$GRRR I think it will be extremely important that @GorillaTechGrp answers the markets call. If they prove they can secure funding the markets will reward stakeholders.
I believe thats why Jay's comments at end of September regarding "final stages" for funding has not had any effect.
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
$GRRR "We're in the final stages of also closing roughly around 1.5 billion in vendor financing for GPU assets"
This was recorded originally on September 30th. Not sure how long "final stages" will take but its already been a few weeks.
$GRRR Down 40% in seven trading days. Lowest daily RSI in over 2 years. Trading sub 1x p/s for 2026 and .3x 2026 estimates. Estimates have ebitda 10mil for 2026 and 360mil for 2027.
Heavy shorts, piggybacking off $crwv concerns. But Gorilla debt load is no where near crwv. 180mil in cash -> 200mil mc
Price targets range from 24 -> 44, avg 34.
You can now own $GRRR at .65 next years consensus ebitda, while growing that ebitda 32x y/y.
Current daily RSI @ 21. Most oversold the stocks been in over 2 years.
$GRRR ceo jays call with zacks analyst a week ago. Yotta - nvda - scmi - gorilla ahead of schedule
1/2
Take it fwiw but $AIFC trades at 0.42 while its book value sits at 6.92.
Sure its primarily because of its $WLFI assets it holds. But if you think wlfi has any future value, @AiFiCorp AIFC could be a golden ticket.
Expecting updates on the unlock happening this week.
Its been a real disappointing trailing 12 months, hopefully they can get on right track for the next 12m.
This is twice now in the last two weeks Brian has mentioned "AiFi". Yesterday we saw that Ryan Ballantyne (who has been with Coinbase institutional) joined the $WLFI team.
Can we read the tea leaves here @building_KR ?
Investors could use a lifelife here for $AIFC + $WLFI
I often get asked about Coinbase's area of focus, since we build products for multiple customer segments. The answer is that we build better financial services powered by crypto technology.
Crypto is updating every aspect of the financial system from trading to payments to tokenization to agentic finance (AiFi). We have a common platform we've built (custody, licenses, exchange liquidity, stablecoin integrations, fiat integrations, etc) that power all our products and give us economies of scale, and some network effects.
By improving financial services for retail, advanced traders, businesses, institutions, and developers, we can leverage these common foundations, and make progress toward our mission of increasing economic freedom.
The Trumps and Witkoffs american greed will go down as one of the worst thefts in history. $AIFC $WLFI
Trump family got about $500M from crypto venture — but investors saw steep losses cnbc.com/2026/06/09/trump-wo…
Look at these scum bags. @zakfolkman @DonaldJTrumpJr @EricTrump @ZachWitkoff @WatcherChase @Alex_Witkoff
They fleeced billions and tried to cover it up with deleted posts and complete rebranding from ALT5 Sigma to Ai Financial Corp $AIFC
@coffeebreak_YT would do wonders in exposing these f*cks and getting it out to the public.
















