u/Alwaysfavoriteasian

1 thesis · first seen Sep 10, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$BRUNr/wallstreetbetsDDbullish
u/Alwaysfavoriteasian · 6d agono track record yet
Long 1,000 shares of BRUN

BRUN, about to go on a RUN? My First DD. Second time posting.

Boost Run is a GPU infrastructure play with 270% YoY revenue growth, $1.9B in total contracted revenue, and a $1.44B Dell partnership to deploy NVIDIA compute capacity. The company is projecting $400M ARR by end-2026 and a path to 15-20% net cash flow margins, positioning it as an early-stage play in the AI compute infrastructure buildout.

At post $16.46Now $15.16-7.9% since postedas of Sep 16, 4:30 PM ET
1d+1.0%
3d+1.0%
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1m
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original post →

End of results.