Tech LetterFebruary 4, 2026 Posted on February 4, 2026February 17, 2026 by april@madhedgefundtrader.com Mad Hedge Technology Letter February 4, 2026 Fiat Lux Featured Trade: (SOFTWARE STOCKS GET CLOBBERED) (CRM), (NOW) april@madhedgefundtrader.com Software Stocks Get Clobbered The Software Reckoning: How AI Agents are Rewriting the Enterprise Playbook