jayfried

interests include Family, health , Spirituality and providing.

[jayfried @Joelmichaelf]

@Tradermayne That’s really clean 🧼 well done 👍

[jayfried @Joelmichaelf]

@cryptofergani Me

[jayfried @Joelmichaelf]

@mkfilko Agreed, took a position this morning

[leki ⚔️ @mkfilko]

Neoclouds like $NBIS and $SHAZ are finally recovering from the Kimi headlines. But $BRUN is wrongfully being left behind.

NBIS revenue is tied to hyperscaler and frontier lab buildouts. SHAZ is an APAC sovereign story with NVIDIA taking a cut of revenue. Neither is positioned for the enterprise self-hosting wave.

$BRUN is.

Whether Kimi succeeds or not, the open source wave only grows demand for one thing, that is dedicated compute to run these models at scale, especially sovereign/enterprise deployments.

Here’s how $BRUN is positioned to benefit:

> Open source boom = massive demand for dedicated, certified bare-metal GPU leasing (control, no frontier lab lock-in, compliance) ✅

> $BRUN was built for exactly this: NVIDIA Preferred Cloud Partner + NVIDIA Exemplar Cloud, SOC2/HIPAA/ISO certified, bare metal compute provider ✅

> $1.45b contracted revenue (avg ~3yr terms) + targeting $400m+ ARR by FY26 exit (1,233% YoY growth) ✅

> Revenue up 165% YoY in Q1 2026, after growing 239% in FY2025 ✅

> 85.6% reported gross margin, expanding from 83.0% a year ago ✅

> $471.7M non-cancelable Thinking Machines contract covering 5,000 NVIDIA B300 GPUs, 36 months, take-or-pay ✅

> Insiders own 71.24% of the company with 94.6% of voting power. The CEO works for a $1/year salary. ✅

> Capital efficient + scaling to 158MW (33MW locked and 125MW under LOI) while others chase software layers or general cloud ✅

$NBIS/$SHAZ get the headlines. Little do you know, $BRUN quietly locks in the recurring infrastructure revenue as open source scales.

And it only costs $1.5b? Talk about a steal.

$BRUN can go as high as $120, from $24 today.

[Noah Schochet @noah_schochet]

Today, we’re announcing that we’ve raised $115 million in funding, including a $100M Series A led by @kleinerperkins.

America has lost the ability to build, and we’re here to restore it. My co-founder, @NoahMcGuinn, and I left our jobs at @SpaceX , where we worked on programs including Starship, Starshield, and @Starlink, to build a company that will solve construction’s greatest challenges.

Infrastructure is the foundation of civilization, and construction is the precursor to innovation. If America wants to build a brighter future for the next generation, we have to make it faster, cheaper, and safer to build.

That’s where @TerraFirma_Inc comes in. We’re a new type of company, a robotic construction company that builds the full technology stack needed to deliver an order-of-magnitude improvement in one of the world’s oldest, largest, most important, but least efficient industries.

We are building technology that expands what’s possible in construction on Earth, and then we'll use that same technology to build megastructures and colonies on the Moon and Mars.

We’ve made tremendous progress over the past year, growing the company more than 10x in the last 12 months. We are performing projects across the world. By the end of October 2026, we are on track to operate 3 of the top 3 largest robotic construction fleets in the world, each on a different continent, bringing unprecedented speed, scale, and efficiency to some of the world’s most complex critical infrastructure projects.

This funding will allow us to step on the gas and scale our manufacturing, software, operations, and construction deployments, including work on massive commercial and government contracts.

We’re building the future of construction right here in Austin, Texas, and scaling it globally. If you want to be part of the team changing the world, now and on Mars, join us.

Our Series A was led by Kleiner Perkins, with participation from Bain Capital Ventures, Glade Brook Capital Partners, BANNER VC, Saga Ventures, Trust Ventures, Definition, PEAK6, Magnetar Capital, and Ravelin Capital. Huge thanks to all of our angel investors, friends, and family who have helped and supported us throughout this journey.

Apply here: https://t.co/BmXHSGJQQk

[jayfried @Joelmichaelf]

@1Roamworldwide @Geologo_Trader I laterally just sold my acreage on the Sunshine Coast and am moving my wife and twin 3 year olds to El Salvador tomorrow. I’ve reached escape velocity and I want to spend time with my family while they are young.

[jayfried @Joelmichaelf]

@Ric_RTP Of the ones confirmed to act on undisclosed information and you partook them into republican and democratic

[jayfried @Joelmichaelf]

@GreenFraudcom Yeah I just sold my PPOR and taking my family with me overseas to ES 🇸🇻

[jayfried @Joelmichaelf]

@DrJackKruse It won’t let me DM Chantal have her DM me

[jayfried @Joelmichaelf]

@Cernovich Crypto casino is going to pop off. Watch for dodge as an index

[jayfried @Joelmichaelf]

@DrJackKruse I am interested but cannot dm you or Chantelle. Moving to ES in August family of 4

[jayfried @Joelmichaelf]

@tedcruz He got the call 📞

[jayfried @Joelmichaelf]

@Ryanmatta @MazeLove14 Hey mate I’m interested in more info about location etc. check your PM we might be good for 4 homes

[jayfried @Joelmichaelf]

@goodlife_sv Pm sent

[jayfried @Joelmichaelf]

@Ryanmatta Messaged you

[jayfried @Joelmichaelf]

@MURPHSLIFE I messaged you

[jayfried @Joelmichaelf]

@ick_real Waverleigh

[BuBBliK @k1rallik]

🚨do you understand what just happened in the German parliament..

a former Pfizer chief toxicologist just testified in the Bundestag that Comirnaty should have never been approved.. didn't trend.. didn't make headlines.. most people have no idea..

long-term toxicology studies were skipped.. carcinogenicity testing never completed.. mass production used a different formula than clinical trials.. EMA knew.

his estimate: up to 60,000 deaths in Germany alone. said on parliamentary record. by someone who was inside Pfizer.

if the approval process was as broken as he describes - the scariest part is that nobody was supposed to find out.

[jayfried @Joelmichaelf]

@Med3aS0PHIA @OwenBenjamin 💯

[jayfried @Joelmichaelf]

@DeepInference Aion