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Sep 12, 2026Cerebras (CBRS) - wafer-scale inference, S&P 500 fast-track, and the 86% UAE concentration
S&P 500 fast-tracked Cerebras 12 days after its IPO. Passive funds now own a $48.8B name with 86% UAE revenue concentration. The wafer-scale inference thesis and the customer risk you buy through SPY.
Sep 12, 20269 min read0 reactions0 comments