Added to YB: 2026-06-08
Pitch date: 2026-06-04
BRUN [bullish]
Boost Run, Inc.
-48.9%
current return
Author Info
No bio for this author
Company Info
Boost Run, Inc. provides artificial intelligence cloud infrastructure and high-performance computing solutions.
Market Cap
$1.4B
Pitch Price
$33.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
193.31
P/E
N/A
EV/Sales
47.50
Sector
IT Services
Category
growth
I’m long $BRUN
BRUN: Long NeoCloud, FCF+ vs cash-burning peers. Backlog grew 12x in 6mo ($120M Dec→$1.45B June), guided to triple again by YE. Thinking Machines take-or-pay deal $471.7M=21% of TCV. NVIDIA Exemplar status, Dell $1.44B financed buildout (no dilution). Lock-up FUD overblown: only 10% (~4.88M) unlock Monday, 90% (~43.9M) locked til Nov 8—real risk. Founder sold prior 13-DC op to Galaxy Digital, big stake.
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