Chakrit Suttisaewan

Neuro med resident , Investor, Economist
,Telecom 3G 4G , media
Sattelite TV

[Ren @ren_stocks]

$CBRS might be the most interesting AI hardware stock to buy now and come back to in 3 years.

UBS has Cerebras going from $890M in revenue this year to $3.3B in 2027 and ~$22.6B by 2030, with operating margins swinging from −18% to 46% along the way.

At $146, the stock trades at about 20x UBS’s 2028 earnings and 10x 2029, and UBS has EPS compounding from $7.21 to $24.36 over those two years.

It’s also ~26% below the $196.74 share price UBS built the model on just two weeks ago. Same numbers, cheaper stock.

Remember I keep saying this: The growth story is inference.

Cerebras keeps the memory on the wafer itself, which is exactly what you want when agents fire off dozens of model calls per task and every millisecond of latency adds up.

Execution is everything here. But if they get even halfway there, $146 won’t look expensive for long ⚡

[見た瞬間ブフォwwwwってなったやつ @perachompe4]

アイドルの水着姿とか韓国の地上波番組やばいだろwww親とTV見てたら気まずいわ😳💦

[Shay Boloor @StockSavvyShay]

The head of DevEx at $CBRS and a Y Combinator GP made a podcast about marrying young, status games and getting canceled on Tech Twitter 🤣

[Feiyan Xie @FeiyanXie]

这才是真正的空手夺白刃，哈萨克斯坦总统为他颁发奖励👍

[Olivia Taylor @Taylor_WZW]

$CBRS Yes, Cerebras Systems management—including CFO Bob Komin—has officially stated that the company plans to more than triple (over 3x) its core revenue in 2027.

Key Details:

• 2026 Baseline Guidance: Cerebras raised its full-year 2026 core revenue guidance to $880 million – $890 million.
• 2027 Projections: Management's "more than triple" plan implies 2027 core revenue scaling to roughly $2.6 billion to $2.7 billion (or higher, with some Wall Street estimates approaching nearly $3 billion).

[𝑳.𝑵.𝑹. 🌷⌇ @7wol11il]

อดีตทหารนาวิกโยธินสหรัฐฯ สาธิตการแย่งปืนด้วยมือเปล่าพร้อมถอดแม็กกาซีนใน 0.8 วินาที
เร็วมากกก แปลว่าที่เราดูในหนัง ในซีรีส์ไม่เกินจริงเลย

[Shay Boloor @StockSavvyShay]

Looking forward to being told that adding to $ASTS after $SPCX validated the low band thesis is the worst decision of my life 🙃

[Allen Lattimer @allen_lattimer]

50 AI tools that will save you hundreds of hours in 2026. 🤯

1. Claude — Solve any problem
2. Perplexity — Research anything
3. PortfolioTab — Create your portfolio
4. Kling AI — Create AI videos
5. Tripo AI — Create 3D models
6. Gemini — Perfect writing
7. CapCut — Edit videos
8. The AI Library — Discover useful AI tools
9. YouLearn — Summarize YouTube videos
10. Canva — Design graphics
11. ElevenLabs — Clone voices
12. Podcastle — Edit podcasts
13. ChatGPT — Brainstorm ideas
14. NotebookLM — Analyze documents
15. Lovable — Build web apps
16. Bolt new — Generate full-stack apps
17. Cursor — AI coding assistant
18. Windsurf — AI software development
19. Replit — Build apps in your browser
20. Gamma — Create presentations
21. HeyGen — Create AI avatar videos
22. Synthesia — Generate AI presenter videos
23. Midjourney — Generate AI art
24. Ideogram — Create images with text
25. Runway — AI video editing
26. Pika — Generate AI videos
27. Luma AI — Create cinematic AI videos
28. Leonardo AI — Create game assets & artwork
29. Figma AI — Design UI/UX
30. Framer AI — Build websites
31. Tally — Create smart forms
32. Otter ai — Transcribe meetings
33. Fireflies ai — AI meeting notes
34. Granola — AI meeting assistant
35. Wispr Flow — Voice-to-text
36. Zapier — Automate workflows
37. Make — Connect apps with automation
38. n8n — Open-source automation
39. Photoroom — Edit product photos
40. Remove bg — Remove image backgrounds
41. Suno — Generate AI music
42. Udio — Create original songs
43. DeepL — Translate accurately
44. Poe — Access multiple AI models
45. Grok — Real-time AI assistant
46. Genspark — AI super agent
47. Manus — Autonomous AI agent
48. Elicit — Research papers faster
49. SciSpace — Understand research papers
50. Notion AI — Write and organize notes

✅ Save this list—you'll probably use it more than you think.

[Regaltos AI @EaStEnRaY1]

A 19-year-old Japanese student built a trading bot with Claude Code in 2 days.

Used his iPad as a second monitor.

First night: $6,732 profit.
Starting capital: $68.

Total profit so far: $750,000.

Here's how it works:

The bot scans over 50 markets simultaneously.

Syncs live BTC data from Binance every second.

Spots price errors before humans even notice.

The edge is pure speed + pattern recognition.

While traders stare at charts trying to predict the next move, his bot is already executing on mispricing across dozens of markets.

No guessing.
No emotions.
No hesitation.

Just Claude Code logic finding gaps that close in seconds.

He built the entire system in 48 hours:

→ Claude Code handles the trading logic
→ Binance API feeds real-time BTC data
→ iPad displays multi-market monitoring
→ Executes trades when arbitrage windows open

The system runs 24/7.

Every price dislocation = profit opportunity.

Most people are still trading manually, refreshing charts, second-guessing entries.

Meanwhile this 19-year-old engineering student turned $68 into $750K by letting Claude Code do what humans can't: process 50 markets instantly and execute without fear.

Why are people still trading manually?

💡I'm giving away the exact Claude Code setup for free.

24 hours only.

To get it: 👇

1️⃣ Comment "Claude"
2️⃣ Like Comment and Repost

Follow @EaStEnRaY1

I'll DM you the complete setup.

[Damnang @damnang2]

I finally put together my thoughts on $CBRS’ yield and testing, something I have been curious about purely as an engineer for a very long time.

This is not a verification of Cerebras’ actual manufacturability. The calculations are based on a model I developed myself, so they may differ from reality.

Still, I hope this provides at least a little technical insight into the world’s first wafer scale chip.

You can also read the full article, including the appendix, on my Substack. Come check it out for free!

[Ryan Carter @Grow_withAI]

One of my friends makes $1.2M a year as an Anthropic engineer.

I asked him how he became so good at prompting. He sent me a video that was never meant to be public: Anthropic’s core team prompting playbook.

You’ll struggle to find a better 30-minute guide to prompting than this.

I watched it last night. Halfway through, I realized I’d been using Claude completely wrong for the past two years.

Watch it. Bookmark it.

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

CFETs solve this with overnight 50% SRAM scaling. Ask again in 2031-ish.

https://t.co/WStKlP0Ox9

Between now and then it's about optimizing compute vs bandwidth. The big lever Cerebras could use is quantization. They're still FP16.

[Andrew Feldman @andrewdfeldman]

Complementary Field-Effect Transistor (CFET) technology achieves major static random access memory (SRAM) scaling beyond traditional nanosheet gate-all-around (GAA) devices by vertically stacking nFET and pFET transistors. This folding eliminates lateral n-to-p separation spaces, reducing 6T-SRAM bitcell area by up to 40% to 55% compared to standard nanosheet or forksheet benchmarks.

From the below.

https://t.co/fLghxGZnB8

[Cerebras @cerebras]

https://t.co/IreYOHHFhi

[Shay Boloor @StockSavvyShay]

Dear Joe,

I’m writing this as a shareholder who actually wanted to believe in $EOSE is building and who still believes the underlying problem you’re trying to solve is real, urgent & structurally important for the grid. But this quarter wasn’t just a bad print.. it genuinely was a complete trust break.

Small-cap investing is like watching your house catch fire since you already know the risk going in but the only way you survive is if you trust the person guiding you to the front door. Once that trust is gone then you don’t just lose money but you burn with it. That’s what this quarter felt like.

Reaffirming guidance deep into the quarter and then missing it by this much without pre-announcing tells me that you actually didn't know what was happening inside the factory or chose to stick with the story even as the numbers were falling apart. Both are bad. As CEO, that’s on you.

What makes this harder to swallow is the timing since you raised roughly $600M late in the quarter and then turned around and delivered results that were nowhere close to what had been guided. Even if every operational issue you laid out is real then the sequence alone creates a governance problem. You can’t take fresh capital from the market while the quarter is blowing up and then act surprised after the fact. That destroys credibility.

I heard the explanations of supplier issues, downtime way above expectations, automation not hitting quality targets, rework, utilization below plan. These are real problems but from the outside it looks like the manufacturing system still isn’t stable enough to support the confidence you projected publicly. You can’t ask investors to underwrite a scaling story when the engine is still sputtering.

The frustrating part is that demand doesn’t look like the problem. You booked a lot of new orders, backlog grew and the pipeline is big and the tech actually matters. Long-duration, non-flammable zinc batteries solve a real gap that lithium-ion doesn’t since data centers run 24/7 but the grid wasn’t built for that. Eos sits right at the intersection of AI power demand and grid reliability which is why people believed in this story in the first place.

But none of that matters if management credibility is impaired which is exactly what today’s stock action reflects. A 40% drawdown isn’t the market debating long-duration storage but it’s the market GRADING YOU JOE and saying it no longer trusts you on execution.

I hope the company does turn it around. I hope the technology scales. I hope the mission succeeds. But as an investor, I already accept enough uncertainty from markets, supply chains and the normal fog of war but what I cannot accept is uncertainty layered with distrust of management communication. This quarter crossed that line and you should assume many shareholders feel the same.

[Nattawut Saikuar @Ten_Nattawut]

ด่วน !!!

พบการเคลื่อนย้ายยุทโธปกรณ์คืน 18 ก.ย.

รถถังมีไว้ปกป้องชาติ

ถ้าใช้ยึดอำนาจ เราจะขับรถยนต์ชนรถถัง

#15ปีแล้วนะไอ้สัส

[Chakrit Suttisaewan @teathink]

@korbsak ปัญหาความล่าช้าของวัคซีน เกิดจากการขาดแคลนวัตถุดิบและโรงงาน ไม่ใช่IPครับ แก้ไม่ตรงจุด

[FreeYOUTH @FreeYOUTHth]

กล้ามาก กล้ามาก เก่งมาก ขอบใจ “ราษฎรทุกคน” ขณะนี้จบการอ่านแถลงการณ์แล้ว เราได้ส่งตัวแทนเพื่อเข้าไปยังสถานทูตและทำการยื่นหนังสืออย่างเป็นทางการ โปรดรอฟังความคืบหน้าถัดไปหลังจากการเข้ายื่นหนังสือเสร็จสิ้น
－
#ม็อบ26ตุลา
#26ตุลาไปสถานทูตเยอรมัน

[The MATTER @thematterco]

18.42 น. ภาพบรรยากาศการเคลื่อนขบวนของผู้ชุมนุมบนถนนพระรามสี่ มุ่งหน้าสู่สถานทูตเยอรมนี

#ม็อบ26ตุลา

[ribbonjung @ribbonjungZ]

#saveArtie สรุปจบในคลิปเดียวจาก Specktrum เกิดอะไรขึ้นกับอาร์ทตี้? เมื่อผู้สื่อข่าวตกเป็นข่าวซะเอง น่าเห็นใจมาก ร้องไห้ นอนน้อยจนหน้าบวมหมดแล้ว เป็นกำลังใจให้ค่ะ ช่วยกันรีให้ทุกคนรู้และเข้าใจนักข่าวเนื้อดีคนนี้ด้วยนะคะ สงสาร #23ตุลาวันตาสว่าง #ม๊อบ23ตุลา