$BRUN BoostRun is a clear as day pump job and I won’t be touching it.
This isn’t to say you can’t make money on pump jobs, especially in this market, but ask yourself if you’d like to allocate capital instead to something that is actually productive.
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Jun 12
Bad take. Boostrun has some of the smartest owners and operators I've dealt with as a customer. Their services and customer support are the absolute best I had in over 2 years of dealing with GPU providers. Their client dashboard is also the cleanest, most useful. Their thinking is clever and respectful of clients needs. They never try to oversell something or push the client in a bad position which all leads to very high esteem of their product offering.
So from a customer perspective they're the ones I'd want to work with as first pick. That's good and valuable. Idk about the rest. Didn't read all the papers but this is a good business from the client side of things.
I see this company as a forward thinking, proactive, well managed and passionate team with a great product and world-class customer experience 👍
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$BRUN Leopold owns $NBIS and $CRWV . These are his top 3 positions.
What do you think he will do when he discovers BoostRun at a $1.7b valuation? He loves Neoclouds and its clear.
He has larger Fund now too. I think he will get into BoostRun once he finds the stock.
Jun 8
Leopold Aschenbrenner’s AI-focused hedge fund Situational Awareness has grown to more than $20B in assets, per WSJ.
The fund gained about 270% after fees this year through May and is up more than 1,000% since inception.
Anthropic now represents about 20% of the fund’s assets, while investors include Jane Street, Stripe co-founders Patrick and John Collison, Daniel Gross, and Nat Friedman.
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Jun 8
hey @ParadisLabs what happened to the 500 billion shares that were melting off today???! 🤡 #BRUN #brun #boostrun $BRUN $brun @BoostRunGPUs
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$BRUN Video from BoostRun COO saying: “transforming from bare metal GPU to FULL STACK AI cloud platform”
There’s been so much FUD and misinformation.
youtu.be/m0tGrf2K_G4?si=rz-9…
COO owns 13% shares, CEO owns 50%. They arent selling.
Best to follow: @UncleAlpha007 @mkfilko
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Jun 5
发现一家很有趣的公司 $BRUN ，公司正式成立于2025年9月5日这里主体上市指的是注册日期，但运营实体从2023年就开始了。我认为有几点非常有趣 他们和 $NBIS $IREN 等都不太一样：
1. 首先他们的核心人物CEO Andrew Karos 大学毕业后就进入算法交易领域，2007年创立 Blue Fire Capital，在全球7个国家13个数据中心建立了高性能算力基础设施，公司营收超过5亿美元，2020年被 Galaxy Digital 收购。 收购后他担任 Galaxy 的电子交易主管，直到2023年自掏腰包创立 Boost Run。
这一整个流程看下来，他这个人本质上是从算法交易视角来做GPU云，这也意味着他对延迟、高可用、合规管理要求极高。而这一套逻辑又和普通NeoCloud玩家有本质区别，这也代表着他的客户基础天然向金融和受监管行业倾斜。
至于区别则在于像Neocloud的创始人普遍把GPU云理解为”算力商品”，这也意味着他们觉得便宜、够用就行，客户是AI初创公司和研究团队，对合规几乎没要求。但是Boost Run卖的是”可信赖的合规算力”，溢价空间和客户黏性完全不在一个维度。
2. 他们的商业模式走的是裸金属GPU云，差异化定位合规市场。
这个怎么理解呢？
如果说普通云是租一个”虚拟机”，物理服务器上同时跑着其他客户的程序，资源共享，有性能损耗，数据隔离靠软件。
那么裸金属则是你直接租的是一台真实物理服务器，没有虚拟化层，独占硬件，性能是100%原生的，数据在物理层面就是隔离的。
差别则在于会有10-15%的性能损耗。并且他们声称定价比主流云厂商低40%~60%，而他们的数据中心位于西雅图、北卡罗来纳、德克萨斯沃斯堡。 
3. 财报方面净利润还是亏损的，但其他都比较好
2025年营收上涨239%，Q1同比上涨173%，特别注意的是毛利润率高达85.6%因为他们没有自建数据中心的土地、建设成本，没有大量运维人员，没有软件研发的高额投入属于轻资产模式。另外合规认证 裸金属 高可用SLA，客户为这些特性付溢价，这意味着Boost Run的边际成本并没有同比例增加。
4. 客户体量
首先公司与戴尔科技签署了高达 14.4 亿美元的硬件采购协议，用于支持企业 AI 计算和存储基础设施的扩张需求。 
其次公司披露签约营收达 9.4 亿美元，ARR 目标为 3.75 亿美元，运营六个美国数据中心，另有五个在建中，已实现自由现金流为正。
我们也不能忽视潜在危机：
1. 公司董事会7名都是新任，并且他们也无法按时提交SEC季报（10-Q）
2. 客户高度集中，Thinking Machines Lab 一家就占了50%
这是我目前看到比较大的问题，像其他只有极少员工之类的我并没有太担心，但这些问题都是属于公司早期都要面对的问题。
我个人是没有仓位的，我只是觉得这是一家早期高速成长、尚未盈利的NeoCloud概念股，我认为亏损比例不高且上涨空间很大，很多点我也都没讲到，只是粗略的看了下。
$BRUN #BoostRun #NeoCloud #AIInfrastructure #GPUCloud #BareMetalCloud #NVIDIA #Blackwell #AIInvesting
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I found $BCAR when I first found $BRUN at $27.. I wish I just entered $BRUN then instead of $36. Nonetheless, $BCAR now over $11 Exascale not as far along as Boostrun and not a direct comparison but still a good play.
I did add to my stake in $BCAR bringing my cost basis up to $10.55. Not happy about paying $10.66 for additional shares so I couldn’t buy as many as I wanted to avoid ruining my basis.
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For everyone who keeps asking me what my price target for BoostRun is. Here you go! 🙈
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May 31
$BRUN Thinking Labs alone could make Boostrun a top neocloud company as they grow. This doesn’t even include the deals with Fluidstack, CDW, and future business
May 31
$BRUN Thinking Machines Contract is bigger than the market is letting on. Gigawatt deals aren’t common. It’s among the largest AI infrastructure projects globally. Thinking Machines and NVDA are creating a partnership and it’s not a coincidence that BRUN was selected #exemplar
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May 28
I sold $BRUN (with 100% profit) because it is not comparable to $NBIS. Comparing their valuation to Nebius is how you lose your money. Nebius now has years of proven execution, many subsidiaries, insanely good funding methods utilized and deals on the table locking in ARR and the stack that separates them from bare metal competitors. Boostrun has much to prove..
May 28
$BRUN market starting to understand what happened to $crwv and $nbis after they hit ~$400M ARR (hint: boom town --> ARR EXPLODED)
What's funny about $BRUN valuation right now? $brun expected to grow wayyyy faster than $CRWV and $NBIS but trades at a 75% discount to $crwv and nbis
I wish I could tell you guys that I am not buying $BRUN like crazy everyday.... but then I'd be lying.
$BRUN should be at $60 @leopoldasch
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@SPAC_zilla @stepnotonpets and I were the 3 musketeers on $WLAC / $BRUN before it deSPAC-ed and we pounded the table so hard on the BoostRun thesis.
Shall we go for round 2? ;)
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