CRDO Archives - Ticker Target

Cerebras: What is going on with the company and the shares?

I have recommended Cerebras shares and the Ticker Target high growth portfolio currently has a 3.87% weight in the shares. The shares have dropped by almost 18% so far this week. The drop is a function of a report from a publication called SemiAnalysis that OpenAI is using some Nvidia chips to power the Ultrafast…

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Portfolio Change Post: Sale of the Tempus AI position; Purchase of starter position in Credo and adding to positions in Navan and Dynatrace.

We made some changes in the high growth portfolio this morning. After thinking about what to do with the Tempus position, we wound up selling the shares. The shares have nearly doubled in the last 6 months and have risen by more than 30% in last 30 days. There was a specific reason for that;…

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