Culper took this short report off their website but @grok remembers everything. Genius move before AAOI ran to 200+ I am long $CBRS with 1k shares now and will add more over time. Deals with Amazon and AMD havent even lead to any deployments yet. Oracle deal just announced yesterday. I expect CBRS to become THE BEST play on security in AI. Speed is absolutely mandatory for security. It doesnt need to beat nvda to carve out a great niche, being long cbrs does not mean you think nvda or tpu’s are bad, it means you see the value in lightning fast inference in CERTAIN workloads, and can sniff out bullshit in real time. Thanks Culper. Nice to see $VICR hold up well on this cbrs selloff btw. Vicor is the providing world class vertical power modules to CBRS for those unaware- this tech is one of the key reasons Cerebras is even a viable commercial product.