Opinions Jim Cramer - Mad Money
CerebrasCBRSDON'T BUYJun 12, 2026
Jim Cramer - Mad MoneyUnknown
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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.
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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.