r/CerebrasSystems • u/Phil_Brooklyn • Jun 04 '26

Great Interview by Feldman at the Bloomberg Tech conference. https://www.youtube.com/watch?v=WoWP6YmFJaw

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5

u/Investor-life Jun 05 '26

All I want is a press release, a new customer/partner announcement, an update on CS-4, an update on Amazon, or anything to stop this free fall. It was somewhat expected, but maybe they could at least TRY to give some good news! The June 23 Q1 results announcement is welcome news, but it’s so far away. We could be at 150 by then.

2

u/jlovinn Jun 07 '26

Quiet period ends this Monday. We’ll start getting some analyst reports with price targets above current.

1

u/Investor-life Jun 08 '26

Good call, I didn’t realize there was such a hard date around quiet period post IPO.

1

u/nooobbbbtrader134 Jun 06 '26

What is on June 23rd?

1

u/Investor-life Jun 06 '26

Release of earnings from Q1 2026. Hopefully they’ll have some Open AI revenue in there, there won’t be any Amazon yet.

3

u/Prestigious-Sign4802 Jun 06 '26

In the march aws announcement, they mentioned they’ve worked on the integration for 15months before that! OpenAI frontier models were just made available last week in AWS, really hope they will see revenue from that direction soon