{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"CBRS Stock: Cerebras Grew 92% On A $20B OpenAI Deal - But Where’s The Catch? Q1 2026","slug":"cbrs-stock-cerebras-grew-92-on-a-20b-openai-deal-but-where-s-the-catch-q1-2026","published_at":"2026-06-23T21:57:12+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/cbrs-stock-cerebras-grew-92-on-a-20b-openai-deal-but-where-s-the-catch-q1-2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/cbrs-stock-cerebras-grew-92-on-a-20b-openai-deal-but-where-s-the-catch-q1-2026/","audio_url":"https://mcdn.podbean.com/mf/web/tr8q6j2ghxv6f3w8/CBRS-Q1-2026-PipelineX-Cerebras_FULL.mp3","summary":"CBRS (Cerebras) reported Q1 2026 earnings on 2026-06-23. Stock jumped 1.0% on the print. Here's the breakdown: Is CBRS a buy, hold, or sell after this quarter? In this Cerebras (CBRS) Q1 2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Technology stocks or CBRS earnings, this is the Q1 2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $226.72 - HOLD - BUY below $185.00 with $160.00 stop - AVOID above $320.00 TRIGGER: A genuine non-UAE customer ramps to 15% of revenue AND the lock-up clears without a major break WINDOW: Through Q3 2026 earnings + the ~Nov 2026 lock-up expiry TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 4 Strong Buy / 5 Buy / 1 Hold / 0 Sell / 0 Strong Sell - STRONG BUY - Median 12-month price target: $290.00 (range $250 - $340) - Charged Alpha vs consensus: MORE CAUTIOUS THESIS The fastest AI inference chip on Earth, growing core revenue 92% with a $20B+ OpenAI deal and a new AWS partnership - but priced at ~97x sales with 86% of revenue from two Abu Dhabi entities. Bull lever: If the OpenAI and AWS deals convert the $24.6B backlog on schedule and Cerebras adds genuine non-UAE customers, revenue can quadruple toward $2B+ and the company grows into - and re-rates within - a still-premium multiple as the inference market explodes. Key risk: If non-UAE diversification stalls, the OpenAI-h…","meta_description":"CBRS (Cerebras) reported Q1 2026 earnings on 2026-06-23. Stock jumped 1.0% on the print. Here's the breakdown: Is CBRS a buy, hold, or sell after this qua…","key_points":[],"chapters":[],"topics":[],"duration_seconds":632,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/cbrs-stock-cerebras-grew-92-on-a-20b-openai-deal-but-where-s-the-catch-q1-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/cbrs-stock-cerebras-grew-92-on-a-20b-openai-deal-but-where-s-the-catch-q1-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}