The analyst views buying CBRS near $200 as a long-term buying opportunity.
Wafer-scale compute, sovereign AI tailwinds, and inference speed moat make CBRS serious infrastructure, not a meme.
$CBRS nice move today, those near $200 was buying opportunity for long term IMO
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +4.6% | +6.2% |
| 1 week | -6.4% | -8.2% |
| 1 month | -12.5% | -14.5% |
| 3 months | — | — |
| 6 months | — | — |