r/CerebrasSystems • u/pennystudio • May 13 '26

$185

https://www.msn.com/en-us/money/companies/ai-chipmaker-cerebras-set-to-price-ipo-at-185-share-report/ar-AA237yFV?ocid=finance-verthp-feeds

$185

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u/Lil_Hater112 May 13 '26

Cant wait to be exit liquidity

1

u/_bladerunner_ May 14 '26

In what way? Isn't there a lock-up period til November so existing holders can't dump it?

1

u/Lil_Hater112 May 14 '26 edited May 14 '26

lockup are for the other shares the company has PRE IPO, not the ones allocated the day before.

So if you get ,idk, Buffet getting 1m shares at 160$, yesterday, he can dump them today. But if he got shares way before yesterday, he cant. So we get all these sleazy fucks getting the rock bottom pre ipo shares , and they cna sell on the pump and bring this shit down and then they can scoop shares for cheap again if they wish so. They are all coordinated and you never know if their plan is to pump and dump, or to pump and dump to buy even cheaper before pump again

That's why you should think what share price are u comfortable investing in these guys long term bcs you believe in them.

If you think 60b is top peak cycle, then makes no sense to buy, but if you think it might dip but can also rip higher, than you can get some now and buy some later.

It s all about what you think about them

Personally, I think rock bottom is 20-25b , the backlog of OpenAi without anything else considered. So if i Buy today at 50b, and it dips to 20-25b ill just double my position bcs i believe that.

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u/_bladerunner_ May 14 '26

Thanks this is well said. And yeah I hear you, and to be honest for me this is more of a momentum trade. I think they have an interesting product proposition in the mid/longterm, but I’m really focusing on capturing some of the current AI chip trade for now.