Cerebras (CBRS)

Extremely volatile since May IPO. A bit too fresh for her team :)  The growth is real. First quarter saw cloud revenue up nearly 178%. Signed OpenAI agreement worth $20B USD. Almost 43% upside to analysts' targets.

Exciting story, but too speculative right now. She'd wait and see. Next earnings report August 12. Substantial spending needed to build capacity. She's going to add it to her watchlist and monitor it closely.

He didn't recommend its IPO. Share were too hot, but have since fallen a lot to $160. They reported merely an okay quarter with disappointing margins. It has since partially recovered to $221.

A great business, but their IPO price was too high. Shares have come down a full third. It's a cautionary tale. It's still too expensive.