$CBRS
7 articles on $CBRS
- $NVDABullish
KXCO and the Nvidia Rally
Five weeks before Nvidia reported a $96.2 billion quarter and added $442 billion in a day, the KXCO ontology had it at $203, Strong Buy, for a reason anyone could read. Here is the full 13-name scorecard from 24 July to the 27 August close, the Cypher queries behind the call, and the misses.
Shayne Heffernan15 min - $NVDABullish
AI Stocks: What to Buy Now
A dated, checkable one-month scoreboard on the KXCO showcase ontology, the Nvidia move up the stack, Alibaba's $10.2bn raise, the Trump SpaceX disclosure, and the seventeen AI majors ranked by implied upside at the 24 August close.
Shayne Heffernan14 min - $NVDABullish
Economic Calendar Trading Strategy
Core PCE and Q2 GDP land at 08:30 on Wednesday, Nvidia reports that evening, and Warsh gives his first Jackson Hole keynote on Friday. Verified levels, the 16-name AI buy list, and three graph analyses of where the real chokepoints sit.
Shayne Heffernan33 min - $NVDABullish
Grading the AI Trade in Public: 30 Days of the KXCO Ontology
KXCO scored its public AI-sector ontology against 30 days of record. 13 of 15 findings held, the dual-IPO call broke and was rewritten in public, and the 24 July buy screen returned +14.2% against +7.1% for the full table. The scorecard is anchored on-chain.
Shayne Heffernan7 min - Cathie WoodBullish
What is Cathie Wood Buying?
ARK fully exited Twilio in 2024, so the old $44.7 million story is history. The capital is now flowing into SpaceX, wafer-scale AI silicon, GPU cloud and stablecoin rails. Here is what Cathie Wood is actually buying as of mid-August 2026, what she is trimming, and whether the math still holds.
Shayne Heffernan6 min - CerebrasBullish
Cerebras Systems Buy the Dip
Cerebras core revenue doubled and its fast inference cloud nearly quadrupled in Q2 2026, with more than 600 MW of data-centre capacity under contract. A deep dive into the wafer-scale silicon, the software stack, the 25 kW thermal problem, and the prefill-on-GPU, decode-on-wafer split now entering production.
Shayne Heffernan13 min - StoryBullish
AI News: Cerebras WSE-3 $CBRS $NVDA
Cerebras Wafer Scale Engine 3 (WSE-3) — currently the most powerful semiconductor in development on the planet. With 4 trillion transistors, 900,000 AI-optimized cores, 125 petaflops of peak AI performance, and 44 gigabytes of on-chip SRAM, the WSE-3 is not a chip. It is an entire silicon dinner plate turned into a single processor. Its die area measures a staggering 46,225 mm² — 57 times larger than $NVDA Nvidia’s H100 GPU.
Shayne Heffernan7 min