Cerebras bear flips positive at $83, citing <0.5% CS-3 wafer decommission rate
firstadopter · x · 2026-11-13
Longtime public Cerebras bear firstadopter says he is no longer negative on the stock at $83, believing the company's rebuttal to short-seller Culper Research is correct.
Key evidence: per Cerebras field data, less than half of one percent of all CS-3 wafers deployed since the CS-3's 2024 introduction have been decommissioned — durability far better than the short thesis implied, and consistent with the author's own field data.
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