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“A crowded, debt-heavy GPU-cloud name that leans on a handful of giant customers re-rates lower when the market stops paying sci-fi multiples for unprofitable AI infrastructure and starts pricing the leverage.”
Source
TBPNYouTube“OpenAI Acquires TBPN”87:45
“Well, you know, yeah, and they're, they're trading very reasonably. They're at something like a $240 million run rate as of Q4, market cap of like $366 million. Okay. So yeah, it's priced— seems to be priced in. Yes. Um, uh, Buco says, imagine being a software company with like 250,000 customers, $1 billion of revenue growing 20%, and the market says worth $3.5 billion.”
Performance
Entry$82.06
Current$81.75
Since call+0.39%
Confidence72%
How this was scored
Entry$82.06Apr 2, 2026 · 19:24 UTC · paste.trade
Resolution$81.75Jul 3, 2026 · 13:34 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:34 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.