May. 13 at 6:56 PM
$BRUN feels like one of those under-the-radar names similar to
$NBIS and
$CRWV that the market hasn’t fully caught onto yet. It already has about
$940M in contracted revenue, while its market cap is only around
$1B — that gap alone is interesting.
More importantly, it’s already free cash flow positive and is projected to reach 66% adjusted EBITDA margins by 2026, which is a pretty aggressive expansion profile. It also has partnerships with
$DELL and Fluidstack supporting its ecosystem.
Do you think the market is still mispricing the growth here, or waiting for clearer earnings confirmation?
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