Watch Cerebrus Pull The Entire Tech Market Forward -- This Will Be A Bigger Story Than "Mr Trump Goes To Beijing" -- May 14, 2026

Locator: 50809INVESTING.

The Cerebras chip: link here. 

Comment before we get started: chip design, chip manufacturing is moving at warp speed. 

LDCs are being built at record speed. 

Now, with regard to chips (for LDCs) we have Cerebrus -- see below -- another chipmaker for LCDs. Of all the chip makers that seem to have household names, Intel seems to be the company that has a one-trick pony, and, oh by the way, the company is having trouble getting that chip made. 

At one time, the race to get these chips to market was very, very important. Now so much any more. What changed? 

Two things. First, the buildout of LDCs has slowed a bit due to NIMBY concerns. Second, the buildout of LDCs has slowed a bit due to cash flow issues. Third, the buildout of LDCs has slowed a bit due to energy issues. All of a sudden the race for LDCs is not so critical. 

What's important now is the best chip out there. And that's where Cerebrus comes in. If what the company and the analysts say is true about the Cerebrus chip, then folks are going to slow down and wait for the best chip. And right now that appears to Cerebrus. We address this later below. Which chipmaker is most at risk with regard to Cerebras?

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Cerebras 

Query: Cerebras chips: what companies are lined up to buy chips from Cerebus? Are these chips for personal computers or for LDCs, the cloud, similar?

Reply:

Cerebras is a chip company. 

Query: 

The Cerebras chip has CPU, GPU, and HBM on the same chip. Is that accurate?

Reply:

 Investors

Movers and shakers got in for $185.

Opened at $350.

Already trading at $385.

This is huge.

It will help solve the GPU / CPU / memory chokepoint. Puts memory on the chip. But it's a ten-year story.

Who gets hurt the most? INTC. 

A chatbot agrees.

The Biden administration would not allow Cerebras go public.

 

This is so huge. I cannot articulate how big this deal is.

 

Did BRK get any shares at $185 last night? 

This is going to hasten more IPOs. 

 

In Silicon Valley, 20-year-olds are going crazy. Watch for more IPOs out of Silicon Valley.

 

The next one: SpaceX.

Everyone wants a piece of Elon Musk.

 

The "lock-up" is unique.

 

The "lock-up" is unique. A "dribble-lock-up." Insiders can start welling their shares in the next month or so. All the supply does not show up at one time.

 

CNBC did an incredible job reporting this IPO. Absolutely amazing.

 

Me? I'm letting my profits run, and will be pivoting to banks and pharmaceuticals.  

 

Remember Vera Rubin (Nvidia) coming to market by the end of the year.

 

What's the US equity market doing? Continues to surge.

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Disclaimer Briefly 

Briefly:

• I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. 
• I am often appropriately accused of hyperbole when it comes to the Bakken. 
• I am inappropriately exuberant about the US economy and the US market. 
• I am also inappropriately exuberant about all things Apple. 
• This is not an investment site. 
• Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 
• All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. 
• If anything on any of my posts is important to you, go to the source.  
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the fourth (sixth) industrial revolution. 
• I've now added Broadcom into this discussion. I am also inappropriately exuberant about all things Broadcom. 
• Now, I've added Amazon.  I am also inappropriately exuberant about all things Amazon.
• In early 2026, I pivoted to banks/financials; and, pharmaceuticals.
• Longer version here.