-blind observation.
stocktwits
+0.60 [social_text] “$CBRS stock should run on this next week” — The post is a bullish attributed forecast about CBRS's share price.
stocktwits
+0.00 [social_text] “$CBRS no halt .. squeeze??!!” — The item reports a trading condition and a speculative squeeze hypothesis without a stated fundamental reason.
stocktwits
+0.00 [social_text] “it's at 10 green candles in a row” — The item reports only a consecutive share-price pattern without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS Monday could be big” — The item is a price-blind prediction of movement rather than a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “I hope it will open 200+ on Monday.” — This is a price-blind expectation of share movement, not a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Might hit 180 in a few hours” — The item is a price prediction and contains no scorable fundamental or attributed opinion.
stocktwits
-0.40 [social_text] “When everyones bearish…” — The post expresses a bearish view on CBRS.
stocktwits
+0.80 [social_text] “This name will see 220$ next week” — The item gives an explicit bullish forward price target for CBRS.
stocktwits
+0.00 [social_text] “Why is it pumping?” — The item only questions CBRS's reported price move without stating a fundamental reason or attributed opinion.
stocktwits
+0.70 [social_text] “wake me up when this is $450/$500 a sh” — The user's stated target prices express a bullish forward opinion on CBRS.
stocktwits
+0.00 [social_text] “$CBRS $178 now in Hyperliquid.” — The item reports a share price level without a substantive company proposition.
stocktwits
+0.00 [social_text] “$CBRS Monday 190 open” — The item reports only a share-price observation with no fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS this needs to go to 220 next week pls” — The post expresses a price target expectation, which is a neutral observation of a stated target rather than a scorable fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “$CBRS next week looking good” — The social post expresses a moderately bullish forward-looking opinion about CBRS's share price.
stocktwits
+0.00 [social_text] “$CBRS 177.37 on hyperliquid” — The item reports only a share price level with no substantive company proposition.
stocktwits
+0.80 [social_text] “LOL stupid bears you are so fucked!!!!” — The post is an unambiguous bullish social opinion attacking bearish views.
stocktwits
+0.00 [social_text] “$CBRS hyper liquid has this already close to $177” — The item reports a price level without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “The $170 money printer strikes again.” — The item is a price-focused observation with no scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$176+ already” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 187 now” — The item reports only a share price level without any company-specific fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 175.89 on hyper” — The item reports only a share-price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “$CBRS almost $180 on hyperliquid and it will continue going up” — The post makes an explicitly bullish forward prediction about CBRS's price.
stocktwits
+0.00 [social_text] “$CBRS fire works monday 😂” — The item is only a price-related observation with no scorable fundamental or attributed opinion.
stocktwits
+0.80 [social_text] “it's an easy $300 stock if not 400” — The author's explicit bullish price target is a strong attributed forward opinion.
stocktwits
-0.80 [social_text] “Semianalysis is a joke. Bunch of jabrone idiots.” — The post makes a strongly negative attributed judgment about the credibility of CBRS's analyst report.
stocktwits
+0.70 [social_text] “Bears gonna get fooked here” — The attributed social opinion is explicitly bullish toward CBRS.
stocktwits
-0.60 [social_text] “$CBRS semianalysis lost credibility here” — The item asserts that a source's analysis of CBRS has lost credibility.
stocktwits
+0.70 [social_text] “the consensus average price target for this is presently $288.67 with a high forecast of $330.00” — The attributed analyst consensus target implies a substantially higher valuation than the current price.
stocktwits
+0.60 [social_text] “the SemiAnalysis hit job lacked credibility” — The post asserts that a SemiAnalysis report lacked credibility, a positive attributed opinion about the report's trustworthiness.
stocktwits
+0.90 [social_text] “consensus rating of STRONG BUY, with an average price target of $291.64” — The attributed analyst consensus is strongly bullish with a high price target.
stocktwits
-0.70 [social_text] “overvalued” — The attributed view that CBRS is overvalued is a negative valuation opinion.
stocktwits
+0.40 [social_text] “the CEO of a trillion-dollar company just reassured them about” — The author treats management reassurance as a positive but incomplete signal for the company.
stocktwits
+0.60 [social_text] “the intrinsic value of this company is around 80” — The post asserts a specific positive intrinsic-value estimate for CBRS.
stocktwits
+0.70 [social_text] “Cerebras has the best of the best technology for today and tomorrow!” — The post makes a strongly positive attributed assessment of Cerebras's technology quality.
stocktwits
+0.70 [social_text] “Cerebras has the best of the best technology for today and tomorrow!” — The post makes an explicitly favorable attributed assessment of Cerebras's technology.
stocktwits
+0.70 [social_text] “Cerebras has the best of the best technology for today and tomorrow!” — The post makes a strongly positive attributed assessment of Cerebras's technology quality.
stocktwits
+0.70 [social_text] “Cerebras has the best of the best technology for today and tomorrow!” — The post makes an explicitly favorable forward assessment of Cerebras's technology quality.
stocktwits
+0.60 [social_text] “$CBRS probabaly great entry point was triggered” — The attributed view that the current price is a favorable entry is a positive forward opinion.
stocktwits
-0.60 [social_text] “this is a good company but it’s too expensive” — Jim Cramer's attributed view is that CBRS is overvalued despite being a good company.
stocktwits
short thesis (79) +0.09
-0.80 [social_text] “$CBRS would be worth $20 if it was following logic/fundamentals.” — The attributed view that CBRS is substantially overvalued given fundamentals is strongly negative.
stocktwits
+0.60 [social_text] “Cerebras has slated its next-generation CS-5 for a 2027 release. Because of this, production for the CS-6 with 3D-stacked DRAM is expected after 2027” — The stated multi-generation roadmap indicates sustained product development and future capacity expansion.
stocktwits
-0.40 [social_text] “$CBRS a bit risky” — The user expresses a negative attributed opinion about the riskiness of CBRS.
stocktwits
-0.80 [social_text] “$CBRS useless product” — The post makes an explicitly negative quality judgment about CBRS's product.
stocktwits
+0.00 [social_text] “$CBRS paterns bro... paterns.....” — The item is a bare, inconclusive reference to CBRS technical patterns without a stated directional opinion.
stocktwits
-0.80 [social_text] “overvalued big time” — The attributed valuation judgment is strongly negative.
stocktwits
+0.00 [social_text] “$GOOG $CBRS pattern recognizers unite for tommorow” — The post is a pattern-recognition trading call about CBRS and Google, but it contains no substantive fundamental or attributed opinion to score.
stocktwits
-0.40 [social_text] “$CBRS discounted again” — The item states a bearish valuation opinion that CBRS is discounted again.
stocktwits
+0.60 [social_text] “even analyst that think it’s garbage think it’s worth $100 more than this” — The attributed analyst opinion that the stock is worth substantially more than its current price is a positive valuation thesis.
stocktwits
+0.00 [social_text] “I guess news will come over the weekend” — The item speculates that news will arrive but provides no directional company proposition.
stocktwits
-0.40 [social_text] “they really need to work on their PR.” — The social post expresses a negative attributed opinion about CBRS's public relations.
stocktwits
-0.70 [social_text] “The market is questioning its growth story, especially with the uncertainty surrounding OpenAI and Nvidia.” — The attributed market view that CBRS's growth story is uncertain is a strongly negative forward fundamental opinion.
stocktwits
+0.80 [social_text] “when Cerebras gets production ramped up, it’s all over for the BEARS” — The attributed thesis is that strong production ramp will be fully absorbed by demand.
stocktwits
+0.00 [social_text] “They gonna run the same play. Pump into weekend. Bad news and turmoil over weekend. Market gaps down 1% on Monday, then rips for the rest of the week.” — The item is a general market-week speculation that does not state a substantive company-specific proposition.
stocktwits
+0.60 [social_text] “With agents, inference will become bottleneck soon” — The author forecasts near-term inference capacity constraints, implying strong demand for CBRS's inference infrastructure.
stocktwits
+0.80 [social_text] “Cerebras WSEs compliement NVDA GPUs (really any GPU)” — The research concludes that Cerebras systems are broadly compatible with existing GPU stacks.
stocktwits
+0.80 [social_text] “the future of their products” — The post expresses a strongly bullish attributed opinion that CBRS's products have a favorable future.
stocktwits
+0.60 [social_text] “CBRS CS-6 for 2028 looks even more promising as it will have the 3D-stacked DRAM architecture and should reduce memory cost substantially.” — The attributed outlook for CS-6 is positive based on the anticipated cost-reducing technology.
stocktwits
+0.70 [social_text] “Monday it must be above 205$ open price” — The author's stated expectation that CBRS open above $205 is a bullish attributed price opinion.
stocktwits
+0.70 [social_text] “$200 on Monday” — The post expresses a strongly bullish forward price target for CBRS.
stocktwits
+0.80 [social_text] “Fully expecting an upside of at least 20% this coming week!” — The user's explicit forecast of substantial near-term upside is a strongly bullish attributed price expectation.
stocktwits
+0.70 [social_text] “Huge week for bulls next week.” — The post expresses a strongly bullish attributed opinion about CBRS's near-term outlook.
stocktwits
+0.80 [social_text] “$CBRS will be up massively over next 12 months imo.” — The author makes a strongly bullish forward-looking price forecast for CBRS.
stocktwits
+0.60 [social_text] “$CBRS very bullish technically” — The item makes a bullish technical assessment of CBRS.
stocktwits
+0.70 [social_text] “Cerebras, by the very nature of the way it designed its chips, is not held back by any of these shortages.” — The attributed thesis is that Cerebras avoids the AI-memory and packaging constraints that limit other chipmakers.
stocktwits
+0.80 [social_text] “Given the AI hype, CBRS could hit $1000 before a pull back but who knows.” — The author presents an explicitly bullish forward valuation opinion for CBRS.
stocktwits
+0.70 [social_text] “$CBRS BEARS ALL GONE” — The post expresses an explicitly bullish social opinion that bearish sentiment has been eliminated.
stocktwits
+0.00 [social_text] “$CBRS is shitting the bed on hyper liquid” — The item reports a negative share-price move without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS Hit 189.5 on Hyperdash on Saturday today..” — The item reports only a share-price level without a scorable fundamental or attributed opinion.
stocktwits
+0.80 [social_text] “Working product in very demanding area, with such powerful competition, and yet it prove itself in real life applications. With unique edge, where others in this niche (and it is a big one) are many years or decade away.” — The item presents a strong positive attributed view of Cerebras's product performance and durable competitive advantage.
stocktwits
+0.00 [social_text] “This thing is going nuts in hyper liquid platform” — The item reports only a price movement without a stated fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “$200 nex week” — The post sets an explicit bullish price target for CBRS.
stocktwits
+0.00 [social_text] “$CBRS vengeance Monday!!” — The item is a price-focused celebration with no stated fundamental or attributed opinion to score.
stocktwits
+0.00 [social_text] “$CBRS 189!” — The item reports a share price level without any stated fundamental reason or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS 186$ in the hyper liquid market” — The item reports CBRS's share price level and liquidity without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “Breached 187” — The item reports only a share-price level without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “looks like we open 200+ Sunday overnight and 210+ Monday” — The item is a price-based expectation without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS 186+” — The item reports only a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “I need cbrx back to 22.” — The post expresses a desired price level but provides no stated fundamental reason or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “it's all fake it will open at 167 and might close at 170” — The item is a price-blind prediction of CBRS's opening and closing levels, which is a neutral observation rather than a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “On an absolute tear” — The item describes CBRS's reported price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS huge” — The item is a bare price-movement observation with no stated fundamental reason.
stocktwits
+0.00 [social_text] “$185.10 now” — The item reports CBRS's share price level without a scorable fundamental or attributed opinion.
stocktwits
+0.70 [social_text] “Will fly back to 210 by Friday” — The post makes an explicitly bullish forward price forecast for CBRS.
stocktwits
+0.60 [social_text] “reinforce the story with earnings” — The author treats upcoming earnings as a positive reinforcement of the company's story.
stocktwits
+0.60 [social_text] “buy back in at $220 when sol 6.1 ultrafast+ is announced” — The attributed thesis identifies a specific product announcement as a favorable entry opportunity.
stocktwits
+0.00 [social_text] “Why the price is not reflecting Tradinview price of $177?” — The item is a price-discrepancy question with no stated fundamental or attributed opinion about CBRS.
stocktwits
+0.00 [social_text] “$CBRS dropping like a rock” — The item reports only a share-price move without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS Boom Boom” — The item is only a price-related observation with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “what price target you guys have for today” — The post asks only about today's price target and contains no substantive company proposition.
stocktwits
+0.00 [social_text] “A lot of people bought the dip at $167” — The item reports a share-price dip and trading activity without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS easy prediction” — The item is a price prediction but provides no supporting fundamental or attributed opinion.
stocktwits
-0.90 [social_text] “NO ONE wants these chips” — The attributed claim that no customers want the chips is a strongly negative product-demand proposition.
stocktwits
+0.00 [social_text] “the guy that will probably personally pop the AI bubble himself” — The attributed view concerns the AI market's future, not CBRS's fundamentals.
stocktwits
+0.00 [social_text] “This week's Swing Scout picks are now available.” — The item advertises a general trading service and lists CBRS only as one of several tickers in a bare mention.
stocktwits
-0.60 [social_text] “technicals not good” — The item gives a negative technical assessment of CBRS.
stocktwits
+0.00 [social_text] “setting up the island bottom” — The item describes a technical price pattern without a scorable fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “bad news is coming” — The post asserts that adverse developments are expected for CBRS.
stocktwits
-0.60 [social_text] “Juicy to short max” — The post presents an explicit bearish short thesis about CBRS.
stocktwits
-0.70 [social_text] “the memory trade is over for now.” — The author states the memory trade has ended, a strongly negative attributed view on the trade's outlook.
stocktwits
-0.70 [social_text] “$CBRS more FUD so papa can load more” — The post asserts that negative information is being used to facilitate additional short loading.
stocktwits
+0.00 [social_text] “$CBRS better be out before CPI” — The post expresses a timing expectation for CBRS's earnings but states no directional fundamental opinion.
stocktwits
-0.40 [social_text] “Nice short trap this morning.” — The user's comment presents a bearish short thesis about CBRS.
stocktwits
-0.60 [social_text] “They’re buying the wrong stocks today. Chasing other semis that overvalued.” — The attributed thesis that CBRS is being chased as an overvalued semiconductor is a negative forward opinion.
stocktwits
+0.80 [social_text] “Very bullish for crbs.” — The attributed analyst assessment is strongly favorable toward Cerebras.
stocktwits
+0.80 [social_text] “You have to be a fool to sell either one of these two stocks at these extremely low prices.” — The author's strong statement is an attributed bullish opinion on CBRS's valuation.
stocktwits
+0.00 [social_text] “$CBRS 1T Market cap in 4-6 years” — The item states a market-cap projection without providing a directional fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “$CBRS under 140 after next unlock” — The attributed view that CBRS will trade below $140 after the next unlock is a bullish forward price opinion.
stocktwits
+0.70 [social_text] “Jim Cramer Recommends This ‘Really Well-Run’ Energy Stock” — Jim Cramer's recommendation and positive characterization of CBRS are a favorable attributed opinion.
stocktwits
+0.70 [social_text] “time to buy again love this company” — The user expresses a strongly bullish investment opinion about CBRS.
stocktwits
+0.60 [social_text] “Sam Altman clarified that cerebras was a close partner” — The clarified partnership with OpenAI is presented as a positive company proposition.
stocktwits
-0.60 [social_text] “red candles above 200 not to mention a Cathie play” — The author's technical and Cathie Wood-related concerns form a negative short-term outlook.
stocktwits
-0.70 [social_text] “100 times sales is a little too much” — The attributed valuation assessment is explicitly critical.
stocktwits
-0.50 [social_text] “you need a deep reversal candle. Dont see it yet to put a bottom” — The attributed technical thesis states that a bottom has not yet formed.
stocktwits
-0.60 [social_text] “The only sellers and short sellers and weak hand longs who expect big gains in a day.” — The attributed thesis characterizes short sellers as the only sellers, implying a negative short-term outlook.
stocktwits
-0.40 [social_text] “Algos will kill us anyway.” — The author's attributed thesis that algorithmic trading will eliminate short positions is a negative forward opinion.
stocktwits
+0.60 [social_text] “you don’t short this stock” — The post asserts a strong bullish view against shorting CBRS.
stocktwits
-0.70 [social_text] “great short candidate” — The post presents an explicitly bearish attributed opinion that CBRS is well-suited for shorting.
stocktwits
OpenAI contract growth (55) +0.24
-0.70 [social_text] “Cerebras has literally zero available capacity right now.” — The item states that Cerebras currently has no available capacity, a severe supply constraint.
stocktwits
+0.30 [social_text] “There is new data center capacity coming on towards end of Q4, also confirmed through guidance.” — Guidance confirms new data-center capacity will come online toward the end of Q4.
stocktwits
+0.80 [social_text] “Manufacturing capacity to increase more than 10x in 2026.” — Adding new lines at multiple contract manufacturers is a substantial expansion of Cerebras's manufacturing capacity.
stocktwits
-0.50 [social_text] “they were renting back their own systems from cloud customers just to meet inference demand” — The company's own systems are being rented back to meet demand, indicating capacity constraints.
stocktwits
-0.60 [social_text] “many short or buy puts on Cathie plays” — The attributed short and put activity is a bearish sentiment signal about Cathie Wood's positions.
stocktwits
-0.80 [social_text] “Jesus + Allah + Ahura + Krishna + Buddha all together cannot save this stock” — The attributed religious impossibility is an extreme negative opinion on CBRS's prospects.
stocktwits
-0.60 [social_text] “I see no news and worry about lock up people who can now sell.” — The user's thesis is that the absence of news combined with potential lock-up expiration creates a bearish liquidity risk.
stocktwits
+0.60 [social_text] “let’s squeeze these pathetic shorts times running out for them.” — The post advances a bullish attributed thesis that a short squeeze is imminent for CBRS.
stocktwits
+0.00 [social_text] “Some other notable short candidates that hit our AI model: $CBRS $DNOW $HSY” — The item lists CBRS as a short candidate but provides no company-specific fundamental or attributed opinion to score.
stocktwits
+0.00 [social_text] “soft bank and Nvdia to put 10 billion each in to open AI” — The investment is in OpenAI, not CBRS, so it is not substantively about the target.
stocktwits
+0.80 [social_text] “leading to a 5x higher token throughput vs running it all on CBRS or NVDA (or any other GPU)” — The item reports substantially higher token throughput when CBRS is used in disaggregated inference configurations.
stocktwits
-0.70 [social_text] “NVDA paid openAI over $600MIL to run on NVDA gpu’s instead of CBRS stack and publish the news of such.” — The attributed deal is presented as a major competitive loss for CBRS.
stocktwits
-0.50 [social_text] “This is going to need some kind of confidence from OpenAI to have any hope of rallying back up.” — The author states that OpenAI confidence is required for CBRS to recover, implying a negative partnership outlook.
stocktwits
+0.70 [social_text] “the global AI inference market is projected to reach massive scale by 2030, valued between $250 billion and $885 billion” — The item presents a large, forward-looking market opportunity for CBRS's AI infrastructure business.
stocktwits
-0.70 [social_text] “NVDA coming back to eat CBRS’s lunch.” — The author presents a bearish thesis that NVIDIA will outcompete CBRS.
stocktwits
+0.60 [social_text] “you must be certifiably insane to short this stock” — The post expresses a strongly bullish attributed opinion against shorting CBRS.
stocktwits
-0.70 [social_text] “OpenAI's new GPT-6.1 Sol Ultrafast model runs on Nvidia GPUs, not Cerebras hardware.” — The attributed report that OpenAI's new model runs on Nvidia rather than Cerebras hardware undermines the execution of Cerebras's anchor contract.
stocktwits
+0.70 [social_text] “its a beneficiary of the bottomless pit of AI spending” — The item advances a bullish thesis that CBRS benefits from strong AI-related spending.
stocktwits
-0.70 [social_text] “pure manipulation by hedge funds to grab cheep price shares” — The post asserts a manipulative motive to acquire shares at low prices.
stocktwits
-0.70 [social_text] “would not touch this till 160 then see if it holds if it doesnt dont get near” — The named user's conditional thesis that CBRS will not hold 160 and should be avoided is a negative attributed opinion.
stocktwits
-0.60 [social_text] “concern from Open AI partnership” — The partnership is presented as a source of concern for CBRS.
stocktwits
+0.60 [social_text] “Cerebras is a close partner, and we have a deep engagement pushing on the frontiers of speed.” — OpenAI's description of a close partnership and deep engagement advancing speed is a positive attributed forward opinion.
stocktwits
+0.80 [social_text] “confirm close partnership and deep engagement” — The user confirms a close partnership and deep engagement between CBRS and OpenAI.
stocktwits
+0.50 [social_text] “The issue is capacity constraint for CBRS and they should be ramping up soon.” — The attributed capacity constraint and expected ramp are moderately positive operating propositions.
stocktwits
+0.40 [social_text] “some analysts saying not to worry about OpenAI dependence” — The attributed analyst view is a positive opinion on CBRS's dependence on OpenAI.
stocktwits
+0.00 [social_text] “OpenAI stated that it will roll out within the coming days” — The OpenAI product rollout is not a company-specific proposition about CBRS.
stocktwits
+0.70 [social_text] “OpenAI CEO Sam Altman Calls Chipmaker ‘Close Partner’” — The OpenAI partnership is presented as a strong positive company proposition.
stocktwits
+0.60 [social_text] “OpenAI’s close partners” — OpenAI's characterization of Cerebras as a close partner supports the company's strategic relationship and importance to OpenAI.
stocktwits
+0.60 [social_text] “Cerebras is "a close partner" with "a deep engagement pushing on the frontiers of speed."” — OpenAI's CEO characterizes the relationship as close and advancing frontier work.
stocktwits
+0.70 [social_text] “Cerebras is a close partner, and we have a deep engagement pushing on the frontiers of speed.” — OpenAI's confirmation of a close partnership and deep technical engagement is a strongly positive attributed business relationship.
stocktwits
+0.70 [social_text] “Cerebras is a close partner, and we have a deep engagement pushing on the frontiers of speed.” — OpenAI's statement characterizes the partnership as close and active, supporting a positive company proposition.
stocktwits
+0.60 [social_text] “Sam Altman calls the chipmaker a ‘close partner’” — Sam Altman's characterization of Cerebras as a close partner indicates a positive attributed strategic relationship.
stocktwits
+0.60 [social_text] “Sam Altman called Cerebras a “close partner,”” — OpenAI's characterization of Cerebras as a close partner is a positive attributed relationship assessment.
stocktwits
+0.60 [social_text] “Cerebras is a close partner, and we have a deep engagement pushing on the” — OpenAI's disclosed close partnership and deep engagement constitute a positive attributed forward opinion about Cerebras.
stocktwits
+0.70 [social_text] “striking a massive commercial compute deal with OpenAI” — A large commercial compute agreement is a strong positive business development for Cerebras.
stocktwits
+0.60 [social_text] “Sam Altman Reaffirms OpenAI Partnership” — Sam Altman's reaffirmation of the OpenAI partnership is a positive attributed opinion on Cerebras's strategic relationship.
stocktwits
+0.60 [social_text] “$CBRS closed partner for OpenAI” — Closing an OpenAI partnership is a positive company-specific development.
stocktwits
-0.70 [social_text] “Unsustainable” — The user characterizes the AppLovin partnership as unsustainable, a strongly negative forward assessment.
stocktwits
+0.70 [social_text] “close partnership and deep engagement” — The post characterizes CBRS's partnership as close and its engagement as deep, a positive attributed assessment.
stocktwits
+0.70 [social_text] “Sam Altman Reaffirms OpenAI Partnership” — Sam Altman's reaffirmation of the OpenAI partnership is a strongly positive attributed confirmation of Cerebras's strategic relationship.
stocktwits
+0.80 [social_text] “Cerebras, by the very nature of the way it designed its chips, is not held back by any of these shortages.” — The attributed thesis is that Cerebras avoids the three AI supply constraints cited as holding back development.
stocktwits
-0.60 [news] “the implications of OpenAI (OPAI.PVT) 6.1 Ultrafast running on Nvidia (NVDA) chips rather than Cerebras (CBRS) chips.”
— OpenAI's reported use of Nvidia chips instead of Cerebras chips is a negative product-adoption signal for Cerebras.A full breakdown of the OpenAI–Cerebras chip controversy +0.60 [social_text] “general-compute-signs-multi-year-agreement-with-cerebras” — A multi-year agreement with Cerebras is a positive business development for CBRS.
stocktwits
+0.00 [social_text] “$CBRS join with AMD” — The item reports a partnership but provides no stated positive or negative fundamental impact.
stocktwits
+0.60 [social_text] “Amd/aws : kv cache handoff” — The item describes a potential cache-handoff integration between Cerebras and AWS.
stocktwits
+0.70 [social_text] “Why Cerebras speed could be worth billions” — The post attributes substantial economic value to Cerebras's speed, a positive forward performance proposition.
stocktwits
+0.70 [social_text] “OpenAI biz is full-speed ahead” — The post asserts that OpenAI's business is advancing rapidly, a positive attributed business proposition.
stocktwits
+0.00 [social_text] “OpenAI’s official internal metric for September 2026 reflects $50 billion in net revenue, while its gross revenue—which accounts for revenue sharing with partners like Microsoft and Amazon—is what approaches $70 billion.” — The item reports OpenAI's revenue figures without a directional assessment of their quality or significance.
stocktwits
+0.80 [social_text] “OpenAI has grown from 12B ARR in Aug 2025 to 35B in May 2026 to 50B in Sept 2026. 4x in 13 months and up 50% in just the past 4 months.” — The attributed thesis emphasizes OpenAI's rapid revenue expansion as a strongly positive fundamental development.
stocktwits
+0.90 [social_text] “OpenAI has managed a more than 4x increase in 13 months and a ~42% surge over just the last four months.” — The cited multi-year and multi-quarter growth in OpenAI's business is a strong positive operating result.
stocktwits
chip business performance (49) +0.16
+0.60 [social_text] “5.6 sol was 2.5x faster on cerebras” — The item states Cerebras delivered substantially faster inference than the cited alternative.
stocktwits
+0.00 [social_text] “$AVGO $CBRS worst semis of year” — The item reports CBRS's relative share performance without a scorable fundamental reason.
stocktwits
-0.70 [social_text] “great down fall for Thai shit” — The post characterizes CBRS's Thai operations as experiencing a severe decline.
stocktwits
+0.00 [social_text] “$AVGO And $CBRS worst semis stocks in 2026” — The item reports CBRS's relative share performance without a scorable fundamental reason.
stocktwits
-0.60 [social_text] “just 29K payrolls vs ~84K expected, unemployment ticked up to 4.2%, and August was revised down 162K→133K” — The September jobs report shows materially weaker employment than expected and a downward August revision.
stocktwits
+0.80 [social_text] “achieving near-100% functional yield across a whole wafer” — Cerebras's structural-redundancy approach enables near-perfect functional yield across entire wafers.
stocktwits
+0.00 [social_text] “$CBRS hoping AMD takes a big stake here” — The item expresses a speculative hope about a potential AMD stake, but provides no stated outcome or attributed opinion on whether such a transaction would be beneficial.
stocktwits
-0.40 [social_text] “a mixed financial performance with strong revenue growth but negative margins” — The item presents a mixed financial picture, with the negative margin component providing a material negative fundamental signal.
stocktwits
-0.60 [social_text] “NVDA announced the largest stock buyback in the history of the earth” — The item presents an extreme, unsubstantiated claim about NVIDIA's buyback that is likely false and therefore negative.
stocktwits
+0.70 [social_text] “its a very strong company” — The author explicitly characterizes CBRS as a strong company.
stocktwits
+0.80 [social_text] “providing up to 8x faster token generation speeds in Codex” — Cerebras chips are reported to substantially accelerate inference for OpenAI's Codex model.
stocktwits
+0.70 [social_text] “It’s dial up internet vs fibre. The potential of what you can do with ai at 2-3000 to/s (soon to be 4-5k+) is mind blowing.” — The attributed comparison emphasizes a substantial speed and cost advantage for AI inference.
stocktwits
+0.00 [social_text] “it looks like a smelly old Chinese restaurant” — The comparison is a subjective, non-operational observation about the company's office and carries no scorable business proposition.
stocktwits
+0.80 [social_text] “Cerebras projects that the WSE-6 (slated for the CS-6 system) will feature a reduced overall chip area/footprint compared to previous full-wafer generations because it introduces 3D stacking to integrate DRAM directly above the logic and SRAM layers.” — The projected footprint reduction from 3D stacking is a stated technical advantage for Cerebras.
stocktwits
+0.00 [social_text] “it was a good day” — The item is only a positive observation of CBRS's share price movement, which is explicitly neutral.
stocktwits
+0.00 [social_text] “A somewhat disappointing day but closing, though volatile, fairly strongly.” — The item describes CBRS's daily price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$SPY started dying but $CBRS got that dog in em” — The item describes CBRS's relative price performance, which is a neutral observation under the price-blind rule.
stocktwits
+0.00 [social_text] “$186 close and over $200 this week” — The item reports only CBRS's closing price and weekly performance, which are neutral observations.
stocktwits
+0.00 [social_text] “$CBRS strong day here” — The item reports only a positive share-price move without a stated fundamental reason.
stocktwits
+0.70 [social_text] “keeps doing great chips” — The post asserts continued strong performance in CBRS's chip business.
stocktwits
+0.00 [social_text] “They gotta pay for media exposure and NVDA just outbids them. They’re spending all their cash on scaling production but they HAVE to get their PR out there or else this will just be an absolute battered ticker.” — The item presents both a neutral production-expansion observation and a negative attributed view on media exposure; these are recorded separately.
stocktwits
+0.60 [social_text] “Cerebras big chips are qualifying” — Qualification of Cerebras chips is a positive product-development milestone.
stocktwits
+0.80 [social_text] “The system delivers more than 4,400 tokens per second per user (TPS/user) on a 120-billion-parameter model, meaning it maintains extreme speed even under heavy multi-user workloads.” — The CS-4's high per-user throughput and multi-user concurrency are strong product-performance positives.
stocktwits
+0.80 [social_text] “The greatest invention in the history of semiconductors” — The item presents an explicitly superlative attributed opinion on CBRS's semiconductor invention.
stocktwits
+0.00 [social_text] “this is still shitting the bed at the moment” — The item describes CBRS's share-price performance without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS not too bad relatively speaking” — The item is a neutral relative performance observation with no scorable fundamental or attributed opinion.
stocktwits
-0.60 [social_text] “Expect this to sell off with peers going into Q3 2027” — The attributed thesis anticipates a material sell-off for CBRS alongside peers in a specific quarter.
stocktwits
+0.00 [social_text] “$CBRS hanging on now” — The item reports only a price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS sky roketing ready for tomorrow” — The item is only a bullish prediction about CBRS's share price, which is a price observation and therefore neutral.
stocktwits
+0.00 [social_text] “$CBRS volume isind blowing” — The item reports only a volume observation without a substantive company proposition.
stocktwits
+0.00 [social_text] “Resiliency at 171 thus far. Range seems to be still intact.” — The item reports a price observation without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS buying buying” — The repeated buying remark is a price observation without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS really low volume.” — Low trading volume is a reported market observation without a stated fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS as expected” — The item reports CBRS's price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “it went back up to almost $186” — The item reports a historical share-price level without a scorable company fundamental.
stocktwits
+0.00 [social_text] “they might take this to the 140/150 level before it makes a move” — The item is a price-level speculation about CBRS with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “getting smoooooooked here” — The post describes CBRS's share-price movement without stating a company-specific fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS APP is leaving the station!” — The item is a price-momentum observation with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Boring ass price action” — The item describes CBRS share price movement without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “$CBRS back to 180 tomorrow” — The item reports only a price-level observation with no stated fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “Recent sector-wide move in regional credit/financials names has lifted interest in $CBRS ahead of its next earnings update.” — The item reports a sector-driven interest and price-level observation without a company-specific fundamental or attributed opinion.
stocktwits
+0.60 [social_text] “not one has actually sold what has been released” — The observation that released products have not sold indicates weak adoption.
stocktwits
+0.70 [social_text] “$CBRS Cerebras gets enough wafers from TSCM ! 10x production by the end w2026” — Sufficient wafer supply and a stated production expansion target are positive manufacturing capacity signals.
stocktwits
+0.00 [social_text] “Green days are so back” — The item reports a positive share-price observation without a scorable underlying reason.
stocktwits
+0.00 [social_text] “$CBRS doubled down today” — The item reports only a share-price move without a scorable fundamental or attributed opinion.
stocktwits
+0.00 [social_text] “we will see results from AWS and AMD IN 2027 !” — The item states that AWS and AMD results are forthcoming but provides no directional expectation.
stocktwits
+0.70 [social_text] “Legacy cleaning unit sold today. ~$3M a year of cash use ends.” — The sale of the cleaning unit is stated to eliminate approximately $3M in annual cash consumption.
stocktwits
+0.70 [social_text] “Legacy cleaning unit sold today. ~$3M a year of cash use ends.” — The sale of the cleaning unit is stated to eliminate approximately $3M in annual cash consumption.
stocktwits
+0.70 [social_text] “~$3M a year of cash burn ended” — Ending roughly $3M of annual cash burn is a positive operating improvement.
stocktwits
analyst price target (15) +0.15
-0.70 [social_text] “Bear trap developing.” — The item presents a bearish attributed thesis about CBRS, though it is brief and unelaborated.
stocktwits
+0.80 [social_text] “CBRS is a strong buy and buy from many top analysts” — Multiple top analysts' bullish consensus is a strongly positive attributed opinion.
stocktwits
+0.60 [social_text] “If it gets to 165 that’s the shot” — The author treats $165 as a bullish target for CBRS.
stocktwits
+0.70 [social_text] “If it gets to $150 that’s the shot” — The author treats a $150 price level as a bullish catalyst for CBRS.
stocktwits
+0.80 [social_text] “this will go to 100” — The post makes an explicit bullish prediction about CBRS's share price.
stocktwits
-0.60 [social_text] “these analysts are human and are more than willing to take payment to sway the opinion in favor of say a hf in a short position” — The attributed thesis questions the independence of analysts covering CBRS.
stocktwits
-0.80 [social_text] “no new contracts no income” — The item asserts both a lack of new contracts and a lack of income, a strongly negative operating proposition.
stocktwits
+0.00 [social_text] “A move through $172.50 on rising volume opens the door toward fresh multi-month highs.” — The bullish technical scenario is a price-based observation and therefore neutral.
stocktwits
+0.70 [social_text] “Excellent risk to reward at those prices” — The user's assessment of CBRS's risk-reward is a favorable attributed valuation opinion.
stocktwits
+0.00 [social_text] “it was not the greatest day, but we mostly recovered” — The item describes CBRS's share-day performance without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS 1.25mil shares just traded after close, biggest candle of the day and the price barely moved.” — The item reports trading volume and a reported price move without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “$CBRS 200 incoming” — The item reports a price target but provides no underlying fundamental or attributed opinion to score.
stocktwits
+0.00 [social_text] “all going down but this going up” — The item reports only CBRS's share-price movement without a scorable fundamental reason.
stocktwits
+0.00 [social_text] “Price barely moved.” — The item reports CBRS's share-price movement without a scorable fundamental reason.
stocktwits
+0.70 [social_text] “$CBRS high price target.” — A high price target is a positive attributed analyst opinion.
stocktwits
trading pattern observation (13) +0.22
-0.60 [social_text] “Their first two reports post-IPO have indicated they’re stumbling and that they’re not capitalizing on the growth opportunity in front of them for whatever reason.” — The investor's report-based assessment characterizes CBRS's post-IPO execution as failing to capitalize on growth.
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+0.60 [social_text] “total cash per share $33.35” — Cerebras's disclosed cash-per-share is substantially higher than AMD and NVIDIA, indicating a strong liquidity position.
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+0.60 [social_text] “total cash per share $33.35” — Cerebras's disclosed cash-per-share is substantially higher than the named peers, a positive liquidity comparison.
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+0.00 [social_text] “One you can buy pullback all day, high low , higher highs, better chances to make money on Clouds Rides” — The item describes a general intraday setup without a substantive company-specific proposition.
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+0.00 [social_text] “Swing Trading Winners & Losers In Tenet Research | $NBIS, $CBRS, $CRDO & $FLNC” — The item lists CBRS as one of several stocks in a generic trading-education video without a company-specific proposition.
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+0.00 [social_text] “closed out intraday trade on $CBRS for 1.08% gain” — The reported intraday gain is a price observation and carries no directional sentiment.
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+0.00 [social_text] “$CBRS bottoms on time” — The item reports a share-price observation without a scorable fundamental reason.
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+0.00 [social_text] “$CBRS needs to close gap at $166 and show strength from there” — The item presents a technical price-level observation without a scorable fundamental or attributed opinion.
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+0.00 [social_text] “$CBRS this trades like a solana meme coin - heavy volume massive buy at 166 and then just fade and fade and fade and rinse and repeat” — The item describes CBRS's price behavior without stating a fundamental reason or attributed opinion.
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+0.00 [social_text] “Nice Mid Day Shorts in community on the Open AI news” — The item describes profitable short trading activity but provides no company-specific fundamental or attributed opinion.
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+0.80 [social_text] “when this flies back to $260,000 I’ll be the one laughing” — The user's confident prediction of a large price recovery is a strongly bullish attributed opinion.
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+0.80 [social_text] “our top semiconductor investment” — The author explicitly identifies CBRS as a top semiconductor investment.
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+0.70 [social_text] “tomorrow we will eat steaks buyyyyyy” — The post expresses an explicitly bullish forward opinion about CBRS.
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contract activity (11) +0.23
+0.70 [social_text] “Boeing just won the U.S. Navy’s F/A-XX sixth-generation fighter program, and the company has also received additional U.S. defense awards, including 22 F-15EXs for $2.38B and the first four full-rate MH-139A Grey Wolf helicopters.” — Multiple major U.S. defense awards and a sixth-generation fighter win indicate strong order activity.
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+0.60 [social_text] “Boeing has also recently received major airline orders, including Turkish Airlines’ 100 firm 737-8 order plus” — A large firm commercial order supports Boeing's commercial demand proposition.
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-0.70 [social_text] “No new contracts” — The absence of new contracts is a negative operating proposition for CBRS.
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+0.80 [social_text] “$CBRS completely sold out $200M/MW” — Complete sell-out of a large contract indicates strong execution and demand.
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-0.70 [social_text] “trash open ceo is openly pumping this garbage stock” — The attributed characterization of the CEO as 'trash' and the stock as 'garbage' is strongly negative.
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+0.00 [social_text] “Swing & Investment Account banking also My Day Traders are rolling right now” — The item reports trading activity without a stated fundamental reason or attributed opinion about CBRS.
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+0.40 [social_text] “Broadcom or Meta to announce a deal here for inference” — The post expresses a bullish expectation that Broadcom or Meta could announce an inference deal involving CBRS.
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+0.00 [social_text] “Contract Selected: Oct 30, 2026 $180 Calls” — The item reports a selected call option contract without stating a directional opinion about CBRS itself.
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+0.60 [social_text] “$20B+ in contracts and still $40B mcap” — The attributed calculation implies CBRS's contract value substantially exceeds its market capitalization, a positive valuation proposition.
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+0.80 [news] “Cerebrasâ roughly 80-85% of the revenue consensus expected through mid-2028 is already sitting in a $25.4B signed backlog.”
— The backlog represents a large, already-secured portion of the expected revenue, indicating strong order visibility.Cerebras: Back At Its IPO Price, With A Much Bigger Story +0.00 [social_text] “I need to catch flight and close the fucking trade..” — The user's urgent trade closure is an incidental observation and does not constitute a substantive CBRS proposition.
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lockup expiration pricing (8) -0.16
+0.00 [social_text] “more investigation or info needed” — The item states a need for further information about CBRS without providing a substantive directional proposition.
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-0.60 [social_text] “millions more insider shares unlocked for public trading. Expect the choppy, weak behavior to continue through late October as the market absorbs this supply.” — The anticipated large insider unlock is presented as a source of continued weak behavior.
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-0.70 [social_text] “insiders will sell everything” — The attributed insider-selling thesis is strongly negative for CBRS.
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+0.00 [social_text] “two more lockup expirations this month” — Lockup expirations are a neutral corporate-event observation without a stated directional impact.
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+0.00 [social_text] “Everyone knows they are going to release shares this month its not new info idiots.” — The post treats the upcoming share release as widely known information rather than a scorable company proposition.
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+0.00 [social_text] “the final three share unlock happening very soon, November 9th being the final wave” — The share-unlock schedule is a neutral company observation without a stated directional impact.
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+0.00 [social_text] “$CBRS Oct. 14 is the next 19.4 million share lockup expiration” — The lockup expiration is a neutral company-specific event without a stated directional fundamental impact.
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+0.00 [social_text] “The lockup expiration is all priced in.” — The attributed view that the lockup expiration is already priced in is a neutral company observation.
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inference performance and cost (7) +0.49
+0.40 [social_text] “this capability sits at the heart of their scaling and inference strategy through a design pattern called Prefill-Decode Disaggregation.” — The item presents Cerebras's external KV-cache handoff design as central to its scaling and inference strategy.
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+0.70 [social_text] “Cerebras's wafer-scale architecture delivers a massive cost-per-token advantage over traditional discrete architectures.” — The attributed thesis claims Cerebras's architecture provides a substantial cost advantage per inference token.
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+0.80 [social_text] “reaching up to 3,000 tokens per second using its wafer-scale AI hardware.” — The stated inference speed is a strong technical performance result for Cerebras.
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+0.00 [social_text] “Cerebras is faster on raw throughput, by roughly 3x to 8x depending on which Groq benchmark you use, but Groq is cheaper per million tokens on the two models Spheron tracked across both rate cards.” — The item presents both a throughput advantage and a cost disadvantage for Cerebras, yielding no single directional conclusion.
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+0.80 [social_text] “$CBRS Fast inference could become a roughly $550B market by 2030, representing about 20% of AI workloads” — The item presents a large, high-share opportunity for Cerebras in fast AI inference.
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+0.70 [social_text] “Cerebras delivers high-throughput, low-latency wafer-scale inference through its cloud and partner ecosystems at a significantly more aggressive pricing tier.” — The item presents Cerebras's inference offering as both high-performance and more aggressively priced.
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+0.00 [social_text] “Cerebras is faster on raw throughput, by roughly 3x to 8x depending on which Groq benchmark you use, but Groq is cheaper per million tokens on the two models Spheron tracked across both rate cards.” — The item presents both a throughput advantage and a cost disadvantage for Cerebras, yielding no single directional conclusion.
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corporate event (5) +0.00
+0.00 [social_text] “$CBRS and rabies. and herpes” — The post mentions CBRS only alongside unrelated medical terms and provides no substantive company proposition.
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+0.00 [social_text] “$CBRS https://finance.yahoo.com/markets/stocks/articles/cerebras-systems-tough-2026-continues-111528091.html” — The item is only a social post linking to an article; the post itself contains no substantive company-specific proposition.
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+0.00 [social_text] “$CBRS announce something.” — The item reports a company announcement without stating any substantive direction.
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+0.00 [social_text] “$CBRS announce something” — The item reports an unspecified CBRS announcement without any substantive direction.
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+0.00 [social_text] “Both will close Green today.” — The item reports a neutral corporate event without a scorable directional opinion.
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partner workload segmentation (5) +0.60
+0.60 [social_text] “Jane Street has bought up compute from specialized chipmaker Cerebras Systems” — Jane Street's large compute purchase indicates strong demand for Cerebras's specialized compute.
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+0.40 [social_text] “Cerebras works in tandem with partners like AWS and AMD to segment workloads by their computational nature” — Cerebras' described partner-based workload segmentation is a positive business proposition.
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+0.60 [social_text] “If you are building complex multi-agent systems where agents need to talk back and forth 50 times in a single second to solve a problem, you willingly pay Cerebras's premium token price to ensure the system doesn't lag.” — The item presents a use case where customers willingly pay a premium for Cerebras's performance, indicating strong demand.
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share price speculation (5) +0.00
+0.00 [social_text] “STUPID SELL OFF” — The user's reaction describes a reported share-price decline, which is a price observation and therefore neutral.
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+0.00 [social_text] “$CBRS descending triangle.” — A descending triangle is a technical price pattern and therefore a neutral price observation.
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+0.00 [social_text] “$CBRS slightly lower volume on this recent downswing versus the last one at the beginning of October” — The item reports only a price-volume observation without a scorable fundamental or attributed opinion.
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+0.00 [social_text] “$CBRS $150 Wednesday?” — The post is a price-level speculation without a stated fundamental or attributed opinion.
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+0.00 [social_text] “$CBRS 185” — The item reports only a share price level without any company-specific fundamental or attributed opinion.
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technical support level (4) +0.33
+0.40 [social_text] “hovering right around the six month support level” — The investor's longer-position thesis rests on CBRS trading near a technical support level.
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-0.50 [social_text] “200 repeatedly not held” — Repeated failure to hold a key technical support level is a moderately bearish technical observation.
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+0.70 [social_text] “Great technology. The core business is intact.” — The attributed analyst view affirms both the quality of Cerebras's technology and the structural soundness of its core business.
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+0.70 [social_text] “Great technology. The core business is intact.” — The attributed analyst view affirms both the quality of Cerebras's technology and the structural soundness of its core business.
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custom ASIC ecosystem dependency (3) +0.00
+0.00 [social_text] “NVIDIAs ecosystem is becoming heavily reliant on custom ASICs, optics, switching, photonics and data movement/memory layers.” — The attributed thesis describes NVIDIA's ecosystem composition without a directional company-specific conclusion.
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+0.00 [social_text] “NVIDIA's ecosystem is becoming heavily reliant on custom ASICs, optics, switching, photonics and data movement/memory layers.” — The attributed thesis describes NVIDIA's ecosystem dependency without a directional company-specific conclusion.
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+0.00 [social_text] “NVIDIAs ecosystem is becoming heavily reliant on custom ASICs, optics, switching, photonics and data movement/memory layers.” — The item describes NVIDIA's ecosystem reliance but does not state a directional fundamental proposition about Cerebras.
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energy-efficiency advantage (3) +0.73
+0.80 [social_text] “Cerebras bypasses HBM entirely for its core workloads by using a massive, single-wafer design (WSE-3) packed with 44GB of pure on-chip SRAM.” — The described single-wafer SRAM architecture is presented as a substantial performance advantage over HBM.
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+0.70 [social_text] “Cerebras runs full 16-bit precision natively. Groq heavily relies on 8-bit quantization, making Cerebras far more efficient and accurate for workloads that cannot tolerate the accuracy drop of compressed models.” — The attributed comparison presents Cerebras as more efficient and accurate than Groq for certain workloads.
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+0.70 [social_text] “CBRS holds a distinct advantage in energy efficiency for larger, complex workloads.” — The item states a distinct energy-efficiency advantage for Cerebras on large, complex workloads.
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Cerebras speed proposition (2) +0.30
+0.00 [social_text] “why-cerebras-speed-could-worth-162800526” — The item only links to a video about Cerebras speed without stating a substantive company proposition.
stocktwits
+0.60 [news] “faster inference could be a key advantage as the AI race increasingly comes down to speed.”
— The item presents Cerebras's faster inference as a potential competitive advantage in AI.Why Cerebras speed could be worth billions insider greed thesis (2) -0.35
+0.00 [filings_numeric] “3x 4 (3 insider Form-4 filings)” — Three Form-4 filings are a neutral company observation without a stated directional implication.
filings_numeric filings_mix
-0.70 [social_text] “$CBRS insiders are incredibly greedy” — The attributed opinion characterizes CBRS insiders as excessively greedy, a negative forward assessment.
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AI guardrails use case (1) +0.40
+0.40 [social_text] “there will be a good use for that large ass wafer space….. like AI guardrails” — The user speculates that CBRS's large wafer capacity could support AI guardrails, a moderately positive attributed use-case proposition.
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comparison to Groq (1) +0.60
+0.60 [social_text] “$CBRS this valuation makes $NVDA look like an absolute fire sale price” — The attributed comparison implies CBRS is undervalued relative to NVIDIA.
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drug use policy (1) -0.80
-0.80 [social_text] “stop use drugs asap !” — The post calls for an immediate end to drug use, presenting a strongly negative attributed policy stance.
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fundamental strength (1) +0.80
+0.80 [social_text] “both companies are way oversold and fundamentally are very strong” — The attributed view that both companies are fundamentally very strong is a strongly positive fundamental opinion.
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market-wide sell-off (1) +0.00
+0.00 [social_text] “that what cause heavy sell off today” — The item reports a broad market sell-off without stating a company-specific fundamental reason.
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position size (1) +0.00
+0.00 [social_text] “Position full size now — avg 173” — The post reports a completed position size without stating a fundamental reason or attributed opinion about CBRS.
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PyTorch usage (1) +0.00
+0.00 [social_text] “$CBRS just use PyTorch or tensorflow! I prefer to use PyTorch ( meta ).” — The post is a general recommendation about PyTorch that does not state a company-specific proposition.
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revenue calculation disconnect (1) +0.40
+0.40 [social_text] “this is simply a disconnect in how these companies calculate rev.” — The item identifies a stated disconnect in how CBRS calculates revenue as a positive fundamental proposition.
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wafer connectivity (1) -0.70
-0.70 [social_text] “insecure with the wafer connectivity” — The attributed sentiment characterizes CBRS's wafer connectivity as insecure.
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Sentiment by window
| window | items | top topics (count, mean) |
|---|
| 1d | 0 | — |
| 7d | 755 | social sentiment (271, +0.07) investor attention (108, +0.01) short thesis (62, +0.12) chip business performance (45, +0.18) |
| 30d | 1075 | social sentiment (454, +0.08) investor attention (116, -0.00) training moat assessment (87, +0.15) short thesis (79, +0.09) |
| ytd | 1075 | social sentiment (454, +0.08) investor attention (116, -0.00) training moat assessment (87, +0.15) short thesis (79, +0.09) |
Numeric read
Sentiment quality
coverage: social_text 1055 · news 18 · filings_numeric 1 · social_engagement 1
Divergence
Price down, sentiment up — possible early shift
Sentiment by topic
| topic | count | mean score | pos | neg | neutral |
|---|
| social sentiment | 454 | +0.08 | 116 | 56 | 282 |
| investor attention | 116 | -0.00 | 25 | 26 | 65 |
| training moat assessment | 87 | +0.15 | 27 | 8 | 52 |
| short thesis | 79 | +0.09 | 29 | 21 | 29 |
| OpenAI contract growth | 55 | +0.24 | 34 | 14 | 7 |
| chip business performance | 49 | +0.16 | 15 | 5 | 29 |
| analyst price target | 15 | +0.15 | 6 | 3 | 6 |
| trading pattern observation | 13 | +0.22 | 5 | 1 | 7 |
| contract activity | 11 | +0.23 | 6 | 2 | 3 |
| lockup expiration pricing | 8 | -0.16 | 0 | 2 | 6 |
| inference performance and cost | 7 | +0.49 | 5 | 0 | 2 |
| corporate event | 5 | +0.00 | 0 | 0 | 5 |
| partner workload segmentation | 5 | +0.60 | 5 | 0 | 0 |
| share price speculation | 5 | +0.00 | 0 | 0 | 5 |
| technical support level | 4 | +0.33 | 3 | 1 | 0 |
| custom ASIC ecosystem dependency | 3 | +0.00 | 0 | 0 | 3 |
| energy-efficiency advantage | 3 | +0.73 | 3 | 0 | 0 |
| Cerebras speed proposition | 2 | +0.30 | 1 | 0 | 1 |
| insider greed thesis | 2 | -0.35 | 0 | 1 | 1 |
| AI guardrails use case | 1 | +0.40 | 1 | 0 | 0 |
| comparison to Groq | 1 | +0.60 | 1 | 0 | 0 |
| drug use policy | 1 | -0.80 | 0 | 1 | 0 |
| fundamental strength | 1 | +0.80 | 1 | 0 | 0 |
| market-wide sell-off | 1 | +0.00 | 0 | 0 | 1 |
| position size | 1 | +0.00 | 0 | 0 | 1 |
| PyTorch usage | 1 | +0.00 | 0 | 0 | 1 |
| revenue calculation disconnect | 1 | +0.40 | 1 | 0 | 0 |
| wafer connectivity | 1 | -0.70 | 0 | 1 | 0 |