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GBC Raw Memo #05
A Wizard, a Hercules, and a Price that only goes down.
Sep 24
•
Golden Bear Capital
6
1
Equity X-Ray: In-Depth Research #32
The $20 Billion Bet on the Chip That Should Not Work
Sep 9
•
Golden Bear Capital
7
2
GBC Raw Memo #04
Everyone counts gigawatts. The bill arrives in something else entirely.
Jul 29
•
Golden Bear Capital
15
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
•
Golden Bear Capital
13
5
Equity X-Ray: In-Depth Research #30a
The Glass Beneath The AI: How a material older than civilization is about to rewire the future of computing
Apr 1
•
Golden Bear Capital
32
13
Equity X-Ray: In-Depth Research #29
Solving Battery Technology's Biggest Limitation
Jan 30
•
Golden Bear Capital
32
10
GBC Raw Memo #02
Invisible in peace, indispensable in war.
Jan 19
•
Golden Bear Capital
14
3
Equity X-Ray: In-Depth Research #29
2026 Investment Frontiers: The Themes That Will Shape the Future
Dec 31, 2025
•
Golden Bear Capital
42
17
Equity X-Ray: In-Depth Research #28
The Future of Precision Robotics for Better Men’s Health
Dec 17, 2025
•
Golden Bear Capital
32
11
GBC Raw Memo #01
When the Sky Denied the Flame
Dec 3, 2025
•
Golden Bear Capital
28
7
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