$BRUN — FinTwit mentions on Surfaced

$BRUN — FinTwit mentions on Surfaced

Recent mentions

39 mentions

@michaelsikandJul 16, 2026 · 8:17 PM

Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes. Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is driving not facts and data. I feel like we might be towards the back end of this high beta rinse. But of course my timing could be wrong. Things could fall further on Iran escalation which of course has a knock on effect with interest rates, which could certainly mean major pain ahead. Adding to each of my 6 @joinautopilot portfolios equally and then to my favorite international stocks, other picks, and microcaps not reflected there. Memory Supercycle ($14,286): $MU 5.78% $SNDK 5.13% $EWY 2.25% blockstack:native 0.59% $WDC 0.53% Photonics Is Next ($14,286): $LITE 2.32% $COHR 1.99% $AAOI 1.95% $TSEM 1.78% $CIEN 1.46% $VIAV 1.39% $GLW 1.29% $AEHR 0.92% $MRVL 0.60% $AXTI 0.57% Asymmetrical Bets ($14,286): $AAOI 3.38% $NBIS 3.36% $MAGS 2.74% $SONY 2.64% $APP 2.17% AI Factories ($14,286): $NBIS 4.14% $CRWV 2.18% $CLSK 1.47% $HUT 1.30% $BRUN 1.16% $SHAZ 1.15% $CORZ 0.74% $WULF 0.72% $GLXY 0.72% $APLD 0.71% Space Economy ($14,286): $RKLB 2.86% $ASTS 2.52% $SPCX 2.34% $MDA 1.93% $FLY 1.67% $BKSY 1.52% $LUNR 1.46% Modern Warfare ($14,286): $AVAV 5.33% $AVEX 3.92% $KTOS 2.61% $LASR 1.56% $ONDS 0.87% Other Bets ($14,286): KRKNF 1.02% LPTH 1.02% QCOM 1.02% ORCL 1.02% BE 1.02% NOK 1.02% OPTX 1.02% RDDT 1.02% LTRX 1.02% OUST 1.02% CCXI 1.02% SECZ 1.02% CRCL 1.02% ERII 1.02% This is NOT financial advice. I am not a licensed investment advisor. Do your own research and consult a licensed professional before investing. All investing involves risk, including loss of principal.

@photonbullJul 15, 2026 · 3:23 PM

@aleabitoredditJul 8, 2026 · 8:33 PM

@kapo52277 @neruda_de Agility is ~$3.9B premoney valuation, which is compelling to me as is. Not all SPACs work that way as seen with $BRUN, which is why I’m personally not waiting.

@jasonl_capitalJul 7, 2026 · 12:56 PM

9. $BRUN - Boost Run AI cloud infrastructure and HPC. Listed on Nasdaq in May 2026 after completing its SPAC merger with zero redemptions. GPU compute, managed Kubernetes, shared storage. $2.1B market cap straight out of the gate. https://t.co/PMW4eECvSM

@investmentguru_Jun 22, 2026 · 10:16 AM

The AI Gold Rush Isn’t About GPUs Anymore Everyone is chasing the obvious names. I’m spending more time looking at the companies that solve the bottlenecks. AI clusters can’t scale without memory. They can’t communicate without optics. They can’t expand without power. They can’t be built without packaging and semiconductor equipment. They can’t operate without compute capacity. That’s why I’m focused on names like $MU, $AAOI, $MRVL , $POET , $SIVE, $ASYS, $CRDO , $AXTI , $HIVE, $IREN, $CRWV, $BRUN, $CIFR and $PENG. The biggest winners of 2026-2027 may not be the companies selling the AI dream. They may be the companies selling the picks and shovels required to build it. Just sharing where I’m looking.

@photonbullJun 12, 2026 · 10:32 PM

@__Con_ I like $OPTX $BRUN $ASYS too, but the ones I mentioned are higher conviction for me and just came to mind first

@jasonl_capitalJun 5, 2026 · 12:51 PM

10. $BRUN - Boost Run The newest name on this list - just went public in May 2026. $940M in contracted customer revenue at Nasdaq debut. NVIDIA Exemplar Cloud certified on Blackwell Architecture. Targeting $375M+ ARR by year-end. 125MW+ across six current and five in-progress locations. Small, early, and growing fast.

@kevinvestingytJun 4, 2026 · 1:54 PM

@spacanpanman Are you long $BRUN ?

@kevinvestingytJun 4, 2026 · 1:25 PM

DA Davidson reiterates Buy Rating on $BRUN Boost Run, maintains PT at $45 https://t.co/SoU3bgLBfs

@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.

@kevinvestingytJun 4, 2026 · 3:58 AM

@Ren_aramb Love this, welcome $BRUN

@ckcapitalxxJun 4, 2026 · 1:54 AM

This clears up a lot of $BRUN fud. Not gonna talk much more about it but great read on how the Lock-up period actually works.

@photonbullJun 4, 2026 · 1:18 AM

Last $BRUN post from my side to keep you guys updated @mkfilko is the $BRUN goat so I highly recommend reading his research here to clear everything up Also give him a follow while you are there

@kevinvestingytJun 3, 2026 · 9:50 PM

@RJCcapital What do you not like about $BRUN?

@wolfgangkasperJun 3, 2026 · 9:49 PM

You were so right.. 🤣❤️‍🩹 $BRUN ..

@kevinvestingytJun 3, 2026 · 9:34 PM

I believe $BRUN is a screaming buy on a ridiculous sell-off AH. I believe it is the second best Neocloud investment behind $NBIS. I have added to my position. Why the sell off? A post was made on X by @saso_capital reporting ~54 million insider shares will become eligible to sell next Monday. Including 29.5 million Class B shares held by CEO Andrew Karos. A few different financial influencers found out about this information and sold after-hours, notifying their followers. This created enormous selling pressure during an illiquid after-hours on a stock with an already extremely low float. I don’t judge anyone’s decision to buy or hold a company. There is a potential risk of selling pressure lowering the stock price short term. At the same time however, this is a unicorn neocloud stock with jaw-dropping growth metrics: $BRUN ARR tripled from $30M to $96M in 4 months. Contracted backlog went from $120M to $1.45 billion as of June 1st. 1,233% year over year ARR growth. Free cash flow positive. $NVDA Preferred Cloud Partner. One of only 8 companies globally with Exemplar Cloud status. FY2026 ARR guidance of $400M+. Karos owns 48% of this company. He built it. The pipeline keeps converting. The numbers keep accelerating. That is not someone who listed to dump. The growth is real. The overhang is real. Both things are true. Likewise with my $IREN thesis, compute demand is insatiable, and a company as well-ran as Boost Run will likely explode in growth, and stock price. Not financial advice. Do your own research.

@kevinvestingytJun 3, 2026 · 9:20 PM

@21mattsmith1998 @UncleAlpha007 @burningbushcap @GavinSBaker $BRUN had 1233% YoY growth… or are you talking about $CRWV

@kawzinvestsJun 3, 2026 · 8:44 PM

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

@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.

@kawzinvestsJun 3, 2026 · 8:26 PM

Selling $BRUN 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. This is not out of the ordinary $CRWV hae a similar post SPAC lock up 2x float released which resulted in -15% to -22% over 30 days The typical 2024-2026 de-SPAC 3-5x float released → -25% to -40% over 60 days Recent hyperscale-adjacent (NBIS, APLD) 2-4x float released → -10% to -25% over 30 days Will look to re-add post lock-up. Thesis unchanged

@photonbullJun 3, 2026 · 8:14 PM

Anyone also long $BRUN should be aware of this Thanks to @saso_capital for putting it on the timeline Will likely sell before this but I will have to see

@midascabalJun 3, 2026 · 7:21 PM

$BRUN Follow me if you want to know when I enter.

@michaelsikandJun 3, 2026 · 6:16 PM

Pretty crazy $NBIS is contracting with $BRUN ($2.4B) If exemplar status with $NVDA wasn't enough. Now you've got the premier neocloud listed as a customer per yesterday's deck. FCF positive and guiding for is guiding 1,233% ARR expansion to $400M+ FY26. https://t.co/ICSQmeM9SN

@photonbullJun 3, 2026 · 5:59 PM

$BRUN On a red market day Wonderful https://t.co/xbCdUA7m93

@investmentguru_Jun 3, 2026 · 5:55 PM

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

@ckcapitalxxJun 3, 2026 · 5:43 PM

$BRUN is taking off. https://t.co/cjT7IMw6pY

@bullofbritainJun 3, 2026 · 4:07 PM

Buying $BRUN pre-spac is pretty goated.

@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

@kawzinvestsJun 3, 2026 · 3:53 PM

$BRUN (~$2.2B) is guiding 1,233% ARR expansion to $400M+ by FY26 year-end Anchored by a $1.4B TCV target that was $940M at listing May 11 and $1.45B as of June 1. $30M ARR in FY24. $120M in FY25. Two years of 4x growth into that number. Supply side: $NVDA Exemplar Cloud (1 of 8 globally), $DELL ($1.44B purchase agreement), Lenovo, CDW. Verified customers: Fluidstack ($127M / 2yr), Thinking Machines Lab ($471.7M / 36mo / 5,000 B300 GPUs). That last contract alone is 21% of the entire TCV target. FCF positive while $CRWV, $NBIS, and $APLD all burn cash at multiples of BRUN's scale.

@wolfgangkasperJun 3, 2026 · 3:52 PM

This guy bought $BRUN BEFORE it was $BRUN Super early to this stock, reminds me of buying $ASTS when it was $NPA Good ol’ spac era

@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

@ckcapitalxxJun 3, 2026 · 12:53 PM

One of the first people to ever talk about $BRUN. Next multibagger??

@wolfgangkasperJun 3, 2026 · 1:59 AM

@CKCapitalxx Good company! I am long 2500 shares $BRUN

@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.

@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

@michaelsikandJun 2, 2026 · 4:24 PM

@spacanpanman look at $brun bro

@michaelsikandJun 1, 2026 · 4:41 PM

$BRUN is surging today. I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50. Shoutout @mkfilko for inspiring me with his early work on the name at $11 (3x). Here's why I think this $2B neocloud trading only 4x a non cancelable deal with one of the top private AI companies is attractive here. 1/ The catalyst. On May 21 $BRUN signed a service agreement with Thinking Machines Lab. $471.7M total contract value. 5,000 NVIDIA B300 GPUs 36 month initial term non cancelable, non refundable, pay for the full term REGARDLESS of usage. 2/ Who is Thinking Machines? Mira Murati's lab - she's the former CTO of OpenAI. Founded Feb 2025. Raised the largest seed in history five months later. $2B at a $12B valuation led by a16z, with NVIDIA, AMD, and Cisco in the round. Reportedly raising again now at a $50B+ valuation. 4/ What it does to the book. $BRUN came public with $940M in long term contracted revenue. The TM deal adds ~50% overnight. Backlog is now ~$1.41B. Signed, non cancelable contracts now annualize to ~$470M/yr at full deployment. That is NORTH of the entire $375M FY2026 exit ARR target. The floor just moved up. 5/ Backstory on the co. Boost Run was founded 2023, Northbrook IL. Bare metal GPU compute for training and inference. Came public May 11 via the Willow Lane SPAC. $134.5M proceeds, ZERO redemptions. AI enabler with $26.9M FY25 revenue, +239% YoY guiding $375M exit ARR by end of FY26 125MW across 11 data centers when fully built. Founder/CEO Andy Karos built Blue Fire Capital across 13 data centers in 7 countries, sold it to Galaxy Digital $GLXY in 2020. Self funded Boost Run, brought his old team, holds a big stake. 7/ The validators are filthy: - NVIDIA Preferred Cloud + Exemplar status on Blackwell (sub 10 provider club) - $1.44B Dell supply agreement CDW channel into 250k+ regulated accounts Fluidstack partnership, - $127M named Michael Dell name dropped them at Dell Tech World next to $CRWV and $IREN, names 8-27x its size 8/ Now the math. Why I bought after 90%+ move in 1 month. At ~$34, $BRUN is ~$2.1B EV. EV / FY27 ARR ($620M midpoint) = 3.4x. $CRWV ~3.6x $NBIS ~7-8x It trades at CoreWeave's multiple and a quarter of Nebius, though I think it could re-rate closer to $NBIS. $NBIS premium is about clean capital structure and real margins, not GPUs. $BRUN guides FCF positive, lets Dell finance the buildout, and runs a take or pay book. It belongs in the Nebius bucket, not the CoreWeave one. At ~$68, EV goes to ~$4.2B. EV / FY27 ARR = ~6.8x. $BRUN can 2x from my buy and still be under $NBIS. DA Davidson just bumped their PT to $45 off the deal. 10/ Risks are real. The auditor flagged going concern, the 10-Q is late, management is young, and a lot now rides on a few anchor contracts. Only a few employees currently. But it's FCF positive guided, NVIDIA blessed, and now the compute partner to Mira Murati. The market is pricing $BRUN like CoreWeave. I think it ends up priced like Nebius. Other trades made in the fund. - Brand new $NOK - 20% of fund after more bullish insider buying, telecom as critical AI infra. Research and PTs on Substack. - Trimmed Micron to 20% of fund from 30% after 150% - Closed $BE after 200% to make room for fresher plays - Closed $LASR and $CRCL with single digit losses. $AAOI $MU $NOK $BRUN $PENG

@bullofbritainJun 1, 2026 · 3:02 PM

A follow up as promised - a few names from every layer of the stack. ALREADY RUNNING (still biddable, easy money gone) > Agentic / server CPU - $INTC, $AMD, $ARM > General-server MLCC - Murata (6981.T), Taiyo Yuden (6976.T), Yageo (https://t.co/1R4b8JlPLP) > Memory + interface - $MU, SK Hynix (000660.KS), $SNDK, $RMBS > Neocloud / AI capacity - $BRUN, $NBIS, $CRWV SWEET SPOT > High-end MLCC + materials - Samsung Electro-Mechanics (009150.KS), Sakai Chemical (4078.T), Shoei Chemical (7967.T), Nippon Chemi-Con (6997.T) > On-chip interconnect IP - $AIP > Advanced packaging / hybrid bonding - $TSM, Besi, $AMKR, $CAMT, $KLIC, $ACMR > Liquid cooling - $VRT, Quanta (https://t.co/Nm2fUBkGzM), $NVT, Asetek (ASTK.OL) > CPO / 1.6T optics - $MTSI, $LITE, $COHR, $AAOI, $POET, $SIVE > Burn-in / test - $AEHR, $PDFS, $TRT FRONTRUN (scale into H2 26) > SiC / GaN power - NVTS, $POWI, Infineon, $AOSL, $WOLF > Gallium / III-V feedstock - $VNP, AXTI > 800V HVDC power systems - $VRT, $ETN, Delta (https://t.co/m1ww5mzgHD), $VICR > Grid / energy storage - $FLNC, $BE, $FCEL > 600kW rack integration - Quanta (https://t.co/Nm2fUBkGzM), Hon Hai (https://t.co/ttZlth9vkp), $DELL, $SMCI, $PENG EARLY / WATCH ONLY > Quantum - IONQ, $RGTI, $QBTS (lottery tickets) > 6G buildout - $NOK, $ERIC, $KEYS, $AMPG > Humanoids - $AMBA, Harmonic Drive (6324.T), $ALGM, $VPG, $MOG.A > Photonic memory - pre-commercial, no investable pure-play. Tracking only

@kevinvestingytMay 30, 2026 · 9:20 PM

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