Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Equity Research Firm

Equity Bottom-Up

Gorilla Technology Group  / Equity Bottom-Up

<ul><li>Shift to AI infrastructure and the Yotta partnership. Gorilla is pivoting from a traditional AI software focus to becoming a core AI infrastructure provider, emphasizing physical deployment over theoretical “PowerPoint” presentations.</li><li>A cornerstone of this shift is the partnership with Yotta in India, which involves massive GPU deployments.</li><li>The first phase includes ~5,000 GPUs, while the second announced phase adds more than 20,000 B300 GPU cards. </li></ul>

Shift to AI infrastructure and the Yotta partnership. Gorilla is pivoting from a traditional AI software focus to becoming a core AI infrastructure provider, emphasizing physical deployment over theoretical “PowerPoint” presentations.A cornerstone of this shift is the partnership with Yotta in India, which involves massive GPU deployments.The first phase includes ~5,000 GPUs, while the second announced phase adds more than 20,000 B300 GPU cards. 

GRRR: CEO and CFO Talk Yotta, International Expansion, and AI Infrastructure