Joseph Hogue is taking another look at Gorilla Technology Group (GRRR) after a recent pullback, despite having taken profits earlier. He highlights its strong position in AI-based infrastructure and network defense, with solutions applicable across public and private sectors. The company's revenue nearly tripled last year, achieving a 24% two-year annualized rate and a 16% operating margin, meeting his 'Rule of 40' criteria. He acknowledges the risk due to its small size but sees significant upside potential.
“the recent pullback in the shares has me taking another look at a strong stock in the AI theme”