Dear Reader,

In 1929, Wall Street was throwing the biggest party in history.

The Dow Jones was setting new records every month. People were literally jumping over each other to invest in any stock they could. Even shoeshine boys were handing out stock tips.

But a young, 20-something stockbroker named Irving Weiss noticed something even veteran brokers didn’t.

Irving noticed that the numbers behind America’s largest companies painted a completely different picture. He saw a massive, systemic crisis forming beneath the surface of the "Roaring Twenties."

So he did something completely unthinkable. He borrowed $500 from his friends and family and shorted the entire stock market.

A few months later, Black Monday hit. The average stock lost 90% of its value. But Irving Weiss made a fortune.

Then in the 1970s, his son Martin took over the reins of the firm. He took the formulas his father used to predict the 1929 crash, and digitized them into a proprietary ratings system.

Today, that system is known as Weiss Ratings. This system performs tracks 22,000 publicly traded stocks and performs 1.2 billion daily calculations.

It’s the exact same system that called the bank failures of the 1980s, the Dot-Com bust, the 2008 financial crisis, and the 2020 crash.

And right now, for the first time in years … that same system is flashing "Code Red."

Because just like in 1929, Wall Street is ignoring the $38 trillion national debt. They’re ignoring the oil surge and inflation shock set to be triggered by the conflict in the Middle East.

But our ratings don’t ignore or overlook stuff.

In fact, our system just issued an urgent "Must-Sell" warning on 10 extremely popular, widely-held US stocks.

Our system indicates that when this debt crisis hits the market, these 10 stocks will be the first to collapse.

At the same time, it just upgraded 3 under-the-radar companies to an urgent "Buy."

I’ve recorded a special market briefing detailing exactly how this 100-year-old system works, and what it’s telling us to do with our money today.

Click here to watch the briefing and get the names of the 3 "Buy" stocks absolutely free

Chris Graebe
Weiss Ratings

Cerebras Systems, Inc: The Next Rags-to-Riches AI Story?

By Thomas Hughes. Originally Published: 6/25/2026.

In a world where bigger is better, Cerebras Systems (NASDAQ: CBRS) appears well positioned. Instead of linking numerous AI cores together and creating data-transfer bottlenecks, Cerebras chips are massive—comparable to dinner plates—and house thousands of cores on a single chip.

The advantage of this approach is simple: speed. Putting AI cores on one chip enables lightning-fast performance that traditional GPU technology cannot match. The drawback is memory capacity: NVIDIA’s (NASDAQ: NVDA) Vera Rubin natively supports far more memory, making it a stronger choice for training and advanced applications.

That said, Cerebras Systems' speed makes its AI technology especially well-suited to real-time inference, the much larger market.

Cerebras Set to Dominate in the AI Inference Market

Currently estimated at approximately $125 billion as of mid-2026, the inference market is expected to expand at a solid double-digit compound annual growth rate for at least the next four to five years, effectively doubling over that period. While GPUs remain the foundation for inference, hardware demand is increasingly shifting toward more specialized equipment better suited to the task.

Cerebras's other advantages include the far simpler programming required compared to multi-GPU setups, a smaller footprint—since one Cerebras chip can replace dozens of servers—and lower operating costs. For comparable computing power, the chips deliver industry-leading speeds, often doubling or tripling the token-generation throughput of traditional GPU setups, depending on the model.

CBRS Pulls Back to IPO Lows With Catalysts in Play

Cerebras Systems has several catalysts in play, including a growing number of business deals, supply chain insulation, and new product launches. Deals such as those with OpenAI and Amazon’s (NASDAQ: AMZN) Amazon Web Services are generating revenue now and are expected to ramp in upcoming quarters.

OpenAI is currently porting GPT 5.4 and GPT 5.5 to Cerebras infrastructure and plans to deploy 750 megawatts of its own capacity soon.

The deal with AWS promises to generate a rapidly growing revenue stream through a disaggregated inference setup: AWS's Trainium chips handle the prefill stage—processing the input—while Cerebras's CS-3 systems run the high-speed decode stage that generates the output tokens.

Other catalysts for Cerebras include manufacturing and construction, which do not require high-bandwidth memory (HBM), insulating the firm from industry bottlenecks. The result is that Cerebras can ramp production while other companies wait on memory modules, putting it in position to gain market share quickly.

Hurdles Drive Volatility for CBRS Shareholders

However, as strong as the outlook may be, the company still has hurdles and headwinds to overcome. Among them is customer concentration, which leaves Cerebras reliant on a limited number of hyperscalers, including the United Arab Emirates-backed G42 Holdings, Ltd. That exposure increases the risk of government scrutiny and export controls. Meanwhile, the sharp rise in inference demand forced the company to lease back previously committed capacity, temporarily pressuring margins.

The more pressing concern is competition. In-house chips seek to achieve much of what Cerebras Technology is doing, and there is the memory shortfall to consider. While Cerebras chips are extremely fast, they have limited on-chip memory, which reduces their usefulness in some applications.

While the systems are excellent at producing output, they struggle with input and need front-end assistance with massive prompts, such as enterprise-grade requests based on potentially endless datasets. The deal with Amazon is one example: Cerebras systems need the Trainium infrastructure to sort and organize the data into digestible pieces it can use to generate super-fast responses.

The company plans to increase memory capacity over time by shrinking the size of the SRAM modules within each chip. It has done so successfully across several generations and is on track to do so again with its upcoming technology. The caveat is that there is a physical limit to how much can be placed on a single wafer because nodes can only become so small.

Optimistic Analysts Highlight Value Opportunity in CBRS Stock

The initial analyst outlook for Cerebras is bullish. The first 11 reports to appear on MarketBeat’s tracking page since the IPO include 10 Buy ratings, representing a 92% Buy-side bias. The group sees the stock as fairly valued near its IPO level, or roughly 60% above the late-June price action. The risk is that shares could continue selling off, as is often the case with IPO stocks, but analysts’ commentary suggests otherwise. They view company guidance as conservative and expect strengths to emerge as the year progresses.

Among those strengths is the potential for accelerated gross margin expansion. The combination of capacity ramping and rising compute costs creates a dual lever for growth. In this scenario, CBRS will likely outperform its guidance in the upcoming quarters and improve its profitability outlook.

As it stands, profits are expected by next year, and profitability is projected to improve significantly over the subsequent three to five years.