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$EOSE If only there was a full-stack, fully American, zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at? What if its stock has a 30% short float?

YeahDave

8,464 subscribers

205,502 просмотров • 8 месяцев назад •via X (Twitter)

Наука и технологии Финансы

Anya Rossi• Live Now

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The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

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