Selling $BRUN ahead of a lock-up risk I initially missed.
Early-release trigger fires if stock stays above $12 for 20-of-30 trading days that window hits this week (~June 5-9). If it triggers, ~24M shares (~3.3x current float) become eligible to sell.
This is not out of the ordinary $CRWV hae a similar post SPAC lock up 2x float released which resulted in -15% to -22% over 30 days
The typical 2024-2026 de-SPAC 3-5x float released → -25% to -40% over 60 days
Recent hyperscale-adjacent (NBIS, APLD) 2-4x float released → -10% to -25% over 30 days
Will look to re-add post lock-up. Thesis unchanged
NVIDIA just dropped the RTX Spark Desktop at #GTC2026.
Imagine a 24/7 AI agent running entirely local and meter-free. Connect it to your laptop, external displays, smart washer/dryer, or home security system to automate your entire life.
Local AI is officially taking over the smart home.