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The Golden Bear Capital Manifesto
Our Story, Our Mission, Our Promise.
Nov 12, 2025
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Golden Bear Capital
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GBC Raw Memo #04
Everyone counts gigawatts. The bill arrives in something else entirely.
Jul 29
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Golden Bear Capital
14
3
Wall Street Radar: Stocks to Watch Next Week
💼 Volume 95
Jul 26
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Golden Bear Capital
25
8
Wall Street Radar: Stocks to Watch Next Week
💼 Volume 94
Jul 19
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Golden Bear Capital
29
9
Wall Street Radar: Stocks to Watch Next Week
💼 Volume 93
Jul 12
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Golden Bear Capital
30
10
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Wall Street Radar: Stocks to Watch Next Week
💼 Volume 92
Jul 5
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Golden Bear Capital
26
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Wall Street Radar: Stocks to Watch Next Week
💼 Volume 91
Jun 28
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Golden Bear Capital
31
6
Equity X-Ray: In-Depth Research #31
AI Doesn't Die From a Chip Shortage. It Dies From Heat.
Jun 25
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Golden Bear Capital
24
10
Wall Street Radar: Stocks to Watch Next Week
💼 Volume 90
Jun 21
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Golden Bear Capital
30
9
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Stock Analysis
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GBC Raw Memo #04
Everyone counts gigawatts. The bill arrives in something else entirely.
Jul 29
•
Golden Bear Capital
14
3
Equity X-Ray: In-Depth Research #31
AI Doesn't Die From a Chip Shortage. It Dies From Heat.
Jun 25
•
Golden Bear Capital
24
10
GBC Raw Memo #03
Three billion letters. One company that can read them all.
May 27
•
Golden Bear Capital
7
1
Equity X-Ray: In-Depth Research #30b
The Glass Beneath The AI: How a material older than civilization is about to rewire the future of computing
Apr 22
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Golden Bear Capital
13
5
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