u/Possible-Aioli8328

I’m not too concerned about the day to day price swings. A few dollars up or down doesn’t change why I own the stock. The investment case is based on execution, not short term price action.
For me, Gorilla is no longer just another speculative AI company selling a vision. It’s evolving into a company with real contracts, recurring infrastructure revenue and a much clearer path to scaling the business. The market still seems to value it like a small cap with execution risk, but I think that gap is starting to close.
The biggest reason is the financial acceleration. Gorilla now expects at least $44 million in Q2 2026 revenue, compared to $28.2 million in Q1. That’s over 55% sequential growth and more than 100% year over year. Those are the kind of numbers that often force investors to revisit old valuation assumptions.

What stands out even more is where the revenue is coming from. Gorilla isn’t just talking about AI opportunities anymore. The company is converting signed agreements into recognized revenue while building long term AI infrastructure projects.
A good example is the recently announced $2.5 billion five year GPU as a Service agreement. The first phase alone is expected to generate around $1.3 billion over five years, with financing covering roughly 70% of the required GPU, networking and infrastructure costs. That changes the discussion. Instead of asking whether Gorilla can win contracts, the market will likely start focusing on how quickly it can deploy capacity and turn those contracts into recurring revenue.

I also think many investors are comparing Gorilla to the wrong companies. Stocks like Applied Optoelectronics, Lumentum Holdings and Coherent rerated because investors realized optical networking was a critical layer of AI infrastructure.
Gorilla sits higher up that value chain. It’s participating in AI infrastructure through data centers, GPU compute, sovereign AI platforms, networking orchestration and smart infrastructure rather than selling individual hardware components. The point isn’t that they’re direct peers, but that once the market recognizes an important layer of the AI stack, valuations can change very quickly.
Another reason I’m constructive is Gorilla’s expanding physical footprint. The company secured a 200MW AI data center campus in Thailand, adding to its broader infrastructure expansion across Southeast Asia, including projects in India and Indonesia. When you combine the Thailand campus with the NeutraDC opportunity, regional deployments and the GPU financing strategy, Gorilla starts looking less like a software vendor and more like an AI infrastructure platform with long term recurring revenue potential.

The trading setup is also interesting. The float remains relatively small, the company has an active buyback program, options positioning could amplify moves, and analyst coverage is still fairly limited. If Gorilla keeps delivering revenue beats, converts more signed contracts into recognized revenue and proves it can fund growth without relying heavily on equity dilution, I think the market will eventually have to reprice the business.
My overall view is that Gorilla is transitioning from a discounted small cap into a legitimate sovereign AI infrastructure company. If execution continues and revenue builds toward the $300–500 million annual range over the next couple of years, I believe a $40–50 share price is a reasonable base case.

That target isn’t based on hype. It’s based on the kind of valuation rerating we’ve already seen across other parts of the AI infrastructure ecosystem. Once investors believe a company controls an important piece of the AI stack and can consistently turn that into contracted revenue growth, the market often adjusts much faster than traditional valuation models suggest.