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@Bobby_11F
"Gorilla Technology $grrr Here are the 2025 sequence of events that show the progression of the business and how we got to where we are today regarding stock price and project wins: Q1: X. $93mm backlog & $2b pipeline X. Guide: $90-$100mm 2025 revenue 🧵"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, 2649 engagements
"Q4 continued: X. Buyback program increased from $10mm to $20mm. X. Thomas Sennhauser appointed Chief Technology Officer of Infrastructure Practice. He will lead the design buildout and global delivery of Gorillas next-generation AI data centres GPU-as-a-Service platforms"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q4 continued: X (cont.). Mr. Sennhauser hire is monumental IMO showing the growth into the data center infrastructure business is going to be substantial creating a new position for someone with decades of experience at $intc and $hpe"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q4 continued: X. Lots of notable comments from Jay in a fireside chat (sept XX so right before Q4) including 2026 & 2027 guidance will be provided with Q3 earnings. First time long term guidance is being given. $grrr be confident in these contract numbers"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Safe to say Q3 will be a big earnings release for $grrr Mostly looking forward to: X. Commentary on Freyr project progress along with other additional potential contracts/projects X. 2026 & 2027 guidance X. Commentary on $nvda & $hpe agreement/partnership"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"@Yongjinove Curious if they will increase the buyback program again after just increasing from $10mm - $20mm on October 21st They said they will use the whole available buyback after Q3 if earnings and announcements are not reflected in share price: $grrr"
X Link @Bobby_11F 2025-11-07T14:20Z XXX followers, XXX engagements
"@YungAds_ Just to clarify for people that arent aware $grrr is trading at 3x sales at $300mm market cap WITHOUT the $1.4b X year contract included in those sales numbers"
X Link @Bobby_11F 2025-11-07T15:03Z XXX followers, 1333 engagements
"@YungAds_ @TradingHammered @GorillaTechGrp Yes believe it will be earlier than December generally have announced every 2-3 months. They have announced the earnings release date X days prior to the release date each time this year. Release dates this yr for the related qtrs: 4Q24: Mar XX 1Q25: Jun XX 2Q25: Aug 14"
X Link @Bobby_11F 2025-10-28T20:48Z XXX followers, XX engagements
"@Goldenbars101 $grrr"
X Link @Bobby_11F 2025-11-02T15:37Z XXX followers, XXX engagements
"@DiegoLa95810478 @Think1019 @CulperResearch Culper short report was just a hit piece. Freyr has been more active lately with some other potential deals and active on LinkedIn as well. Like @2021_stonks mentioned $grrr filed a 6-k verifying the contract/revenue number so the contract is legit as can be at this point"
X Link @Bobby_11F 2025-11-02T16:20Z XXX followers, XXX engagements
"@YungAds_ @TradingHammered @GorillaTechGrp Following up on this one - mid November earnings confirmed $grrr :"
X Link @Bobby_11F 2025-11-03T16:40Z XXX followers, XXX engagements
"@JhonBrown94 Yup - $grrr the $nbis of Southeast Asia and potentially further abroad"
X Link @Bobby_11F 2025-11-03T18:54Z XXX followers, XXX engagements
"Q1 continued: X. Buyback increased $6mm- $10mm X. Thailand smart grid contract - $1.8b over XX years to ramp in 2026-2027 X. Revenue guidance raised to $100-$110mm X. $6b pipeline announced (previously $2b) - imo result of the Freyr deal(s) being identified among others"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q1 continued: X. ONE Amazon announced X. Short seller report issued crushing stock price after promising growth shown Q2: X. Satish Venkatesan hired - Chief Solutions Strategist - Americas - seasoned tech / AI veteran from Cognizant Technology $ctsh"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q2 continued: X. Repurchased $4.5mm in shares to date via buyback program X. Issue 2024 financials showing strong growth X. Bruce Bower appointed CFO X. Buyback program repurchased $5.4mm to date X. Insider ownership announced: see attached"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q2 continued: X. Extremely strong Q1 earnings building on revenue growth X. Acquire Innovative Technology Solution Providers CNS and CANS in Thailand: see attached - imo this all builds towards the Freyr deal and $grrr leaning into the AI data center infrastructure business"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q3 continued: X. Additional AI-powered law enforcement modernisation and sovereign intelligence infrastructure contract signed - one-year contract valued in the tens of millions of dollars - AI-first smart policing GPU-as-a-Service"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q3 continued: X. Freyr deal announced - $XXX billion over X years. Phase X to commence in 4Q25 valued at $300mm. Part of a much larger future expansion in the region. See below & attached. X. 6-k filed - confirming ALL $XXX billion is allocable to $grrr"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q4: X. $grrr states they have $227mm in cash (mcap $350mm): - $107mm free cash (capital raise) - $120mm restricted cash - this is the exciting piece: Q2 = only $16mm restricted cash meaning they likely received a large payment related to future performance on a contract"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q4 continued: X. Bruce Bowers presentation at a conference last week had major announcements that went unnoticed: A. Jensen met w/ $grrr in Korea B. $nvda & $HPE have end customers who want data centers/GPUs & they push $grrr to the end customer C. Agreements w/ $nvda & $HPE"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"Q4 continued: X (cont.). Bruces presentation detailing $grrr deeper expansion into data center infrastructure business"
X Link @Bobby_11F 2025-11-05T16:32Z XXX followers, XXX engagements
"I dont really get this $grrr take anymore. If there was no short report earlier this year this wouldnt even be a thought and the stock would probably be 5x what it is now: X. Audited financials show immense growth X. Institutional investors contributing big money 🧵"
X Link @Bobby_11F 2025-11-06T14:30Z XXX followers, XXX engagements
"Its a sign 😆😂 $grrr @YungAds_ @3a4_Gorilla @Yongjinove @TradingHammered @name_is_semi @kangaruuutrade"
X Link @Bobby_11F 2025-11-07T20:50Z XXX followers, XXX engagements
"@robeyqi X. Q3 earnings X. Additional details on Freyr deal X. Detail on reason for large restricted cash balance X. 2026 & 2027 guidance - to be given with Q3 earnings Others as well but these are the largest immediate ones imo"
X Link @Bobby_11F 2025-11-10T18:35Z XXX followers, 2950 engagements