The Friendly Bear on X
$AMG re-inventing history on today's earnings call. February 2026 claims AQR will exceed 20% of 2026 earnings, today pointing analyst asking question to a % of AUM. https://t.co/gYk6veSct9
X
The Friendly Bear
Everything we have picked from this writer, newest first.
The Friendly Bear on X
https://t.co/VbQybvQNUK $CAR in tax loss funds, $SCHW allegedly pulling back (following Fidelity). Good read
The Friendly Bear on X
@StockMKTNewz The $IGV Trump put 😂
The Friendly Bear on X
@TylerHardt Odds $NVDA is the anchor investor in this new product? lol
The Friendly Bear on X
$BFAM this is quickly becoming Kindercare...a part time day care business with plenty of hair...at a massive premium valuation https://t.co/Qyl0hbcakL https://t.co/lcYfNKtUaI
The Friendly Bear on X
Congrats to @unemon1 on $neon call https://t.co/pyl2cpvfmo
The Friendly Bear on X
$1.99/hr for $NVDA H100s in 2024 https://t.co/86KJZIIWAz https://t.co/qd0dyLxMMO
The Friendly Bear on X
There is so much demand for compute that $APLD is suing Character AI (now Google) because they claim they couldn't repurpose all of the GPUs they bought to service Character AI https://t.co/sM59vJAuck
The Friendly Bear on X
Thought there was ample supply still parked on balance sheet in April $NVDA @eliav https://t.co/SaEkbWG311 https://t.co/4ffaSSMwXH
