Analyst
Water Tower Research
Equibles does not estimate personal net worth.
John Roy is recorded as Analyst at Water Tower Research. John Roy has spoken on 6 earnings calls across 3 companies, most recently for Gorilla Technology Group Inc. on August 24, 2026. Those appearances were for Gorilla Technology Group Inc. (GRRR), SES AI Corp (SES) and SOL Strategies Inc. (STKE). The companies whose calls John Roy spoke on are classified in the Technology, Consumer Cyclical and Financial Services sectors.
“I wanted to maybe take a step back real quick and think about what could go wrong next year. What do you think is your biggest risk? Is it people? Is it power? Is it building facilities?”
“So Jay, obviously there's been a lot of talk about much larger and larger projects, AI infrastructure, GPUs, data centers, et cetera. I was curious, I know Bruce talked a little bit about funding just to your maybe philosophy about how are you going to fund these massive projects and where do you stand on that?”
“You're really changing the company to more of an infrastructure, middleware company. Am I reading that right? Is that where you guys are headed?”
“Obviously, some things changed over the weekend. I was wondering if you could give us any kind of update on operations or outlook for the Middle East, given the Iran-U.S. situation.”
“I wanted to continue on the molecular universe. What is the overall general feedback from the enterprises that are currently using it? Are they wanting a lot more features?”
Water Tower Research
Analyst
Transcript header (unverified)
Software - Infrastructure · Technology
SES
Auto Parts · Consumer Cyclical
STKE
Asset Management · Financial Services
