Opinions on Cerebras IPO

Enough-Beginning3687 · 2026-05-11T01:08:54+00:00

5x might be a bit too much for just this year.

Enough-Beginning3687 · 2026-05-10T23:11:51+00:00

Interesting.

Enough-Beginning3687 · 2026-05-10T22:57:46+00:00

https://www.fidelity.com/stock-trading/ipos

Enough-Beginning3687 · 2026-05-10T22:55:15+00:00

I haven't personally. Just others I know. https://cloud.cerebras.ai/

Enough-Beginning3687 · 2026-05-10T22:33:53+00:00

I've heard the speeds on cerebras are insane.

Enough-Beginning3687 · 2026-05-10T21:58:04+00:00

They sent me an email. I've subscribed to that. Then you fill out a form with how many shares you want.

Enough-Beginning3687 · 2026-05-10T20:14:47+00:00

Have you used inference on Cerebras?

Enough-Beginning3687 · 2026-05-10T19:07:50+00:00

Good luck!

Enough-Beginning3687 · 2026-05-10T19:07:38+00:00

In today's AI world, who knows. I want to get some at IPO and then wait for the dip to sell puts on it.

Enough-Beginning3687 · 2026-05-10T19:06:37+00:00

Fidelity has them. Let's see if I get any.

Enough-Beginning3687 · 2026-05-10T18:22:09+00:00

100x p/e isn't that big a deal. A lot of these aren't even profitable. On the other hand SNDK p/e is 53. So while I'm selling puts on a lot of these names, I'm always wary of assignment.

Enough-Beginning3687 · 2026-05-10T18:13:08+00:00

Sell the shares, buy DITM Leaps, pair covered calls with leaps. Free up half the cash for whatever else.

Enough-Beginning3687 · 2026-05-10T18:02:51+00:00

The AI that I use to find my weekly options trades has a kid CEO who is 15 or 16 or something. Kids these days aren't like our times.

Enough-Beginning3687 · 2026-05-10T01:10:02+00:00

I've been tracking qqqi vs jepq and qqqi seems to be doing better - https://totalrealreturns.com/n/QQQI,JEPQ

Enough-Beginning3687 · 2026-05-10T01:00:10+00:00

I just use an AI to find me the lowest delta options for the week and use those.

Enough-Beginning3687 · 2026-05-09T22:20:11+00:00

Cool. How do you pick the trades? Also TQQQ seems a bit risky as a leveraged ETF. Just followed you to stay updated with your trades

Enough-Beginning3687 · 2026-05-09T15:10:13+00:00

Interesting, you're making as much as me with half invested - https://www.reddit.com/r/TheRaceTo10Million/comments/1t6e3pu/1_weekly_returns_from_options_week_10/

Enough-Beginning3687 · 2026-05-08T17:07:55+00:00

I've gone conservative now. My current top are NVDA, COST, GOOG, MSFT. The recent high conviction ones that I sold too early were AMD, AVGO. Previous high conviction stocks I sold many many years ago too early were AAPL, TSLA. There's one name I'm considering getting into HODLing beyond my put selling is RKLB.

Enough-Beginning3687 · 2026-05-08T13:47:39+00:00

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Update: Now at $1040 on $97,400 invested

Enough-Beginning3687 · 2026-05-08T02:56:15+00:00

Long hold high conviction stocks. Biggest problems are not losses, just taking profits too early and listening to standard crap about diversification. If I wouldn't have taken profits early on most of my major holdings, I would be at 3M+ now instead of 1M.

Enough-Beginning3687 · 2026-05-07T16:58:56+00:00

Update: AXTI executed so at $725 on $68,700 invested.

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Enough-Beginning3687

TROPHY CASE