Buy BRUN by Nov 13, 2026.

​ Disclosure: I hold shares & options. Not financial advice, not a professional analyst. Numbers from the Q2'26 earnings call transcript and 8-K filings, plus Nebius's public 6-Ks. What BRUN does: GPU cloud infrastructure provider. Doesn't own data centers, leases capacity from colo partners, deploys NVIDIA GPU servers, rents compute to AI training/inference customers plus regulated-industry (finance, healthcare) clients needing compliance-grade infra. Unit economics: TCV runs about 2x the CapEx to build a contract (a $500M TCV deal needs roughly …