Mad Hedge Technology Letter October 27, 2025 Fiat Lux Featured Trade: (QUALCOMM JOINS THE A.I. RACE) (QCOM), (AI), (NVDA), (AMD)
Qualcomm has joined the party and will be a force to reckon with in the near future. Which party? The A.I. party! Chip companies have a small window of opportunity to get a seat at the table or become outdated. The chip industry moves fast, and if you aren’t leveling up, you aren’t even in […]
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“Unless you are breaking stuff, you are not moving fast enough.” – Said CEO of Facebook, Mark Zuckerberg
(AN EVENTFUL WEEK COULD ADD FUEL TO THE MARKETS – OR NOT?) October 27, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, Oct. 27 8:30 a.m. Durable goods orders (Sept.) 8:30 a.m. Durable goods minus transportation (Sept.) Earnings: Waste Management, Universal Health Services, Nucor, Alexandria Real Estate Equities, Keurig Dr. Pepper […]
When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but on rare occasions, it will be to exercise a STOP LOSS at a predetermined price […]
When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price […]
Global Market Comments October 27, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE YEAREND RALLY HAS STARTED), (NFLX), (SPY), (TLT), ($VIX), (GM), (TSLA), (USO), (PHM), (GLD), (AAPL), (SLV), (FXI)
Like the rest of you, I have spent the last two months tediously grinding sideways, or at worst, suffering small corrections. Traders, investors, and retail have been playing a waiting game; waiting for the Fed to lower interest rates, the government shutdown to end, and the markets to digest the enormous gains since April. The […]
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“It’s very difficult to navigate a business through a paradigm shift. You must hard wire your system to second guess all the time, questioning what is next, and then what is next. You’ve got to retain optionality for both investment portfolios and the business you run to navigate this well,” said Mohamed El-Erian, former co-chairman […]
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(NVDA), (AMD), (ORCL), (MSFT), (GOOG), (AMZN), (META) I bumped into an old trading buddy at the Whole Foods in Mill Valley last month. He runs infrastructure at one of the hyperscalers now, and while we were both reaching for the same overpriced organic coffee, he mentioned something that stopped me cold. “We’re not buying AI […]