Gorilla Technology (GRRR) +17.9% on $1.4B AI Data Center Deal

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Gorilla surged nearly 18% this week after signing a $1.4 billion contract with Freyr Singapore to build out Southeast Asia’s AI data center backbone. The deal cements Gorilla’s role in regional digital infrastructure and provides a multiyear revenue pipeline, giving fresh momentum to the stock.

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Palantir Secures Major UK Deal, Trump Signals Strong Backing

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Palantir just signed a landmark partnership with the UK Ministry of Defence, pledging up to £1.5 billion in investment and making London its European defense HQ. The agreement will create 350 new jobs and expand the use of AI systems already tested on the battlefield in Ukraine to speed up planning, targeting, and military decision-making. It positions the UK as a NATO hub for defense tech and cements Palantir’s role as a top supplier of AI-enabled military systems.
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At the same time, Palantir’s ties to Washington are deepening. Under Trump’s second term, Palantir has emerged as one of the biggest winners of federal contract reshuffling, picking up over $113 million in new deals this year alone while traditional firms like Accenture and Booz Allen lost ground. Trump has repeatedly praised Palantir in public — even joking at an AI summit last month, “We buy a lot of things from Palantir. Are we paying our bills? I think so.” His administration has directed Palantir into core projects across immigration, defense, and government efficiency, with the Maven Smart System contract alone worth nearly $800 million through 2029.
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With its Gotham software already embedded in the Army, Navy, Special Operations Command, ICE, and intelligence agencies, Palantir is no longer just a contractor — it’s becoming the default operating system of U.S. defense and government data. Trump’s strong support, combined with Europe’s push to modernize defense tech, underscores why Palantir is now seen as one of the few indispensable AI firms for Western governments.

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Intel Lands $5B Nvidia Investment, Shares Soar

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Nvidia invested $5 billion in Intel and agreed to co-develop chips for PCs and data centers. Intel will use Nvidia’s graphics in upcoming PC chips and supply processors for Nvidia’s data center clusters — a partnership that could unlock a $50 billion annual market.
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The deal comes as Intel works to regain ground in AI and chipmaking, while the U.S. government’s 10% stake in Intel is already up more than 55% on paper. Shares surged 23% in their biggest one-day jump since 1987, while Nvidia rose 3.5% and AMD briefly dipped before rebounding.
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We alerted L2 members ahead of this move, booking +120% on options and +31.5% on equity, showing the type of opportunities Level 2 members gain access to.

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