Pre-IPO market on @tradexyz has SpaceX at > $2T - considering how accurate this was for $CBRS, @elonmusk is set to be the world’s first trillionaire by a comfortable margin.

Not a fan of $CBRS, especially at ~$90B-100B MC valuations. But I do like the company. There’s a lot of short term valuation disconnects with float dynamics after IPO as seen with $CRCL or $BULL though. So would not be surprised if it ends up trading at absurd valuations for a short time until things correct.

RT @charaninvests: $CBRS IPO this week and I think it goes nuclear Cerebras built what nobody thought was possible. One chip. An entire silicon wafer. No stitching together hundreds of GPUs, no bottlenecks, no bs. Up to 15x faster inference than Nvidia’s best. Groq has been getting all the hype for fast inference. Cerebras makes Groq look slow. OpenAI just signed a $20B deal with them -> $510M in revenue last year -> every major tech company on the planet is trying to find an alternative to Nvidia and this is the only thing that actually delivers. “Cerebras is the first architecture in decades that actually challenges the GPU at its own game” -> Dylan Patel, SemiAnalysis They are IPOing at the perfect time. Just look at $SMH. AI infra spend is going vertical. The window is open right now. IPO range $115-125. I expect it opens above $170. Already trading above $250 on Hyperliquid. Fills will probably be shit given how oversubscribed (~20x) the IPO is - I am watching $WYFI and $VICR as sympathy plays

$CBRS IPO this week and I think it goes nuclear Cerebras built what nobody thought was possible. One chip. An entire silicon wafer. No stitching together hundreds of GPUs, no bottlenecks, no bs. Up to 15x faster inference than Nvidia’s best. Groq has been getting all the hype for fast inference. Cerebras makes Groq look slow. OpenAI just signed a $20B deal with them -> $510M in revenue last year -> every major tech company on the planet is trying to find an alternative to Nvidia and this is the only thing that actually delivers. “Cerebras is the first architecture in decades that actually challenges the GPU at its own game” -> Dylan Patel, SemiAnalysis They are IPOing at the perfect time. Just look at $SMH. AI infra spend is going vertical. The window is open right now. IPO range $115-125. I expect it opens above $170. Already trading above $250 on Hyperliquid. Fills will probably be shit given how oversubscribed (~20x) the IPO is - I am watching $WYFI and $VICR as sympathy plays