Key events, in time order
10-Q shows $75M net loss, $55.7M is one-time non-cash; adjusted operating loss narrower
Company release confirms strong growth; watch for funding and deployment details
Capacity expansion supports future contracts; financial impact of lease to be assessed
Multiple independent X users comment on redemption notice and valuation, but no new facts disclosed
Multiple analyst initiations on 6/25, plus technical analysis and price targets from several analysts
Market questions leased GPUs and colocation model; bulls cite ASC 842 finance leases as counter, but no new financials
New independent source @odddiligence flags unregistered shares, @saso_capital claims first alert and DA Davidson citation, reinforcing lock-up dispute.
Analyst keeps $45 PT, citing founder's commitment to reduce lock-up sell pressure
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The core thesis for BoostRun ($BRUN) is its unique cloud infrastructure for AI/HPC, highlighted by an earnings call comment on debt structure. The discussion is a fundamental thesis with a call for due diligence.
Main discussion
Different voices
The most underrated line from the $BRUN earnings call is the differentiating factor that makes BoostRun different from other neoclouds. Let me break it down, because it might be the best part of the whole thesis. Karos said: "you will hit walls without having proper debt structur
Weekly portfolio update 230926 It's easy and will remain as such unless something changes. $BRUN ~90% with residual positions in $QURE and $PURR and $MRLN, $CIFR. Depending on how BoostRun moves, I will be trading a part of the position and utilising option strategies (covered ca
I think this is quite important to understand here: I recently went (almost) all-in on $BRUN. And I’m telling you to NOT follow me, unless you have really done your own research and read up on what this company is about. Please read my post/comment below to understand more on why
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Facts and opinions separated · All items sourced · Not investment advice
