BRUN is not a buy right before its insider lock-up could expire. Per @saso_capital, the lock-up ends once BRUN closes at or above $12 on 20 of 30 trading days; with every close since its May 11 listing well above that, the earliest release is June 8, 2026. Insiders holding about 54M shares, including CEO Andrew Karos's 29.5M Class B shares, would then be free to sell. 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 faces near-term selling risk from an insider-share unlock despite a remarkably strong quarter. Tomorrow, 28% of its insider lockup pool, nearly 10% of all shares, becomes eligible for sale. Revenue reached $14.6 billion, up 161%, with $4.4 billion in net profit; $7.6 billion in AI revenue now exceeds Starlink and other connectivity revenue combined. x.com 

SpaceX faces a series of large share unlocks that could add selling supply. Another 911 million shares become eligible for sale tomorrow, followed by 328 million on Oct. 24, 319 million on Oct. 26, 1.3 billion in early November and 797 million in December; Elon's 6.4 billion shares become eligible in June 2027. 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 more selling pressure because shareholder unlocks haven't even happened yet. Insiders have waited 10–20 years to exit. Facebook's 2012 IPO is the parallel: it opened at $38, fell to $18 and stayed underwater for over a year, recovering only after lockups ended and insiders exited. With only 5% of SpaceX stock available to trade, 30% short interest is almost meaningless. 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 

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 

SpaceX shares look tempting as the lockup partially ends, with Finviz showing almost a 30% short float. There is no sign of a rush to sell at these prices: many chased the stock at $200, and very few want it in the low $100s. x.com