Company
Cerebras
- Episodes
- 6
- Share
- 0.6%
- Shows
- 6
- Net sentiment
- −0.20
Up from 0.4% of episodes in the weeks before; net sentiment was +1.00.
Bullish 1Mixed 2Neutral 1Bearish 2
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Cerebras. Longest episodes first.
Bearish 2
- Reports of insider selling and an ultrafast inference claim credited to Nvidia.BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle · TBPN · Oct 2
- Shares fell after a share unlock and reports of OpenAI training on Nvidia chips instead.Micron CRUSHES Earnings But The Market Doesn't Care, Trump Gets $2T In One Room | Basis Points · Basis Points · Oct 3
Mixed 2
- Ultra-fast token niche faces pressure as GPUs close latency gaps, though supply is hard.Ep. 034 - Engrams: How DeepSeek Offloads KV Cache to DRAM and SSD (Core Research) | Jordan Nanos, Cam Quilici, Alec Ibarra, Bryan Shan · SemiAnalysis Weekly · Oct 2
- Revenue visibility from OpenAI is strong, but COO share sales and losing a deal raise concerns.Payrolls Rose 29,000. Micron Guided $61.5B. AMD Bought World Labs. | Ep 59 · Futurum Equities Podcast · Oct 2
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial