(MRVL), (MSFT), (NVDA), (META), (AVGO) Back in 1981, when I was tramping through the backcountry of Japan researching semiconductor factories, a wise old engineer told me something I’ve never forgotten: “Young man, in technology, the custom always beats the commodity.” Four decades later, watching Marvell Technology’s (MRVL) strategic pivot to custom AI silicon, that weathered […]
Category Archives: Mad Hedge AI
(TEM), (ILMN) Last weekend, my daughter, the computer science whiz studying at UC, called me with a question about healthcare AI companies for her investment project. “Dad, my professor says these healthcare AI stocks are just cash incinerators with no path to profitability,” she explained. “Should I avoid the whole sector?” I was cutting vegetables […]
Oracle Financial Services Supercharges Investigation Hub with AI Agents, Revolutionizing Financial Crime Detection In a significant leap forward for financial crime prevention, Oracle Financial Services has unveiled a major enhancement to its Investigation Hub Cloud Service, integrating a powerful suite of artificial intelligence (AI) agents and agentic workflows. This advancement promises to dramatically accelerate and […]
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Mar
(AVGO), (MSFT), (AMZN), (GOOG), (META), (INTC), (MRVL) The panicked messages flooded my inbox last week as tech stocks took a nosedive. One subject line simply read: “BROADCOM – SELL NOW???” Another longtime reader called me at 5:30 AM (clearly forgetting about time zones) asking if the AI bubble had finally burst. His portfolio was bleeding […]
In the burgeoning landscape of artificial intelligence, where massive foundation models (FMs) reign supreme, a new player has emerged, promising to democratize access and accelerate innovation. Together, AI, a startup founded by a team of seasoned AI researchers and engineers, is rapidly gaining traction with its platform designed to simplify the development and deployment of […]
In the dynamic world of international finance, where currency fluctuations can significantly impact business outcomes, effective foreign exchange (FX) risk management is paramount. Deaglo, a pioneering FinTech company, is at the forefront of this critical domain, leveraging cutting-edge technology to empower businesses and financial institutions with unprecedented control over their FX exposures. A Visionary Approach […]
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Mar
(CLS), (MSFT), (GOOG), (GOOGL), (NVDA) I was driving back from Salt Lake City a few weeks ago when I got a call from a former Concierge Service client who runs a drone manufacturing business. His story is remarkable – what started as a hobby five years ago now generates $40 million in revenue, with military […]