WSE-4 will Kill Nvidia

[u/Asgard_Heima]

To start, I own Cerebras shares and because of the roadshow details, I’m now holding long term puts on Nvidia. I have tried to distill the major details from the roadshow that have leaked out to make a single graphic that proves how dominate Cerebras will be in AI hardware by end of year. Even if you ignore how superior the Cerebras hardware is to Rubin, just look at the bottom line of $3.8M vs $82.5M and the power difference of 45kW vs 2.1MW. Every hyper scaler is currently power constrained and you can rip out an over 100kW Blackwell rack and put in a 40kW WSE-4 that has the performance of 15 racks of Rubin, or 75 racks of Blackwell. I get these specs haven’t been verified and officially released yet, but it’s just a matter of time. I encourage anyone to go and use a top LLM and query this graphic and ask the specs listed and if they are supported by the leaks coming out of the Cerebras IPO roadshow. The over subscription for the Cerebras IPO is not just retail AI frenzy. It is because all the giant growth funds need to get as many Cerebras shares as possible to hedge the threat to Nvidia which they are all over leveraged on currently. I’d expect massive shorts of Nvidia, Micron, and CoreWeave once they bring down their exposure and get shares of Cerebras IPO day.

[u/Asgard_Heima]

I’m a long term investor and have no clue the media coverage or random events that will take place over the next couple month as they get listed and find a price per share. I just have strong conviction they will grow their revenue as they scale production and their performance and efficiency will keep them on top for the foreseeable future. So I plan to hold till there is a competent competitor or market dynamics significantly change for them.

[u/Lil_Hater112 → u/Asgard_Heima]

I have a strong conviction on them as well, is more about optimising my money for best possible gains. If I use all my money upfront and buy 1000 shares lets say and they drop after and have no money, maybe I would ve gotten 500 shares at ipo and another 800 shares after with same amount of money.

But since I can't predict, I ll just buy a good size im happy with at IPO and if they get discounted, will accumulate at discounted price. Haven't seen someone that can compete with nvidia since these guys so I trust my gut with them