Ok, listen up all my helmet wearing brethren. Maybe I had bought NBIS when it was $20 and then sold when it was $60. Why did you sell you might ask? Because I have no idea wtf they do. That's right, I dont understand it. What I do understand, is that I lost my path to an early retirement with that decision. With the stock now way up and teaming up with PLTR to destroy the world as we know it, I'm not sure that now is the best time financially to jump back in. Maybe I should have bought back when Butters Stotch was margin called, but if I was that smart I wouldn't be here.
Anyway, point is, I need another chance, another shot, a triple deke that doesn't hit the goal post (Looking at you Emilio). That's when I found Boost Run. Originally a SPAC. A SPAC?! Yes, that's right. The exact thing that lost me money because I thought Don Jr was going to take me to Valhalla on PEW.
This time it's different.
This is Nebius 2.0. This is my chance - and yours, to 10x your port and then ride off into the sunset in Bangkok to chill with those lovely lady bois we all dream about for our retirement.
Last quarter this company made moves. I asked chat to pull the data so I didn't have to.
- Revenue: $31.1 million, up 270% year over year from $8.4 million.
- Long-term contracted revenue (TCV): $1.9 billion, including more than $1 billion of new contracts signed during Q2.
- Cash: $120.2 million of unrestricted cash at June 30, 2026. x
- 2026 ARR target: Management expects to exit 2026 at approximately $400 million ARR.
- Net cash-flow margin target: Management is targeting a sustainable 15%–20% in forward periods.
- Net income: Q2 was approximately -$75.1 million, according to reported financial data; the loss was heavily affected by unusual/accounting items.
- Operating income: approximately -$12.9 million for Q2.
- EBITDA: approximately $3.4 million for Q2.
- Debt/financing: Boost Run entered 34 finance lease agreements for GPU servers during the first half of 2026.
- Capital deployment: It has a $1.44 billion Dell purchase agreement fully committed/allocated and is pursuing another $4–$5 billion in compute hardware procurement.
Damn bruh? Is that revenue up 270% yoy? Yea cuz, you read that correctly. Are they net positive and profitable? No, but who the fuck cares? What we want is to get in early and right now BRUN is down off its all time highs and resting around $17/share.
Next point, this company runs only NVDA GPU's. Take a look at their website and see those chips lined up ready to be leased out by companies who need more computer. I don't know what the names mean or what they really do, but god damn, don't we all love computer?
So what the fuck does Boost Run actually do?
They buy a metric fuckton of NVIDIA GPUs, put them into data centers, and rent the compute capacity to companies that need AI infrastructure.
Lets break it down like this. NVIDIA makes the cocaine, Dell delivers the cocaine, BRUN builds the warehouse, and AI companies are the degenerates doing lines off the server rack.
I don't need to understand what any of this means. I just need to understand that people are paying BRUN to use their very expensive computers.
You heard me mention SPAC before, they have warrants out for sure. However, those investors when they were able to sell, held. Is that investor confidence in a company? I believe so and it is a green flag. Green means go, homies.
Lastly, I believe our supreme leader had mentioned DELL in his previous ramblings. The company that had a pothead on their television ads. C'mon is there anybody more relatable? How could they fire that guy? I'm not sure so pay attention. DELL recently went into a purchase agreement with BRUN for $1.44 billion. Do most companies lay out that kind of cah-sheesh if they don't believe in the product? Probably, not. Wtf do I know tho? I'm just a guy.
If BRUN can turn that hardware int