Peter Bordes

Disruptive innovation obsessed entrepreneur, CEO @CollectiveAud | VC @TrajectoryVC | BOD’s @BeasleyMedia @Fraud_net @Syncware_ @Symitri_Inc @Ocearch

[Peter Bordes @PeterBordes]

Enjoyed talking with @robtfrank on @CNBC "Family Office Investor" about investing in #AI innovation and how artificial intelligence can either “augment humanity” or become a job-killing digital predator, depending on how Co's & regulators manage its growth https://t.co/VfxyJnExD6

[Trajectory Ventures @TrajectoryVC]

AI NEWS: @LightmatterCo joined @NVIDIA NVLink Fusion and powers the next-generation AI infrastructure with their photonic interconnects. The age of light-based infrastructure is here. Congratulations @theanalognick on a VIP photonics step↗️ https://t.co/TpWdKFM6yB #AI $NVDA

[Top Tick @TopTickResearch]

$CEPT @Securitize is the pure play way to express a bullish view on the tokenization trend... 👇

"Even the bear case is bullish"

[Peter Bordes @PeterBordes]

@CanadianClub @ABC Sad times for America.

[Peter Bordes @PeterBordes]

@michaelsikand A great example of a well-structured AI infrastructure deSPAC. Everyone wins. Creates meaningful momentum. Lots of room to go up to $BRUN fair value from here. Bravo to the team and bankers.

[Michael Sikand 🦑 @michaelsikand]

Pretty crazy $NBIS is contracting with $BRUN ($2.4B)

If exemplar status with $NVDA wasn't enough.

Now you've got the premier neocloud listed as a customer per yesterday's deck.

FCF positive and guiding for is guiding 1,233% ARR expansion to $400M+ FY26.

[Peter Bordes @PeterBordes]

@willbobgill @sicily_angel @mghjmh 🤣🤣🤣🤣🤣🤣🤣

[Peter Bordes @PeterBordes]

@LightmatterCo @nvidia Huge huge news advancing photonics and light based AI infrastructure with @LightmatterCo + @nvidia collaboration. Congrates to all!! LFG 🚀

[The Wall Street Journal @WSJ]

Exclusive: AI market-research platform AlphaSense is being valued at $7.5 billion in a fresh round of funding https://t.co/XGzb0EaEt5

[TrueFoundry @truefoundry]

The @Gartner_inc 2026 Hype Cycle™ for Platform Engineering is out: 81% of respondents consider platform engineering to drive moderate to high value in automating security and compliance workflows

TrueFoundry has been named a Sample Vendor across three categories: AI Gateways, AI Engineering, and GenAI Model Routers.

Platform engineering has quietly become the make-or-break layer for AI at scale. The report answers key questions like which technologies to bet on, which are overhyped, and which are already past peak.

We're offering full access to the original report. No paywalls, no hoops.

Link below 👇

[General Robotics @genrobotics_ai]

Presenting DreamControl at ICRA 2026 today! 💫

@DvijKalaria, @pushkalkatara and Sangkyung Kwak will present our workflow for building whole-body humanoid AI skills — combining diffusion models and RL to train skills without expensive real-world data collection.

17:35 – 17:45 | Session WeBT3 | Lehar 1-4

More about DreamControl: https://t.co/Lvl27flPGy

#ICRA2026 #DreamControl #Humanoid #PhysicalAI

[Fraud.net @Fraud_net]

AI-generated fraud doesn't announce itself in a single transaction. It builds, across entities, channels, and time, until the damage is done.

In last week's webinar, we brought together risk leaders from Bankingly, epay/Skylight (Euronet), and Brains Capital to talk about what rule-based detection misses, what behavioral signals catch earlier, and what the shift to AI agents actually requires from your governance program. Watch the full session now: https://t.co/RkJkApzgFb


#entityrisk #merchantrisk #entityriskintelligence #ai #generativeai #aigeneratedfraud #fraudrisk #fraudprevention #frauddetection #payments #banking #fightfraud

[Peter Bordes @PeterBordes]

@meshpay @beincrypto @proofoftalk 💪🙌👏👏👏👏👏👏👏📈

[Mesh | We Are Hiring! @meshpay]

🚀 Mesh just won Best Autonomous Agentic Payments Platform at the @beincrypto x @ProofofTalk Institutional 100!

🔗 https://t.co/g83bOHSJ4c

[Peter Bordes @PeterBordes]

@WhiteHouse Just no words to describe how our house, the peoples house, the @WhiteHouse has been destroyed, turned into a circus ground. You should be ashamed of yourselves for letting this happen.

[Asymmetric Bets @UncleAlpha007]

$brun seems like the next (10x) like $SIVE $SNDK $BE $MU $IREN. Simple explanation below:

TLDR: $BRUN is growing annually recurring revenue (ARR) 47x this year and trades at ~12.5x 2027 EV/FCF and probably 5x 2028 EV/FCF. The stock should probably trade at at least 15x 2028 EV/FCF. This means the share price should be $100+ today.

Business model: BRUN is a neocloud with NVIDIA exemplar status, partnered with Dell, and counts Nebius, Fluidstack, and Thinking Machines as customers. It's CEO owns ~50% of the business and has a similar background as Coreweave CEO (ie hedge funds trading systems).

$BRUN new investor slides: BRUN recently filed a new slide deck. Here's what the market is missing. Look at the qualified pipeline portion. This represents signed LOIs and prospective contracts where customers have been identified and projects outlined, on an annualized basis assuming 3-year durations. These are deals BRUN believes will convert to contracts in the next 6-12 months (ie high probability but not signed). Investor deck below:

https://t.co/chCsy6i47A

Takeaway: exit 2026 ARR is $1.2B. Company has guided to 20% FCF margins (see investor presentation on website). That is $240M in FCF. The current EV is $3B. $3B EV / $240M FCF is 12.5x FCF. You are paying 12.5x FCF for a company that is growing ARR 47x. This will not last very long. Stock to $80-$100 very soon in my opinion.

I am long. NFA. DYOD. ETC.

@aleabitoreddit @MartinShkreli @StockSavvyShay @leopoldasch @jaminball

[Peter Bordes @PeterBordes]

@tworoadsvc 🥳🫶👏👏👏👏👏

[Peter Bordes @PeterBordes]

@chiky_handlr 🫶🙌🙌🙌🙌🙌🙌🙌🙌💪👏👏👏👏👏👏

[AlphaSense @AlphaSenseInc]

What does market conviction look like? A $350M raise at a $7.5B valuation.

Today, we have closed that $350M round and nearly doubled our valuation, all backed by Vitruvian Partners, Accenture Ventures, J.P. Morgan Growth Equity Partners, D. E. Shaw Ventures, Pinegrove Opportunity Partners, and our returning investors @CapitalG, @GoldmanSachs Alternatives, and Viking Global Investors.

Doubling down on their investment, we have also established a new channel partnership with Accenture to further fuel organizations embedding and scaling market intelligence into their core agentic workflows.

The era of fragmented tools in market intelligence has given way to a more integrated approach with the advent of AI and that's why we are also announcing the launch of SuperAnalyst. AI prompts and queries are the workflow most analysts know today but now multi-step research and monitoring tasks can be automated on the user's behalf.

These announcements are more than just momentous milestones: they are an inflection point for the future of market intelligence. We couldn't be more excited to keep building it.

https://t.co/zva4nRl6It

[KawzInvests 🦑 @KawzInvests]

$BRUN (~$2.2B) is guiding 1,233% ARR expansion to $400M+ by FY26 year-end

Anchored by a $1.4B TCV target that was $940M at listing May 11 and $1.45B as of June 1.

$30M ARR in FY24. $120M in FY25. Two years of 4x growth into that number.

Supply side: $NVDA Exemplar Cloud (1 of 8 globally), $DELL ($1.44B purchase agreement), Lenovo, CDW.

Verified customers: Fluidstack ($127M / 2yr), Thinking Machines Lab ($471.7M / 36mo / 5,000 B300 GPUs). That last contract alone is 21% of the entire TCV target.

FCF positive while $CRWV, $NBIS, and $APLD all burn cash at multiples of BRUN's scale.