Jimmy狐狸(@jimmyhuli):I don't think we should price in "next 3 years" to justify today's price, so $CBRS is very expensive and I don't want to touch it (not yet)

Jimmy狐狸

@jimmyhuli

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Jimmy狐狸@jimmyhuli

2026.08.12 22:23

I don't think we should price in "next 3 years" to justify today's price, so $CBRS is very expensive and I don't want to touch it (not yet)

Jonah Lupton@JonahLupton

2026.08.12 21:22

Not sure if anyone cares about $CBRS but I'm listening to the earnings call and hearing some pretty bullish stuff. I don't think the stock should be down -15% AH after raising full year guidance and full year gross margins. Stock looks expensive on 2026 numbers but looks cheap if you think they can 10x revenues over the next 3 years.