Gorilla Technology (ticker: GRRR) could be the ONLY undervalued AI and data infrastructure stock in the entire market right with multi-bagger (2-5x) potential within the next few months. now especially with stocks like BBAI, RZLV, NBIS, APLD, IREN, CIFR, etc all up hundreds of % since April.
The company sits around a $400 million market cap, yet holds over $100 million in cash, has minimal debt (~$16M) , and recently announced a $1.4 billion contract in Singapore.
This isn’t a new startup trying to ride the AI wave. Gorilla has been around for more than twenty years, working with governments and major enterprises in AI, cybersecurity, and video analytics. They build the foundation that smart cities, national security systems, and AI-powered data centers run on.
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⭐️What Makes GRRR Different
While companies like BBAI, SOUN, APLD, and NBIS have gained attention in the U.S., Gorilla has been quietly building dominance across Southeast Asia, particularly through government, security, and telecom contracts. Their AI-driven video analytics and infrastructure are already deployed in real national systems, not just in pilot phases.
Now they are expanding internationally, and that’s where things get even more interesting, because Gorilla is involved in a massive global initiative called One Amazon.
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⭐️The One Amazon Project
One Amazon isn’t connected to Amazon the company. It’s a large international initiative focused on uniting AI, sustainability, and digital finance to protect and regenerate the Amazon rainforest. It’s backed and supported by major organizations and partners including the White House, Goldman Sachs, AECOM, Chainlink, and the Inter-American Development Bank (IDB). These names alone show that this project isn’t just another idea, it’s a coordinated global effort.
What makes One Amazon especially interesting is its upcoming token launch, where each token represents one hectare of protected land. This gives it actual meaning, something that connects digital assets to real environmental impact. It’s not another meme coin or speculative token with no purpose. It’s meant to represent real-world sustainability value, linking financial markets directly to land conservation.
The global launch and full presentation of the project are expected to happen at COP30 next month, one of the world’s most important climate events. If successful, this could be far more meaningful than Bitcoin, Ethereum, or any of the hype tokens out there, because it represents something tangible and beneficial.
Here’s where Gorilla comes in. Gorilla Technology is the primary technology provider for One Amazon, delivering the AI infrastructure, surveillance systems, and smart sensors that make the project possible. Their systems help monitor, protect, and manage the physical environments tied to the One Amazon token, ensuring transparency and security in how land and data are tracked.
In simple terms, Gorilla isn’t just associated with One Amazon, they’re building the core technology that connects the physical world to the digital one. If One Amazon scales as expected, Gorilla’s name could become a household name around the world.
There’s a video on the official One Amazon website that speaks volume about what this revolutionary project is about. I suggest everyone to go take a look.
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⭐️2025 Guidance and Growth Outlook
Gorilla is giving strong guidance for 2025, signaling healthy growth ahead:
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Revenue: Expected between $100 million and $110 million for the full year.
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Adjusted EBITDA: Projected between $20 million and $25 million.
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Gross Margin: Expected to be 40–45%.
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Global Project Pipeline: Over $5 billion, with about $1 billion in contracts targeted for closure by mid-2026.
These numbers show Gorilla isn’t just relying on hype or a single project. They have a clear growth plan backed by a large pipeline, major partnerships, and solid fundamentals. That recent $105 million registered direct offering at an offering price of $17.50 per share (current stock price is $18.4 as of today Oct 04, 2025), which closed in July 2025 and was led by a major institutional investor, gave them over 100 million in cash to accelerate growth. This not only strengthens their balance sheet but also provides the resources needed to execute on contracts and expand globally.A $1.4 billion contract in Singapore alone dwarfs their current market cap, making these projections very exciting for long-term holders.
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⭐️The Numbers Tell the Story
At a $400 million market cap, Gorilla already has over $100 million in cash and very little debt. Compare that with BBAI, SOUN, APLD, and NBIS, which already trade at significantly higher valuations despite being no where close in realizing their projected revenues yet.
That $1.4B Singapore contract alone is worth more than three times the company’s current market cap. Even if a fraction of it converts into revenue, it would dramatically shift Gorilla’s valuation metrics. On top of that, Gorilla was recently added to the S&P Global BMI Index, which could start attracting passive inflows and institutional attention.
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⭐️Why I Think It’s Special
What stands out about Gorilla is that it’s not chasing headlines or trying to sell AI hype. They’re quietly building the infrastructure that other AI systems rely on. Their combination of strong balance sheet, government contracts, and global expansion positions them perfectly as demand for secure AI infrastructure continues to grow.
If the One Amazon project goes live as planned at COP30 and Gorilla’s role becomes more publicly recognized, the company could easily re-rate from a small-cap to a serious mid-cap within the next couple of years.
Yes, there’s still execution and volatility risk since it’s a smaller stock, but the combination of real contracts, credible partners, and meaningful global initiatives makes it feel like a hidden gem that the market hasn’t priced in yet.
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⭐️Why the Market Hasn’t Caught On Yet
A big reason why GRRR is still so heavily discounted comes down to perception. It’s not a U.S. company, and most of its major customers are in Asia, which makes a lot of U.S. investors skeptical by default. People assume anything based in Asia with large government contracts can’t be fully trusted or verified, so the market automatically prices in a heavy “risk discount.”
There have also been fraud allegations floating around earlier this year from short-seller reports. But when you actually dig into the details, most of those claims have already been debunked or proven exaggerated. The accusations didn’t hold up once the company released more filings and clarified contract details. Despite the noise, no regulatory body has found any wrongdoing, and the company continues to sign new partnerships and win major government deals. Shorts have been taking massive advantage of this sentiment to suppress the stock price but the spring is fully coiled and it is likely going to go off very soon, particularly when Q3 earnings is released mid-Nov.
Then there’s CEO Jay Chandan. Some investors think he sounds too polished or too visionary to be real. He’s confident, ambitious, and talks about connecting AI, sustainability, and global infrastructure, which can sound like fluff to people used to hearing empty promises. But if you look at Gorilla’s actual results, long-term government contracts, real AI infrastructure deployments, and the One Amazon partnership, you start to see that there’s substance behind the story.
Jay also comes across as empathetic, articulate, and long-term focused. He’s not your typical small-cap CEO chasing hype. And the people around him give the company serious credibility. Dr. Raj Natarajan, Gorilla’s current CTO, previously spent years at Microsoft leading product and engineering teams, and Thomas Sennhauser, Intel’s current CTO and Business Lead for Asia-Pacific, recently joined Gorilla’s Board of Directors. Before Intel, Sennhauser spent nearly two decades at HPE in senior technical leadership roles.
Their core team includes engineers, AI researchers, and tech specialists who’ve been building advanced surveillance and infrastructure systems for more than two decades. This isn’t a new company trying to capitalize on AI hype, they’ve been quietly doing this work long before “AI infrastructure” became a buzzword.
So yes, skepticism makes sense, and some of the CEO’s confidence might sound over the top at times. But when you step back and look at the fundamentals, the leadership, and the confirmed contracts, the valuation just doesn’t add up. It’s a rare case where skepticism might be creating one of the biggest asymmetrical opportunities out there.
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⭐️TL;DR
Gorilla Technology (GRRR) is sitting at a $400M market cap with over $100M in cash, minimal debt (~$16M) and a $1.4B contract already signed. The current stock price is does not reflect their fundamentals at all. They are deeply involved in the One Amazon initiative, which includes partners like the White House, Goldman Sachs, Chainlink, AECOM, and the IDB, and will officially launch at COP30 next month, which will provide MASSIVE exposure to Gorilla. The project’s token represents one hectare of land, making it one of the world’s first digital assets with true real-world meaning.
While everyone chases meme coins and overvalued AI stocks, Gorilla is quietly building the technology backbone for the future, combining surveillance, AI infrastructure, smart data centres, and sustainable finance to power real‑world projects on a global scale.
It will be one of those companies people will look back on and realize the potential was obvious all along.
As always, please do your own DD!
