$BRUN

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (6m)
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Win rate (6m)
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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 30, 4:45 PM ET
$BRUNr/wallstreetbetsDDbullish
u/Alwaysfavoriteasian · 51d 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 long-term contracted revenue, and a $1.44B Dell procurement agreement to fulfill contracts. The company is positioned to scale from current losses to profitability by leasing NVIDIA compute capacity to AI companies, making it a high-growth opportunity comparable to early-stage infrastructure plays.

At post $16.46Now $7.12-56.7% since postedas of Oct 30, 4:45 PM ET
1d+1.0%
3d+1.0%
1w+1.3%
1m-19.9%
3m—
6m—
1y—
original post →
$BRUNr/pennystocksStock Infobullish
u/Lower-Letterhead206 · 78d agono track record yet
“holds shares & options”

BRUN valutation walkthrough, using Nebius as the comp

BRUN's 2025-2026 growth multiple (13.3x) mirrors Nebius's 2024-2025 multiple (13.9x) at similar ARR scale, suggesting 2026 guided $400M ARR could reach $1.2-2.5B by 2027, implying 6-10x forward multiples and share prices of $60-238. Current 3.4x forward multiple on 2026 guidance is compressed relative to comparable AI infrastructure providers, with upside conditional on Q3 delivering quantified 2027 guidance and favorable $4-5B procurement terms.

At post $22.63Now $7.12-68.5% since postedas of Oct 30, 4:45 PM ET
1d—
3d-11.0%
1w-13.8%
1m-35.6%
3m—
6m—
1y—
original post →

End of results.