Jul. 20 at 8:08 PM
$BRUN — The Market May Be Overlooking This One
Comparing
$BRUN to other AI infrastructure names, it almost feels like investors forgot this company exists.
The checklist:
•
$NBIS customer
•
$DELL & Lenovo partner
•
$NVDA Cloud Exemplar status
• ~
$475M 2026E ARR
• Thinking Machines Lab partnership
The AI infrastructure theme is crowded, but not every opportunity gets equal attention.
Sometimes the overlooked names with real customers, partnerships, and revenue growth are where the biggest opportunities appear.
I’m already holding a large position, but if I wasn’t, this is a name I would be researching closely.
