Cerebras Systems (CBRS) IPO | Should You Buy Cerebras Systems when it goes public?

Welcome to the Semi Stock Show! Where I cover the semiconductor industry each week. Today we talk about #Cerebras #CBRS IPO. Should you buy Cerebreas Systems when it goes public? Is is a good stock to buy on the IPO?

Intro 0:00
Nvidia News 1:35
Cerebras Systems IPO 4:09
SOXX Technical Analysis 14:25
SMH Technical Analysis 14:54
NVDA Technical Analysis 15:12
AMD Technical Analysis 15:41
AVGO Technical Analysis 15:58
INTC Technical Analysis 16:07
QCOM Technical Analysis 16:44
TSM Technical Analysis 16:58
ASML Technical Analysis 17:09
NXPI Technical Analysis 17:37
ARM Technical Analysis 17:56
SMCI Technical Analysis 18:16
DELL Technical Analysis 18:41
MU Technical Analysis 18:52
LRCX Technical Analysis 19:11
AMAT Technical Analysis 19:35
Outro 20:14

[venky]

Thanks Colin! Your updates and the technical charts are helpful.

[thehaymaker]

Thanks for covering this Colin. I saw the Motley Fool hyping this stock up but they aren't very reliable, especially when it comes to tech stocks. Glad to see someone who knows what they're talking about going over the data!

[HoangTran-rcyg]

thank you Colin! I learned so much from watching your videos!!

[zenastronomy]

10:50 buying early is only early if the price is early. cerebus seems to be being priced like it is a mature company. earning billions in revenue already.

no idea if this is a pump and dump stock by wall st. that's the fear

[BSlayer]

Great video as always! Appreciate the content

[Baylorbetterthanbrown]

I'm going to buy some anyway is the startup it's not going to start out great and just like anything in life it's not going to start out great but it may end great

[rayspencer]

I doubt this is a serious competitor to Nvidia. A chip that size could have some serious thermal expansion issues with temperature changes, and keeping the whole chip cool without hotspots. Not much was discussed about the software package that would go with it. IMHO, Nvidia chips and software, coupled with SMCI ( makes the cooling, power, rack infrastruucture designed specifically ( more or less), for Nvidia chips) would be a hard act to follow. The over arching metric is cost per compute longterm, not just the raw compute power.

[dunggg]

When Saudi or UAE is invest in an IPO... Run away, and run fast

[eagleabram]

Thank you Colin! Do you think AI is big upcoming technology?

[trustme]

Cerebras needs to move overseas to Singapore or Hong Kong.

[briancase]

Neither Cerebras nor Nvidia is a chip company. They aren't integrated circuit companies. They are systems companies, they sell systems. You can't order H100 chips from Nvidia; that would make zero sense. You have to buy them in systems. AMD is a chip company. You can order 10, 000 CPU chips from them.

[darrenhere]

i will take Dell and MU all day long...