← Semi DopedTrade on Hyperliquid →Trade on Hyperliquid →
“Investors have high expectations from semiconductors these days. Just exceeding analyst estimates seems to disappoint everybody.”
@Semi Doped · Vikram Sekar
Cerebras can't meet sky-high AI data center share hopes, so beating estimates still sells off
CBRSSHORT@ $198.96
$200.77-0.91%
since call Jun 24
peak +13.7%
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“NAND is important for AI now, and KV cache storage becomes an issue with just DRAM-based memory.”
@Semi Doped · Vikram Sekar
KV cache offloading turns NAND into AI memory, and the purest flash maker captures the demand surge directly.
SNDKLONG@ $1,980.17
$1,237.59-37.50%
since call Jun 24
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