BRUN

Boost Run (Nasdaq: BRUN). GPU cloud infrastructure. First write-up April 2026, pre-merger as Willow Lane (WLAC).

Five More Earnings Updates!

Five quarterly updates on names from the write-up archive. I compare against guidance and discuss what actually matters underneath the headline numbers.

by Fajasy

Aug 16, 2026

BRUN

Boost Run's Q1 2026

Q1 revenue came in a third short of plan, but the contracted backlog hit ~$1.45B and the ARR target rose to $400M. From here, it's all deployment

by Fajasy

Jun 3, 2026

BRUN

BRUN, DGXX, & AI Infra Comps Analysis

Boost Run's share structure post-merger, DigiPowerX's Q1 earnings and Cerebras IPO read-through, plus a comps valuation across 10 AI infrastructure operators

by Fajasy

May 17, 2026

BRUN

Boost Run Setup

SPAC merger priced below every public GPU cloud peer, with a team that's built and sold this infrastructure before.

by Fajasy

Apr 12, 2026