Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
Joined March 2013
560 Following 10.9K Followers
first time i see numbers for $CBRS out to 2030. Even more bullish than I thought. Maybe this dip is a gift. Sure gonna need a lot of VPD to get to $22b in revenue in 2030 from 890m in 2026.
UBS sees 2027 as the inflection year for $CBRS with revenue growing ~4x to $3.3B before reaching ~$23B by 2030 with 46% operating margins.
The interesting part is Cerebras’s on chip memory advantage becomes way more valuable as AI agents make dozens of model calls per task with CS-5 targeting 10K tokens per second per user in 2027.
And with ~$25B in contracted backlog already equivalent to nearly half of projected revenue from 2027 through 2030, shares now trade below 20x 2028 earnings.
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