Earnings Update | StableBread's Newsletter

Earnings Update

BRUN

Aug 16, 2026

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.

CELH

Aug 10, 2026

Six Earnings Updates!

A very busy earnings week across the names from past write-ups. The market mostly traded the headline while the filings told a more specific story.

UUUU

Aug 2, 2026

Five Names Worth Revisiting

A fresh look at five names from the archive, plus a quick recap of the market backdrop. For each name, I cover what happened to the business while the stock moved, where the mispricing has widened, and whether I'm adding at current prices.

BRUN

Jun 3, 2026

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

BRUN

May 17, 2026

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