Can Cerebras (CBRS) Turn Its $25.4B Backlog Into High-Margin Growth?

Cerebras Systems (NASDAQ:CBRS) is sitting on $25.4 billion in contracted future revenue. Its stock has been acting like that number doesn’t exist. According to CNBC, shares recently sank to a post-IPO low as worries about Nvidia’s competition collided with the first waves of insider shares coming out of lockup (the window after an IPO when […]