u/Lil_Hater112

Figma was oversubscribed 40x, from 33$ share launched at 89$, peak 2 days later at 125$ and went downhill since there.

Although, Figma isnt in the same league as Cerebras's moat and was easy to see a freaking second rate Adobe wasnt worth that much at 100$(50b) , I still dont trust to buy this shit if it does the same, aka , launching at 250-300$ ( fully diluted mkt cap of 80-100b) on IPO day. Company isnt worth half of SNDK without being proven yet.

What do you think?

Fully diluted MKT cap including

• The OpenAI Elephant (33.4M shares): A massive warrant held by OpenAI. This is the single biggest dilutive factor outside of the founders.
• Employee & Insider Pay (48.5M shares): This includes stock options with a very cheap strike price ($4.97) and RSUs that vest specifically because the IPO is happening.
• Future Hiring Pool (45.9M shares): Shares set aside for the "2026 Plan" and Employee Stock Purchase Plan (ESPP) to attract new talent post-IPO.
• Executive Bonuses (9M shares): Performance-based shares (PRSUs) for the founders/executives.
• Recent Warrants/Issues (6.4M shares): Miscellaneous shares and high-priced warrants ($100 strike) issued just before the IPO.

at 130$ with all this dilution including , mkt cap is around 40b, so a 300$ will be around 100b

So when you decide to buy the IPO, what MKT CAP fully diluted valuation you think it s a good bet?

I absolutely am tired seeing every comment in this sub when someone asks about 9070xt vs anything being: "9070xt best performance for money".

Vs 5070? clear win

vs 5070ti? haha, you pay 200$ more for sidegrade, 9070xt has better performance

vs 5080? haha, you pay double for 10-15% performance gain

vs 5090? buying nvidia scam, sure buddy

These 50% that circlejerk amd and 9070xt never mention that the performance is in pure rasterisation,or if they do, they call nvidia features scam or bad or shit and bcs they dont use it, they assume others wont . That 9070xt needs as much W as a 5080 for raw perf of 5070ti , that 5070ti and 5080 both can undervolt and overclock a lot better and more stable bcs nvidia didnt push these to the limit of the silicon lottery to suck the juice out of them compared to 9070xt also something never mentioned

Reality?

5070ti and 5080 will beat the shit out of 9070xt if you start using DLSS ,Multi FrameGen and Path tracing.

FSR is serviceable but still inferior, FG on AMD is complete shit and never used it when I had amd and PT is also shit compared to, even RT is a bit weaker. You also get worse support, less games using the absolute latest FSR upgrades.

Yes, it's completely fine saying " get amd if you dont care about these " or " amd offers very good performance in rasterisation while nvidia is more expensive due to better tech " but saying upscaling or framegen is not performance at the end of the day is just bollocks and false. I use these in everygame and I push resolution and graphics to settings I could never push 9070xt

I mean, if they are supposed to work with OpenAi on tasks that require lots of real time data analysis, and OpenAi is working with Pentagon , doesn't that mean that Cerebras will be working with Palantir and US GOV as well? Like , their hardware is perfect for Pentagon use cases

I would binge watch shit like that

I ve seen enough comments being downvoted for saying taking profits or anything that s not " 1000$ in 5 months"

This subreddit is just a circlejerk at this point and not bringing value to people

I am using reddit for fun and chatting shit and looking at stuff. Investors would like to target ads to me so I buy shit so they justify charging for ads. Problem is, I cant really remember one single time I got an ad on any platform and engaged with it and someone profiting from me.

I dont know what percentage are like me on reddit, but I know for sure people here are way more internet and technology savy than those on Tiktok or Facebook or IG.

This means, many users will probably think like me , see an ad , think “ fukin ads “ and scroll past.

Maybe I am wrong, but I just have a feeling I am the average reddit user . And if I am the average reddit user, ads dont make money off me.

How exactly will reddit manage to get businesses to spend money on ads here when the average user(me) dont buy off ads?

Im really curious how you think reddit will grow . Asa I said, maybe i just dont see something thats obvious

https://www.sec.gov/Archives/edgar/data/2021728/000162828026025762/cerebras-sx1april2026.htm

Reading this, seeing his X give me the vibe of a CEO who does this for the love of the game.

I’m dumb, i want to make money, i see Cerebras ipo soon and i read this shit has something they can eat Nvidia lunch. How and why and how isn’t this talked more about?

Feel like a x5 easily from ipo