(NBIS), (MSFT), (META), (NVDA), (CRWV), (UBER) If you blinked, you probably missed Nebius (NBIS) go from tech minnow to headline-snagging AI infrastructure juggernaut. In Q3 ’25, they clocked $146 million in revenue, up a dizzying 355% year-over-year. Wall Street yawned because it fell short of a $155 million consensus. But if you’re playing this game […]
Mad Hedge Technology Letter November 14, 2025 Fiat Lux Featured Trade: (BITCOIN HIT HARD IN THE SHORT-TERM) (BTC), (MSTR), (IBIT)
Readers need to digest Bitcoin getting whacked over the head with a glass beer bottle. Bitcoin’s brutal 21% selloff from its October peak to sub-$96,000 levels signals to us that we are stuck in risk-off mode. November is usually the time for the Santa Claus rally, but a series of high-profile gaffes by tech CEOs […]
“You want to be extra rigorous about making the best possible thing you can.” – Said Elon Musk
(SUMMARY OF JOHN’S NOVEMBER 12, 2025, WEBINAR) November 14, 2025 Hello everyone TITLE – Reality Check PERFORMANCE November = +3.38% MTD Since inception = +814.63% 2025 YTD = +62.74% Trailing One Year Return = +78.65% Average Annualised Return = +51.05% PORTFOLIO Risk On Positions (each 10%) (NFLX) 11/$1000-$1020 call spread […]
Global Market Comments November 14, 2025 Fiat Lux Featured Trade: (NOVEMBER 12 BIWEEKLY STRATEGY WEBINAR Q&A), (SLV), (SMR), (CCJ), (USO), (XLE), (XOM), (OXY), (UNG), (TSLA), GDX), (B), (NEM), (WPM), (PPLT), (ARKK), MU)
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Below, please find subscribers’ Q&A for the November 12 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Is there really rising industrial demand for silver (SLV)? A: Tech companies are definitely signing deals to get more power from zero-carbon sources. We are getting brownouts in certain parts of the country […]
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“The French have more fun in one year than the English do in ten,” said John Adams, America’s second president, and one-time ambassador to Paris and London.
Mad Hedge Biotech and Healthcare Letter November 13, 2025 Fiat Lux Featured Trade: (YOUR REMINDER THAT MARKETS PANIC and PIPELINES DON’T) (ABBV)
AbbVie (ABBV) is back in the headlines, and for once, it’s not just the dividend crowd paying attention. The stock may have fumbled the market’s mood on Halloween with a 4% drop, but don’t let that spook you – what’s lurking underneath is far more intriguing than the reactionary selling would suggest. The company beat […]