Who mentions $BRUN most on Surfaced?

@kevinvestingyt (Kevin Maro) mentions $BRUN most — 8 mentions in the past 12 months.

When was $BRUN first mentioned on Surfaced?

The earliest tracked mention of $BRUN in the Surfaced archive was on May 30, 2026.

How many voices track $BRUN?

11 FinTwit voices have mentioned $BRUN 39 times in the past 12 months.

What kind of voices mention $BRUN most?

$BRUN is mentioned most by Long Research voices on Surfaced.

$BRUN — FinTwit mentions on Surfaced

Recent calls

10 calls

@kevinvestingytJun 4, 2026 · 4:12 AM

I multiplied my portfolio going all-in on $NBIS last year, and I believe $BRUN can run even faster. Just read the FACTS: 1,233% year-over-year ARR growth. ARR tripled from $30M to $96M in 4 months. Contracted backlog went from $120M to $1.45 billion in the same window. FY2026 ARR guidance of $400M+. Free cash flow positive at 15-20% margins. NVIDIA Exemplar Cloud status. One of only 6 companies in the entire world to hold this designation. The others? CoreWeave. Nebius. Crusoe. Lambda. Vultr. YTL. Companies valued at $3.5B to $65B. The average market cap across all NVIDIA Exemplar Cloud holders is $27 billion. $BRUN’s market cap is $1.2 billion. That is not a typo. The average peer in this group is worth 22x more than BRUN right now. CoreWeave and Nebius are each 54x larger. Even Vultr, the smallest private peer, is a 3x premium to where BRUN trades today. And it is not like BRUN is sitting here without business. $940M in long-term contracted revenue at listing. $1.45 billion in backlog. Majority of that revenue already in production. Multiple enterprise deals signed. 8 data centers live nationally. Running B300s and H200s on NVIDIA reference architecture. Preferred Cloud Partner status on top of Exemplar certification. The infrastructure is real. The contracts are signed. The revenue is recurring. The growth rate is 1,233%. There are 6 other companies with NVIDIA Exemplar Cloud status. Their average valuation is $27 billion. One of them trades on the Nasdaq at $1.2 billion. That one is $BRUN. I am long $BRUN. Not financial advice. Do your own research.

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@kawzinvestsJun 3, 2026 · 8:44 PM

@fundmyfund Not RIP yet. Mechanical event, not a thesis event. I have faith $BRUN will be back soon.

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@michaelsikandJun 3, 2026 · 8:28 PM

I really like the set up around $BRUN. But early lock up expiry risk with a new ticker is a serious factor to consider. Took a modest 10% profit on the trade but might look to re-enter later. For the Asymmetric Bets fund on @joinautopilot: "Selling $BRUN into cash ($SGOV) ahead of a lock up risk I initially missed. Early release trigger fires if stock stays above $12 for 20-of-30 trading days that window hits this week (~June 5-9). If it triggers, ~24M shares (~3.3x current float) become eligible to sell. Will look to re-add post lock up. Thesis unchanged." Looking at a few interesting things right now for the 20% powder.

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@investmentguru_Jun 3, 2026 · 5:55 PM

$BRUN almost double from here https://t.co/zjFr5G7FNx

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@bullofbritainJun 3, 2026 · 4:07 PM

Buying $BRUN pre-spac is pretty goated.

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@wolfgangkasperJun 3, 2026 · 3:55 PM

This guy called $AAOI when it was trading under $40 Now he’s got his eyes on $BRUN I added 2500 shares

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@photonbullJun 3, 2026 · 3:44 PM

Nice to see everyone on X join in on $BRUN nowadays. I like this company and the stock The first $WLAC buys before the SPAC merger are looking good now Up around ~150% since these initial buys I remain bullish on $BRUN and may add if the market keeps dragging it down https://t.co/zClS3KYoxq

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@ckcapitalxxJun 3, 2026 · 1:11 AM

There is a brand new AI infrastructure company that just hit the public market and only a few people on X are talking about it. $BRUN. I think this is one of the most overlooked opportunities in the entire AI buildout right now. Here is what Boost Run actually is. They deliver scalable AI and high performance computing infrastructure. GPU compute, CPU nodes, managed Kubernetes, and storage for enterprises that need control, speed, reliability, and compliance. They just began trading on Nasdaq in May after coming public through a SPAC. And the relationships they have already locked in are what make this so compelling. Start with NVIDIA. $BRUN is an NVIDIA Preferred Cloud Service Provider and just achieved NVIDIA Exemplar Cloud validation. In a supply constrained market where everyone is fighting for GPU allocation, being a preferred NVIDIA partner means you get access to next generation chips that competitors cannot easily get. That is a massive structural advantage for a company this size. Then look at Dell. $BRUN entered into a $1.44 billion purchase agreement with Dell Technologies for AI compute and storage infrastructure. They also expanded their relationship with Dell Financial Services to align flexible capital with customer contracts. Dell just posted one of the best quarters in its history with AI server revenue up 757% year over year. $BRUN is plugged directly into that supply chain. And the contracts are already coming. They signed orders for 5,000 NVIDIA B300 GPUs across their facilities with a combined contract value of roughly $471.7 million over 36 months. Take or pay structure. The customer pays for the full term regardless of usage. That is locked in recurring revenue. A newly public AI infrastructure company. NVIDIA preferred partner status. A $1.44 billion Dell agreement. $471 million in contracted GPU revenue already signed. And a market cap that almost nobody has discovered yet because it just came public. This is exactly the kind of early stage gem that gets found before it runs.

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@michaelsikandJun 2, 2026 · 9:23 PM

I think $BRUN will end up on Leopold's 13F. It only just went public so was inelligible for Q1. With a $471M take or pay from a top AI lab (Mira Murati's Thinking Machines) it's highly credible. Plus it's one of a few neoclouds with $NVDA Exemplar status. 1/2 $NBIS val. https://t.co/5vZVSZzuVG

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@kevinvestingytMay 30, 2026 · 9:20 PM

@pomcollege @saso_capital I actually have decent-sized position in $BRUN ! I am very bullish on the name.

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