Featured: CBRS Is Surging. Read the Fine Print First.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

June 08, 2026 New Findings From Satellite Could Shake Up SpaceX IPO Featured: CBRS Is Surging. Read the Fine Print First. Sponsored New Findings Call SpaceX's True Mission Into Question It's critical you see this before the SpaceX IPO... For years, we've been led to believe SpaceX is a rocket company that will take humans to Mars (and now the moon). But according to satellite imagery from 300 miles above Earth... it's likely you have NOT heard the full story about SpaceX. You see... Something very strange going on at SpaceX right now that has nothing to do with space. A new division of SpaceX is deploying a new way to power our world... that could replace our need for foreign oil forever – without using nuclear fission, solar, wind, geothermal, coal, or any sort of battery. When you consider SpaceX burns 29,600 gallons of fuel per launch... it makes sense the business would want a better way to generate energy. But what it's doing right now could change not only SpaceX's operations... but also dramatically affect the entire country – and your investments. Introducing: 'Dark Energy' What it's deploying is a newly permitted technology I know simply as "Dark Energy." Most people have no idea something like this is even possible. And it will sound like science fiction – at first. But as I prove in my new boots–on–the–ground interview from West Texas, this is the beginning of what could be a $10 trillion boom for investors who know what to do – and who take the right steps now. SpaceX can't make this "Dark Energy" by itself. It relies on a small group of little–known suppliers to make it happen. And I believe that's why a laundry list of billionaires and tech CEOs are getting themselves into position. Early 'Dark Energy' Backers Now Include Sam Altman, Larry Ellison, Jensen Huang Early supporters of "Dark Energy" include: Nvidia CEO Jensen Huang. He said out loud in a London meeting that this is critical to the future of AI. OpenAI CEO Sam Altman. The Financial Times reports he has been heard begging a small Colorado company to build this for him on an open phone line. Billionaire Brad Gerstner. This is a legendary tech investor who managed to be early on Uber, Microsoft, Amazon, Meta, and Nvidia. He just joined a $300 million round backing this technology. And Billionaire Garry Tan. Garry invested in Coinbase back in 2012... turning a $300,000 stake into $2.4 billion in less than 10 years. He has backed Airbnb, Stripe, DoorDash, and Dropbox... and his firm has invested in companies that are now worth more than $1 trillion combined. Today, he's backing "Dark Energy." This discovery could change our daily lives... and radically lower the cost of power. And I believe that for you, this could be one the most profitable moments of your financial life... if you position your money behind the right stocks before this news spreads. I'm sharing all the details right now, on camera. Click here to see how you could invest in the same "Dark Energy" tech being backed by Elon Musk and Sam Altman. Regards, Joel Litman Chief Investment Officer, Altimetry This ad is sent on behalf of Altimetry, 110 Cambridge Street, Cambridge, MA 02141.  FEATURED CBRS Is Surging. Read the Fine Print First. Eighty-six percent. That is the share of Cerebras Systems' 2025 revenue tied to two UAE-linked entities. G42 and MBZUAI. While the stock is moving nearly 20% today, trading around $240 off a prior close of $201.01, that number sits quietly in the S-1 and almost nobody is leading with it. U.S.-billed revenue actually declined 34% last year. The OpenAI deal above $20 billion and the AWS term sheet from March are real, but they are future revenue, not current revenue. That distinction matters more than the intraday move does. Here is what the growth story actually looks like underneath all of this. $24.6 million in revenue in 2022. $510 million in 2025. That is a genuine tenfold increase in three years, and the 76% year-over-year growth from $290.3 million in 2024 is not the kind of number you construct with accounting tricks. The growth is real. The reported GAAP net income of $237.8 million is less clean — it includes a one-time non-cash gain of roughly $363.5 million. Back that out and the operating loss was $145.9 million in 2025. Worth knowing before you size anything. What's interesting is the architecture conversation tends to get more airtime than the financials. The WSE-3 is legitimately different — 4 trillion transistors, 900,000 cores on a single wafer, on-chip interconnects that sidestep the off-die latency problem Nvidia GPU clusters still carry. On low-batch inference workloads, Cerebras claims 2,100 tokens per second on Llama 3 70B versus roughly 500 to 700 on a single H100. That gap is real in specific use cases. It is not a universal performance story. Nvidia's CUDA ecosystem took two decades to build and it is not going anywhere. Nine analysts cover CBRS. Average 12-month target is $290.56. The stock has already traded from its $185 IPO price to an all-time high of $386.34 and back down to $196.73 on June 5. That range — less than four weeks of trading history — tells you everything about the volatility embedded in this name. At $240 the market cap sits around $53 billion against $510 million in 2025 revenue. That is north of 100x price-to-sales. The $24.6 billion backlog is the bull case. The TSMC wafer supply running on purchase orders with no long-term commitment is the part of the backlog story that does not get equal time. Volume today is running above the daily average of 5 million shares. That is not purely retail. The $240 to $248 zone is where the stock has found resistance in its short public life. Whether it holds there into the close or fades is the only real question for today. Next earnings drop September 2, 2026. By then the customer concentration question either starts resolving or it does not. That is the only thing that changes the longer-term picture here. The architecture is not the variable. The revenue mix is. For informational and educational purposes only. Not investment advice. Trading involves risk, including loss of principal. This content is for informational purposes only and should not be considered financial advice. Investing involves risk. The Cheap Investor is a publication of Investing Media Solutions, LLC. To view our full policies: Disclaimer | Privacy Policy | Terms & Conditions Update your email preferences or unsubscribe here © 2026 The Cheap Investor 203 N La Salle Suite 2100 Chicago , Illinois 60601, United States Powered by beehiiv Terms of Service