Jun. 27 at 3:16 PM
$CBRS
Kinda wild one here.
OpenAI is reportedly running its 5.6 “Sol Frontier” model on Cerebras, with performance up to ~750 tokens/sec. That’s just insane throughput.
Feels like a real validation moment for the tech.
I actually started a small starter position in the ~170s after seeing this drop below the IPO price.
Still early, and valuation is definitely something to think about, especially vs profitable peers like
$JBL at similar multiples.
But anything tied to OpenAI infra tends to carry a premium as long as they stay ahead.
Signal, not hype