Hu

we could either do better or do each other

[みぃたぁらぁしぃ @Miil__liiM]

雑すぎるラフ
胡桃

[Hu @bottomdragging]

@stogolp shit sells at shit rates

[Hu @bottomdragging]

@T0xXxFoX we’re available on ios weheheh

[Hu @bottomdragging]

should’ve shorted it on freeport

[Freeport Markets @freeportmarkets]

Cerebras is the biggest IPO of the year. It prices tonight and you can already trade it on Freeport. Here's the full breakdown before the open:

THE SETUP
Cerebras last raised at a $23B valuation in February 2026. Tonight's IPO prices at $150-$160/share, implying ~$49B. That's a 2x jump from the last round before a single public share trades.

THE ROUND
Filed at $115-$125. Repriced to $150-$160 within a week. 20x oversubscribed. Perp already trading at $304 on Freeport, nearly 2x the top of the IPO range.

THE TECHNOLOGY
The Wafer Scale Engine is 57x larger than Nvidia's H100. Now the go-to chip for inference, which is where AI compute demand is headed in 2026.

THE CUSTOMERS
OpenAI signed a $20B+ compute deal and is using Cerebras for its code generation model. AWS is deploying it through Bedrock. These are the two biggest AI spenders on the planet.

THE NUMBERS
$510M revenue in 2025, up 76% YoY. 47% net margins. Rare for a hardware company at this stage.

THE COMP
CoreWeave IPO'd March 2025, also oversubscribed. Up 40%+ within days, up 300%+ by June.

THE RISKS
OpenAI is the majority of revenue. 51x trailing revenue multiple. Nvidia spends $18B/yr on R&D. TSMC has no long term supply commitment with Cerebras.

POST IPO CATALYSTS
First earnings, AWS Bedrock ramp, customer diversification, any new hyperscaler deals.

Long if you think the pop has more legs. Short if $304 is already getting ahead of itself.
Trade it now on Freeport. Any questions on the setup, ask below 👇

[Hu @bottomdragging]

back to button mashing yep, gn

[Hu @bottomdragging]

@freeportmarkets uhhhhhh

[Hu @bottomdragging]

@Ehn_7H dont pick your ass

[Hu @bottomdragging]

genz is like the 68 between 67 and 69

[Hu @bottomdragging]

@DenisCJN too sane to know whats happening

[Hu @bottomdragging]

@veH0rny @solana just like the chain

[Hu @bottomdragging]

@blancxbt @ooxbt me sending my fren a text when im shitting

[Santisa @Tiza4ThePeople]

I'm lucky enough to have grown professionally in an industry that allows for pseudonyms as the norm.

As the industry keeps maturing and converging with tradfi, it's less clear to me how this will pan out, and when rocking an anime pfp will start to be detrimental to your business.

The concept of operating under the same name on two completely separate spheres seems off to me. Why do I need to let my social circle know exactly what I do for work, and how well I do? And why would I need to let my work group know things about my personal life?

Personally, I truly value the segregation.
I'd feel very exposed if I were fully doxed, and also be wary of the serious opsec concerns that it would introduce in my life.

I'm now left wondering if operating under pseudonyms is part of a broader cultural shift, and will remain the norm, or if it's a premium that one will pay in the future as traditional finance is skeptical of personal privacy as a default.

I really hope it's the former.

[Hu @bottomdragging]

@BittexXBT @notmigmist @hellojintao

[Hu @bottomdragging]

@riastasis

[Hu @bottomdragging]

@flyntyas best to sleep after placing a trade

[Hu @bottomdragging]

@stmatomato those train games i used to play on mobile when i was a kid, but now with better graphics

[Hu @bottomdragging]

@stogolp i will only believe chang's words

[Hu @bottomdragging]

@stogolp yeah im into gays

[Hu @bottomdragging]

@0xRacist @inversebrah