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Vancouver, British Columbia
Joined January 2020
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My article on possible solutions for family doctor shortage. #bcpoli #cdnpoli #bchealth #cdnhealth
raygaur.medium.com/family-do…
Republicans trailing in the house and senate. What's going to change for them to win at least one of them?
Ray Gaur retweeted
It is my Great Honor to endorse America First Patriot, Vivek Ramaswamy, who is running for Governor of the Great State of Ohio, a place I love and WON BIG, THREE TIMES, in 2016, 2020, and 2024!
I know Vivek well, competed against him, and he is something SPECIAL. He is Young, Strong, and Smart! Vivek is also a very good person, who truly loves our Country. His opponent, Amy Acton, is a Radical Left Dumocrat who wants massive Tax Increases, Open Borders, Men playing in Women's Sports, and Transgender Mutilization of your Children. Amy Acton is Reckless, Radical, and Dangerous! On the other hand, as your next Governor, Vivek will fight tirelessly to Grow the Economy, Cut Taxes and Regulations, Promote MADE IN THE U.S.A., Champion American Energy DOMINANCE, Keep our now very Secure Border, SECURE, Stop Migrant Crime, Strengthen our Military/Veterans, Ensure LAW AND ORDER, Advance Election Integrity, and Protect our always under siege Second Amendment.
Vivek Ramaswamy has my Complete and Total Endorsement to be the next Governor of the Great State of Ohio. GET OUT AND VOTE FOR VIVEK — HE WILL NEVER LET YOU DOWN! President DONALD J. TRUMP
Ray Gaur retweeted
Yes the Republicans will outperform, the policy mistakes of central bankers and why inflation will drop like a stone in 2027.
With the U.S. #midterm elections taking place today, @DrJStrategy shared his outlook on the potential results; his take: "the republicans are going to outperform in this election cycle." Watch the @BNNBloomberg segment (3:00 - 11:16) and share your take below: youtube.com/watch?v=0aDpA1TX…
If Republicans emerge as winners in midterms, which sectors may benefit? Here is what Gemini AI came up with:
1. Financials and Regional Banks
2. Traditional Energy and Fossil Fuels
3. Small-Cap and Cyclical Value Stocks
4. Cryptocurrency Assets
5. Domestic Industrials and Automation
Then I asked for the best bet in small-cap tech and interestingly $CBRS was its first recommendation. 🤷🏻♂️
Ray Gaur retweeted
Contentious thesis.
President Trump and the Republicans will outperform in the Mid-terms
IMHO. The Street is positioned for a Democrat sweep. No way the US is going hand over the keys to the DSA.
The market is not positioned for the future its position for the past.
Loading into Staples is the tell. Paying 46X for slow growers.
Have a nice day.
🤖 Made with AI
A lot of investors are probably wondering what happened to their $CBRS investment. There are hundreds of posts but many are simply cashing in on the situation. Based on the information available so far there is no reason for the stock to experience such a sharp drop. But this is not the first time that has happened to a stock which has very strong and established competitors such as $NVDA. And let’s not forget that there isn’t much financial data that can support stock pricing at this point. I’d also not count on the next few earnings until the business is seasoned to prove its potential and profitability. That said, the current pricing could possibly be influenced by a multitude of factors that would be really hard to rationalize. You may remember what happened with $AMD last year. The stock went from $200 to $90 before it started its incline. So hang tight, sit back and enjoy a guaranteed ride.
Ray Gaur retweeted
A lot of investors are probably wondering what happened to their $CBRS investment. There are hundreds of posts but many are simply cashing in on the situation. Based on the information available so far there is no reason for the stock to experience such a sharp drop. But this is not the first time that has happened to a stock which has very strong and established competitors such as $NVDA. And let’s not forget that there isn’t much financial data that can support stock pricing at this point. I’d also not count on the next few earnings until the business is seasoned to prove its potential and profitability. That said, the current pricing could possibly be influenced by a multitude of factors that would be really hard to rationalize. You may remember what happened with $AMD last year. The stock went from $200 to $90 before it started its incline. So hang tight, sit back and enjoy a guaranteed ride.
A lot of investors are probably wondering what happened to their $CBRS investment. There are hundreds of posts but many are simply cashing in on the situation. Based on the information available so far there is no reason for the stock to experience such a sharp drop. But this is not the first time that has happened to a stock which has very strong and established competitors such as $NVDA. And let’s not forget that there isn’t much financial data that can support stock pricing at this point. I’d also not count on the next few earnings until the business is seasoned to prove its potential and profitability. That said, the current pricing could possibly be influenced by a multitude of factors that would be really hard to rationalize. You may remember what happened with $AMD last year. The stock went from $200 to $90 before it started its incline. So hang tight, sit back and enjoy a guaranteed ride.
Ray Gaur retweeted
$CBRS is down 75% from its all-time high and nearly 50% below its IPO price.
Below $100 per share. A $22B market cap.
Meanwhile, the business keeps getting stronger.
• $25.4B in backlog.
• Sam Altman reiterated that Cerebras is a close OpenAI partner.
• OpenAI’s Astra UltraFast runs on $NVDA GPUs because Cerebras is already sold out.
• Partnered with $AMZN to bring Cerebras chips to AWS alongside Trainium.
• Partnered with $AMD: Helios processes the prompt, Cerebras generates the answer.
• Partnered with $ORCL to bring ultra-fast inference to Oracle Cloud Infrastructure.
• Delivers inference speeds up to 13x faster than $NVDA GPUs in reported benchmarks.
• The explosion of AI agents is turning ultra-fast inference into critical infrastructure.
The stock has collapsed 75% while Cerebras has been securing partnerships with some of the most powerful companies in AI.
The market is selling the stock. The AI industry is buying the technology.
At these prices, $CBRS is my favorite semiconductor stock in the entire market.
