TheOtherWatchdog
Sep 27, 2:33 PM
$RUN just made its power play. SPAN partnership turns homes into distributed AI compute nodes. Sound familiar? That's the exact setup
$BE ran before its move from ~
$90 to
$300+ (250%+, mkt cap into the
$80B+ range).
$RUN today: ~
$9/share, ~
$2B mkt cap. Same multiple as BE's H1'26 run = ~
$30/share. BE's full trailing-year multiple = ~
$135/share.
The parallel is real: power-constrained AI, hardware co. partners with energy co., distributed infrastructure story. What's missing so far: BE's move came after Oracle signed a
$2.65B deal. Once
$RUN shares contract details, it’s going parabolic like
$BE
$TSLA $ENPH $SEDG
https://finance.yahoo.com/technology/ai/articles/sunrun-span-expand-partnership-accelerate-132000137.html
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