Boost Run faces a huge share unlock on Monday, when 90% of locked-up shares can be released. Per the S-4, 10% of each seller's shares were never locked, and the remaining 90% unlock early once the stock closes at or above $12 for 20 of 30 trading days. The sponsor's insider letter separately frees 10% of founder shares at closing, which only makes sense if the price trigger releases everything else. Holders may not sell, but they will be able to. x.com  x.com  x.com 

Boost Run faces a near-term lock-up overhang. If the stock holds above $12 for 20 of 30 trading days, an early-release trigger around June 5-9 lets about 24M shares, roughly 3.3x the float, become eligible to sell. A similar post-SPAC release hit CoreWeave 15-22% over 30 days, and typical recent de-SPACs fell 25-40% over 60 days. This is a mechanical event, not a thesis change: Boost Run guides ARR up 1,233% to $400M+ by FY26 year-end and is FCF positive. Remaining shares unlock November 8. … Show more

BRUN's sell-off misreads its lock-up while contracted backlog grew 12x in six months, and it stays FCF positive as NeoCloud peers burn cash. Per its S-4/A, only about 4.88 million locked shares unlock now, lifting float about 38%; the other 43.9 million stay locked until November 8, the real risk. Backlog rose from $120 million in December 2025 to $1.45 billion by June 1, guided to triple by year-end, helped by a $471.7 million take-or-pay Thinking Machines Lab deal. x.com 

SpaceX's lockup expiration need not be bearish after a great earnings report, since the selloff has likely already priced in the post-lockup dump. The stock is down more than 50% from its highs and heavily shorted, per @ZaStocks. Locked-up investors, employees and insiders cannot short during the lockup, so the drop was probably anticipation of the release rather than hedging. x.com  x.com  x.com  x.com 

Boost Run's lock-up expires within days, letting insiders and the CEO sell their shares, which could cause massive selling pressure. That is a big deal and a huge risk against the earlier bull case for the newly listed AI infrastructure provider, built on Nvidia Preferred Cloud Service Provider status, a $1.44B Dell purchase agreement and about $471.7M of take-or-pay contracts for 5,000 Nvidia B300 GPUs. x.com  x.com 

BRUN remains only a small side play, but critics' claims about its customers and crypto revenue are overstated. Anchor customer Thinking Machines raised $2B at a $12B valuation and signed a multibillion-dollar Google Cloud deal, and its $471.7M take-or-pay contract pays in full whether or not the compute is used; the fair concern is concentration, at about a third of backlog. Blockchain rewards fell to about 3% of revenue in Q1 2026 as lease revenue ramps. A big lock-up expiry hits Monday. x.com  … Show more

SpaceX shares face a slow grind of unlock supply through December rather than one dump: August 6 is only the first of eight unlocks, and eligibility to sell jumps to 93% at Q3 earnings. Being eligible to sell differs from selling, since many holders bought years before the stock traded and will sell only if forced. The real test is whether demand absorbs October and Q3 earnings without cracking, so staying out until that stretch plays out. x.com 

SpaceX's feared lockup selling never came, removing the main reason to wait until December to buy. The first lockup expiry passed without the immense selling many expected, and it rarely pays to bet against Elon Musk. x.com 

Fears that BRUN's lock-up expiry will flood the stock are wrong because none of the unlocked shares are registered. Traders like @saso_capital, whose post flagging the expiry was cited by DA Davidson, are pushing the stock down on unresearched information. Many who missed the INFQ unlock now think they can catch the next one, and they are wrong. x.com  x.com  x.com 

Bruner's whole pitch is margin on leased GPU boxes, and that spread compresses the moment the actual owners decide to sell direct instead of wholesale. @ParadisLabs adds that it owns basically nothing, with leased GPUs in rented colocation, and sells only undifferentiated bare metal. x.com