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Serenity
@aleabitoreddit
Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.
加入 July 2025
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Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS. At up to 750 tokens/sec, which is obscene performance. American inference go brrr. I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after seeing this news yesterday. Feels like validation of its tech. IMO a bit overvalued compared to profitable companies like $JBL at the same valuation. But there’s likely premiums for OpenAI exposure, as long as they stay the leader.
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