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re: Nebius - NBIS - AI Infrastructure Company
Posted on 4/15/26 at 3:38 pm to bayoubengals88
Posted on 4/15/26 at 3:38 pm to bayoubengals88
It's going to hit $250 by January. Especially since I sold some covered calls at $230.
You're all welcome...
You're all welcome...
2
Posted on 4/15/26 at 3:57 pm to meeple
quote:I can still say that it's been fun.
Here since page 1. This having been my first dabble into stocks has me spoiled for sure. I’ve also expanded into others. Thank you for this recommendation, it has been a fun ride!
I've learned more in the last 16 months than I've learned in the previous 7-8 years covering AUPH. And of course some tough lessons.
But, maybe with the knowledge, by the time I'm Jax's age I'll be at his level
This post was edited on 4/15/26 at 4:02 pm
Posted on 4/15/26 at 5:56 pm to Jax-Tiger
quote:
It's going to hit $250 by January. Especially since I sold some covered calls at $230.
You're all welcome...
You'll still be $10 ahead based on your $30 premium
Posted on 4/15/26 at 6:42 pm to Jax-Tiger
quote:
It's going to hit $250 by January. Especially since I sold some covered calls at $230.
One of us! One of us!
Posted on 4/15/26 at 8:29 pm to RJSambola
quote:
You'll still be $10 ahead based on your $30 premium
Until it goes to $100B
Posted on 4/15/26 at 8:32 pm to LSUcam7
quote:You either were or still are in the “industry”.
Until it goes to $100B
Have you ever been so bullish on a stock?!
Posted on 4/15/26 at 8:50 pm to bayoubengals88
Nah I went to the local brewery tonight
I have zero perspective in the neocloud, or tech community, for that matter.
All I know is training/inference compute needs are fully sold out & management executes extremely well, so far. Nebius is my largest of a few rotating AI infra plays and has felt as good as guaranteed particularly when near the pre-MSFT valuations.
I have zero perspective in the neocloud, or tech community, for that matter.
All I know is training/inference compute needs are fully sold out & management executes extremely well, so far. Nebius is my largest of a few rotating AI infra plays and has felt as good as guaranteed particularly when near the pre-MSFT valuations.
Posted on 4/16/26 at 5:28 am to RJSambola
quote:
You'll still be $10 ahead based on your $30 premium
Just realized my typo. I meant $350, as in tree fiddy...
Posted on 4/16/26 at 10:10 am to Jax-Tiger
CoreWeave Announces Intention to Offer $1,000 million of 9.750% Senior Notes
9.75%! Nebius has a much cleaner balance sheet right now.
9.75%! Nebius has a much cleaner balance sheet right now.
Posted on 4/16/26 at 10:16 am to LSUcam7
NICE! This is a great "first" to boast!
quote:
“Enterprise AI demand is real, but execution stalls when infrastructure isn’t guaranteed,” said Laurelle Roseman, vice president, Global Partnerships, Nebius. “The TD SYNNEX x Nebius AI Cloud ensures partners are delivering real AI solutions on committed production capacity.”
Partners such as Aible, an enterprise AI agent platform, will be able to leverage Nebius infrastructure through TD SYNNEX to scale agentic AI workflows for enterprise customers.
“Nebius makes it easy for Aible to move our customer use cases from experimentation to production,” said Arijit Sengupta, founder and CEO of Aible. “Its alignment with NVIDIA Enterprise Reference Architecture meant we were able to install and optimize our platform on Nebius in under two hours and made our full agent marketplace, as well as long-running agents, available for enterprise-scale workloads — now accessible to more partners through TD SYNNEX.”
TD SYNNEX showcased the TD SYNNEX x Nebius AI Cloud with partners at its annual High Growth Conference, taking place this week in Puerto Rico, and at NVIDIA GTC 2026 last month. Partners and enterprise customers interested in accessing dedicated GPU capacity to unlock stalled AI deployments are encouraged to visit LINK to learn more.
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 4/16/26 at 10:28 am
Posted on 4/16/26 at 10:21 am to LSUcam7
For earnings, or before, I'd love to see half to 2/3rds of the ATM tapped for the purchase of AI21.
12.5 million shares (half of the ATM) would give them 2bn if sold at $160.
Or, $190/share would be even better!
12.5 million shares (half of the ATM) would give them 2bn if sold at $160.
Or, $190/share would be even better!
Posted on 4/16/26 at 4:18 pm to LSUcam7
Y'all might want to get ready for this. Could be a quick 3-5x based on theme?? Would love to snag below $10 just after de Spac.
Boost Run, LLC
an NVIDIA Cloud Partner ("NCP") and Preferred Cloud Service Provider that has entered into a definitive agreement to merge with Willow Lane Acquisition Corp. ("Willow Lane") (Nasdaq: WLAC) and is expected to trade on the Nasdaq Stock Market LLC ("Nasdaq") under the symbol "BRUN" upon completion of the transaction,
today (13 April) announced it has achieved NVIDIA Exemplar Cloud on NVIDIA BlackwellTM architecture — one of the most rigorous technical certifications in artificial intelligence infrastructure. With this milestone, Boost Run joins an exclusive group of cloud providers globally to earn this designation, including CoreWeave, Nebius, Oracle Cloud Infrastructure, and Microsoft Azure.
Boost Run, LLC
an NVIDIA Cloud Partner ("NCP") and Preferred Cloud Service Provider that has entered into a definitive agreement to merge with Willow Lane Acquisition Corp. ("Willow Lane") (Nasdaq: WLAC) and is expected to trade on the Nasdaq Stock Market LLC ("Nasdaq") under the symbol "BRUN" upon completion of the transaction,
today (13 April) announced it has achieved NVIDIA Exemplar Cloud on NVIDIA BlackwellTM architecture — one of the most rigorous technical certifications in artificial intelligence infrastructure. With this milestone, Boost Run joins an exclusive group of cloud providers globally to earn this designation, including CoreWeave, Nebius, Oracle Cloud Infrastructure, and Microsoft Azure.
Posted on 4/16/26 at 4:21 pm to LSUcam7
Posted on 4/16/26 at 4:42 pm to bayoubengals88
You think WLAC might drop back below $10 sometime soon?
Posted on 4/16/26 at 4:44 pm to bayoubengals88
Dumb question, If you buy into WLAC, will that automatically translate to BRUN upon completion of the transaction? Or are you waiting until it is officially listed? And do we know when to expect that?
Posted on 4/16/26 at 4:45 pm to LSUDMD
If it follows most other spacs, yes. On the day the de spac happens. See MRLN and others.
Posted on 4/16/26 at 4:49 pm to HogPharmer
quote:It’ll be automatic, yes.
Dumb question, If you buy into WLAC, will that automatically translate to BRUN upon completion of the transaction? Or are you waiting until it is officially listed?
I’m not certain on the date.
I need to read more
Posted on 4/16/26 at 4:57 pm to bayoubengals88
Looks like early May.
I. SHAREHOLDER VOTE AND CLOSING TIMELINE
WILLOW LANE ACQUISITION CORP. (WLAC) HAS OFFICIALLY SCHEDULED THE EXTRAORDINARY GENERAL MEETING FOR SHAREHOLDERS TO VOTE ON THE BUSINESS COMBINATION WITH BOOST RUN, LLC (BRUN).
* VOTE DATE: APRIL 30, 2026, AT 10:00 A.M. ET.
* RECORD DATE: MARCH 12, 2026 (SHAREHOLDERS AS OF THIS DATE ARE ELIGIBLE TO VOTE).
* EXPECTED CLOSING: THE DE-SPAC TRANSACTION IS EXPECTED TO CLOSE SHORTLY AFTER THE SHAREHOLDER VOTE, ASSUMING APPROVAL AND SATISFACTION OF CUSTOMARY CLOSING CONDITIONS.
II. POST-MERGER DETAILS
UPON COMPLETION OF THE MERGER, THE COMBINED ENTITY WILL OPERATE UNDER THE NEW CORPORATE NAME AND LISTING SYMBOLS.
* NAME: BOOST RUN INC.
* STOCK TICKER: BRUN (LISTED ON NASDAQ).
* WARRANT TICKER: BRUNW.
III. IMPORTANT DEADLINES FOR SHAREHOLDERS
* PROXY MATERIALS REQUEST: SHAREHOLDERS MUST REQUEST COPIES OF PROXY MATERIALS NO LATER THAN APRIL 23, 2026, TO ENSURE TIMELY DELIVERY.
* OUTSIDE DATE: THE BUSINESS COMBINATION AGREEMENT HAS AN AMENDED OUTSIDE CLOSING DATE OF JUNE 30, 2026.
I. SHAREHOLDER VOTE AND CLOSING TIMELINE
WILLOW LANE ACQUISITION CORP. (WLAC) HAS OFFICIALLY SCHEDULED THE EXTRAORDINARY GENERAL MEETING FOR SHAREHOLDERS TO VOTE ON THE BUSINESS COMBINATION WITH BOOST RUN, LLC (BRUN).
* VOTE DATE: APRIL 30, 2026, AT 10:00 A.M. ET.
* RECORD DATE: MARCH 12, 2026 (SHAREHOLDERS AS OF THIS DATE ARE ELIGIBLE TO VOTE).
* EXPECTED CLOSING: THE DE-SPAC TRANSACTION IS EXPECTED TO CLOSE SHORTLY AFTER THE SHAREHOLDER VOTE, ASSUMING APPROVAL AND SATISFACTION OF CUSTOMARY CLOSING CONDITIONS.
II. POST-MERGER DETAILS
UPON COMPLETION OF THE MERGER, THE COMBINED ENTITY WILL OPERATE UNDER THE NEW CORPORATE NAME AND LISTING SYMBOLS.
* NAME: BOOST RUN INC.
* STOCK TICKER: BRUN (LISTED ON NASDAQ).
* WARRANT TICKER: BRUNW.
III. IMPORTANT DEADLINES FOR SHAREHOLDERS
* PROXY MATERIALS REQUEST: SHAREHOLDERS MUST REQUEST COPIES OF PROXY MATERIALS NO LATER THAN APRIL 23, 2026, TO ENSURE TIMELY DELIVERY.
* OUTSIDE DATE: THE BUSINESS COMBINATION AGREEMENT HAS AN AMENDED OUTSIDE CLOSING DATE OF JUNE 30, 2026.
Posted on 4/16/26 at 6:55 pm to bayoubengals88
Need to do the WLAC homework - bought what was available after hours at 13.50 (300 or so shares) while I do that
Posted on 4/16/26 at 8:31 pm to igoringa
Prompt: Tell me why Boost Run more resembles NBIS approach to AI cloud than IREN (because I know from earlier that it does).
Use up to 650 words. Assume high level knowledge of both NBIS and IREN as investments.
Summarized with a TLDR of less than 100 words that a 10th grader can understand.
—————————
I. ARCHITECTURAL DNA AND THE ORCHESTRATION LAYER
Boost Run and NBIS share a cloud-native, software-defined architecture. Boost Run leverages vCluster for multi-tenant Kubernetes environments and Netris for automated network isolation. This provides dedicated control planes and secure data paths per tenant without manual configuration. NBIS utilizes a similarly advanced proprietary orchestration layer to manage its massive H100 and upcoming Rubin clusters. IREN operates fundamentally as a colocation and raw compute provider. They monetize stranded power and retrofitted mining infrastructure, offering brute-force hardware access rather than the sophisticated, API-driven Infrastructure-as-a-Code environments that define Boost Run and NBIS.
II. HARDWARE DEPLOYMENT AND NVIDIA VALIDATION
Both NBIS and Boost Run are laser-focused on elite hardware validation. Boost Run recently achieved NVIDIA Exemplar Cloud status on the Blackwell architecture, a designation shared by NBIS and CoreWeave. This certification requires proving reproducible performance within five percent of NVIDIA's reference targets on massive multi-GPU configurations. While IREN is scaling its GPU fleet rapidly, its DNA remains rooted in power arbitrage and hash rate optimization, not in achieving the top-tier, software-optimized cluster validations demanded by hyperscale AI labs.
III. TARGET MARKET AND THE COMPLIANCE MOAT
Boost Run is carving out a compliance-native niche, holding SOC2, HIPAA, and ISO 27001 certifications. This allows them to secure high-margin federal and financial sector contracts, such as their recent public sector deployments via Carahsoft, moving beyond the general AI compute scramble. This strategy perfectly mirrors NBIS's focus on enterprise-grade, highly secure environments. IREN's client base is broader and less focused on highly regulated sectors. Retrofitted mining sites often face significant hurdles in meeting the stringent physical and logical security standards required by these institutions.
IV. FINANCIAL PROFILE AND MULTIPLE EXPANSION
Boost Run aligns with the pure-play neocloud multiples of NBIS. Boost Run is reportedly generating eighty percent EBITDA margins and aggressively expanding its deployment targets to 250 million dollars in new GPU capacity. Because its revenue is exclusively recurring cloud compute, it commands a premium EV to Sales multiple similar to NBIS. IREN's valuation is a blended multiple, dragged by the inherent volatility of Bitcoin mining economics and the heavy capital intensity of converting traditional data centers into high-density AI facilities.
TLDR SUMMARY
Boost Run and NBIS are specialized software companies that rent out supercomputers. They build everything from the ground up for artificial intelligence, using advanced software to organize thousands of graphics cards so they work perfectly together. This makes them highly attractive to very strict clients like banks and the government. IREN is very different. They started by mining Bitcoin using cheap electricity. Now, they are stuffing artificial intelligence computers into those old mining buildings. They have plenty of raw power, but they completely lack the advanced, built-in software and security that make Boost Run and NBIS truly specialized cloud platforms.
Use up to 650 words. Assume high level knowledge of both NBIS and IREN as investments.
Summarized with a TLDR of less than 100 words that a 10th grader can understand.
—————————
I. ARCHITECTURAL DNA AND THE ORCHESTRATION LAYER
Boost Run and NBIS share a cloud-native, software-defined architecture. Boost Run leverages vCluster for multi-tenant Kubernetes environments and Netris for automated network isolation. This provides dedicated control planes and secure data paths per tenant without manual configuration. NBIS utilizes a similarly advanced proprietary orchestration layer to manage its massive H100 and upcoming Rubin clusters. IREN operates fundamentally as a colocation and raw compute provider. They monetize stranded power and retrofitted mining infrastructure, offering brute-force hardware access rather than the sophisticated, API-driven Infrastructure-as-a-Code environments that define Boost Run and NBIS.
II. HARDWARE DEPLOYMENT AND NVIDIA VALIDATION
Both NBIS and Boost Run are laser-focused on elite hardware validation. Boost Run recently achieved NVIDIA Exemplar Cloud status on the Blackwell architecture, a designation shared by NBIS and CoreWeave. This certification requires proving reproducible performance within five percent of NVIDIA's reference targets on massive multi-GPU configurations. While IREN is scaling its GPU fleet rapidly, its DNA remains rooted in power arbitrage and hash rate optimization, not in achieving the top-tier, software-optimized cluster validations demanded by hyperscale AI labs.
III. TARGET MARKET AND THE COMPLIANCE MOAT
Boost Run is carving out a compliance-native niche, holding SOC2, HIPAA, and ISO 27001 certifications. This allows them to secure high-margin federal and financial sector contracts, such as their recent public sector deployments via Carahsoft, moving beyond the general AI compute scramble. This strategy perfectly mirrors NBIS's focus on enterprise-grade, highly secure environments. IREN's client base is broader and less focused on highly regulated sectors. Retrofitted mining sites often face significant hurdles in meeting the stringent physical and logical security standards required by these institutions.
IV. FINANCIAL PROFILE AND MULTIPLE EXPANSION
Boost Run aligns with the pure-play neocloud multiples of NBIS. Boost Run is reportedly generating eighty percent EBITDA margins and aggressively expanding its deployment targets to 250 million dollars in new GPU capacity. Because its revenue is exclusively recurring cloud compute, it commands a premium EV to Sales multiple similar to NBIS. IREN's valuation is a blended multiple, dragged by the inherent volatility of Bitcoin mining economics and the heavy capital intensity of converting traditional data centers into high-density AI facilities.
TLDR SUMMARY
Boost Run and NBIS are specialized software companies that rent out supercomputers. They build everything from the ground up for artificial intelligence, using advanced software to organize thousands of graphics cards so they work perfectly together. This makes them highly attractive to very strict clients like banks and the government. IREN is very different. They started by mining Bitcoin using cheap electricity. Now, they are stuffing artificial intelligence computers into those old mining buildings. They have plenty of raw power, but they completely lack the advanced, built-in software and security that make Boost Run and NBIS truly specialized cloud platforms.
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