Mar. 26 at 5:48 PM
$GRRR For the record, I asked Grok to recalculate the fair value for early 2025 (with OS early 2025) using the initial guidance of
$90-
$100M.
He replied
$27-
$28... which was more or less the pre-ONE Amazon level.
So I deduce two things... first, that Grok is a sensible guy, and second, that as soon as the right news arrives, there's no reason not to reach Grok's fair value.
Indeed, thinking of a 700%+ increase from this level is a bit impressive, but then again, Gorilla has already gone from
$2 (after a long and painful decline) to
$44 and was infinitely less solid and infinitely more "gray"... more or less how our beloved-desperate shorts describe it today. 😉
There's light at the end of the tunnel... and this time it's not the train that's arriving.