BRUN Boost Run, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:38
25 авг
25 авг
"BRUN long, 200SMA base holding"
"Long $BRUN as it is recovering and basing near the 200 SMA, with $17-18 holding as support; stronger volume is needed to confirm a push higher."
Выс.
18:03
25 авг
25 авг
Buy AI enablers ahead of NVDA earnings
Buy these AI enabler names into NVDA earnings because the base case is a heavy beat that lifts the group while capital rotates from crypto/AI beneficiaries/biotech back into AI enablers; use tight stops below support.
Сред.
20:37
24 авг
24 авг
BRUN interesting on NVDA NBIS deal read-through
Author finds BRUN interesting as a potential beneficiary following the NVDA/NBIS deal, suggesting AI ecosystem read-through.
Сред.
17:43
24 авг
24 авг
Lists AI enablers, no directional call
Lists AI enabler names as a thematic basket; no directional commitment stated.
Сред.
15:58
24 авг
24 авг
BRUN watch: AI infrastructure/read-through thesis, no explicit trade
Author frames BRUN as potentially important AI infrastructure based on NBIS/read-through customer relationships and contracted revenue, but does not disclose ownership, a buy/hold, or an actionable trade.
Низ.
15:51
24 авг
24 авг
BRUN positioned for next inference demand wave
Buy BRUN as an NVIDIA Exemplar Cloud read-through, positioned to capture the next wave of AI inference demand.
Низ.
15:49
24 авг
24 авг
The author highlights BRUN as a potential beneficiary of the NVDA-NBIS deal due to its NVIDIA.
The author highlights BRUN as a potential beneficiary of the NVDA-NBIS deal due to its NVIDIA Exemplar Cloud status, but frames it as a radar candidate rather than a personal position.
Низ.
15:47
24 авг
24 авг
BRUN benefits from NVDA-NBIS AI cloud deal
Long BRUN because its NVIDIA Exemplar Cloud certification positions it alongside NBIS to capture AI infrastructure demand from the NVDA-NBIS deal and narrow its valuation gap with larger competitors.
Низ.
01:55
24 авг
24 авг
Open-weight share surge drives BRUN inference infrastructure demand
Long Boost Run as open-weight model adoption grows; BRUN's existing customer base (Fireworks, Baseten, RunPod, fal) IS the open-weight serving layer, and enterprises choosing open models need certified compliant infrastructure — driving capacity demand and premium inference pricing exactly where BRUN operates.
Выс.
18:33
23 авг
23 авг
Author lists 40 tickers across sectors to watch on Monday.
Author lists 40 tickers across sectors to watch on Monday, expecting some to rally and others to pull back, but frames it as monitoring rather than taking positions.
Низ.
16:07
23 авг
23 авг
BRUN hit by Leopold liquidation, no view
Author observes BRUN declined alongside other AI names due to Leopold liquidation, but expresses no directional view or position.
Низ.
15:30
23 авг
23 авг
Author nearly all-in on BRUN at $18-20, citing growth, management experience
Author declares an almost all-in long position in BRUN at $18-20, citing exponential growth, a working financing model, and experienced management. He explicitly frames this as high conviction based on a year of personal research, and discourages followers from copying without their own due diligence.
Сред.
15:15
23 авг
23 авг
BRUN cheap at $18-20 full-port buy
Buy/accumulate BRUN near $18-20 as valuation is extremely cheap with exponential growth, a validated financing/business model, strong management, and a technical higher low.
Сред.
09:37
23 авг
23 авг
BoostRun called attractive at current prices
BoostRun is described as attractive at current prices; no specific catalyst, position disclosure, or concrete forward reason is provided.
Низ.
09:28
23 авг
23 авг
The author shares a list of external research reads on manufacturing, optical connectivity, HBM.
The author shares a list of external research reads on manufacturing, optical connectivity, HBM, semiconductor ovens, and BoostRun without stating any personal positions or directional calls.
05:10
23 авг
23 авг
BRUN conviction rises after Q2, targets $120
Author maintains ~90% portfolio position in BRUN, raising conviction after Q2 earnings clarified the path to his $120 price target post-de-SPAC. He will trade a portion with covered calls, indicating strong directional commitment.
Сред.
04:17
23 авг
23 авг
BRUN capital structure moat drives on-demand yield
Buy BRUN because its self-funded balance sheet allows it to allocate GPUs to high-yield on-demand contracts at roughly double long-term contract pricing, a capital-structure moat debt-laden competitors cannot replicate.
Выс.
15:44
21 авг
21 авг
Rotated capital into new BRUN long position
Author implies a new long position in BRUN, having rotated capital into it after exiting DGXX.
Сред.
15:36
21 авг
21 авг
Author argues BRUN is the cheapest pure-play neocloud on an EV/MW revenue-normalized basis.
Author argues BRUN is the cheapest pure-play neocloud on an EV/MW revenue-normalized basis, with a $120 price target and explicit bullish conviction.
12:06
21 авг
21 авг
Author signals confidence in BRUN's prospects over a 1-2 year horizon.
Author signals confidence in BRUN's prospects over a 1-2 year horizon, implying a long-term bullish view despite no explicit position language.
10:21
21 авг
21 авг
Buy BRUN: short pressure set to unwind
Buy $BRUN with the practical free float near 17-19M shares and short interest at roughly 24-29% of it; warrant conversions, lockup and shelf selling are now finished, so the next green tape should force short covering and upside compounding.
Выс.
16:04
20 авг
20 авг
Undervalued stock presents heavy buying opportunity
Author views the stock as significantly undervalued long-term and plans to load up heavily if it drops to the 13 level.
Сред.
14:46
20 авг
20 авг
GPU cloud operators monetizing AI hardware
Highlights GPU cloud operators as the last mile of AI infrastructure that monetize the entire hardware stack.
Сред.
14:39
20 авг
20 авг
Warrant redemption deadline to spark next leg up
Expects the stock to begin its next leg up once the warrant redemption deadline passes, citing reduced dilution overhang.
Выс.
22:09
19 авг
19 авг
Buy BRUN on contracted AI infrastructure demand
Buy BRUN; revenue is up 270% YoY with $1.9B total contract value, a $400M ARR target, and long-duration compute commitments from Thinking Machines and Fluidstack showing contracted AI infrastructure demand.
Сред.
09:58
19 авг
19 авг
BRUN 10-bagger: 4x secured ARR gives $217
Buy BRUN: at ~$2.35B EV the market prices less than half of the $4.6-4.8B ARR its 253MW of secured power supports at new-build B300 economics; a conservative 4x EV/ARR implies ~$217/share.
Сред.
05:37
19 авг
19 авг
BRUN: contracted revenue and prepayments support long
Buy BRUN on the Q2 10Q showing positive underlying EBITDA, revenue up 270% YoY, $430m contracted B300 GPU revenue, and customer prepayments funding the buildout ahead of 2026-27 revenue recognition.
Сред.
05:37
19 авг
19 авг
Exercise or sell BRUNW before redemption deadline
Notes BRUNW redemption deadline is Aug 20 5pm NY, with warrants either exercisable at $11.50 or saleable before being redeemed for $0.01.
Сред.
02:52
18 авг
18 авг
Unusual call volume on September 2026 strikes is noted as interesting.
Unusual call volume on September 2026 strikes is noted as interesting, but the author explicitly says to wait for open interest confirmation, so no directional call is made.
Низ.
19:12
17 авг
17 авг
Rotated capital into stock for short-term trade
Author discloses rotating capital into the stock for a short-term trade.
Сред.
Об аналитическом покрытии BRUN
Buzzberg отслеживает BRUN (Boost Run, Inc.) в 21 источниках. Бычьих сигналов: 226, медвежьих: 0, от 20 аналитиков. Сентимент преимущественно бычий (41%). Всего отслеживается 550 торговых идей. За последние 7 дней: бычьих: 10, наблюдение: 14. Последние спикеры: mkfilko, __con_, pepinveststocks.