@brian_armstrong@coinbase You should do a better job at allowing users to recover tokens erroneously sent to their own Coinbase addresses. Industry should have fixed it by now, but at least Coinbase should be able to build a tool. The current recovery tool is not good enough.
I believe $BRUN is a screaming buy on a ridiculous sell-off AH. I believe it is the second best Neocloud investment behind $NBIS. I have added to my position.
Why the sell off?
A post was made on X by @saso_capital reporting ~54 million insider shares will become eligible to sell next Monday. Including 29.5 million Class B shares held by CEO Andrew Karos.
A few different financial influencers found out about this information and sold after-hours, notifying their followers. This created enormous selling pressure during an illiquid after-hours on a stock with an already extremely low float.
I don’t judge anyone’s decision to buy or hold a company. There is a potential risk of selling pressure lowering the stock price short term.
At the same time however, this is a unicorn neocloud stock with jaw-dropping growth metrics:
$BRUN ARR tripled from $30M to $96M in 4 months. Contracted backlog went from $120M to $1.45 billion as of June 1st. 1,233% year over year ARR growth. Free cash flow positive. $NVDA Preferred Cloud Partner. One of only 8 companies globally with Exemplar Cloud status. FY2026 ARR guidance of $400M+.
Karos owns 48% of this company. He built it. The pipeline keeps converting. The numbers keep accelerating. That is not someone who listed to dump.
The growth is real. The overhang is real. Both things are true. Likewise with my $IREN thesis, compute demand is insatiable, and a company as well-ran as Boost Run will likely explode in growth, and stock price.
Not financial advice. Do your own research.
Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.
The Mag 7 used to buy back stock. Now they are dumping shares in the open market.
Why? AI infrastructure.
As long as the capex delivers an ROI, the market may reward it, but it looks like Google feels they have tapped the debt markets enough and now need to visit the equity markets.
They also got Berkshire to buy $10B at $350, showing that Berkshire is supporting the move.
This is incredible to witness...but my question is...will this give the other Mag 7 companies the freedom to do ATM offerings if the market is willing to let them?
This incredible to witness.
$GOOGL $META $AMZN $MSFT
@elonmusk Elon we have a few researchers who have figured out simpler processes for extracting rare earths using Keplerates - fewer steps - no fluorides. We are raising a seed round.
@aleabitoreddit We believe we can solve this problem using a class of compounds called Keplerates. Working with a few researchers in India and raising seed round for this.