GRRR · Gorilla Technology Group Inc.Gorilla Technology Group Inc.
📋 Post provides a tier list ranking of neocloud sector stocks based on weighted assessments of contract visibility, macro resilience, balance sheet strength, HPC buildout risk, revenue growth trajectory, and market cap relative to revenue ramp
Post provides a tier list ranking of neocloud sector stocks based on weighted assessments of contract visibility, macro resilience, balance sheet strength, HPC buildout risk, revenue growth trajectory, and market cap relative to revenue ramp. The sector is compelling but some have higher asymmetrical returns.
Evidence & details
- +User sold GRRR after the SEA deal seemed sketchy.
- ⚡SEA deal
- −Deal sketchiness
Chart
Post Timeline · 1 posts
@adenois @RJCcapital I sold out of $GRRR after the SEA deal seemed sketchy. I made a post about it in a few places like https://t.co/tzom3aAdSk
Thesis: Sold GRRR because the SEA deal seemed sketchy.
Bullish on $GRRR based on sellside PT of $38+ and a 1.4B+ deal justifying $65+, but with a red flag regarding potential China exposure via SEA partner.
source ↗If the real deal is in place, GRRR could grow to $3-7B market cap, 10x from current price.
source ↗NeoCloud companies providing AI compute infrastructure to hyperscalers will see parabolic growth as hyperscaler capex funnels into them, similar to the GPU arms race that made NVDA a $4T company.
source ↗The neocloud sector thesis is working as AI data center buildout accelerates, with strong price performance across many stocks.
source ↗Post provides a tier list ranking of neocloud sector stocks based on weighted assessments of contract visibility, macro resilience, balance sheet strength, HPC buildout risk, revenue growth trajectory, and market cap relative to revenue ramp. The sector is compelling but some have higher asymmetrical returns.
source ↗