Gorilla Technology's valuation looks very inexpensive on sales, but dilution and weak profits threaten what shareholders capture. Its roughly $279M market cap is about 1.4x guided 2026 revenue above $200M and roughly 0.6x its $450-500M 2027 target; shares outstanding rose about 63% year over year, while H1 adjusted EBITDA turned negative. This remains a high-risk, high-reward opportunity only if growth becomes sustainable profits without excessive further dilution. x.com 

Gorilla Technology has become an AI infrastructure business the market still prices as a security-camera company. A five-year AI compute contract worth about $2.5 billion in Indonesia is five times its roughly $493 million market cap, alongside a $2 billion Supermicro arrangement in India and a planned 200MW Thai campus. Q1 revenue rose 55% with positive operating cash flow, and Q2 guidance of $44 million tops the Street's $34 million. Risks: an undisclosed counterparty and dilution. x.com 

Gorilla Technology's announced deal sizes are the wrong anchor: project values above $8 billion, including the $2.8 billion Yotta Phase 2, sit against $101 million of 2025 revenue, and its take after NVIDIA hardware passthrough is undisclosed. CEO Jay Chandan's multi-billion-dollar ONE AMAZON deal has shown no material revenue and quietly left the investor story. Risk-reward was better at $9-11 than at $15; a much higher guide or on-time Yotta and Thailand delivery would change that. x.com  x.com 

Gorilla Technology's financing was needed to grow enough to fulfill already signed contracts. Its $180 million cash balance versus a $205 million market value and the roughly $1.4 billion Freyr agreement still make the selloff look excessive; the over $10 billion qualified pipeline remains unsigned. x.com  x.com 

Gorilla Technology looks due for a rerating as a $432M company expected to deliver at least $200M of revenue in 2026 and keeps raising guidance. The next leg targets $400M-500M, much of it recurring. Management says forecasts rest on signed contracts with set amounts and timelines, agreed only after securing hardware, and more signed contracts await further GPU supply. It will keep raising debt, but the upside is significant. x.com  x.com 

Nvidia's rising revenue alongside a much lower P/E is getting hard to ignore. Its chart shows quarterly revenue above $80 billion in Q2 2026 while the P/E is around 30x, down from much higher multiples in prior years. x.com 

Nvidia's valuation gives too little credit to its expected long-term earnings growth. Its forward P/E-to-growth ratio is 0.28, the lowest since late 2023; the bullish read depends on those growth expectations proving accurate. x.com  x.com 

Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com  … Show more

Nvidia's shares remain pressured because neoclouds have yet to show demand revenue can cover debt service even at higher rates. CoreWeave and Nebius are dragging the shares, though that concern is being priced in and digested. Reuters reports ByteDance, Alibaba and Tencent ordered $35B in Nvidia chips; Elon Musk says SpaceX is on track to bring roughly 200,000 GB300 GPUs online per month through end-2026. Nvidia made a higher low, and the next higher-high target is $256. x.com  x.com  x.com  x.com 

Broadcom's custom AI chips and networking could drive earnings beyond what its valuation implies over 2-3 years. It is the favorite semiconductor opportunity now, preferred over NVIDIA without replacing it. AI semiconductor revenue is projected at about $58B in FY2026, $115B in FY2027 and potentially $230B in FY2028. At about 17x FY2027 consensus adjusted earnings, risk/reward is compelling if growth materializes; customer commitments add visibility, but delays and financing remain risks. x.com  … Show more