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Cerebras to raise IPO price range to $150-$160 as demand surges, sources say

Reddit r/ArtificialInteligence · 2d ago

Cerebras Systems is raising its initial public offering price range to $150-$160 amid reports of surging investor demand.

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@WinForKakei: Let me use Tencent as an example. Tencent's 2025 capex is even lower than guidance. As clearly stated in last year's earnings call, this is because they couldn't buy NVIDIA GPUs (due to AI chip supply constraints) and were unwilling to buy domestic chips. Of course, they compromised this year and have started ordering Kunlun chips. Actually, Pony Ma is not as Zen or content with being a latecomer as people say...

X AI KOLs Following · 4d ago

The article discusses Tencent's AI capex constraints due to NVIDIA chip shortages and its recent shift to using Kunlun chips, analyzing the company's valuation and strategic positioning in the AI landscape.

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@baispx: BREAKING: Michael Burry — the Big Short who predicted the 2008 crash — opens $1 billion short position betting on AI bubble collapse, with bets on $PLTR at $912M and $NVDA at $187M. Last time he went this big was the 2008 global financial crisis, and he was right. …

X AI KOLs Timeline · 4d ago Cached

Famed short seller Michael Burry has reportedly established approximately $1 billion in short positions betting on an AI bubble collapse, targeting primarily Palantir ($912M) and NVIDIA ($187M). This is his largest short play since the 2008 financial crisis.

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TradingAgents: Multi-Agents LLM Financial Trading Framework

Papers with Code Trending · 2024-12-28 Cached

This paper introduces TradingAgents, a multi-agent LLM framework that simulates real-world trading firms to improve stock trading performance. It utilizes specialized agents for analysis and risk management, demonstrating superior results in cumulative returns and Sharpe ratio compared to baselines.

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@TMFStockAdvisor: Is This The Next Trillion-Dollar Stock? CEO Says This Could Be Worth 18 Nvidias

X AI KOLs Following · 2026-04-21 Cached

Promotional article from The Motley Fool advertising their Stock Advisor service by hyping AI as the next major investment opportunity worth trillions, without disclosing specific companies or technical details.

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