Cramer’s point on valuation actually makes sense here. Cerebras clearly has impressive AI infrastructure tech, but the market is already pricing in years of near-perfect execution after the IPO surge.
The interesting part is that revenue growth is not massively ahead of Nvidia yet, but the valuation multiple is already extremely aggressive.
Question: are investors buying actual fundamentals here, or just chasing the next AI narrative after Nvidia?
https://finance.yahoo.com/markets/stocks/articles/jim-cramer-cerebras-ll-buy-131236887.html
Posted by mahend72
1 Comment
That’s bullish