AI infra green shoots: CBRS Europe expansion vs mega-cap beta

[LondonNewsTrader]

Opposite side of the AI tape into Monday: **Cerebras (CBRS)** talked up on European AI infrastructure expansion plans (capacity ramp narrative into 2027). Early indications were green while some mega-cap software was soft.

Scalper takeaway:
- Single-name AI infra can decouple from QQQ for a session when the story is capacity/deals, not rates
- Still treat it as high-beta — if NQ dumps on hike odds, correlation often returns fast
- Prefer confirmation after the open vs chasing thin premarket prints

Anyone adding CBRS / AI infra names to the Monday A-list, or sticking to liquid mega-caps only?
What’s your liquidity floor for trading a newer AI name on the open?