Cerebras just hit the market and popped over 100% on opening day before settling a bit to ~80%, and that was after a couple of upward revisions on the sale price pre-ipo - I think the first target was something like $115/share, it's currently around $330/share. So, the pent-up demand for anything AI-related is apparently insane.
Does this change how anyone's thinking about the market? Who do you think is driving this level of demand for shares?