CBRS Cerebras Systems Inc. · NASDAQ · Semiconductors & Related Devices

What each lens says: insiders — insiders bought $0.0M and sold $117.0M in 30 days (0 buys, 55 sales) · funds — ARK Invest, Coatue, Soros Fund opened or grew · press — 27 headlines read upbeat

no price series yet

What the readers say — 0 reads of posts over 50 upvotes, last 30 days

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posts per day (height) and word-score mood (color), gated

Connected to CBRS — asked of the layer, served live

funds.holdings

references ×1 13f:0000902664-26-003507:15675D103
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references ×2 13f:0000919574-26-005478:15675D103
references ×1 13f:0001104659-26-096910:15675D103

funds.securities

references ×1 CEREBRAS SYSTEMS INC - A

insiders.trades

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news.articles

discusses ×5 Cerebras Analyst Is Bullish, Calls Nvidia Competition 'Exaggerated' - Cerebras Systems (NA

research.hypotheses

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social.posts

discusses ×68 Avoid chasing new AI chip stocks and accumulate TSM?

open the relational graph ↗

History of CBRS — the layer's log: every relationship that appeared, strengthened or faded

2026-10-03 21:25 appeared references news:95fc2b585a8a5997 news.articles · crossed the bar · ×1
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2026-10-03 21:25 appeared references news:92fb75ef377f6d75 news.articles · crossed the bar · ×1
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2026-10-03 04:02 appeared references news:85d33a772306628b news.articles · crossed the bar · ×1
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The reads — each post's actual stance, by a language model

no reads yet for this ticker

Reddit posts — over 50 upvotes

post	⬆	flair	word score
r/StockMarket OpenAI is Reportedly Preparing a $500/mo ChatGPT Pro Max Tier Focusing on Ultra-Fast "Work and Codex" Features.	240	News	neutral
r/stocks Avoid chasing new AI chip stocks and accumulate TSM?	59		neutral
r/wallstreetbets $90k 1 week CBRS options	135	YOLO	bullish

The comments — loudest in 30 days, over 10 upvotes

no loud comments naming this ticker yet

News

seen	headline	source
2026-10-03T00:10	Cathie Wood’s ARK stock trades: Cerebras and BWX Technologies lead buys	Investing.com
2026-10-02T22:28	CBRS News Today \| Why did Cerebras Systems stock go down today?	MarketBeat
2026-10-02T21:45	Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration	CNBC
2026-10-02T14:47	Cerebras Analyst Is Bullish, Calls Nvidia Competition 'Exaggerated' - Cerebras Systems (NASDAQ:CBRS)	Benzinga
2026-10-02T14:23	Cerebras Systems rebounds as Freedom Capital calls selloff overdone	Investing.com
2026-10-02T14:18	Cerebras upgraded to Buy following stock slump: FCM	Seeking Alpha
2026-10-01T17:30	Cerebras Systems: This Is Not A Golden Buying Opportunity (NASDAQ:CBRS)	Seeking Alpha
2026-10-01T12:45	Cerebras Slipped Below Its IPO Price Just as Insiders Filed to Sell	Yahoo Finance
2026-10-01T12:45	Cerebras Slipped Below Its IPO Price Just as Insiders Filed to Sell	24/7 Wall St.
2026-10-01T00:44	Cerebras Systems Inc. (CBRS) Stock Price \| Live Quotes & Charts \| NASDAQ	timothysykes.com
2026-09-30T23:12	Cerebras Systems (CBRS) Stock May Stay Hard To Call After AI Inference Deal	Yahoo Finance
2026-09-30T22:36	A June 30 trading plan covers the CFO's sale of 32,500 shares in Cerebras Systems (CBRS).	Stock Titan
2026-09-30T22:34	An accounting chief sells 1,320 Cerebras Systems (CBRS) shares at $204.50 each under a trading plan.	Stock Titan
2026-09-30T19:15	Is Cerebras' Next Big Thing Already Here?	Yahoo Finance
2026-09-30T18:13	Cerebras Stock Falls Again Because So Much Depends on OpenAI	Barron's
2026-09-30T15:30	Cerebras Systems (NASDAQ:CBRS) Shares Gap Down - Here's What Happened	MarketBeat
2026-09-30T14:28	Cerebras Stock Falls as 19.4 Million-Share Unlock Hits	Benzinga
2026-09-30T13:26	Top Cerebras Systems (CBRS) Competitors 2026	MarketBeat
2026-09-30T11:34	Cerebras: Forgotten AI Chip Stock (NASDAQ:CBRS)	Seeking Alpha
2026-09-30T05:35	Cerebras Stock Rallies: What to Know Now	webull.com

Who holds it — the big funds' 13F reports, each manager's newest quarter

manager	position	shares	move vs prior quarter	as of
Tiger Global	$662M	2,999,000	new	2026-06-30
ARK Invest	$168M	764,613	new	2026-06-30
Coatue	$95M	434,044	new	2026-06-30
Soros Fund	$33M	150,000	new	2026-06-30

Insider trades — Form 4 open-market buys and sales

traded	filed	who	side	shares	price	value
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	1,830	$211.79	$387,576
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	2,771	$211.03	$584,764
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	2,802	$210.02	$588,476
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	2,197	$208.98	$459,129
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	700	$207.83	$145,481
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	800	$206.68	$165,344
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	600	$205.47	$123,282
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	1,600	$204.26	$326,816
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	800	$203.48	$162,784
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	400	$201.96	$80,784
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	11,200	$201.22	$2,253,664
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	1,130	$199.80	$225,774
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	870	$198.70	$172,869
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	685	$197.48	$135,274
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	1,115	$195.61	$218,105
2026-09-29	2026-09-30	Komin Robert Patrick Jr. Chief Financial Officer	sell	3,000	$194.92	$584,760
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	598	$212.93	$127,332
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	18,274	$212.20	$3,877,743
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	41,391	$211.29	$8,745,504
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	46,427	$210.27	$9,762,205
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	41,278	$209.33	$8,640,724
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	20,714	$208.38	$4,316,383
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	9,652	$207.06	$1,998,543
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	9,047	$206.13	$1,864,858
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	8,729	$205.17	$1,790,929
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	27,492	$204.17	$5,613,042
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	9,682	$203.37	$1,969,028
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	5,637	$201.91	$1,138,167
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	22,915	$200.96	$4,604,998
2026-09-29	2026-09-30	Mallick Dhiraj Chief Operating Officer	sell	17,848	$199.89	$3,567,637

Congressional trades — House periodic transaction reports

traded	filed	member	type	owner	amount
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