@gbc_it Golden Bear Capital
Golden Bear Capital posts on X about $twst, wall street, stocks, $rklb the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---------] +988,761%
- [--] Month [---------] +446,613%
- [--] Months [---------] +8,604%
- [--] Year [---------] +6,609%
Mentions: [--] #
- [--] Week [--] +100%
- [--] Month [--] +164%
- [--] Months [---] -42%
- [--] Year [---] +52%
Followers: [---] #
- [--] Week [---] +1.90%
- [--] Month [---] +1.90%
- [--] Months [---] +26%
- [--] Year [---] +82%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 53% finance 35% cryptocurrencies 23% technology brands 10% countries 9% automotive brands 4% exchanges 2% financial services 1% currencies 1% travel destinations 1%
Social topic influence $twst 17%, wall street 14%, stocks 13%, $rklb 9%, $kc 9%, kc 9%, $tssi 9%, $ec 9%, ai 8%, market 7%
Top accounts mentioned or mentioned by @petermantas @nftlunatic @mike98572986 @fairpathadvisor @mvcinvesting @jrouldz @mickeychips @tylerhardt @billbrewstertbb @pythiar @sixsigmacapital @exitmultiple @midwitcapital @logoslp @vereduard @lvgtoft @standuquesne @planpeaceplease @realsimpleariel @alexnettey
Top assets mentioned Twist Bioscience Corporation Common Stock (TWST) Rocket Lab USA, Inc. Common Stock (RKLB) Kingsoft Cloud Holdings Limited (KC) Ecopetrol S.A (EC) SPDR GOLD ETF (GLD) SPDR S&P [---] ETF Trust (SPY) Seer, Inc. (SEER) Brazil Potash Corp (GRO) Expensify, Inc. (EXFY) Abbott Laboratories (ABT) Coldstack (CLS) Block, Inc. (XYZ) Concentra Group Holdings Parent, Inc (CON) Arcblock (ABT) Comstock Resources, Inc. (CRK) Upstart Holdings, Inc. (UPST) PAN American Silver Corp (PAAS) EQIFi (EQX) Dutch Bros, Inc. (BROS) Rubrik, Inc. (RBRK) Nebius Group N.V. Class A Ordinary Shares (NBIS) Broadcom, Inc. (AVGO) Voyager Technologies, Inc. (VOYG) Builders FirstSource, Inc. (BLDR) Intellia Therapeutics, Inc (NTLA) Fluidity (FLY) Planet Labs PBC (PL) Tesla, Inc. (TSLA) Limitus (LMT) Hesai Group (HSAI) HealthSci.AI (HSAI) Chime Financial, Inc (CHYM) Affirm Holdings, Inc. (AFRM) RAI Finance (SOFI) NuCypher (NU) Dave Inc. (DAVE) Hecla Mining Company (HL) Lumentum Holdings Inc. Common Stock (LITE) Seagate Technology Holdings PLC (STX) Teradyne, Inc. (TER) Ciena Corporation (CIEN) Micron Technology, Inc. (MU) Coeur Mining, Inc. (CDE) Equinox Gold Corp. (EQX) Stacks (STX) Watsco, Inc. (WSO)
Top Social Posts
Top posts by engagements in the last [--] hours
"Fintech and neobanks are trying to make a move. Tracking thematic baskets alongside industries gives a much clearer read on where momentum really is. $SOFI $NU $CHYM $AFRM $DAVE $UPST"
X Link 2026-02-10T20:00Z [---] followers, [---] engagements
"The Strongest Stock Right Now (RS + Quality) [--]. $MU Micron Techynology Inc [--]. $HL Hecla Mining Co [--]. $PAAS Pan American Silver Corp [--]. $CDE Coeur Mining Inc [--]. $B Barrick Mining Corp [--]. $LITE Lumentum Holdings Plc [--]. $STX Seagate Technology Holdings Plc [--]. $TER Teradyne Inc [--]. $CIEN CIENA Corp [--]. $EQX Equinox Gold Corp https://twitter.com/i/web/status/2023336806385680518 https://twitter.com/i/web/status/2023336806385680518"
X Link 2026-02-16T10:01Z [---] followers, [---] engagements
"There is always a bull market somewhere: Watsco Inc $WSO https://twitter.com/i/web/status/2019403813682020570 https://twitter.com/i/web/status/2019403813682020570"
X Link 2026-02-05T13:32Z [---] followers, [--] engagements
"AI bridging the gap between human language and formal logic. Imagine whispering a complex riddle to a computer in plain English and it not only understands you but writes a perfect error-free mathematical proof to solve it. That is exactly what AxiomProver just did with "Fel's Conjecture." The problem itself is about "numerical semigroups": think of it like trying to figure out all the possible scores you can't get in a game where you can only score [--] or [--] points. The AI figured out the hidden patterns in these missing numbers. If AI can translate our messy natural language into the rigid"
X Link 2026-02-07T19:17Z [---] followers, [--] engagements
"$ENPH: Enphase Energy What they do A leading provider of microinverter-based solar energy systems Why watch Enphase recently reported fourth-quarter results that exceeded Wall Street expectations on both revenue and profitability providing a welcome positive surprise in a sector that has faced significant headwinds over the past few years. While the companys European business continues to struggle(sales declined to multi-year lows) the core U.S. market showed encouraging signs of stabilization and growth. The domestic business experienced solid demand with sell-through (actual end-customer"
X Link 2026-02-08T17:11Z [---] followers, [---] engagements
"https://www.gb.capital/p/wall-street-radar-stocks-to-watch-vol-73 https://www.gb.capital/p/wall-street-radar-stocks-to-watch-vol-73"
X Link 2026-02-08T17:11Z [---] followers, [--] engagements
"The industry keeps pushing more indicators more data and more complexity. Our experience taught us the opposite. The best results came from filtering not adding. This personal project is built around that idea: focus on market strength breadth trend and the forces that actually move price. $QQQ $SPY $IWM $TLT Stay tuned for updates"
X Link 2026-02-10T08:27Z [---] followers, [--] engagements
"Looking for the best merchandise in the market These [--] stocks stand above the rest. $PAAS $B $EQX $IAG $NGD - Gold $SCCO - Copper $TEVA - Drug Manifacturer $MTSI $AMKR - Semiconductors $VIAV - Communication Equipment"
X Link 2026-02-11T18:59Z [---] followers, [---] engagements
"Satoshis Birthday is a Political Statement If you look at Satoshi Nakamotos profile on the P2P Foundation forum he listed his birthday as April [--] [----]. Random Hardly. Satoshi didn't do random. On April [--] [----] President Franklin D. Roosevelt signed Executive Order [----] which made it illegal for US citizens to own gold $GLD The government seized the people's wealth to devalue the dollar. $DXY And the year [----] That was the year the ban was finally lifted and Americans could own gold again. Satoshis "birthday" its a real manifesto. It marks the death and rebirth of sound money. $BTC $USD $ETH"
X Link 2026-02-12T08:56Z [---] followers, [--] engagements
"Market environment clearly speaking loudly. Choppiness high volatility difficult trading environment. Not what a swing trader needs just look at $X $SPY $QQQ $IWM and $SMH. Even $SNDK is struggling 😂"
X Link 2026-02-12T16:15Z [---] followers, [---] engagements
"Testing our new system to catch EPs early. Todays results were strong: just one EP flagged out of more than 100-150 stocks reporting. $FSLY When markets are down and tough to trade we focus on improving and refining this system so were ready when conditions turn. $CGNX not flagged probably lower RVol https://twitter.com/i/web/status/2021985961865826373 https://twitter.com/i/web/status/2021985961865826373"
X Link 2026-02-12T16:33Z [---] followers, [--] engagements
"Notable earnings gap today but price action is weak and its Friday so there's no need to press risk or add new exposure. None of todays names qualify as EP. $CRSR MAYBE could get interesting if it sets up. Patience forcing trades. $RIVN $CART $BROS $AMAT $AIP"
X Link 2026-02-13T14:06Z [---] followers, [---] engagements
"Everyone is panic-selling software because "AI is the end of code." Look at this divergence. While the S&P Software index is down 20% $GS Goldmans "AI-Proof" basket is up 60%. Maybe the market is just filtering. Stop buying "Software." Start buying "Moats." $NOW $RBRK $PANW $TTWO"
X Link 2026-02-15T08:12Z [---] followers, [---] engagements
"So while Wall Street was busy eating itself we did something different. We became the disruption. We're building our own trading appproprietary algorithms real-time signals zero bloat. And it's shockingly easy now. AI changed everything. Our watchlist is out check the bio or the comments section $MNDY $ASAN $NET $RBRK $PAHC https://twitter.com/i/web/status/2023065205832331381 https://twitter.com/i/web/status/2023065205832331381"
X Link 2026-02-15T16:01Z [---] followers, [--] engagements
"https://www.gb.capital/p/wall-street-radar-stocks-to-watch-vol-74 https://www.gb.capital/p/wall-street-radar-stocks-to-watch-vol-74"
X Link 2026-02-15T16:01Z [---] followers, [--] engagements
"Market still choppy. Still highly volatile. Today is a rest day useful to study. Market quality isnt great and the leadership is coming from defensive sectors ( $XLU $XLRE $XLP ) not exactly what you want to see in a strong tape. Tiny size and patience are the name of the game right now"
X Link 2026-02-16T10:05Z [---] followers, [--] engagements
"One of the wealthiest U.S. Presidents ever. But not because of politics. 🧵👇 Long before the White House George Washington was running an 8000-acre diversified operation at Mount Vernon. He started with tobacco. Then he pivoted. Tobacco was destroying soil and exposing him to British demand shocks. So he shifted into wheat and grains: more sustainable more profitable. He built: [--] working farms A gristmill exporting flour Livestock operations Commercial fishing on the Potomac One of the largest whiskey distilleries in America In [----] alone: [-----] gallons of whiskey produced. At his death his"
X Link 2026-02-16T10:21Z [---] followers, [--] engagements
"We went to cash. We were wrong. Hindsight is 20/20 but the market waits for no one. This week we're back with a new plan a fresh watchlist and one key holding ( $OKLO) In the free watchlist we chose $NBIS $HLIO and $GWRE Dive into our latest analysis and see how we're navigating this puzzling market. LNK N BO"
X Link 2025-09-14T19:04Z [---] followers, [---] engagements
"$AEBI Aebi Schmidt's moat is built on mission-critical equipment. The cost to shut down an airport runway for one hour is far greater than the price of their top-tier machinery. This creates incredibly stable non-discretionary demand and powerful cash flow. Discover the strength of this "boring" but beautiful business model in our analysis. $FSS $ALG LNK N BO https://twitter.com/i/web/status/1968251986031112403 https://twitter.com/i/web/status/1968251986031112403"
X Link 2025-09-17T09:53Z [---] followers, [---] engagements
"Fiftyfifty is the deadliest probability in markets. It tempts you to guess.We didnt. We reacted rule-first ego-last. VIX soft T2118 softer T2108 waking: bounce or trap we mapped the fork. Latest Portfolio: $ATAI $CROX $LTRX If you crave a plan that survives both outcomes step inside our weekly watchlist LNK N BO $MDB $AVGO $VOYG"
X Link 2025-09-28T19:22Z [---] followers, [---] engagements
"Is $BLDR coiling for its next move The $118.00 price point which capped the rally in June is now acting as a powerful support level. After holding firm through tests in July August and the current pullback the stage might be set for a significant rebound. $XHB $BECN $URI $DHI $LEN $PHM"
X Link 2025-10-01T12:35Z [---] followers, [---] engagements
"Forget everything you know about DNA synthesis. One company moved from building DNA by hand to printing it on silicon chips: a revolution the size of the semiconductor industry I've found the one company that isn't digging for gold it's selling all the picks and shovels to everyone else. This is how real fortunes are made LNK N BO $DNA $TWST $CRSP $NTLA $BEAM"
X Link 2025-10-21T16:46Z [---] followers, [---] engagements
"@peter_mantas Just wrote an article about $TWST great company"
X Link 2025-10-21T16:48Z [---] followers, [---] engagements
"@mike98572986 Just wrote an article about $TWST great company"
X Link 2025-10-21T16:48Z [---] followers, [---] engagements
"@FairpathAdvisor @peter_mantas Just wrote an article about $TWST great company"
X Link 2025-10-21T16:48Z [---] followers, [---] engagements
"@mvcinvesting Just wrote an article about $TWST great company"
X Link 2025-10-21T16:48Z [---] followers, [---] engagements
"@jrouldz @Mickey_Chips Just wrote an article about $TWST great company"
X Link 2025-10-21T16:48Z [---] followers, [---] engagements
"@TylerHardt @peter_mantas @BillBrewsterTBB Just wrote an article about $TWST great company"
X Link 2025-10-21T16:48Z [---] followers, [---] engagements
"@PythiaR @peter_mantas Just wrote an article about $TWST great company"
X Link 2025-10-21T16:49Z [---] followers, [---] engagements
"@SixSigmaCapital @peter_mantas Just wrote an article about $TWST great company"
X Link 2025-10-21T16:49Z [---] followers, [---] engagements
"@exitmultiple Just wrote an article about $TWST great company Not something we like a lot of selling in the last months"
X Link 2025-10-21T16:49Z [---] followers, [---] engagements
"@midwit_capital Just wrote an article about $TWST great company"
X Link 2025-10-21T16:49Z [---] followers, [---] engagements
"@NFTLunatic Just wrote an article about $TWST great company"
X Link 2025-10-21T16:49Z [---] followers, [---] engagements
"@Logos_LP Just wrote an article about $TWST great company"
X Link 2025-10-21T16:49Z [---] followers, [---] engagements
"@VerEduard @lvgtoft @peter_mantas @standuquesne Just wrote an article about $TWST great company"
X Link 2025-10-21T16:50Z [---] followers, [---] engagements
"@planpeaceplease Just wrote an article about $TWST great company"
X Link 2025-10-21T16:50Z [---] followers, [---] engagements
"Today we're revisiting our March [--] [----] analysis of $CACI International and for a great reason. The stock has climbed to nearly $600.00 an 80% increase since we shared our thoughts. This isn't just about the numbers. It's a case study in our approach: combining fundamental analysis with technical timing to find optimal entry points. We're pleased with how this played out as it highlights the core of our strategy. Technicals together with fundamentals are the core of all our analysis. A huge thank you and congratulations to our subscribers for trusting our process"
X Link 2025-10-24T12:19Z [---] followers, [--] engagements
"This $0 Trade Was Worth More Than a 40% Winner The Process (The Good): Analysis: Identified $BMA (Banco Macro SA) as a high-potential play based on improving fundamentals and a clear political catalyst (Milei's election). Timing: Entered as the stock confirmed a technical flag showing signs of accumulation. Risk Management: A logical stop-loss was set at $49.90. The Execution (The Failure): Emotional Reaction: A sharp intraday reversal caused a deviation from the plan. Rule Violation: The position was exited based on emotion ("fear") rather than the pre-defined rule (the stop-loss being hit)."
X Link 2025-10-27T12:00Z [---] followers, [---] engagements
"Before pitch decks and valuations there was a sound: beepbeepbeep. Sputniks tiny heartbeat shocked a superpower birthed NASA and triggered the largest peacetime mobilization in history. The Apollo era wasnt business but it accidentally invented the future: microchips global tracking materials science. What happens when those unintended dividends become the main event $GE $RKLB $FLY $ASTS $LHX $NOC $RDW $PL $BKSY $PLTR $MNTS $SPIR $BA $GD Dive in to see how a Cold War signal became the starting gun for the space economy"
X Link 2025-10-31T10:29Z [---] followers, [--] engagements
"Somethings off. The indexes are smiling but the floorboards creak. Weve been mostly cash hunting only what pencils: nat gas rare earths and a watchlist that prioritizes risk over romance. This weeks free essentials: $UPS: Post-earnings pop with dividends and buybacks: credible story improving structure. $BYND: Meme-behavior you can trade with tight risk not invest in. $PL: AI-fueled demand meets orbital data tight digestion above 10/20-EMA If you think preparation is optional the market will fix that belief fast. Get the watchlist and be ready for the move. LNK N BO $QQQ $SPY $MDY $IWM"
X Link 2025-11-02T17:37Z [---] followers, [--] engagements
"Volatility barked louder than the bounce: one hammer day doesnt build a house. We break down the 50day save the VIX tripwire and why true lowrisk entries are scarce but priceless. Portfolio: $PUMP $CRK Watchlist a megacap with 20% cloud reacceleration $AMZN a highvelocity beverage chain coiling after a loose handle $BROS a spaceimaging upstart riding the 10/20EMA shelf. and much more $PL We give you the playbook: where its actionable where its bait and where FOMO dies. LNK N BO https://twitter.com/i/web/status/1987561087642829237 https://twitter.com/i/web/status/1987561087642829237"
X Link 2025-11-09T16:41Z [---] followers, [---] engagements
"http://gb.capital/p/wall-street-radar-stocks-to-watch-vol-63 http://gb.capital/p/wall-street-radar-stocks-to-watch-vol-63"
X Link 2025-11-09T16:43Z [---] followers, [--] engagements
"That feeling when you close a trade for a small profit only to see it explode higher That's not a mistake. That's the market teaching you the price of certainty. $SPY $GLD $BTC $QQQ $IWM #quote #quoteoftheday #QuotesOfTheDay #TradingTips #InvestSmart"
X Link 2025-11-12T08:58Z [---] followers, [--] engagements
"@RealSimpleAriel @alexnettey @SteveDJacobs Sunday for us on $TGB :)"
X Link 2025-11-12T19:23Z [---] followers, [---] engagements
"Let me tell you about all the trades we DIDN'T take. In two months we've passed on 50+ setups. That biotech. That tech breakout. That commodity play. Why Because 'interesting' isn't enough in this market. Then Comstock Resources ( $CRK ) appeared. Theme: Nat gas fueling AI infrastructure. Structure: $BOIL showing seller exhaustion. Setup: $CRK at $17-18 low volume defined risk. We took it. +40% in two weeks. I know what you're going through. You're watching your watchlist wondering why nothing is working. The truth is really simple: most things AREN'T working right now. In easy markets"
X Link 2025-11-13T09:27Z [---] followers, [---] engagements
"$IDXX setting up beautifully 👀 Earnings gap ✅ Tight consolidation ✅ (a little bit more maybe.) Declining volume ✅ Pennant forming ✅ Strong Sector ✅ $718-720 is the line in the sand. Break above = 🚀 [--] EMA catching up nicely. Who's watching this one #StockMarket #TechnicalAnalysis #Trading"
X Link 2025-11-13T10:40Z [---] followers, [---] engagements
"Merck $MRK nears a $9.2B deal for Cidara $CDTX Technical note: after Julys surge the stock built a clean consolidation and rode the 50-day MA all the way into todays buyout headline. Takeaway: relative strength + respect of the 50D are simple durable signals. (We highlighted the setup to our subs back in July.)"
X Link 2025-11-14T10:30Z [---] followers, [---] engagements
"@Mike10947310 $CRK from [-----] nat gas play no other positions"
X Link 2025-11-14T12:26Z [---] followers, [---] engagements
"@peoplewish_ $XOM and oil a good way to park some money actually"
X Link 2025-11-17T09:57Z [---] followers, [--] engagements
"Setup of the day 👀 $FLY Earnings gap supported on Friday at the 10ema. Broke successfully the first down trendline from the beginning of October. We want a couple of more days on low volume and sideways. $24.50 is the line in the sand. Break above = 🚀 [--] EMA catching up nicely. Price is fighting with the 20EMA actually. Who's watching this one #StockMarket #TechnicalAnalysis #Trading"
X Link 2025-11-17T13:26Z [---] followers, [---] engagements
"@FranVezz $RIG breaking after testing [----] support not bad"
X Link 2025-11-17T15:39Z [---] followers, [---] engagements
"If you need a chart to understand Relative Strength right now it can be $PGNY"
X Link 2025-11-18T14:35Z [---] followers, [---] engagements
"Everyones shouting buy the dip were saying maybe just maybe not yet. In Volume [--] of Wall Street Radar our indicators dont lie: theres no clean breakout yet and forcing a move could be dangerous. Were watching quietly ready to strike when the setup is right. Join us and see the full watchlist LNK N BO $QQQ $IWM $SPY $INBX #Watchlist #TradingTips #tradingstrategy"
X Link 2025-11-23T16:12Z [---] followers, [--] engagements
"$GLD appears poised to move higher and one of the strongest setups today is AngloGold Ashanti Ltd $AU Although were not particularly fond of the stocks trend since the start of [----] if gold continues to rise the miners are likely to follow. The price has recently been supported by the 10-EMA the EMAs are aligned in a bullish structure and the chart looks close to breaking out of a cup-and-handle pattern on the daily timeframe. $NEM $GDXU $GDX $KGC $NUGT #tradingstrategy #SwingTrading #swingtrade"
X Link 2025-11-25T14:02Z [---] followers, [--] engagements
"Social feeds make everyone look like a millionaire genius. Until you check their actual returns (or their tax bill). Most traders arent beating a simple index fund. But the algorithm doesnt reward honesty. It rewards adrenaline. And that adrenaline is expensive. Your timeline wants you impulsive your portfolio wants you patient. Pick who youre loyal to. One of them will take everything from you. #Investing #Trading $QQQ $SPY $GLD $SLV"
X Link 2025-12-01T07:02Z [---] followers, [--] engagements
"The First Quant Model Was Built by a Monk In the 1600s Marine Mersenne wasnt running a hedge fund. He was sitting in a monastery cell cataloging massive primes nobody thought humans could compute. His systematic rules-driven methods inspired Pascal and Fermat to formalize probability. That intellectual leap (seeing randomness as measurable) is the backbone of every quant model today. Sometimes alpha doesnt start on Wall Street. It starts with someone who cant stop asking weird questions. #quoteoftheday #trading #Investing #investingwisdom"
X Link 2025-12-03T08:42Z [---] followers, [--] engagements
"Is Trump about to push a robot into every American home Sounds crazy. But the meetings the messaging the urgency its all lining up. And the market felt it immediately: TSLA +4% RR double-digits IRBT went ballistic. Heres how a real theme is born no BS: 1) Big catalyst policy-level not rumor-level. 2) Market validation leader + high-ADR names explode in volume. 3) No chasing Day-1 is excitement not opportunity. 4) First pullback low volume tight ranges clean risk. 5) Pick your weapon leader for stability high-ADR for juice. Robotics isnt hype if policy keeps feeding it. The next pullback will"
X Link 2025-12-04T08:46Z [---] followers, [--] engagements
"Chart of the Day: $ISRG Intuitive Surgical the leader in robotic-assisted surgery. Blowout earnings first clean bounce off the 20EMA back above all key MAs. Sector = 🔥. Two low-volume pullbacks forming a VCP-like setup. Break of $579 with volume = game on. https://twitter.com/i/web/status/1998021341010665835 https://twitter.com/i/web/status/1998021341010665835"
X Link 2025-12-08T13:26Z [---] followers, [---] engagements
"Really good setup today Pacific Biosciences $PACB"
X Link 2025-12-11T13:54Z [---] followers, [---] engagements
"In a world where most social feeds look identical true asymmetry comes from thinking independently. Kodiak AI ( $KDK ) is a perfect example. Robotics surged after Teslas Optimus Gen [--] news. The obvious names ran first: Tesla $TSLA Richtech Robotics $RR and iRobot $IRBT The overlooked name $KDK offered the real opportunity. The reclaim of [----] on Dec [--] created a clear low-risk structure. A failed breakdown two sessions of support and a tight consolidation. Risk: [----]. Reward today: 50% in less than a week. If you want analysis education and ideas outside the echo chamber join us"
X Link 2025-12-12T08:31Z [---] followers, [---] engagements
"We missed a 30% move in $CGC because we overthought it. Cost us real money. But here's the thing about trading: hesitation kills more opportunities than bad analysis. This week we're breaking down our biggest win ( $PL: +50%) and our most expensive mistake. Raw unfiltered no BS 🧵"
X Link 2025-12-14T17:45Z [---] followers, [---] engagements
"Insurance is supposed to stay boring. Thats what makes disruption here so powerful. One company is proving that software and automation can modernize a decades-old industry without raising new capital to do it. That narrows the field dramatically. If you think you know which company this is test your conviction. If you dont even better. Weve added it to our watchlist. Click the link to find out which name is behind the setup. $AIG $CB $GL $KNSL $LMND $ALL $MET $PGR"
X Link 2025-12-21T17:28Z [---] followers, [--] engagements
"The New York Stock Exchange (NYSE) started under a tree. In [----] [--] stockbrokers signed the Buttonwood Agreement under a buttonwood tree on what is now Wall Street forming the basis for the NYSE. $QQQ $SPY $IWM #nyse #Investing #quotesoftheday"
X Link 2025-12-23T09:05Z [---] followers, [--] engagements
"Youve heard the headlines AI this rates that diversification here. But what if the real forces shaping [----] are hiding at the edges in space power grids fiscal revolutions and economic friction no ones talking about yet Read the full deep dive $RKLB $LMT $LUNR $IRDM $RDW https://twitter.com/i/web/status/2006278818584027587 https://twitter.com/i/web/status/2006278818584027587"
X Link 2025-12-31T08:18Z [---] followers, [---] engagements
"@NFTLunatic @peter_mantas $TWST is incredible. We wrote a deep dive time ago https://open.substack.com/pub/goldenbearcapital/p/equity-x-ray-in-depth-research-25-twstr=rpfpw&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/goldenbearcapital/p/equity-x-ray-in-depth-research-25-twstr=rpfpw&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-11T13:15Z [---] followers, [---] engagements
"https://www.gb.capital/p/wall-street-radar-stocks-to-watch-vol-69 https://www.gb.capital/p/wall-street-radar-stocks-to-watch-vol-69"
X Link 2026-01-11T18:47Z [---] followers, [--] engagements
"In [----] long before Wall Street or modern asset managers existed the first-ever mutual fund was born in the Netherlands. A Dutch merchant named Adriaan van Ketwich created an investment trust called Eendragt Maakt Magt Unity Creates Strength. Its idea was simple but revolutionary: instead of betting everything on a single investment people could pool their money and spread it across many different assets. Van Ketwichs fund invested in a diversified basket of bonds including loans to European governments and colonial enterprises. By doing so it reduced the risk faced by individual investors"
X Link 2026-01-13T08:48Z [---] followers, [--] engagements
"Before Nokia ( $NOK) killed Motorola it was killing trees. Yes you read that right The Finnish giant that once commanded 40% of the global mobile phone market started as a paper mill in [----]. Nokia made toilet paper rubber boots and even car tires before accidentally stumbling into telecommunications. The company's name comes from the Nokia River where they literally chopped down forests. Fast forward to the 1990s: Nokia became synonymous with indestructible phones and the addictive game Snake. Then came the iPhone and Nokia's refusal to adapt turned the predator into prey. Today it's a"
X Link 2026-01-16T08:55Z [---] followers, [--] engagements
"While the market chases the flashy giants building the missiles and the drones they are completely ignoring the microscopic tech that makes them actually work. $KTOS $AVAV $LMT $PLTR There is a tiny overlooked player sitting at the absolute choke point of the European defense ecosystem. Without their specific the billion-euro defense industry becomes a collection of useless instruments. $RHM $DAS $EXO $LDO They are the invisible backbone of modern sovereignty and right now the market has priced them like they don't exist. https://twitter.com/i/web/status/2013182823922856368"
X Link 2026-01-19T09:32Z [---] followers, [---] engagements
"From a geopolitical standpointone could argue that Denmarks Block Grant is a retainer fee paid to keep Greenland as a strategic reserve: neutral and undeveloped. By covering half the island's budget Copenhagen ensures stability without the geopolitical heat that comes with uranium and rare earths extraction. However the [----] ban on mining radioactive materials renders this reserve useless to NATO allies desperate for non-Russian nuclear fuel. Trumps interest signals that the US is no longer willing to let this asset sit idle. The US view is that the Block Grant is an inefficiency: it supports"
X Link 2026-01-20T09:06Z [---] followers, [--] engagements
"@LogicalThesis $ZS"
X Link 2026-01-20T17:53Z [---] followers, [---] engagements
"You probably think Vitalik Buterin created Ethereum because he wanted a better Bitcoin. Wrong. He created it because of a nerf in World of Warcraft. Seriously. Back in [----] Vitalik was obsessed with his Warlock character. One day Blizzard released a patch that removed the damage component from his favorite spell "Siphon Life." He cried himself to sleep realizing for the first time the absolute horror of centralized services. A single entity could change the rules of his world without his consent. That teenage trauma is the literal architectural foundation of the Smart Contract: a system where"
X Link 2026-01-21T08:47Z [---] followers, [--] engagements
"Swing Portfolio 25/03/2024 $DQ $CBRG $UVE $IHS $DLO https://gbcap.blog/2024/03/25/swing-portfolio-25-03-2024/ https://gbcap.blog/2024/03/25/swing-portfolio-25-03-2024/"
X Link 2024-03-25T16:34Z [---] followers, [---] engagements
"Scouting the Titans of Tomorrow 🌐 Spotlight on Laird Superfood Inc $LSF https://open.substack.com/pub/goldenbearcapital/p/scouting-the-titans-of-tomorrow-744r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/goldenbearcapital/p/scouting-the-titans-of-tomorrow-744r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2024-09-06T10:54Z [---] followers, [---] engagements
"💎 Hidden Value: A Deep Dive Inside the Most Powerful Fleet You've Never Heard Of $VAL (Valaris Ltd) and $TDW (Tidewater Inc.) https://open.substack.com/pub/goldenbearcapital/p/hidden-value-a-deep-dive-inside-ther=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/goldenbearcapital/p/hidden-value-a-deep-dive-inside-ther=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2024-10-23T14:58Z [---] followers, [---] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Updated Portfolio: $KC $TSSI $EC $RKLB $RDFN In-depth analysis of the following stocks: $HSAI: Hesai Group $DOCU: DocuSign Inc $FRPT: Freshpet Inc $LDTC: LeddarTech Holdings Inc $BLDR: Builders FirstSource Inc $GCO: Genesco Inc Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More https://open.substack.com/pub/goldenbearcapital/p/wall-street-radar-stocks-to-watch-cder=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-01-26T15:59Z [---] followers, [---] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Updated Portfolio: $KC $TSSI $EC $RKLB $RDFN $CLS $XYZ In-depth analysis of the following stocks: $GRO: Brazil Potash Corp $ICCM: Icecure Medical Ltd $SEER: Seer Inc $EXFY: Expensify Inc $CON: Concentra Group $ABT: Abbott Laboratories Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More https://open.substack.com/pub/goldenbearcapital/p/wall-street-radar-stocks-to-watch-cd0r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-02-02T15:31Z [---] followers, [---] engagements
"Also in our watchlist :) Updated Portfolio: $KC $TSSI $EC $RKLB $RDFN $CLS $XYZ In-depth analysis of the following stocks: $GRO: Brazil Potash Corp $ICCM: Icecure Medical Ltd $SEER: Seer Inc $EXFY: Expensify Inc $CON: Concentra Group $ABT: Abbott Laboratories Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More https://open.substack.com/pub/goldenbearcapital/p/wall-street-radar-stocks-to-watch-cd0r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://twitter.com/i/web/status/1886076623755129171"
X Link 2025-02-02T15:38Z [---] followers, [----] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Updated Portfolio: $KC $TSSI $EC $RKLB $RDFN $CLS $XYZ In-depth analysis of the following stocks: $GRO: Brazil Potash Corp $ICCM: Icecure Medical Ltd $SEER: Seer Inc $EXFY: Expensify Inc $CON: Concentra Group $ABT: Abbott Laboratories Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More https://open.substack.com/pub/goldenbearcapital/p/wall-street-radar-stocks-to-watch-cd0r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-02-02T15:38Z [---] followers, [---] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Updated Portfolio: $KC $TSSI $EC $RKLB $RDFN $CLS $XYZ In-depth analysis of the following stocks: $GRO: Brazil Potash Corp $ICCM: Icecure Medical Ltd $SEER: Seer Inc $EXFY: Expensify Inc $CON: Concentra Group $ABT: Abbott Laboratories Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More https://open.substack.com/pub/goldenbearcapital/p/wall-street-radar-stocks-to-watch-cd0r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-02-02T15:38Z [---] followers, [---] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Updated Portfolio: $KC $TSSI $EC $RKLB $RDFN $CLS $XYZ In-depth analysis of the following stocks: $GRO: Brazil Potash Corp $ICCM: Icecure Medical Ltd $SEER: Seer Inc $EXFY: Expensify Inc $CON: Concentra Group $ABT: Abbott Laboratories Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More https://open.substack.com/pub/goldenbearcapital/p/wall-street-radar-stocks-to-watch-cd0r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-02-02T15:38Z [---] followers, [---] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Updated Portfolio: $KC Kingsoft Cloud Holdings $TSSI TSS Inc $EC Ecopetrol S.A. $APPS Digital Turbine Inc $SLQT SelectQuote Inc In-depth analysis of the following stocks: $LEU: Centrus Energy Corp $AXSM: Axsome Therapeutics $AVGO: Broadcom Inc $KLC: KinderCare Learning Companies Inc $RKLB: Rocket Lab USA Inc $PINS: Pinterest Inc $SIG: Signet Jewelers Limited Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More link in bio https://twitter.com/i/web/status/1891429067792191560"
X Link 2025-02-17T10:06Z [---] followers, [---] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Our expert analysis has uncovered [--] high-potential setups with powerful catalysts for the next week + more $OKTA: Okta Inc $NBIS: Nebius Group NV $BZAI: Blaize Holdings Inc $ORGO: Organogenesis Holdings Inc $WEN: The Wendy's Company $PTGX: Protagonist Therapeutics Inc A free premium analysis also: $NAGE: Nagen Pharmaceuticals Inc 👉 Full analysis with entry points risk management and price targets available now Link in bio https://twitter.com/i/web/status/1903806067978473771 https://twitter.com/i/web/status/1903806067978473771"
X Link 2025-03-23T13:48Z [---] followers, [---] engagements
"26 May - Portfolio holdings and % results Coinbase Global - $COIN Tesla Inc - $TSLA Sezzle Inc - $SEZL nLIGHT Inc - $LASR StoneCo Ltd - $STNE"
X Link 2025-05-26T13:19Z [---] followers, [---] engagements
"Voyager Technologies $VOYG: A Technical Breakout in the Making The aerospace and defense sector has been buzzing and Voyager Technologies is a name to watch. After its IPO the stock hit $70.00 before retracing to establish strong support at $28.30. This week we saw a technical setup we couldnt ignore: a triangle pattern signaling a potential breakout. We entered a position on Wednesday targeting $40 as the first milestone. With the aerospace theme gaining momentum $VOYG could be a hidden gem in this market rally. $RKLB $ASTS $FLY https://twitter.com/i/web/status/1974089636281565347"
X Link 2025-10-03T12:30Z [---] followers, [---] engagements
"One sector caught our eye this week: Shipping & Ports. $BOAT $SEA $BDRY Four maybe five names all setting up beautifully. One of them will be in the watchlist. Can you guess which one Find out inside. $ZIM $MATX $KEX $INSW $GNK $ESEA $PANL LNK N BO https://twitter.com/i/web/status/1990139387703918634 https://twitter.com/i/web/status/1990139387703918634"
X Link 2025-11-16T19:26Z [---] followers, [---] engagements
"$INTC Intel Corp showing a good technical setup Semiconductors remain a strong sector. Price holding firmly above the 10-EMA. Trading above all major moving averages a clear sign of trend strength. Low-volume consolidation showing controlled digestion of recent gains. Developing a cup-and-handle-type formation a constructive bullish pattern. Watching for a breakout confirmation. https://twitter.com/i/web/status/1998754784728203769 https://twitter.com/i/web/status/1998754784728203769"
X Link 2025-12-10T14:00Z [---] followers, [---] engagements
"10 ideas to watch next week dont miss them Here below the first one Astera Labs $ALAB What they do A global semiconductor company that engages in the provision of hardware and software solutions for AI and cloud infrastructure Why watch Astera Labs sits at a rare intersection: its a pure-play beneficiary of the AI infrastructure buildout yet it operates in a less crowded niche than GPU makers. While companies like NVIDIA grab headlines for AI chips Astera quietly solves an equally critical problem: moving massive amounts of data between those chips without creating performance bottlenecks."
X Link 2026-01-11T18:47Z [---] followers, [---] engagements
"$EAT: Brinker International Inc🛡 What they do: A restaurant operator managing casual dining brands Why watch Brinker has executed an exceptional turnaround of its Chilis brand making it one of the top-performing restaurant concepts in the industry over the past two years. However concerns about the sustainability of restaurant spending and margin pressure due to ongoing consumer affordability challenges have weighed on the sector and EAT shares. The challenge is clear: consumers are pulling back and becoming more selective with discretionary spending. Restaurants have partially offset"
X Link 2026-01-25T17:37Z [---] followers, [--] engagements
"Once upon a market Silver $SLV felt left out. $GLD Gold parties everywhere shiny and hyped. I want to sparkle too it cried. By morning a magical parabolic move transformed it. Traders clapped analysts wrote articles. Silver twirled in charts like it was at the ball. Midnight came: someone peeked inside. Still silver they whispered. Silver shrugged smiling: At least I danced. But is the story really over $NEM $HE https://twitter.com/i/web/status/2016080290653888953 https://twitter.com/i/web/status/2016080290653888953"
X Link 2026-01-27T09:26Z [---] followers, [---] engagements
""History doesn't repeat itself but it often rhymes." $GLD $NEM $SLV"
X Link 2026-01-29T08:41Z [---] followers, [---] engagements
"A turkey is fed every day for [----] days. Each feeding strengthens its belief that humans care for its wellbeing. Then comes day 1001: Thanksgiving. The turkey's entire historical data set was misleading. For traders: past performance during calm markets tells you nothing about tail risk. Your strategy might work perfectly for years then blow up spectacularly when conditions shift. The longer your winning streak the more confident you become and the more vulnerable you are. Don't confuse absence of evidence (no crashes yet) with evidence of absence (crashes can't happen). If you have a chance"
X Link 2026-01-30T09:39Z [---] followers, [--] engagements
"This is one of those rare occasions where the research practically wrote itself. We aren't trying to decode impenetrable tech or find a needle in a haystack. The advantage here is clear and the market opportunity doesn't need an elaborate explanation. We are seeing real traction (repeat orders from major defense players) that signal this company is the potential leader of the pack If you want to see the one company we are willing to put our chips on you need to read this"
X Link 2026-01-30T14:11Z [---] followers, [--] engagements
"https://open.substack.com/pub/goldenbearcapital/p/equity-x-ray-in-depth-research-29-d32r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/goldenbearcapital/p/equity-x-ray-in-depth-research-29-d32r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-30T14:11Z [---] followers, [--] engagements
"Most equity research sits behind paywalls so most investors never see it. Our edge isnt just depth but experience. Having been CEOs we know when a company can truly disrupt and when technicals signal the right entry. Thats why we removed the paywall on our Twist Bioscience $TWST research. Covered at $32.00 now near $50.00 after earnings and still in our Swing Portfolio. LNK in comments or Bio. 🔗👇"
X Link 2026-02-03T11:18Z [---] followers, [--] engagements
"https://www.gb.capital/p/equity-x-ray-in-depth-research-25-twst https://www.gb.capital/p/equity-x-ray-in-depth-research-25-twst"
X Link 2026-02-03T11:18Z [---] followers, [--] engagements
"$GLD Gold is boring. It just sits there. This asset gets better with time. We are conditioned to think value means digital numbers or precious metals. $SLV But in Emilia-Romagna value smells like milk and salt. Credito Emiliano holds $200000000 in Parmesan cheese. Unlike a car that depreciates or gold that fluctuates this collateral improves every day it sits in the vault. A fresh wheel is worth little. A 24-month aged wheel is a luxury product. The bank effectively captures the value of "time." They lend money to farmers to keep the lights on and in return they hold an asset that is"
X Link 2026-02-04T09:10Z [---] followers, [--] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Updated Portfolio: $KC $TSSI $EC In-depth analysis of the following stocks: $HSAI: Hesai Group $TEM: Tempus AI $NTLA: Intellia Therapeutics $SFM: Sprouts Farmers Market Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More https://open.substack.com/pub/goldenbearcapital/p/wall-street-radar-stocks-to-watch-cf4r=rpfpw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://twitter.com/i/web/status/1881362114150895678"
X Link 2025-01-20T15:24Z [---] followers, [---] engagements
"🚀 Wall Street Radar: Stocks to Watch Next Week Updated Portfolio: $KC Kingsoft Cloud Holdings $TSSI TSS Inc $EC Ecopetrol S.A. $APPS Digital Turbine Inc In-depth analysis of the following stocks: $PSNY: Polestar Automotive Holding UK PLC $REBN: Reborn Coffee Inc $OPCH: Option Care Health $DVAX: Dynavax Technologies $CLDI: Calidi Biotherapeutics Inc Access our full research suite including advanced market insights sector analysis and an expanded watchlist. Learn More link in bio https://twitter.com/i/web/status/1888622984811720966 https://twitter.com/i/web/status/1888622984811720966"
X Link 2025-02-09T16:16Z [---] followers, [---] engagements
"Another great call was LGI Homes Inc $LGIH"
X Link 2026-02-05T13:34Z [---] followers, [---] engagements
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