CBRS → $200.00 by Jun 28, 2027.

The investment case for Cerebras (CBRS) fundamentally rests on two core questions. First, is Andrew Feldman the right leader with the team to deliver and execute on the plan? Second, how much market share can he realistically take from the incumbents and hyperscaler alternatives, specifically folks like NVIDIA, AMD, AWS Trainium, and Google TPU? The response to that first question is an easy sell. Andrew is exactly the sort of CEO who has the grit to pull complex technical pieces …