Forget CRWV, NBIS, IREN: Small-Cap BRUN Is This Week’s AI Neocloud Winner

• Boost Run shares are up 38% this week.
• The company debuted on Nasdaq last week through a SPAC merger.
• Retail traders view BRUN as an under-the-radar AI play with significant upside potential that the broader market has yet to fully recognize.

Shares of Boost Run Inc., a newly listed neocloud company, have surged over 38% this week. With a 10% overnight move, the stock is heading for a weekly move that would exceed those of giants such as CoreWeave and other emerging players like Nebius and IREN.
 

Retail Interest Builds In BRUN

Retail investors have been keeping an eye on the stock. On Stocktwits, the retail sentiment for BRUN shifted to ‘extremely bullish’ early Friday, up from ‘bullish’ the previous day. Message volume for the ticker rose 124% in the past 24 hours, while watcher count increased 22%, underscoring significant interest.

Traders were hailing Boost Run as the next high-potential AI cloud infrastructure player, drawing frequent comparisons to industry giants.

“$BRUN Took a starter here. The team is solid, ties to NVDA is a no brainer, and future partnerships look bright. Market still has no idea it exists. Give it a little time,” said a trader. 

Another wrote: “$BRUN Get ready. The market is finally taking notice on this bad boy. It's been a journey with this one since Q3 of 2025.”

New Cloud Company On The Block

Boost Run provides enterprises with access to Nvidia-powered GPU servers and high-performance computing infrastructure for training and running AI models. The company debuted on Nasdaq on May 14 after its merger with special purpose acquisition company (SPAC) Willow Lane Acquisition Corp.

Boost Run, which operated six U.S. data center locations, with five additional locations in progress, had a market capitalization of $450 million as of Thursday, making it significantly smaller than rivals.

On Monday, the company disclosed that it had about $940 million in contracted customer revenue and expects to achieve $375 million in annualized revenue by the end of this year. In April, Boost Run announced a $1.44 billion infrastructure agreement with Dell Technologies, 

The company also boasts of Nvidia’s elite “Exemplar Cloud” certification for Blackwell-based AI infrastructure.

Wall Street’s View Of BRUN

Earlier this week, D. A. Davidson raised its price target on BRUN stock to $25 from $20 and maintained a ‘Buy’ rating. Highlighting the company’s contracts and revenue projections, the brokerage said the company’s capacity expansion would be the key catalyst for the shares in the near- to medium-term.

Craig-Hallum, which initiated coverage with a ‘Buy’ rating last week, said it believes BRUN is a great opportunity to play in the AI industry amid the rapidly growing demand for inference compute. The growth ready to take place remains misunderstood, argued Craig-Hallum, noting that the stock currently trades at a good discount to both Nebius and CoreWeave.

AI Boom Drives Cloud Growth

Investor interest has been particularly strong in cloud infrastructure companies amid a surge in workloads driven by AI development and adoption. Hyperscalers such as Amazon, Microsoft, and Alphabet are spending billions on new data centers while increasingly turning to neocloud providers to lease additional AI cloud capacity.

Revenue and profit at CoreWeave, the largest in the space, doubled year over year in the last quarter. So far this week, CoreWeave shares were flat, Nebius shares are up 25%, and IREN stock is down 4.6%.

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