Added to YB: 2026-09-25
Pitch date: 2026-09-22
BRUN [neutral]
Boost Run, Inc.
-2.22%
current return
Author Info
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Company Info
Boost Run, Inc. provides artificial intelligence cloud infrastructure and high-performance computing solutions.
Market Cap
$1.4B
Pitch Price
$17.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
108.96
P/E
-0.73
EV/Sales
29.68
Sector
IT Services
Category
growth
NeoCloud Thesis: The Best Players, How They Make Money, and Their Path to 5x - Boost Run, Inc.
BRUN (overview): Boost Run is a real but subscale GPU cloud selling compute, Kubernetes and storage as an NVIDIA Preferred Cloud Partner. Revenue remains only tens of millions, with no fortress of owned interconnect and economics dependent on keeping rented infrastructure utilized. A fivefold return would imply only a ~$7 billion company, but the estimated five-year probability is ~20% — an option, not a core holding.
Read full article (1 min)