Kopi investment research

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Dated underwriting, explicit valuation, and an immutable record of what we believed before the market supplied the answer.
Companies covered
2
Active positions
1
Watch list
1
Reviews due
0

Company coverage

CBRS

Cerebras Systems

AI infrastructure · Initial assessment
PASS AT CURRENT PRICE
Current read

The architecture is differentiated and demand validation is credible. Valuation, customer concentration, dilution, and deployment capital leave too little room for execution errors.

Conviction
5.3 / 10
Reference
$209.85
Weighted value
$179
Bear
$71
Base
$163
Bull
$321
Assessment dated 21 August 2026 · Reconsider near $150
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META

Meta Platforms

Digital advertising · Initial assessment
CORE LONG
Current read

The advertising moat is widening through recommendation and measurement improvements. The investment case depends on whether infrastructure spending restores cash returns.

Conviction
7.3 / 10
Reference
$545.83
Weighted value
$686
Bear
$405
Base
$690
Bull
$960
Assessment dated 20 August 2026 · Three to five year horizon
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Immutable baselineThe original thesis, valuation, and scorecard remain frozen and auditable.
Delta reassessmentsQuarterly reviews record what changed, what did not, and which scoring band moved.
Dated conclusionsEvery price, target, and decision carries a date. Historical work is never presented as live data.