Boost Run Inc (BRUN)

$CCXI $RKLB $ASTS $OKLO $BRUN

$BRUN market haven’t look good been holding my share at 33$ might come back in few month, everyday seem to look worse might add on.

$BRUN new S1. Looks like warrants and shares from pipe investors are available for resale. Apparently this is normal but mandatory post spac stuff. Brun is still expecting ARR to exceed $400M for 2026. Backlog is $1.415B 2026 GPU expansion plans require $1-1.2B funded by customer prepayments, operating revenue and equipment lease financing. And we’re still waiting for the q3 reveal of the Rock Island and Marietta customers when those data centers go live. https://archive.fast-edgar.com/20260702/A824MQ2CZW2RBZO2222T2ZY2MKGPZZ22G282/

$ONDS $XNDU $BRUN $ATAI

$CCXI $RKLB $ASTS $OKLO $BRUN Why I’m Investing in Agility Robotics via Spac CCXI: A Pre-SPAC Infrastructure Opportunity Like OKLO, RKLB, ASTS and BRUN This is essentially about investing early in companies building core infrastructure for new technological eras before demand fully materializes and gets priced in. Companies like AST SpaceMobile, Rocket Lab, Oklo, and Agility Robotics sit in different sectors, but they share the same structure: they are trying to become foundational “choke-point” providers for future systems—connectivity, space access, energy, and physical labor automation. The key idea is that in early-stage industrial shifts, the biggest bottlenecks are physical and slow to scale. Because of that, markets often misprice these companies early due to uncertainty and execution risk. But if they succeed, they can benefit from strong re-rating as demand catches up and their infrastructure becomes essential and hard to replace. So the investment logic is: you accept high volatility and uncertainty today in exchange for potential asymmetric upside if these companies become dominant infrastructure layers in their respective emerging industries. The key insight behind Pre Spacs: OKLO, ASTS, RKLB comparisons The common thread is: These companies are trying to become category-defining infrastructure before demand fully materializes And that creates a mismatch: * Current financials look weak * Future potential is nonlinear and step-function driven So early investors are effectively paying for: a probability of becoming essential infrastructure, not current earnings power. Note: RKLB went as high as 150 ASTS went as high as 130 OKLO went as high as 133 BRUN went as high as 42

$ASTS $BRUN $CCXI $NBIS $OKLO

$CCXI $NBIS $OKLO $BRUN $ASTS Traders: study this well. CCXI. Its a spac merger. Remember OKLO ASTS BRUN as spac plays during their pre merger phase??? This is your opportunity again. Big investors here: NVDA, AMZN, FOXCONN, BLUE CREST CAPITAL, SOFTBANK. Current customers: TOYOTA, AMAZON, MERCADO LIBRE

$CCXI $OKLO $ASTS $BRUN CCXI/AGILITY ROBOTICS, some traders avoiding it due to not having enough revenue. How about ASTS, OKLO and BRUN. Prior to their Spac Merger same issue. No revenue except for BRUN. Key Bull Case Elements: • First-Mover Advantage in Commercial Humanoid Deployments: Agility’s Digit robot (and upcoming Digit v5) is already in real-world paid use for warehouse/logistics tasks (e.g., tote handling) with customers like GXO, Schaeffler, Toyota, and Mercado Libre. It has accumulated significant operating hours and data for iterative improvements. Unlike many competitors still in pilot/R&D stages (e.g., Tesla Optimus), Agility has proven deployments, revenue-generating work, and a growing pipeline of 30+ customers.  • Strong Commercial Momentum and Backlog: Over $300 million in multi-year contracted orders for Digit v5 (mostly RaaS/subscription model for recurring revenue via hardware, software, maintenance, and cloud platform Agility Arc). This provides visibility and de-risks scaling. RaaS offers predictable revenue with short customer ROI periods (often <2 years vs. human labor costs).  • Massive Addressable Market and Tailwinds: Humanoid robotics targets labor shortages in warehouses, manufacturing, and logistics (repetitive, physically demanding roles). Market projections vary widely but point to strong growth (e.g., from ~$3B to $38B+ by 2035 in some forecasts). Broader embodied AI/physical automation could be multi-trillion long-term. Trends like reshoring, aging workforces, and AI advances (partnerships with Nvidia, AWS, etc.) support acceleration.  • Manufacturing Scale and Cost Roadmap: RoboFab factory in Salem, OR, targeting up to 10,000 units/year at full capacity. Path to reduce bill-of-materials costs significantly (e.g., toward $30K target). Newer Digit v5 improves dexterity, safety (cooperatively safe AI-enabled), and capabilities for broader tasks.  • Capital Infusion and Backing: Merger brings >$620M gross proceeds (~$420M from SPAC trust + ~$200M PIPE at $10/share led by Foxconn, with institutional support). Existing backers include Amazon Industrial Innovation Fund, Nvidia, etc. Strong sponsor/investor alignment (e.g., sponsor stake, low redemptions push). This funds scaling, R&D, and deployments.  • Valuation and Upside Potential: $2.5B pre-money valuation positions it as an early pure-play entry. Bull scenarios (aggressive scaling, market leadership, recurring revenue growth) project substantial multiples higher (some optimistic models suggest multi-billion revenue potential and high share price upside by 2030 if execution succeeds). Recent stock surge reflects hype around humanoid AI.  Risks to note (for balance, though not asked): Early-stage (still unprofitable, high burn), execution on scaling/costs/milestones, competition (Tesla, Figure, Chinese players, etc.), regulatory/tech hurdles, SPAC typical risks (dilution, redemptions), and hype vs. delivery. In summary, the bull case rests on Agility being the most commercially advanced Western humanoid player at a pivotal time for automation, with real traction, capital, and a path to category leadership in a transformative market. This makes CCXI a high-risk/high-reward bet on the humanoid robotics wave. Always do your own due diligence; stock prices can be volatile around SPAC deals. Investors at Agility Robotics:

$BRUN What do we think boys and girls

$BRUN looks like they will try to bring it under $30